Company: Union Bank of the Philippines
Position: Documentation Officer (UBP_J001626)
Office Location: UnionBank Plaza - Ortigas, Pasig City
Job Summary
The Documentation Officer is responsible for ensuring the accurate preparation, review, and management of all documents required for operational, compliance, and transactional processes. The role safeguards the completeness, validity, and integrity of records by verifying information, coordinating with relevant units, and maintaining proper filing and documentation standards.
Primary Responsibilities:
- Document preparation: Handles documentation of loan transactions/KYC documents/CI reports ensuring completeness.
- Checks if credit lines/ facilities have appropriate credit approval and ensures that documentation is in accordance with the terms of the credit approval;
- Coordinates with other units for additional requirements if any.
- Modifies noted errors during the documentation review activity;
- Checks and proofreads the output of new hires or less experienced Project Hires and/or Associates/Staff.
- Prepares data required for the monthly updating of production reports, aging reports, noncompliance reports and any reports that maybe needed.
- Acknowledge feedback/complains received and provides immediate action.
- Updates the Documentation Team Lead on the actions made
- For process improvement projects under implementation: Acts as a member, updates the team through providing necessary inputs on the success metrics of the implemented subjects.
- Performs other duties from time to time
Qualification
- Bachelor's degree in Business Administration, Finance, Accounting, Legal Management, or any related field
- Strong attention to detail and high level of accuracy in document handling
- Proficient in MS Office applications (Word, Excel, Outlook) and comfortable using digital documentation systems
- Knowledge of document control standards, filing procedures, and recordkeeping best practices
- Strong organizational and timemanagement skills; able to manage multiple documents and deadlines
- Good written and verbal communication skills for coordinating with various departments
Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn
