Documentation Staff

Trans Phil Credit Corporation; Manila; On-site; PHP 201,000 - 312,000; Full time

Job summary

Trans Phil Credit Corporation is seeking a Documentation Assistant to support the lending operations by preparing, checking, and organizing loan documents and ensuring accuracy and compliance with company policies.

The role involves data entry, file management, and collaboration with loan officers, credit investigators, and other teams to track outstanding requirements while maintaining the confidentiality of client information.

Qualifications

• Graduate of any four-year course; business/finance degree is an advantage.
• Proficient in Microsoft Word, Excel, and document management systems.
• Strong attention to detail and organizational skills.
• Good communication and coordination abilities.
• Ability to handle confidential information responsibly.
• Willing to manage multiple tasks and meet deadlines with minimal supervision.
• Previous experience in documentation, administrative support, banking, or lending operations is an advantage.

Responsibilities

• Prepare, review, and organize loan documents.
• Check the completeness and accuracy of client information before processing loan applications.
• Encode and update client details, loan records, and other information in the system.
• Maintain an organized filing system for physical and digital documents.
• Assist in the preparation and processing of loan releases and renewals.
• Coordinate with loan officers and other departments regarding missing documents.
• Ensure confidentiality and security of client information.
• Monitor the status of pending documents and follow up on outstanding requirements.
• Scan, photocopy, print, and file documents as needed for daily operations.
• Assist in preparing reports and document summaries.

Skills

Attention to detail

Organizational skills

Communication

Coordination

Confidentiality

Multitasking

Independent work

Education

Four-year college degree

Degree in Business Administration or Finance (advantage)

Tools

Microsoft Word

Microsoft Excel

Document management systems

Job description

Job Summary

The Documentation Assistant is responsible for preparing, checking, organizing, and maintaining loan-related documents to ensure the accuracy, completeness, and proper filing of client records. The role supports the lending operations team by processing documentation, verifying submitted requirements, and ensuring that all documents comply with company policies and established procedures.

Duties and Responsibilities

• Prepare, review, and organize loan application forms, promissory notes, disclosure statements, and other lending-related documents.
• Check the completeness and accuracy of client information and supporting documents before processing loan applications.
• Encode and update client details, loan records, and other relevant information in the company's database or system.
• Maintain an organized filing system for physical and digital documents for easy retrieval and reference.
• Assist in the preparation and processing of loan releases, renewals, and other loan-related transactions.
• Coordinate with loan officers, credit investigators, collection personnel, and other departments regarding missing or incomplete documentation.
• Ensure the confidentiality and security of client information and financial records.
• Monitor the status of pending documents and follow up on outstanding requirements.
• Scan, photocopy, print, and file documents as needed for daily operations.
• Assist in preparing reports, document summaries, and other administrative requirements.
• Ensure that all documentation is processed in accordance with company policies, internal controls, and applicable regulations.
• Perform other administrative and documentation-related tasks as assigned by the immediate supervisor.

Qualifications and Skills

• Graduate of any four-year course or relevant vocational program; a degree in Business Administration, Finance, or a related field is an advantage.
• Computer literate, particularly in Microsoft Word, Excel, and document management systems.
• Strong attention to detail and organizational skills.
• Good communication and coordination skills.
• Ability to handle confidential information responsibly.
• Able to manage multiple tasks, meet deadlines, and work with minimal supervision.
• Previous experience in documentation, administrative support, banking, or lending operations is an advantage.