Documentation Associate

Cepat Kredit Financing Inc.; Batangas City; On-site; PHP 223,200 - 312,480; Full time

Benefits offered by this job

Performance Bonus

Incentives

Health Maintenance Organization (HMO)

Job Training

Job summary

A financial services company in Batangas City is looking for a detail-oriented employee to manage filing systems and documentation. Responsibilities include maintaining organized physical and digital files, ensuring document accuracy, and assisting with audits. Candidates should have a Bachelor's degree in finance or business and familiarity with Microsoft Office. Fresh graduates are encouraged to apply, and professionalism in handling documents is a must.

Qualifications

• Fresh graduates are welcome to apply.
• Ability to manage physical and digital files systematically.
• Maintaining confidentiality in handling client information.

Responsibilities

• Maintains organized filing systems for easy retrieval of documents.
• Responsible for safekeeping of all original collateral documents.
• Ensures all documents are complete and accurate before submission.

Skills

Microsoft Office (Excel, Word)

Document organization

Proactive attitude

Attention to detail

Education

Bachelor's Degree in finance, business, or related field

Job description

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Professional Development

Job Training

DUTIES AND 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.

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.