Documentation Associate

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

Benefits offered by this job

Performance Bonus

Incentives

Health Insurance

Job summary

A financing company in Pasig is seeking a full-time staff member to manage filing systems and assist with documentation tasks. Fresh graduates holding a Bachelor's Degree in finance or business are welcome to apply. The ideal candidate should be proficient in Microsoft Office, possess strong organizational skills, and maintain professionalism in handling client information. The role includes maintaining organized files, ensuring document accuracy, and assisting in audits. Competitive compensation packages are offered, including performance bonuses and professional development opportunities.

Qualifications

• Fresh graduates are welcome to apply.
• Strong ability to manage and organize physical and digital files.
• Ability to review documents for accuracy.

Responsibilities

• Maintain organized filing systems for easy retrieval of documents.
• Safeguard original collateral documents.
• Provide copies of loan documents upon request.
• Ensure accuracy of documents before submission.
• Check uploaded documents for released accounts.
• Assist in audits and ensure compliance with procedures.

Skills

Organizational skills

Microsoft Office proficiency

Attention to detail

Proactive attitude

Problem-solving

Education

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

Job description

Job Description

On-site - Pasig Fresh Graduate/Student Bachelor Full-time

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

Insurance Health & Wellness

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.