Three Major Groups of Jobs:
1. 3f Acctg and Financials
2. SBU memorial park plots
3. C3 group at SBU
Jobs at each grouping:
A. 3f Accounting and Financial outputs outcome
1. Majorem Lending
1. Loan Assistant and/or Officer
CORE JOB
1, Investment Lending Program Mix of loans/investment program
2. Marketing of Loans Prospective Borrowers
3. Processing approval of loans Loan Release
ANCILLARY
4, Rate Setting PN Loan Rate
ROUTINE
5. Filing Properly arranged loan folders
6. Collection of loans Collection
7. Forfeiture and consolidation of assets acquired Assets Acquired
8. Sale of Assets Acquired Collection
9. Sale of PN Investments from Lenders
2. Accounting Assistant: Funds MC and IF Loans
ROUTINE
1, Daily Posting and Monthly totals of Abstracts SL GL of loans
loans: release, collection MC IF
2. Collection of Funds from HGMP Deposit slips Deposits of Funds at Bank
3. Computation of interest quarterly Accrued interest payable
4 Ageing of ICR Monthly Ageing
5. Collection of Arrears based on ageing Collection and Forfeiture Letters Collection
6. Registry/inventory of loan folders security Loan folders, investment papers
and investments on File and intact
7. Bank recon Bank recon report
3. Accounting Assistant - Insurance and TFC
ROUTINE
1. Monitoring of insurance from daily sales Daily report on insured amount
2. Collection of Insurance data and Insurance batch for insurer
submission of same to insurer with
our advances
3. Collection of insurance premium from Collection report
debtors/buyers monthly
CORE
4. Collection of accounts in arrears Collection
5. Collection of funds from SBU monthly: SOA Collection
Insurance, ME,
6. Running balances and totals of funds Schedules and totals
2. Destiny Financials
1. Marketing Assistant / Officer
CORE
1. Recruitment and training of sellers of Recrutited seller Sales/Increase in sales
Memorial Plans for ABT area
2. Preparation of promotional materials Promo materials More sales
for memorial plans: tarps, flyers, soc media
3. Monitoring of sales/top 5 Sales report, top 5 monthly
ANCILLARY
4. Coordinating recruiting partner mortuary Mortuary Agreement
5. Problem solving: customer and agents Happy Agents customers
2. Customer Service/First Calls Records
ROUTINE
1. Customer master list Customer master list/greetings Increasing sales
2. PPA files soft and hard copy Updated files
3. Receipt of first calls (if centralized) Satisfied/delighted customers
monitoring first calls from provincial chapels
4. Coordinating first calls 0 complaints
5. Payment of partner mortuaries 0 complaints/high level of customer satisfaction
ANCILLARY
6. Monitoring of funeral services IS checklist evaluation and analysis
3. Accounting Assistant TA/AP FS (shall be done initially by BPI accounting since there will be two AP)
ROUTINE
1. Monitoring and recording receipts and
Disbursements
2. Payment of AP and Com
ROUTINE CORE
3. Reporting to OIC monthly
4. Accounting Assistant ICR
ROUTINE
1. Consolidated ICR report monthly Monthly ICR sked/totals
balances
2. Ageing Ageing report
3. Collection of accounts in arrears Collection forfeiture letters
4. Balances (for FS) Balances of ICR, Cash, AP, assets
3. BPI Acctg.
1. TA and Governmentals
ROUTINE
1. Monitoring of bank balances SBU balances bank balances cash count
2. Making checks or credit memos to the banks checks credit memo for AP
3. Custody and release of OR PPA accouinting for PPA, OR
DOS
4. Inventory of FFE, and materials monthly inventory
5. Physical custody of keys, OR CR of
vehicles, Stock and Transfer Book, JPA
Important docs
6. Governmentals:
SSS, HDMF Philhealth
BIR: VAT, withholding tax, qtrly income tax
Local tax: RET Mayors permit
ANCILLARY
7. Problem Solving: unpaid SSS
open case at BIR
2. AP Ordinary
ROUTINE
1. Opening of accounts: pre CI of supplier DTI, Sec Registration other supplier data
2. Purchasing Canvass, ,PO Contracts
3. Weekly submission of budget Weekly budget
4. CV completion
3. AP FS, IF, and Com
ROUTINE
1. Preparation of CA for IF and FS Cash advance within 24 hours after notice
Liquidation of the same in 72 hours
2. Weekly monitoring of outright com Outright com scheds checked vs abstracts
3. Complete payment of com monthly Com paid at month end, based on cut off and
based on standards
4. Prizes to CMO and Sellers paid quarterly
3F Non accounting jobs
4. BPI Personnel Assistant
Routine
1. Hiring of new staff Job applicants
2. Orientation and training on the Trainees and graduates
job of new hires
3. Communication from 3f to sbu soft and hard copy memo
4. Filing personnel records, policies Intact and complete 201 file
job description
5. Monitoring of govt required benefits copies of SSS, HDMF, Philhealth OR
and company benefits:
Ancillary
6. Changes of status: promotion
transfer, dismissal, dropping from rolls Promotion, transfer, dismissal memo
7. Disciplinary action Disciplinary memo
8. Problem solving: personnel probs Solution
9. Performance evaluation H1 and H2 Updated PE
5. BPI RCRMA
Routine
1. Master list of customers of all sbus and Complete and updated master list
since the beginning
2. PPA submitted weekly and delivered to customers
in seven days
3. CO Dos delivered finished in 30 calendar days
4. Special transaction completed in 30 calendar days
5. Files of CO, DOS PPA hard copy and soft copy
Ancillary:
6. Problem solving of customer: no OR, no Solution (baka iyong iba ninenok ng Happy customer/bibili ulit
Ahente eh tayo tagasalo)
CORE:
7. Repeat sales Ty letters, birthday greetings phone calls Repeat sales
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B Memorial Park Group
1. CMO
Core:
1. Achievement of collection and sales targets Daily Text and Email reports Collection and sales achievement
2. Operational excellence - top rate interrment Kaizen and best posting Product inquiries
Ancillary
3. Solution to customer problems Repeat sales
4. Planning: Marketing plan, sales campaign New Sales
Routine
5. Recruitment of sales agents Daily email reports
6.. Prospecting "
7. Dalaw paburol "
clean and beautiful parks
8. Am talk Text reports to GM, JUS
9. Recruitment and training of sellers More sellers More sales
10. Reporting and checking prior to sending Accurate and updated reports
2. Customer Service and Sales
2.1 CSS I Marketing Agent Admin (Sales Director)
Routine
1. Recruitment and training of new sellers New Sellers more prospects
2. Prospects by Self and Sellers DPMS
3. Initiating dalaw paburol (of our customers Dalaw paburol report Obits FOFF
and non customers Free obits for customers
4. Saturation of barangays Distribution of 10% discount card
5. Senior Citizen prospects recruitment Distribution of privlege card
Core
6. Achievement of new sales target New collection achievement
3. 2.2.CSS 2 Interment, Cash Operations, PPA Funeral Director
Routine
1. Daily customer service Refreshments served Happy customer
2. Birthday and anniversary greetings to those interred Flowers and candles for those with Delighted customer
at the park anniversaries
3. Coordinate cleanliness and beautification activities Clean and beautiful park
with park operations
4. Cash operations: Deposit slips
Or and acceptance of payments, deposits with banks abstracts
CORE
Interment service:
5. Adminstrative: IA, ARU, request for CA notification to 3f obit posting
liquidation of CASH
6. Preparation of interment tent, motif, tribute
7. Conducting the interment program, dove release more prospects
8. Post interment marker grass plot tampering
posting of tributes at you tube and
tribute archive
ANCILLARY
9. Ordering grass and marker grass delivery
10. 9th and 40th day vi visitation marker
3. Field Operations/Maintenance and Landscaping
4. 2.1 GT
ROUTINE
1. Park cleanliness Area swept
2. Park landscaping Routine landscaping reported (at kaizen)
New landscaping
Compost pit
Grass and shrub, and tree nursery
3. Inventory of FFE and materials inventory report (at Kaizen posting
4. TPM and FS of equipement show at Kaizen report
5. 2.2 Transportation Specialist
Routine
1. Cleaning and TPM of vehicle Monthly dent report
Picture of vehicle
Low cost of vehicle maintenance
N.B. TPM of all rolling stocks at the park are under the responsibility of TS
2. Repair and maintenance of vehicle Log book records of repair Low repair cost
CORE
3. Trippings Report on daily email reports by SBU New Sales
ANCILLIARY
4. Trouble shooting Vehicle will function run again Low repair cost
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C. C3 Crematorium, Columbarium and Chapel Memorial Care and Services
1. Cremation -
1. Cremation Technician
1. Cleanliness and nice appearance of Picture at kaizen report Delighted prospects and customer
crematorium, CR
2. Inventory TPM and record keeping A record book of checking,
of all things inside the crematorium: Monthly inventory reports
cremation machine, genset, aircon
and urns
3. Regular check up and testing of P.O for genset
genset, diesel fuel levefl and ordering
the same
3. Reception of and conducting of cremation Cremation authorization
Cremation sales contract
4. Delivery of ashes to family Within 2 hours after start in plastic bag
ANCILLARY:
5. Interest the customer on urn upgrade Urn or ash crypt purchase
or purchase of urn
2. CSS 2 Crematorium Customer Care and Sales
Core
1. Promotion of cremation to various Prospect Sales at need pre need
sectors: DSWD, barangay, funeral
homes by personal visit, tarp at site
tarp at various location
2. Reception and carrying out the cremation Inquiries Sales in the future at need pre need
3. Supervising the technician Well executed cremation
Routine
4. Reporting the Cremation to 3f after securing Cremation authoriization
cremation authorization Obit posting; file at 3f
5. Request for CA and liquidation of the same CA request and liquidation
6. Checking reports and records of cremation assistant Correct reports
2. . Chapel Memorial Care and Services
1. CMO chief
Core:
1 Achieving collection target of the CMCS Collection and sales at need pre need
at the location
Ancillary
2. Recruitment of agents and development agents and sellers
of channels
3. Determination of competitive pricing vs price list Colllection and sales
other funerasl homes
4. Improvement of the chapel: Aircon magandang chapel
design more inquiries
5. Furtheer improvement of funeral service service and features innovation
Routine
5. Making sure that embalmer does his delighted customer
job well and so with FD (CSS2)
6. Checking inventory of caskets and reordering no rush ordering, no 0
if necessary inventory
6. Request for cash advance and liquidating the same CA liquidation report
7. Care and security of equipment and submission of inventory report
8. Ensuring that there are files at the office updated and complete files
of fs service contract, master list of fs.
embalming authorization
regular inventory reports
9. Ensuring that all APs are paid, OT permission 0 outstanding payable/obligations
are obtained
2. CSS 2 - Funeral Director (in charge of customer care, sales, marketing)
Core:
1. Answering first call prompt reply as required by OIC
2. Ordering authorizing TS and quick response not more than 1 hour after first call
attendant trip ticket
3. Offering the best package that inquiries, Class A prospect Sales
meet the needs of the customer
(low or levelling up.upgrading at
the high hundreds
4. Closing the sale Funeral Service contract Collection/payment
Ancillary
5. Cross selling other products: inquiries
bundling, plots cremation pre need
Routine:
6 Daily checking amenities of the bereaved: Maintain a log of checking delighted customer
water, flowers, accommodation; replacement if
needed
7. Posting of obits obits
8. Making tributes for the deceased tributes
3. Mortuary Technician - Embalmer (on call in the beginning or part time)
Core:
1. Being ready for first call, may attend to
pick up if necessary if has knowledge of driving
2. Embalming and body preparation: washing nice looking deceased
3. Assisting in set up at chapel or homes (?)
Routine:
4. Inventory and care of embalming equipment monthly inventory report
no missing tools, FFE
5. Reordering of funeral or embalming equipment kumpleto gamit
Ancillary
6. May set up flower arrangement if has knowledge of
if in state of disrepair
bathing and dressing up
7. Research new ways of serving the deceased innovation suggestion
4. Attendants:
For pick up, chapel cleainliness, and funeral procession Daily or on call
5 Transportation specialist daily or on call for hearse and/or family car
1. Pick up
2. Funeral procession
5. 2.2 Transportation Specialist
Routine
1. Cleaning and TPM of vehicle Monthly dent report
Picture of vehicle
Low cost of vehicle maintenance
N.B. TPM of all rolling stocks at the park are under the responsibility of TS
2. Repair and maintenance of vehicle Log book records of repair Low repair cost
CORE
3. Trippings Report on daily email reports by SBU New Sales
ANCILLIARY
4. Trouble shooting Vehicle will function run again Low repair cost
3. Columbarium
1. Columbarium Technician for interment and cleanliness on call
from current GT/ISG
2. CSS 2 - in charge of customer care, inurment registry
