Job Description
Are you a detail-oriented professional with a passion for exceptional customer service and a knack for financial administration? Travel + Leisure Co., the world's leading membership and leisure travel company, is seeking a dedicated Customer Liaison Officer to join our vibrant team in the beautiful Clark Freeport Zone, Pampanga. This is an exciting opportunity to play a pivotal role in supporting our finance applications and ensuring a seamless experience for our valued members.
As a Customer Liaison Officer, you will be at the heart of our financial operations, acting as a crucial link between our members and internal finance teams. Your expertise will be vital in validating essential documents, meticulously checking affordability, and expertly coordinating contracts to facilitate smooth and compliant financial transactions. We are looking for an individual who embodies professionalism, possesses strong communication skills, and thrives in a dynamic environment where accuracy and member satisfaction are paramount. If you are ready to apply your organizational prowess and customer-centric approach to a global leader in leisure travel, we invite you to embark on this rewarding journey with Travel + Leisure Co.
Join a company that values its associates and offers a world of opportunities for growth and development. Make a significant impact by ensuring operational efficiency and contributing to the unparalleled experiences Travel + Leisure Co. provides to millions of members worldwide.
Responsibilities
- Accurately validate and process all necessary financial documentation submitted by members, ensuring completeness and compliance.
- Conduct thorough affordability checks and financial assessments to support finance application approvals.
- Coordinate the preparation, review, and execution of member contracts, ensuring all terms and conditions are clear and agreed upon.
- Serve as the primary point of contact for members regarding their finance applications and inquiries, providing timely and professional assistance.
- Liaise effectively with internal finance, sales, and legal teams to resolve issues, expedite processes, and ensure cross-functional alignment.
- Maintain comprehensive and confidential records of all member interactions, financial data, and application statuses in the CRM system.
- Educate members on financial processes, contractual obligations, and available solutions with clarity and professionalism.
- Identify potential process improvements to enhance efficiency and member satisfaction within the finance application workflow.
Qualifications
- Proven experience (2+ years) in a customer service, finance support, liaison, or administrative role, preferably within a financial or hospitality setting.
- Exceptional verbal and written communication skills in English, with the ability to articulate complex information clearly and concisely.
- Demonstrated strong attention to detail and high level of accuracy in document processing and data entry.
- Proficiency in using CRM software and Microsoft Office Suite (Word, Excel, Outlook).
- Solid understanding of basic financial concepts and the ability to conduct affordability assessments.
- A proactive approach to problem-solving and the ability to work independently as well as collaboratively in a team.
- High degree of professionalism, integrity, and discretion when handling sensitive member information.
- Ability to thrive in a fast-paced environment, manage multiple tasks, and meet deadlines.
- Bachelor's degree in Business Administration, Finance, Hospitality Management, or a related field is a plus.