Branch Secretary (Candon City, Ilocos Sur)

Concerted Management Corporation; Candon; On-site; PHP 180,000 - 240,000; Full time

Job summary

Concerted Management Corporation seeks a Branch Secretary to support daily branch operations in the Philippines. You will handle customer data management, loan documentation, record-keeping, and petty cash administration to ensure smooth processing and compliance.

Responsibilities include processing loan applications, generating reports, maintaining files and inventory, and assisting the Branch Manager with reports and routine clerical tasks to support optimal branch performance.

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

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. They are the backbone for record-keeping, ensuring compliance with company guidelines for both sales and finances.

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.