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Emcor Inc.
San Francisco, Agusandel Sur
Finance Sales Operation Department


Venue: 2nd floor CTFSI room
Date: December 14, 2012
Time: 6:00 p.m – 9:00 p.m
Duration: 3 hours


Finance Sales Operation Meeting
       Meeting was called to order at exactly 6:00 o’clock in the evening at 2nd floor CTFSI room of
Emcor Inc.

Attendees Present:
       Mr. Aurelio J. Ancog – FSO Area Manager of Region 3B
       Mr. Michael A. Perez – Credit Officer
       Mr. OnofreAlbar – Senior Finance Sales Representative
       Mr. LanndickDico – Senior Finance Sales Representative
       Mr. Aldren Serrano – Finance Sales Representative
       Mr. Samuel M. Evangelio – Finance Sales Representative

Absent:
          None

Prayer:
          Mr. Aldren Serrano led the prayer.

Announcement:
      Mr. Aurelio J. Ancog, FSO Area Manager of Region 3B.

          1. DUTIES AND FUNCTIONS OF OFFICERS OF THE DAY.

                 a. The OD should logbook all Credit Application of the customers.
                 b. The OD should logbook all customers complain about their unit.
                 c. The OD should handle all delinquent accounts professionally.
                 d. The OD should make or entertain past due accounts and record their commitments
                    using the commitment letter.
                 e. The OD should be the in charge of the Voluntary Deposit Slip (VDS) and make those
                    Redemption Receipt (RR) if ever there would be.
                 f. The OD should ask the FSR’s result of Credit Application and log it on every end of
                    the day.

              Mr. Aurelio J. Ancog asked the body for suggestions and comments, since there was none,
          Mr. Samuel Evangelio moved for the adaption of the second agendum and seconded by Mr.
          Aldren Serrano.
2. FLOW OF CREDIT APPLICATION

       a. From Store Operation, the Officer of the day should record on the CA logbook.
       b. After logged it on the logbook, the Officer of the day shall interview the customer
          for gathering information.
       c. After the interview, the Officer of the day should call the assigned FSR for credit
          investigation using the company’s cellphone.
       d. Before the end of the day, the Officer of the day must ask the assigned FSR for the
          result of the credit application and put it on the record.
       e. After the result of the Credit Application, the officer of the day should send the log
          the book to the Store manager for validation of all recorded credit application and
          give it back to the credit officer for safe keeping.

       Mr. Aurelio J. Ancog asked the body for suggestions and comments, since there was
none, Mr. Michael A. Perez moved for the adaption of the third agendum and seconded by Mr.
LanndickDico.


3. SCHEDULE OF THE OD.
      a. Mr. Michael A. Perez –December 15 and 17.
                    - The body agreed.

       b. Mr. OnofreAlbar – December 18 and 19.
                     - The body Agreed.

       c. Mr. LanndickDico – December 20 and 21.
                     - The body agreed.

       d. Mr. Samuel M. Evangelio – December 22 and 23.
                     - The body agreed.

       e. Mr. Aldren Serrano – December 24.
                      - The body agreed.


        Mr. Aurelio J. Ancog asked the body for suggestions and comments. Since there was
none, he reminded the body to focus not only on collection but also on the Sales. He added that
although we are different department but we have common goal and must unite for the
ultimate goal of Emcor Inc.
         The body agreed all the agenda’s for that evening and called Mr. Michael A. Perez for
further announcement.
II. Announcement:
        Mr. Michael A. Perez, Credit Officer of Emcor San Francisco Store.

        1. Deadline of Foreclosures:
                  Mr. Michael A. Perez reminded the body of the upcoming foreclosure documents to
                  settle it on or before 24th day of December as the cut-off date of the documents to
                  be able to foreclose those documents on the deadline.
        2. Deadline of VDS:
                  Mr. Michael A. Perez reminded the body again for the VDS of documents that were
              deposited on that day to avoid issuing a memorandum.
        3. Schedule of Cleaning of deposited unit:
                  Mr. Michael A. Perez announced to the body the schedule of cleaning of the
              deposited unit.

                1st Sunday of the Month:
                        Mr. Samuel M. Evangelio
                2nd Sunday of the Month:
                        Mr. LanndickDico
                3rd Sunday of the Month:
                        Mr. OnofreAlbar
                 th
                4 Sunday of the Month:
                        Mr. Aldren Serrano.

       Mr. Michael A. Perez asked the body for comments and suggestions, since there was none Mr.
LanndickDico moved for the adjournment of the meeting and was seconded by Mr. Aldren Serrano.



Adjournment:
       The meeting adjourned at 9:00 o’clock in the evening.




Prepared by:


        Mr. Samuel M. Evangelio
        Finance Sales Representative


Noted by:


        Mr. Michael A. Perez
        Credit Officer
Sample of Minutes

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Sample of Minutes

  • 1. Emcor Inc. San Francisco, Agusandel Sur Finance Sales Operation Department Venue: 2nd floor CTFSI room Date: December 14, 2012 Time: 6:00 p.m – 9:00 p.m Duration: 3 hours Finance Sales Operation Meeting Meeting was called to order at exactly 6:00 o’clock in the evening at 2nd floor CTFSI room of Emcor Inc. Attendees Present: Mr. Aurelio J. Ancog – FSO Area Manager of Region 3B Mr. Michael A. Perez – Credit Officer Mr. OnofreAlbar – Senior Finance Sales Representative Mr. LanndickDico – Senior Finance Sales Representative Mr. Aldren Serrano – Finance Sales Representative Mr. Samuel M. Evangelio – Finance Sales Representative Absent: None Prayer: Mr. Aldren Serrano led the prayer. Announcement: Mr. Aurelio J. Ancog, FSO Area Manager of Region 3B. 1. DUTIES AND FUNCTIONS OF OFFICERS OF THE DAY. a. The OD should logbook all Credit Application of the customers. b. The OD should logbook all customers complain about their unit. c. The OD should handle all delinquent accounts professionally. d. The OD should make or entertain past due accounts and record their commitments using the commitment letter. e. The OD should be the in charge of the Voluntary Deposit Slip (VDS) and make those Redemption Receipt (RR) if ever there would be. f. The OD should ask the FSR’s result of Credit Application and log it on every end of the day. Mr. Aurelio J. Ancog asked the body for suggestions and comments, since there was none, Mr. Samuel Evangelio moved for the adaption of the second agendum and seconded by Mr. Aldren Serrano.
  • 2. 2. FLOW OF CREDIT APPLICATION a. From Store Operation, the Officer of the day should record on the CA logbook. b. After logged it on the logbook, the Officer of the day shall interview the customer for gathering information. c. After the interview, the Officer of the day should call the assigned FSR for credit investigation using the company’s cellphone. d. Before the end of the day, the Officer of the day must ask the assigned FSR for the result of the credit application and put it on the record. e. After the result of the Credit Application, the officer of the day should send the log the book to the Store manager for validation of all recorded credit application and give it back to the credit officer for safe keeping. Mr. Aurelio J. Ancog asked the body for suggestions and comments, since there was none, Mr. Michael A. Perez moved for the adaption of the third agendum and seconded by Mr. LanndickDico. 3. SCHEDULE OF THE OD. a. Mr. Michael A. Perez –December 15 and 17. - The body agreed. b. Mr. OnofreAlbar – December 18 and 19. - The body Agreed. c. Mr. LanndickDico – December 20 and 21. - The body agreed. d. Mr. Samuel M. Evangelio – December 22 and 23. - The body agreed. e. Mr. Aldren Serrano – December 24. - The body agreed. Mr. Aurelio J. Ancog asked the body for suggestions and comments. Since there was none, he reminded the body to focus not only on collection but also on the Sales. He added that although we are different department but we have common goal and must unite for the ultimate goal of Emcor Inc. The body agreed all the agenda’s for that evening and called Mr. Michael A. Perez for further announcement.
  • 3. II. Announcement: Mr. Michael A. Perez, Credit Officer of Emcor San Francisco Store. 1. Deadline of Foreclosures: Mr. Michael A. Perez reminded the body of the upcoming foreclosure documents to settle it on or before 24th day of December as the cut-off date of the documents to be able to foreclose those documents on the deadline. 2. Deadline of VDS: Mr. Michael A. Perez reminded the body again for the VDS of documents that were deposited on that day to avoid issuing a memorandum. 3. Schedule of Cleaning of deposited unit: Mr. Michael A. Perez announced to the body the schedule of cleaning of the deposited unit. 1st Sunday of the Month: Mr. Samuel M. Evangelio 2nd Sunday of the Month: Mr. LanndickDico 3rd Sunday of the Month: Mr. OnofreAlbar th 4 Sunday of the Month: Mr. Aldren Serrano. Mr. Michael A. Perez asked the body for comments and suggestions, since there was none Mr. LanndickDico moved for the adjournment of the meeting and was seconded by Mr. Aldren Serrano. Adjournment: The meeting adjourned at 9:00 o’clock in the evening. Prepared by: Mr. Samuel M. Evangelio Finance Sales Representative Noted by: Mr. Michael A. Perez Credit Officer