About the Role
The Operations Executive provides day-to-day operational support to the Collection team, ensuring that cases, client information, reports, documents, and assignments are properly logged, organized, monitored, and followed up.
The role acts as an important link between clients, Account Managers, Operations, and the Collection team, helping to ensure that cases move smoothly through the collection process and that client reporting and operational requirements are handled accurately and on time.
Key Responsibilities
- Log and register cases in the ERP system.
- Assign cases to the Debt Settlement Team according to internal procedures.
- Provide administrative and operational support to the Operations Team, particularly in client reporting and coordination.
- Coordinate with clients via email, calls, and other channels as needed.
- Follow up with the Debt Settlement Team to obtain periodic case reports and updates.
- Collect and consolidate reports and updates from team members.
- Assist Account Managers in preparing and compiling client reports.
- Review client reports for accuracy and completeness before submission.
- Maintain proper records and documentation of all materials received from clients.
- Prepare portfolio analysis and MIS reports.
- Liaise with internal departments to resolve client queries promptly.
- Prepare and update case status trackers and dashboards for management review.
- Escalate high-priority or sensitive client matters to senior management when required.
- Perform other operational and administrative duties as required.
- Carry out additional responsibilities assigned by the Reporting Manager or Management.
Requirements and Qualifications
- 1–3 years of experience in Operations Administration, Debt Collection Support, Back Office Operations, or a similar role.
- Experience in a collection agency, financial services, or similar environment is an advantage.
- Strong organizational and administrative skills.
- Excellent attention to detail and data accuracy.
- Good follow-up skills and ability to manage multiple pending tasks.
- Comfortable working with Excel, ERP/CRM systems, portals, and shared files.
- Good written and verbal communication skills.
- Ability to coordinate effectively with multiple teams and stakeholders.
- Able to work under deadlines and handle repetitive operational tasks without losing accuracy.
- Professional, reliable, organized, and proactive.
- Good command of English is preferred, particularly when dealing with international clients or CBC-related operations.