Branch Operations & Records Specialist

Concerted Management Corporation; Makati; On-site; PHP 246,000 - 379,000; Full time

Job summary

Concerted Management Corporation in Makati is seeking a Branch Secretary to handle crucial administrative and documentation tasks, focusing on customer data management and ensuring loan application accuracy.

They maintain branch records, manage petty cash, generate reports to support branch operations, and ensure timely processing of sales while complying with company guidelines for both sales and finances. Strong attention to detail and reliable clerical skills are essential.

Qualifications

• Branch Secretary handles administrative and documentation tasks.
• Focus on customer data management and loan application accuracy.
• Maintains records and reports to support branch operations.
• Responsible for petty cash management and basic clerical duties.

Responsibilities

• Verify and encode customer data accurately into the system.
• Process and ensure completeness/accuracy of motorcycle loan applications before submission.
• Generate reports and documents for order processing.
• Maintain an effective system for safe-keeping branch files and documents.
• Handle stock management, including receiving, inspecting, recording, and monitoring inventory movements.
• Manage and prepare replenishment for the Petty Cash Fund (PCF) for branch expenses.
• Record daily transactions and perform routine clerical work.
• Produce periodic reports for management.
• Monitor system performance for efficient processing.
• Perform other duties as assigned by the Branch Manager or Head Office.

Job description

Concerted Management Corporation in Makati is seeking a Branch Secretary to handle crucial administrative and documentation tasks, focusing on customer data management and ensuring loan application accuracy.

They maintain branch records, manage petty cash, generate reports to support branch operations, and ensure timely processing of sales while complying with company guidelines for both sales and finances. Strong attention to detail and reliable clerical skills are essential.