Branch Secretary (Biga Tanza, Cavite)

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

Job summary

Concerted Management Corporation is seeking a Branch Secretary to handle crucial administrative and documentation tasks for the Cavite Imus branch. The role focuses on customer data management, loan application accuracy, petty cash handling, records maintenance, and reporting to support branch operations and timely processing of sales.

Responsibilities include verifying customer data, processing loan applications, generating reports, managing files and stock, and daily clerical duties.

Qualifications

• ,Must have experience handling customer data and loan processing
• -Strong attention to detail and accuracy in documentation and reporting
• -Ability to generate and interpret standard reports for branch operations

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.

Skills

Data entry

Customer service

Financial record keeping

Reporting

Education

High School diploma

Tools

MS Excel

CRM system

Job description

Job Summary:

Branch Secretary handles crucial administrative & documentation tasks, focusing on customer data management, ensuring loan application accuracy, managing petty cash, maintaining records, and producing reports to support branch operations and timely processing of sales

Key Responsibilities:

• Customer & Sales Documentation:

  • 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.

• Records & Inventory:

  • Maintain an effective system for safe-keeping branch files and documents.
  • Handle stock management, including receiving, inspecting, recording, and monitoring inventory movements.

• Financial Administration:

  • Manage and prepare replenishment for the Petty Cash Fund (PCF) for branch expenses.
  • Record daily transactions and perform routine clerical work.

• Reporting & Compliance:

  • Produce periodic reports for management.
  • Monitor system performance for efficient processing.
  • Perform other duties as assigned by the Branch Manager or Head Office.