Documentation Associate (Contracts)

Lewis Personnel Management; Philippines; On-site; PHP 335,000 - 558,000; Full time

Job summary

Lewis Personnel Management is seeking a Documentation Associate (Contracts) in the Philippines to manage approved lending deals through the contracts and execution process, collaborating with the Head of Contracts and the Underwriting team.

You will prepare and review contracts, coordinate with borrowers and internal staff, and ensure all required documentation and verification checks are completed before funding.

Qualifications

• Analytical mindset with strong attention to detail to spot discrepancies.
• Highly organized and able to manage multiple time-sensitive tasks independently.
• Excellent communication skills with internal and external stakeholders.
• Proactive approach; asks questions and raises red flags when needed.
• Reliable and accountable; capable of working independently.
• Experience in lending, finance, contracts, or administration is advantageous, but full training will be provided.

Responsibilities

• Contract Management: Prepare, review, and manage lending contracts using our system.
• Stakeholder Coordination: Coordinate with borrowers, underwriters, and internal staff.
• Deal Tracking: Manage multiple deals and track progress.
• Compliance & Verification: Complete KYC, documentation, and verification processes.
• Risk & Quality Control: Identify missing information and potential risks in contracts.
• Issue Escalation: Escalate issues to ensure timely funding decisions.
• Final Preparation: Ensure deals are ready for final approval before funding.

Skills

Analytical Mindset

Task Management

Communication Skills

Proactive Approach

Accountability

Lending/Finance Experience

Job description

We are seeking a smart, organized, and technically adept Documentation Associate (Contracts) to join our team. In this role, you will manage approved lending deals through the contracts and execution process, working closely with the Head of Contracts and our Underwriting team.

You will handle multiple deals at different stages—preparing and reviewing contracts, coordinating with borrowers and internal staff, and ensuring all required documentation and verification checks are completed before funding.

Key Responsibilities

• Contract Management: Prepare, review, and manage lending contracts using our automated contract preparation system.

• Stakeholder Coordination: Coordinate with borrowers, customers, underwriters, and internal staff to obtain outstanding information and documentation.

• Deal Tracking: Manage multiple deals simultaneously and keep accurate track of their progress.

• Compliance & Verification: Complete required KYC, documentation, and verification processes.

• Risk & Quality Control: Identify missing information, inconsistencies, and potential risks in contracts and credit information.

• Issue Escalation: Escalate concerns to the Head of Contracts to ensure issues are resolved before a deal progresses to funding.

• Final Preparation: Ensure completed deals are ready for final approval and pass quality control prior to funding.

Requirements & Qualifications

• Analytical Mindset: Smart, switched-on, with strong common sense, good judgment, and a keen eye for detail to spot discrepancies.

• Task Management: Highly organized and capable of managing multiple time-sensitive tasks independently.

• Communication Skills: Excellent communication skills, easy to deal with both internally and externally.

• Proactive Approach: Inquisitive and willing to ask questions rather than strictly following a checklist. You are comfortable raising red flags if something doesn't add up.

• Accountability: Reliable, accountable, and capable of working independently.

• Experience: Previous experience in lending, finance, contracts, or administration is advantageous, but not essential—full training on our systems and processes will be provided.