Branch Operations & Data Specialist

Concerted Management Corporation; Limay; On-site; PHP 201,000 - 335,000; Full time

Job summary

Concerted Management Corporation is seeking a Branch Secretary to handle crucial administrative and documentation tasks, focusing on customer data management, loan application accuracy, petty cash, and record-keeping to support branch operations.

The role supports timely processing of sales, ensures compliance with company guidelines for both sales and finances, and collaborates with the Branch Manager to produce regular reports and maintain orderly files across the branch.

Qualifications

• Experience in data entry and records management is preferred.
• Attention to detail for loan applications and documentation.
• Ability to maintain petty cash records.

Responsibilities

• Verify and encode customer data accurately into the system.
• Process and ensure completeness of loan applications.
• Generate reports for order processing.
• Maintain branch files and documents securely.
• Handle stock/inventory movements.
• Manage replenishment for Petty Cash Fund.
• Record daily transactions and perform clerical work.
• Produce periodic management reports.
• Assist with compliance and daily operations as needed.

Job description

Concerted Management Corporation is seeking a Branch Secretary to handle crucial administrative and documentation tasks, focusing on customer data management, loan application accuracy, petty cash, and record-keeping to support branch operations.

The role supports timely processing of sales, ensures compliance with company guidelines for both sales and finances, and collaborates with the Branch Manager to produce regular reports and maintain orderly files across the branch.