Documentation Associate
2 weeks ago
QUALIFICATIONS
Education
- Associate's Degree or Bachelor Degree in business, administration or related field
Experience
- Office Assistant, Office Administrator, Customer Service or any related field
Job Knowledge, Skills and/or Technical Competencies Required
- Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint and Excel) and Google sheets
Behavioral / Personal Skills
- Strong listening and Communication skills
- Time management skills; ability to prioritize, self-directed
- Team-player, highly organized multi-tasker, can work well in fast-paced environment
- Keen to details, Resourceful, Good Customer Service Skills
DUTIES & RESPONSIBILITIES
Accountable of the folders of the Sold Accounts
- Received folders from Sales & Marketing and Data entry of the accounts to the General Monitoring of Accounts
- Monitors re-open RFO accounts
- Ensures the safekeeping of the folders
- Updating and maintaining records and database
Validation of buyer's qualification and requirements
- Review and evaluate buyer's folders for the compliance of requirements
- Capacity to Pay
Buyer's Compliance
- Call Out buyers for the compliance of lacking requirements
- Ensures the submission of the documents in the given timeline
- Process/ endorse requests for extension for compliance
Monitoring and Cancellation of Accounts
- Monitors the buyer's accounts and timeline of the due date of the submission of documents
- Endorse accounts subject for cancellation
- Process/endorse requests for voluntary cancellation and request for refund
Buyer's/ Seller's Inquiry
- Answering incoming calls; taking messages and redirecting calls as required
- Dealing with email inquiries
- Attend to walk-in clients
Setting the Coordination Meeting
- Taking minutes
- Diary management and arranging appointments, booking meeting rooms and conference facilities
Preparation of Credit / Background Investigation requirements
- Perform the docketing of folders for the advanced CIBI requirements for HDMF
- Endorse docketed folders to Liaison Associates for HDMF submission
- Monitor the accounts with released CIBI report from HDMF
- Check and review accounts qualified for incentives and commissions
Others
- May be assigned to assist in other documentation functions as determined by the Docs Manager
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