Documentation Associate

Cepat Kredit Financing Inc.; Cebu City; On-site; PHP 223,200 - 279,000; Full time

Job summary

A financial firm in Cebu City seeks an organized and proactive Full-time Document Management Officer. The role involves maintaining and organizing both physical and digital filing systems, ensuring document accuracy and compliance, and supporting team members with documentation needs. A Bachelor's degree in finance, business, or a related field is required, and fresh graduates are encouraged to apply. The position is on-site and offers an engaging team environment.

Qualifications

• Fresh graduates are welcome to apply.
• Strong ability to manage and organize physical and digital files.
• Ability to review documents for accuracy and completeness.

Responsibilities

• Maintain organized filing systems for easy retrieval of documents.
• Safeguard all original collateral documents.
• Provide copies of loan documents upon request.
• Ensure accuracy before submission of documents.

Skills

Organizational skills

Proficiency in Microsoft Office

Attention to detail

Proactive problem-solving

Professionalism in handling client information

Education

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

Job description

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

Job Description

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

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.

HR Officer Cepat Kredit Financing Inc.