Documentation Associate

Cepat Kredit Financing Inc.; Davao del Sur; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Performance Bonus

Incentives

Health Maintenance Organization (HMO)

Job summary

A financial services company in Davao del Sur is seeking an organized team member to manage documentation and filing systems. This role involves maintaining both physical and digital files, ensuring document accuracy, and assisting with audits. A Bachelor's Degree in finance or business is required, with fresh graduates encouraged to apply. The ideal candidate will have strong Microsoft Office skills and a proactive attitude towards teamwork and problem-solving.

Qualifications

• Familiarity with Microsoft Office (Excel, Word, etc.).
• Strong ability to manage and organize physical and digital files.
• Proactive attitude in assisting team members with documentation.

Responsibilities

• Maintain organized filing systems for easy retrieval of documents.
• Safeguard original collateral documents.
• Ensure completeness and accuracy of documents before submission.
• Assist in audits and document control compliance.

Skills

Microsoft Office proficiency

Document management

Organizational skills

Proactive teamwork

Attention to detail

Education

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

Job description

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Insurance Health & Wellness

HMO

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.

HR Officer Cepat Kredit Financing Inc.