Documentation Associate

Cepat Kredit Financing Inc; Lipa; On-site; PHP 201,000 - 246,000; Full time

Job summary

Cepat Kredit Financing Inc is seeking a detail-oriented Documentation Clerk to organize and safeguard loan files, both physical and digital. You will manage filing systems, verify document completeness, and provide copies to approved requests.

You will collaborate with the team to ensure compliant document controls, assist in audits, and handle scanning, printing, and confidentiality of client information. Fresh graduates are welcome; familiarity with Microsoft Office is a plus.

Qualifications

• Bachelor's degree in finance, business or related field.
• Familiarity with Microsoft Office (Excel, Word, etc.)
• Strong ability to manage, organize, and maintain physical and digital files
• 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
• Maintaining professionalism and confidentiality in handling client information.

Responsibilities

• Maintain organized filing systems (physical and electronic) for easy retrieval.
• Safekeeping of all original collateral documents.
• Provide copies and information of loan documents to approved requests.
• Ensure documents are complete and accurate before submission.
• Transmit original OR/CR to branches for fully paid accounts.
• Check uploaded documents for released accounts in a timely manner.
• Coordinate with relevant teams to complete required documents.
• Assist audits by providing requested files and ensuring compliance with document control procedures.
• Perform other tasks as needed by management.

Skills

Filing and records management

Attention to detail

Document control

Education

Bachelor's degree in finance, business or related field

Tools

Microsoft Office (Excel, Word)

Document scanning

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.

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.