FINANCE CLERK

Job Function : The Finance Staff is responsible for bank process operations. Duties & Responsibilities: Processes & reviews properly filled-up credit application forms. Ensures that these bear the Sales Manager’s signature and sends to banks for approval; Encodes details of customer applications. Confirms with bank Dealer Coordinators on status of credit application and updates Sales Managers accordingly; Upon submission of folder by sales, checks financing computations and details of client on Vehicle Sales Order (VSO)) against bank Credit Approval (CA); Computes Down Payment (DP), Add-On rates (AOR), terms, monthly amortization and Chattel Mortgage Fee; Checks insurance coverage and Dealer Incentive properly; Ensures that the basic requirements, such as POB, digitized primary IDs are submitted by client prior to invoicing, while the rest of the requirements per CA are submitted at least 48 hours prior to the schedule of unit release to prevent problems during delivery date; Ensures that authentication of submitted copies of requirements is done against the original copy of government-issued IDs, such as driver license, passport, including signature verification; Confirms bank PO & ATD and coordinates with bank branches and business centers; Prepares bank financing documents for client’s signature; Types and prints PNCMs & LTO Undertaking; Photocopies/ collates requirements, prepares bank transmittal forms and sends to UMC Paco; Indicates insurance amount on CA and stamps whether FICOB-INHOUSE or FICOB; Types correct year model on DR based on conduction sticker; Assists and submits document deficiencies for booking and collection purposes: Searches for documents, files for correction for submission to banks; Coordinates with branch Sales Manager / Agent for document deficiencies; Coordinates with C&C and Finance Staff on submission of document deficiencies;

Prepares weekly report on applications & approvals by bank per unit for Marketing Department for SPH purposes; Prepares weekly report on applications & approvals by bank by sales group by dealership; Prepares Daily Vehicle Release Report & sends to UMC Paco via email; Prepares insurance quotation for brand new units; Performs other related tasks related to the core function that maybe assigned from time to time.

Qualifications/Requirements: Educational Requirement : Graduate of relevant 4-year course preferably in Business Course. Skills Required : Must be knowledgeable in basic accounting and must posses excellent customer service skills, good in following directions, driven, creative, and a team player. Training Required: Personality training. Must be physically and mentally fit.

Remarks: Working Conditions : Good working conditions with occasional exposure on noise, heat, fumes, etc. Confidential Data Handled : Customer Inquiry Data