Documentation Associate

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

Job summary

A financial services company in Cavite is looking for a Full-time Fresh Graduate/Student. The role involves organizing and maintaining both physical and digital files, ensuring document accuracy, and collaborating with teams for document compliance. Candidates should have a Bachelor's degree in finance or a related field, proficiency in Microsoft Office, and strong organizational skills. Fresh graduates are warmly encouraged to apply to join a proactive and professional team.

Qualifications

• Fresh graduates are welcome to apply.
• Strong ability to manage and organize files systematically.
• Maintaining professionalism with client information.

Responsibilities

• Maintain organized filing systems for easy retrieval of documents.
• Safekeeping of all original collateral documents.
• Provide copies of loan documents to approved requests.
• Ensure documents are complete and accurate before submission.
• Check uploaded documents for released accounts.
• Assist in audits by providing requested files.

Skills

Organizational skills

Familiarity with Microsoft Office

Attention to detail

Proactive attitude

Education

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

Job description

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

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.

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.