Documentation Associate

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

Job summary

Cepat Kredit Financing Inc is seeking a dedicated individual to manage organized filing systems, ensure document accuracy, and provide proactive support to the team. Ideal candidates have a Bachelor's Degree in finance or a related field and are familiar with Microsoft Office. This position welcomes fresh graduates who demonstrate strong organizational skills and professionalism in handling sensitive client information. Work is located in Pasig, Metro Manila, Philippines.

Qualifications

• 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.

Responsibilities

• Maintains organized filing systems 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.
• Timely checking of uploaded documents for the released accounts.
• Coordinates with relevant team to ensure all required documents are completed.
• Assists in audits by providing requested files.

Skills

Organizational skills

Familiarity with Microsoft Office

Attention to detail

Proactive assistance

Confidentiality

Education

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

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.