DOCUMENTS ANALYST
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Job Summary:
Responsible for proper safekeeping and document imaging of clients’ folders/documents, timely preparation/submission of reports as required by management.
Specific Duties & Responsibilites:
- Examines the sufficiency and propriety of client documents received through Account Servicing Managers / branches and communicatesto the concerned units the regularization of deficiencies, if any.
- Maintains and updates the system and ensures strict compliance with documentary requirements for Trust accounts. Ensures prompt preparation of periodic report on documentary deficiencies and follow-ups are made with branches/units concerned.
- Maintains proper and systematic filing of account folders for easy retrieval and proper accounting to ensure that all trust accounts’ documents are securely safekept and under the custody of PSD.
- Administers document imaging and ensures that imaged documents are properly indexed. Maintains and updates the system.
- Acts as signature verifier of TBG.
- Acts as Custodian of Signature Cards maintained by TBG of its clients.
- Provides feedback to Documentation Management Officer on issues concerning the unit and recommend appropriate solutions for discussion and approval.
- Performs other related functions that may be assigned from time to time.
Qualifications:
- Good communication skills
- Proficient in Microsoft applications (Word, Excel, Powerpoint)
- Can work independently
- With strong attention to details and accuracy
- Hardworking and can multi-task
Location: BGC, Taguig City