Branch Operations & Documentation Specialist

Concerted Management Corporation; Molino; On-site; PHP 201,000 - 312,000; Full time

Job summary

Concerted Management Corporation is seeking a Branch Secretary to support administrative and documentation tasks. You will focus on customer data management, ensure loan application accuracy, manage petty cash, maintain records, and produce reports to support branch operations and timely processing of sales.

The role is essential to ensure compliance with company guidelines for both sales and finances. The position involves handling customer and sales documentation, records and inventory

Qualifications

• Customer data management
• Loan applications accuracy
• Petty cash management
• Record keeping
• Reporting generation

Responsibilities

• Verify and encode customer data into the system.
• Process and ensure completeness/accuracy of loan applications before submission.
• Generate reports and documents for order processing.
• Maintain an effective filing system for branch records and documents.
• Handle stock management and monitor inventory movements.
• Manage replenishment for the Petty Cash Fund (PCF) for branch expenses.
• Record daily transactions and perform routine clerical work.
• Produce periodic reports for management and monitor system performance.
• Perform other duties as assigned by the Branch Manager or Head Office.

Job description

Concerted Management Corporation is seeking a Branch Secretary to support administrative and documentation tasks. You will focus on customer data management, ensure loan application accuracy, manage petty cash, maintain records, and produce reports to support branch operations and timely processing of sales.

The role is essential to ensure compliance with company guidelines for both sales and finances. The position involves handling customer and sales documentation, records and inventory