Documentation Associate

Cepat Kredit Financing Inc.; Bulacan; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Performance Bonus

Incentives

Health Insurance

Job Training

Job summary

A financial services company in Bulacan is seeking a full-time employee to maintain organized filing systems and ensure document accuracy. The ideal candidate should have a Bachelor's Degree in finance, business, or related fields, with strong proficiency in Microsoft Office. Fresh graduates are encouraged to apply. This role requires a proactive attitude, resourcefulness, and professionalism in handling client information. The company provides performance bonuses and other benefits.

Qualifications

• Bachelor's Degree in finance, business, or a related field. Fresh graduates are welcome.
• Familiarity with Microsoft Office (Excel, Word).
• Ability to manage and maintain physical and digital files systematically.

Responsibilities

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

Skills

Microsoft Office (Excel, Word)

Document management

Proactive attitude

Confidentiality

Education

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

Job description

On-site - Bulacan Fresh Graduate/Student Bachelor Full-time

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

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.

Working Location

2nd floor, Giron Building, Governor F. Halili, Brgy. Tungkong Mangga, City of San Jose Del Monte, Bulacan

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