● Processing documents and information through the established export/import system.
● Reviewing all documentation and forms and review their export process on a regular basis.
● Verifying adherence of documentation to customs, insurance, or regulatory requirements.
● Monitoring cargo to confirm that is valid prior to sending notifications to customers coordinate trucking.
● Forwarding all appropriate documentation (Bill of Ladings/Customs documentation, departure and arrival notice) to proper parties on time.
● Maintaining database/record keeping in the system (shipment tracing data)
● Manage and monitor day-to-day aspects of bookings, shipping, tracking, tracing and billing for both import and export ocean/air shipments to meet customer needs.
● Provide daily follow up to import/export accounts (tracing reports twice a day, including weekends if needed) via phone or e-mail
● Alert clients of special areas of concern or potential problems in their export process.
● Follow up any inquiries from oversea agents (rate, routes, ports and others).
● Create monthly reports for AR/AP to both local and overseas agents (Including manage aging invoices).
● Process AR/AP invoices and create reports for accounting department.
● Prepare settlement reports, reconcile data weekly and monthly to ensure end of month totals matched our goals.
● Accounts follow up – A/R & A/P

● Responsible for entering correct data.
● Receiving and dispatching documents and financial slips.
● Creating sheet of expense and reporting on weekly basis.
● Manage and monitor day-to-day receivable and payable payments.

● Unit responsible for quality service to customers.
● Responsible for all financial transactions like (Pay Orders, Funds Transfer) done through contact center.
● Transactional errors monitoring and rectifications.
● Responsible for all transaction taken through Request Management System like PIL & BTF closure, product-based installment plan, limit enhancement, outstanding conversations and Internet banking.
● Coordinating with Complaint Management Unit for quick resolution.
● Responsible for the critical assignments and projects.
● Coordinating with other departments for customer’s resolutions
● Call retrievals for other departments (Fraud Management Unit, Business Development Unit, Wealth and Complaint unit).
● Identify the agents and team performance.
● Critical feedback given to the officer.
● Departmental product gaps summary on weekly basis.
● Call evaluation and feedback to officers to enhance the call quality.
● Major assignments of the department like month end transaction report, error report, officer performance reports, training analysis etc.
● Maintaining the key performance indicators and day to day troubleshooting.

● Handle countrywide customer’s incoming calls, queries, complaints, blocking request and taking financial transactions.
● Make outbound calls for new products and promotions to registered customers only.
● Prepare monthly/weekly performance reports.
● Handle client service, providing information them on Loans, Funds Transfer, Installments & Credit Cards.
● Handling Financial & Non-Financial Requests.