Branch Operations & Records Specialist

Concerted Management Corporation; Silang; On-site; PHP 240,000 - 360,000; Full time

Job summary

Concerted Management Corporation is seeking a Branch Secretary responsible for handling crucial administrative and documentation tasks to support branch operations. The role focuses on customer data management, loan application accuracy, petty cash handling, and maintaining records to ensure timely processing of sales and compliance with company guidelines.

Key duties include verifying customer data, processing loan applications, generating reports, managing branch files, inventory movements,

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.

Job description

Concerted Management Corporation is seeking a Branch Secretary responsible for handling crucial administrative and documentation tasks to support branch operations. The role focuses on customer data management, loan application accuracy, petty cash handling, and maintaining records to ensure timely processing of sales and compliance with company guidelines.

Key duties include verifying customer data, processing loan applications, generating reports, managing branch files, inventory movements,