Documentation Associate

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Early Applicant

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.