Document Control And Records Specialist

Cepat Kredit Financing Inc; Cebu City; On-site; PHP 180,000 - 240,000; Full time

Job summary

Cepat Kredit Financing Inc. is seeking an organized Document Control Clerk to maintain filing systems (physical and electronic) for quick retrieval of loan documents.

You will safeguard original collateral files, provide copies on approved requests, verify completeness before submission, and coordinate with teams to ensure all documents are in order. Familiarity with MS Office, strong confidentiality, and attention to detail are essential.

Qualifications

• Bachelor's degree in finance, business, or a related field; fresh graduates welcome.
• Familiarity with Microsoft Office (Excel, Word, etc.).
• Strong ability to manage, organize, and maintain physical and digital files systematically.
• Basic knowledge of scanning, printing, and other office equipment.

Responsibilities

• Maintains organized filing systems, both physical and electronic, for easy retrieval of documents.
• Responsible for the safekeeping of all original collateral documents.
• Provides copies and relevant information of loan documents to those with approved requests.
• Ensures that all documents are complete and accurate before submission to the requesting party.
• Transmit original OR/CR to branches (for fully paid accounts with Certificate of Full Payment from the accounting)
• Timely checking of uploaded documents for the released accounts.
• Coordinates with relevant team to ensure that all required documents are completed.
• Assists in audits by providing requested files and ensuring compliance with document control procedures.
• Other tasks that the management team deems necessary.

Skills

File management

Organizational skills

Attention to detail

Confidentiality

Education

Bachelor's degree in finance or business

Tools

Microsoft Office

Scanning equipment

Job description

Job Description:

• Maintains organized filing systems, both physical and electronic, for easy retrieval of documents.
• Responsible for the safekeeping of all original collateral documents.
• Provides copies and relevant information of loan documents to those with approved requests.
• Ensures that all documents are complete and accurate before submission to the requesting party.
• Transmit original OR/CR to branches (for fully paid accounts with Certificate of Full Payment from the accounting)
• Timely checking of uploaded documents for the released accounts.
• Coordinates with relevant team to ensure that all required documents are completed.
• Assists in audits by providing requested files and ensuring compliance with document control procedures.
• Other tasks that the management team deems necessary.

Key Requirements

• Bachelor's Degree in finance, business, or a related field. (Fresh graduates are welcome to apply)
• Familiarity with Microsoft Office (Excel, Word, etc.)
• Strong ability to manage, organize, and maintain physical and digital files systematically.
• Basic knowledge of scanning, printing, and other office equipment.
• Ability to thoroughly review documents for accuracy and completeness.
• Proactive attitude in assisting team members with documentation needs.
• Resourcefulness in finding solutions to meet documentation requirements.
• Maintaining professionalism and confidentiality in handling client information.