Branch Secretary (LIMAY)

Concerted Management Corporation; Limay; On-site; PHP 201,000 - 335,000; Full time

Job summary

Concerted Management Corporation is seeking a Branch Secretary to handle crucial administrative and documentation tasks, focusing on customer data management, loan application accuracy, petty cash, and record-keeping to support branch operations.

The role supports timely processing of sales, ensures compliance with company guidelines for both sales and finances, and collaborates with the Branch Manager to produce regular reports and maintain orderly files across the branch.

Qualifications

• Experience in data entry and records management is preferred.
• Attention to detail for loan applications and documentation.
• Ability to maintain petty cash records.

Responsibilities

• Verify and encode customer data accurately into the system.
• Process and ensure completeness of loan applications.
• Generate reports for order processing.
• Maintain branch files and documents securely.
• Handle stock/inventory movements.
• Manage replenishment for Petty Cash Fund.
• Record daily transactions and perform clerical work.
• Produce periodic management reports.
• Assist with compliance and daily operations as needed.

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.