Branch Operations & Records Specialist

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

Job summary

Concerted Management Corporation in Metro Manila is seeking a Branch Secretary to handle essential administrative and documentation tasks, focusing on customer data management and the accuracy of loan applications. You will support branch operations and ensure timely processing of sales.

This role maintains branch records, oversees petty cash, manages inventory movements, prepares reports for management, and ensures compliance with company guidelines.

Qualifications

• 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.

Responsibilities

• Customer & Sales Documentation: Verify and encode customer data accurately into the system.
• Records & Inventory: Maintain an effective system for safe-keeping branch files and documents; handle stock management and inventory movements.
• Financial Administration: Manage petty cash replenishment and record daily transactions.
• Reporting & Compliance: Produce periodic reports for management and monitor system performance.

Job description

Concerted Management Corporation in Metro Manila is seeking a Branch Secretary to handle essential administrative and documentation tasks, focusing on customer data management and the accuracy of loan applications. You will support branch operations and ensure timely processing of sales.

This role maintains branch records, oversees petty cash, manages inventory movements, prepares reports for management, and ensures compliance with company guidelines.