Documentation Associate

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

Benefits offered by this job

Performance Bonus

Incentives

HMO

Job Training

Job summary

A financial services company located in La Union, Philippines, is looking for a dedicated individual to manage documentation and maintain organized filing systems. Responsibilities include safeguarding original documents, coordinating with teams to verify document completion, and assisting in audits. The ideal candidate should have a Bachelor's degree in finance or business, familiarity with Microsoft Office, and strong organizational skills. Fresh graduates are welcome to apply. The role offers opportunities for professional development, including bonuses and training.

Qualifications

• Familiarity with Microsoft Office, particularly Excel and Word.
• Strong organizational skills for managing physical and digital files.
• Ability to review documents for accuracy.

Responsibilities

• Maintain organized filing systems for easy retrieval of documents.
• Safeguard original collateral documents.
• Ensure documents are complete and accurate before submission.

Skills

Familiarity with Microsoft Office

Document management

Attention to detail

Proactive attitude

Education

Bachelor's Degree in finance, business or related field

Job description

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

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.