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account officer

  • Recruitment of new member.
  • Market loans & savings.
  • Conduct center meetings, follow up, validation and loan inventory
  • Loan utilization check (LUC), credit investigation (CI)
  • Conduct credit with education (CWE)
  • Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of loans or credit contracts.
  • Trace delinquent customers to new addresses by inquiring at post offices, or through the questioning of neighbors.
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account officer

  • Preparing business activity statement 
  • Counting GST at the end of the month 
  • Entering purchase orders in ZERO software. 
  • Organizing couriers for pick-ups and deliveries 
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account officer

  • Prepare sales and expenses reports.
  • Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists. and expense reports.
  • Receiving and sending E-mails 
  • Filing and general office administration           
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account officer

  • Recruit clients with potential business.
  • Offer loan products and other services like micro-savings and micro-insurance to the client.
  • Conduct  inventory real and personal property and business of clients
  • Adapt teaching methods and instructional materials in conducting Credit with Education (CWE) to the clients.
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account officer

  • Properly handled high volume invoice processing.
  • Three-way matching in process invoices (PO – DO – Invoice) in term of quantity and unit price. Invoices properly and routinely coded. No duplication of invoice entries.
  • On time and no duplicate payment.
  • Perform monthly vendor reconciliation, further investigate those non taken up invoices.
  • To correspond to queries from external parties like vendors, auditors, etc.
  • Prepare accrual for non taken up liabilities to ensure proper matching concept.