Documentation Associate

Cepat Kredit Financing Inc; Cebu City; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading financing company in Cebu City is seeking a document management specialist to maintain organized filing systems and ensure the accuracy of documents. Responsibilities include safekeeping original collateral, reviewing documents for completeness, and assisting in audits. Applicants should have a Bachelor's Degree in finance or business and familiarity with Microsoft Office. Fresh graduates are welcome. A proactive attitude and strong organizational skills are essential for this role.

Qualifications

• Fresh graduates with a Bachelor's Degree in finance, business, or related field are welcome.
• Strong ability to manage both physical and digital files systematically.
• Resourcefulness in meeting documentation requirements.

Responsibilities

• Maintain organized filing systems for easy document retrieval.
• Responsible for safekeeping original collateral documents.
• Ensure all documents are complete and accurate before submission.

Skills

Organizational skills

Proactive attitude

Attention to detail

Education

Bachelor's Degree in finance or business

Tools

Microsoft Office (Excel, Word)

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

• 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.