Loan Documentation Specialist

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

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.