196 Banking Operations jobs in the Philippines
Banking Operations Associate
Posted today
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Be part of a trusted financial institution We're hiring Phone Bankers dedicated to providing quality customer service.
Location: Uptown Bonifacio, Taguig
Qualifications:
- Must be willing to work onsite and in a environment that requires to 100% phone based customer interaction.
- Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the internet and maneuvering in a window based environment strongly preferred.
- Fresh Graduates/College Graduates in any field are accepted with or without BPO experience
- HS GRAD or Completed at least 2 years in college or Highschool Graduates with 1-2 years customer interfacing work experience
- Completed a 2 year vocational course/certificate course with 1-2 years customer interfacing work experience
- Good to Excellent English communication skills
- Exceptional customer service orientation
- Willing to work on shifting schedule
Benefits:
- Up to 21k basic + 4,800 Non Taxable Allowance
- HMO upon joining the company (plus free 3 dependents)
- Retirement Plan after 5 years of stay in the company
- Life Insurance on day 1
- Internal Promotion
- Annual Increase (Performance based)
- 15% Night Differential
Job Types: Full-time, Permanent, Fresh graduate
Pay: Up to Php25,000.00 per month
Benefits:
- Company events
- Health insurance
- Life insurance
- Opportunities for promotion
- Pay raise
Language:
- English (Required)
Work Location: In person
Assistant Manager-Banking Operations-Collections
Posted today
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Job Description
- Minimum of 3 years total Customer service experience in Business Process Off-shoring
- Candidates should have at least two years of supervisory experience
- Must possess strong decision making and accountability skills
- Knowledgeable of best practices within a service-oriented sales environment
- Demonstrated ability to achieve sales goals through the management of individual performance objectives
- Must be comfortable in a sales environment and possess the ability to overcome objections
- Strong training and presentation skills
- Must be effective while working both individually and as part of a team
Responsibilities
- Manage a team of executives managing calls, chats and emails (member services) and be directly responsible for team performance. Lead, motivate and mentor the team and flawlessly execute action plans to ensure the highest level of performance delivery with standard quality is met
- Takes escalation cases and develops excellent rapport with members as required and solves problems
- Conduct one-on-one reviews/coaching, feedback, and counseling with the executives on techniques and methodologies, communication, and strategies to meet and exceed performance goals
- Maintain quality standards and deliver on accuracy/compliance targets, handle and manage customer and client escalations
- Monitor calls and email transactions on an ongoing basis and take corrective steps whenever necessary
- Identify opportunities to improve agent performance and create actionable plans that drive results
- Work cross-functionally with other departments within the client organization in order to identify obstacles in quality and streamline processes wherever possible
- Keep the team aware of all the information related to products, procedures, customer needs and company related issues, changes or actions.
- Provide support to the Operations Leader on special duties and other duties as assigned/delegated.
- Coordinate available resources and monitor workflow to ensure that the daily workload is consistently completed in line with agreed service standards.
- Liaise with internal and external customers on a wide range of information regarding issues, complaints and requests for information or advice.
- Keep senior management informed on reports/results and forecast
- Assist new hires and ensure that they are brought up to speed within the shortest possible time
- Provide complete support (Administrative, process specific etc.) to the team members to perform their duties effectively
- Ensure employee satisfaction, foster a competitive spirit amongst the team
- Ensure compliance with internal policies and procedures, external regulations and information security standards.
- Effectively manage queue and balancing of work loads
Qualifications
Manage a team of representatives (managing emails, chats and calls) and drive overall performance for his/her team. Responsible for supervisory support through transaction monitoring and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance. Steer process meetings / calls to a logical conclusion. Analyze data and come up with recommendable action to meet and exceed performance requirement. Recommend necessary process changes to improve team performance. Collaborate with support and enabling teams to ensure service delivery that will benefit the program. Collaborate and maintain excellent relationship with the clients.
Technical Project Manager – Banking Operations
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We are seeking an experienced Senior Project Manager with a strong background in software implementation and banking operations to lead mission-critical initiatives. This role requires 10+ years of project management expertise with hands-on experience in both Agile and Waterfall methodologies and proven ability to manage cross-functional teams and third-party vendors.
Key Responsibilities
Project Management & Delivery
- Lead end-to-end project management across software implementation and development initiatives.
- Prepare, update, and secure approvals for Project Plans, Work Plans, and Status Reports.
- Track and manage project budget, schedules, quality, and scope.
- Document and escalate risks, ensuring timely resolution with stakeholders.
- Ensure all project deliverables are completed, including Close-Out Reports and audit documentation.
Agile & Scrum Leadership
- Manage the Scrum process and coach teams on Scrum practices and Agile principles.
- Facilitate Sprint Planning, Daily Stand-ups, Reviews, and Retrospectives.
- Act as a servant-leader, ensuring Scrum teams adhere to frameworks and deliver value.
Stakeholder & Vendor Management
- Lead cross-functional teams including Developers, UI/UX Designers, QA, and Business Analysts.
- Oversee and coordinate with 3rd parties, vendors, and service providers.
- Communicate project status and align project goals with business objectives.
Compliance & Governance
- Ensure compliance with internal/external policies, security, and regulatory requirements.
- Support audits and facilitate post-implementation reviews.
- Promote best practices in system implementation and integration.
Assistant Manager-Banking Operations-Collections
Posted today
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Job Description
- Job Description: Minimum of 3 years total Customer service experience in Business Process Off-shoring
- Candidates should have at least two years of supervisory experience
- Must possess strong decision making and accountability skills
- Knowledgeable of best practices within a service-oriented sales environment
- Demonstrated ability to achieve sales goals through the management of individual performance objectives
- Must be comfortable in a sales environment and possess the ability to overcome objections
- Strong training and presentation skills
Must be effective while working both individually and as part of a team
Responsibilities: Manage a team of executives managing calls, chats and emails (member services) and be directly responsible for team performance. Lead, motivate and mentor the team and flawlessly execute action plans to ensure the highest level of performance delivery with standard quality is met
- Takes escalation cases and develops excellent rapport with members as required and solves problems
- Conduct one-on-one reviews/coaching, feedback, and counseling with the executives on techniques and methodologies, communication, and strategies to meet and exceed performance goals
- Maintain quality standards and deliver on accuracy/compliance targets, handle and manage customer and client escalations
- Monitor calls and email transactions on an ongoing basis and take corrective steps whenever necessary
- Identify opportunities to improve agent performance and create actionable plans that drive results
- Work cross-functionally with other departments within the client organization in order to identify obstacles in quality and streamline processes wherever possible
- Keep the team aware of all the information related to products, procedures, customer needs and company related issues, changes or actions.
- Provide support to the Operations Leader on special duties and other duties as assigned/delegated.
- Coordinate available resources and monitor workflow to ensure that the daily workload is consistently completed in line with agreed service standards.
- Liaise with internal and external customers on a wide range of information regarding issues, complaints and requests for information or advice.
- Keep senior management informed on reports/results and forecast
- Assist new hires and ensure that they are brought up to speed within the shortest possible time
- Provide complete support (Administrative, process specific etc.) to the team members to perform their duties effectively
- Ensure employee satisfaction, foster a competitive spirit amongst the team
- Ensure compliance with internal policies and procedures, external regulations and information security standards.
- Effectively manage queue and balancing of work loads
Qualifications: Manage a team of representatives (managing emails, chats and calls) and drive overall performance for his/her team. Responsible for supervisory support through transaction monitoring and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance. Steer process meetings / calls to a logical conclusion. Analyze data and come up with recommendable action to meet and exceed performance requirement. Recommend necessary process changes to improve team performance. Collaborate with support and enabling teams to ensure service delivery that will benefit the program. Collaborate and maintain excellent relationship with the clients.
Assistant Manager-Banking Operations-Collections
Posted today
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Job Description
Job Description: Manage a team of representatives (managing emails, chats and calls) and drive overall performance for his/her team. Responsible for supervisory support through transaction monitoring and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance. Steer process meetings / calls to a logical conclusion. Analyze data and come up with recommendable action to meet and exceed performance requirement. Recommend necessary process changes to improve team performance. Collaborate with support and enabling teams to ensure service delivery that will benefit the program. Collaborate and maintain excellent relationship with the clients.
- Responsibilities: Manage a team of executives managing calls, chats and emails (member services) and be directly responsible for team performance. Lead, motivate and mentor the team and flawlessly execute action plans to ensure the highest level of performance delivery with standard quality is met
- Takes escalation cases and develops excellent rapport with members as required and solves problems
- Conduct one-on-one reviews/coaching, feedback, and counseling with the executives on techniques and methodologies, communication, and strategies to meet and exceed performance goals
- Maintain quality standards and deliver on accuracy/compliance targets, handle and manage customer and client escalations
- Monitor calls and email transactions on an ongoing basis and take corrective steps whenever necessary
- Identify opportunities to improve agent performance and create actionable plans that drive results
- Work cross-functionally with other departments within the client organization in order to identify obstacles in quality and streamline processes wherever possible
- Keep the team aware of all the information related to products, procedures, customer needs and company related issues, changes or actions.
- Provide support to the Operations Leader on special duties and other duties as assigned/delegated.
- Coordinate available resources and monitor workflow to ensure that the daily workload is consistently completed in line with agreed service standards.
- Liaise with internal and external customers on a wide range of information regarding issues, complaints and requests for information or advice.
- Keep senior management informed on reports/results and forecast
- Assist new hires and ensure that they are brought up to speed within the shortest possible time
- Provide complete support (Administrative, process specific etc.) to the team members to perform their duties effectively
- Ensure employee satisfaction, foster a competitive spirit amongst the team
- Ensure compliance with internal policies and procedures, external regulations and information security standards.
- Effectively manage queue and balancing of work loads
Qualifications: Education Requirements
College degree with 2 years
Work Experience Requirements
- Minimum of 3 years total Customer service experience in Business Process Off-shoring
- Candidates should have at least two years of supervisory experience
- Must possess strong decision making and accountability skills
- Knowledgeable of best practices within a service-oriented sales environment
- Demonstrated ability to achieve sales goals through the management of individual performance objectives
- Must be comfortable in a sales environment and possess the ability to overcome objections
- Strong training and presentation skills
- Must be effective while working both individually and as part of a team
Head of International Wealth and Premier Banking Operations, Philippines
Posted today
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Some careers shine brighter than others.
If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of
Head of International Wealth and Premier Banking Operations, Philippines
The purpose of this role is to lead the Consumer Services team in Philippines to deliver agreed business objectives, focusing on service performance, risk management and change activity
In this role, you will:
• Is accountable for the delivery of the IWPB Operations Philippines targets
• Is responsible for ensuring the IWPB Ops Philippines team delivers in line with its demand statements
• Is accountable to our Business Partners for the services provided
• Regularly meets with Business Partners to review performance and identify common issues
• Establish goals for the country teams and manage their performance
• Is responsible for the coaching and development of individual team members and the overall development plans for the team
• Support the Country Head of Ops and Regional Head of IWPB Operations & E-Commerce in implementing the global and regional strategy, including outsourcing, location strategies, metrics, control frameworks, skill requirements and operating models
• Is accountable for meeting operational risk targets, implementing audit points and continually adhering to Global Standards
To be successful in this role, you should meet the following requirements:.
• Relevant educational qualification in accordance with local requirements
• Relevant experience in operations or in a directly related business/function in addition to successful experience in leading a team
• Relevant experience of successfully developing and managing relationships with third party suppliers
• Previous experience in Operations Management including strong operational control capabilities and a proven track record in delivery
• Excellent numerical skills and attention to detail combined with a strong delivery focus and ability to meet aggressive timeframes with quality results
• Excellent planning, organizing and commercial skills including strong financial management capability
• Strong negotiation and influencing skills
• Ability to maintain composure and drive right outcomes under high risk business recovery scenarios
• Strong interpersonal and communication skills
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.
You'll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by Hong Kong and Shanghai Banking Corporation Limited Philippines
Vice President, Senior Operations Manager, Payments Operations, Global Banking Operations
Posted today
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us
Responsibilities:
Cash Operations
- Manage and control daily operations and administration of the payment operations unit covering payments, check clearing, time deposit, check issuance, audit confirmation and related regulatory reporting
- Manage, coach performance of employees, to achieve excellent results, including ensuring strong awareness of the Bank's operation risk management procedures
- Ensure timely adherence to SLA, regulations and internal procedures and policies, including timely and effective escalation
- Ensure standardization of processes to achieve efficiency and customer delight. Review and document non-standard processes in accordance with the Bank's procedures and policies. Escalate/Risk accept where required
- Implement strong internal control systems and monitor their effectiveness, not limited to review of daily control checklist/health indicators, update desk top procedures, share knowledge and adopt best practices, manage remediation of audit/self-identified findings
- Ensure effective business continuity plan is in place
- Represent the Bank in Markets/Regulators engagement. Lead, direct, monitor the delivery and implementation of regulatory/markets initiatives on payment systems. Co-ordinate with Product, Technology and all Key Stakeholders to ensure successful implementation
- Support the Bank's digital/transformation strategy
Skills:
- Minimum 5 years of direct working experience in leading cash operations function
- Strong people manager
- Knowledge on local and cross border payments e.g SWIFT, payment channels
- Knowledge of all applicable regulatory reporting requirement and guidelines
- Hands-on in key regulatory reporting e.g. AML CTR, GLFX, ITRS reporting is an added advantage
- Project management and change management skills
- Sound knowledge of procedures and risk management/effective Quality Assurance
- Ability to work with a sense of urgency to meet internal and regulatory deadlines and address competing priorities.
- Ability to manage alliances, relationship with regulator(s), internal/external stakeholders, cross functional initiatives and process integration
- Solid knowledge on problem analysis and problem-solving
- Effective written, listening and verbal communication skills
- Self-motivated, diligent and meticulous
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Vice President, Senior Operations Manager, Payments Operations, Global Banking Operations
Posted 9 days ago
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Taguig, Philippines
**To proceed with your application, you must be at least 18 years of age.**
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Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities:**
Cash Operations
+ Manage and control daily operations and administration of the payment operations unit covering payments, check clearing, time deposit, check issuance, audit confirmation and related regulatory reporting
+ Manage, coach performance of employees, to achieve excellent results, including ensuring strong awareness of the Bank's operation risk management procedures
+ Ensure timely adherence to SLA, regulations and internal procedures and policies, including timely and effective escalation
+ Ensure standardization of processes to achieve efficiency and customer delight. Review and document non-standard processes in accordance with the Bank's procedures and policies. Escalate/Risk accept where required
+ Implement strong internal control systems and monitor their effectiveness, not limited to review of daily control checklist/health indicators, update desk top procedures, share knowledge and adopt best practices, manage remediation of audit/self-identified findings
+ Ensure effective business continuity plan is in place
+ Represent the Bank in Markets/Regulators engagement. Lead, direct, monitor the delivery and implementation of regulatory/markets initiatives on payment systems. Co-ordinate with Product, Technology and all Key Stakeholders to ensure successful implementation
+ Support the Bank's digital/transformation strategy
**Skills:**
+ Minimum 5 years of direct working experience in leading cash operations function
+ Strong people manager
+ Knowledge on local and cross border payments e.g SWIFT, payment channels
+ Knowledge of all applicable regulatory reporting requirement and guidelines
+ Hands-on in key regulatory reporting e.g. AML CTR, GLFX, ITRS reporting is an added advantage
+ Project management and change management skills
+ Sound knowledge of procedures and risk management/effective Quality Assurance
+ Ability to work with a sense of urgency to meet internal and regulatory deadlines and address competing priorities.
+ Ability to manage alliances, relationship with regulator(s), internal/external stakeholders, cross functional initiatives and process integration
+ Solid knowledge on problem analysis and problem-solving
+ Effective written, listening and verbal communication skills
+ Self-motivated, diligent and meticulous
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Risk Management
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Kenvue is currently recruiting for:
Risk Management & Compliance Senior AnalystThis position reports into RM&C Manager and is based In Manila, Philippines.
Who We AreAt Kenvue, we realize the extraordinary power of everyday care. Built on over a century of heritage and rooted in science, we're the house of iconic brands - including NEUTROGENA, AVEENO, TYLENOL, LISTERINE, JOHNSON'S and BAND-AID that you already know and love. Science is our passion; care is our talent. Our global team is made by 22,000 diverse and brilliant people, passionate about insights, innovation and committed to deliver the best products to our customers. With expertise and empathy, being a Kenvuer means to have the power to impact life of millions of people every day. We put people first, care fiercely, earn trust with science and solve with courage – and have brilliant opportunities waiting for you Join us in shaping our future–and yours. For more information click here.
What You Will DoRM&C Senior Analyst will provide regional oversight and will work with team members on deliverables for the respective area of responsibility. They will be reporting to the regional Finance Compliance Manager on the finance compliance activities within the function or region. Expected to provide compliance oversight within the regional hubs for the Finance Compliance organization. Responsible for risk management while driving standardization across the region or function.
They are required to have deep knowledge in finance processes and controls, strong analytical and risk management skills. This professional is expected to guide compliance professionals in working with various business partners including senior leaders across the enterprise.
Key ResponsibilitiesMaintain Operational Excellence:
- Adopts a strategic mindset for execution of daily tasks.
- Supports and prepares foundational analytics for evidence-based decision making.
- Demonstrates strong learning agility.
- Understands policies drives accountability on business compliance.
- Views issues with a risk-based lens and develops appropriate mitigation plan.
- Liaise and provide compliance status related to issues, policies, procedures, and recommendation as necessary to supervisor and stakeholders.
- Fulfill compliance requirements, which includes SOX Key Dates and Corporate requirements, as per Compliance SLA with the sectors. Complete all standard Compliance document requirements – RCM/DCMs, Hand-off's, SOPs, and submission of required SOX templates (system inventory templates, SOX questionnaires).
- Identify compliance risks in processes and controls and help ensure such risks are addressed.
- Help oversee the operational compliance to internal policies and procedures to assure that the current processes are operating under a state of control and in a manner consistent with applicable laws, regulations, and policy. Coordinate activities within established departmental policies.
- Manage multiple projects, when required, prioritizing, and adapting to business needs and understanding of business requirements is expected
Talent Management:
- Demonstrates influencing skills and credibility.
- Assist Associate Compliance Manager and/or Compliance Manager in the implementation of compliance initiatives and related activities such as, performing due diligence reviews, Risk Based Assessment monitoring, Audit, Corrective Action Planning & Remediation, Advisory, Training, and other compliance support needed by Finance/Accounting and Supply Chain.
- Coordinate compliance training as required. Enable/Support implementation of policies and standards across all sites within scope of role in the region.
Be a Trusted Business Partner:
- Exhibits an unbiased and integrated approach towards business partnering.
- Understands external environment and acts in an advisory / consultant capacity.
- Partner with Global Project Team in providing compliance support through various country deployments to enhance controls through standardization of tools & reports.
- Partner with other members of the Compliance team on the formulation of responses to corporate audits in order to address various audit observations. Collaborate with stakeholders in the identification and implementation of corrective actions. Ensure effective and timely completion of all corrective actions.
Create Game-Changing Innovation
- Demonstrates a self-motivated approach for process and continuous improvement.
Required Qualifications
- Generally, requires 4-6 Years Work Experience.
- At least 1-2 years of Management / Supervisory experience is required.
- Has specialized knowledge in underlying business processes and accounting background.
- Strong analytical and quantitative skills (ability to measure).
- Accounting background for Payroll and Finance for Risk Management, SOX, and User Access.
- Independent objective in thinking, strong professional ethics.
- Strong interpersonal skills and the ability to interact with employees at all levels.
- Ability to frame clear & concise communication across all relevant stakeholders.
- Be open to new ideas, rapid change and embracing new technologies.
Desired Qualifications
- Management / Supervisory experience.
- Familiarity in SOX documentation procedure and SOX certification is desirable.
- Planning, prioritization, and multitasking skills.
- Relevant professional certification(s) strongly preferred (i.e., CPP, CPA, CMA, CIA, etc.)
- Working knowledge of SAP (or other ERP's) an advantage.
- Digital/ intelligent automation capabilities.
- Competitive Benefit Package
- Paid Company Holidays, Paid Vacation, Volunteer Time, Summer Fridays & More
- Learning & Development Opportunities
- Employee Resource Groups
- This list could vary based on location/region
Kenvue is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Risk Management
Posted today
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Responsibilities:
- Checks and approves the deposit of the reservation fee for approved sales.
- Checks the completeness of documents covering the property, and documents submitted by the Buyer, against the approval of the sale.
- Ensures compliance with AMLA/PEP/DOSRI/ RPT rules and other sales documentation related policies, as applicable.
- Prepares the sales documents.
- Assists buyer for the signing of the sales documents.
- Handles the collection from the buyer of the amount per Billing Statement (SOA) provided by Expense Maintenance Unit (EMU) / Taxes Team for the expenses / CWT/VAT buyer share advanced by the Bank.
- Prepares all the documents for the booking of the sale, turnover of the property to the buyer, release to the buyer of the collateral documents, and such other documents necessary to consummate the transaction.
- Endorses the installment accounts to Collection Team.
- Secures clearances from Accounting Unit for the cash and SCR fully paid accounts prior release of collateral documents.
- Prepares collateral release advice (CRA) for the release of collateral documents to the buyer.
- Encodes to RMS system the property and buyer's information as well as the reservation and payment details.
- Facilitates scanning / document management imaging (DMI) of sales documents.
- Processes requests for payments (RFP), including request for Purchase System (PS) vendor set up, for main bank accounts.
- Prepares endorsement of accounts to Taxes, and other teams, for the corresponding, CWT payment and other tasks related to the sale of the property.
- Handles all processes, including coordination with the buyer, after the approval of the sale
- Checks the sales documents, RFP, RMS entry details and CRA prepared by the Documentation Assistant.
- Attends to after-sales concerns of old buyers.
- Prepares reports as needed.
Qualifications:
- Must be a bachelors degree holder
- With at least 3 years of related work experience
Interested candidates must be willing to work onsite daily in Makati.