559 Document Preparation jobs in the Philippines

Document Preparation Officer

Pasig City, National Capital Region ₱600000 - ₱1200000 Y Loanworks Technologies

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Job Description

We are seeking a detail-oriented, organized, and driven professional to join our Mortgage Operations team. The role encompasses a range of responsibilities, from document processing and data entry to team leadership and strategic management. Depending on the level of experience, you will be involved in various administrative, clerical, and paralegal tasks related to mortgage document management, ensuring timely, accurate, and compliant operations.

Key Responsibilities:

For Entry-Level to Mid-Level Roles:

  • Perform data entry and maintain accurate records of mortgage transactions, ensuring all information is up-to-date and correctly logged into the system.
  • Check, validate, and review security documents such as mortgage notes, deeds of trust, and other related documents to ensure legal compliance.
  • Prepare and organize security document packets for digital return to lenders, custodians, or other relevant parties for secure storage and processing.
  • Update internal systems (e.g., Infobase, Actionstep) with accurate information about document status and mortgage transaction details.
  • Liaise with stakeholders such as borrowers, lenders, title companies, and investors to facilitate smooth document returns, address issues, and confirm receipt.
  • Manage general administrative duties such as filing, record keeping, and ensuring proper organization of physical and digital files.
  • Adhere to service level agreements (SLAs), productivity targets, and client contractual arrangements to ensure timely and effective completion of tasks.

For Mid-Level to Senior Roles (Including Team Leadership):

  • Provide leadership and guidance to junior team members, ensuring effective training, support, and development in line with the company's goals and values.
  • Oversee the daily operations and monitor team performance to ensure productivity targets are met, while maintaining high levels of accuracy and compliance.
  • Review and manage complex document processing tasks and ensure the team adheres to schedules and legal requirements.
  • Act as a point of contact for escalated issues, resolving any challenges related to document validation, returns, or system updates.
  • Communicate regularly with upper management to provide updates on team progress, challenges, and improvements.
  • Assist in the development of process improvements and training materials to enhance efficiency and document handling practices.
  • Foster a collaborative environment, motivating the team to consistently act in the best interest of the organization and its clients.

Qualifications:
- For Entry-Level Roles:

  • High school diploma or equivalent (Associate's degree or higher preferred).
  • Basic understanding of administrative tasks, data entry, and document management.
  • Excellent attention to detail, communication skills, and ability to work in a fast-paced environment.
  • For Mid-Level to Senior Roles (Team Leadership):

  • Previous experience in mortgage operations, document processing, or administrative support (minimum of 2 years for leadership roles).

  • Strong understanding of mortgage document processing, including security documents, regulatory compliance, and industry best practices.
  • Leadership experience or demonstrated ability to mentor and guide a team.
  • Proficiency in document management systems (e.g., Infobase, Actionstep) and related software.
  • Strong communication skills, problem-solving abilities, and the capability to manage multiple priorities.

Skills and Attributes:

  • Strong organizational and multitasking skills.
  • Ability to adapt to different roles, from entry-level tasks to strategic leadership.
  • Ability to work under pressure and meet tight deadlines.
  • Client-focused mindset with a commitment to providing excellent service.
  • Team-oriented with the ability to work effectively both independently and within a group.
  • Commitment to maintaining confidentiality and handling sensitive information appropriately.
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Document Management

₱70000 - ₱120000 Y Virtual Staffing Solutions

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Job Description

Description

Virtual Staffing Solutions is looking for a Rehabilitation Documentation & Insurance Coordinator

The Rehabilitation Documentation & Insurance Coordinator plays a vital role in supporting the rehabilitation services department by ensuring accurate documentation, timely insurance authorizations, and smooth communication between patients, providers, and insurance companies. This position is responsible for managing medical records and referrals within EMR systems, processing and tracking insurance approvals for therapy services, and assisting clinical and administrative teams to deliver efficient and compliant patient care.

Key Responsibilities

Document Management & EMR Support

  • Manage referrals, orders, authorizations, and medical records in EMR systems (WebPT, Meditech, insurance portals, shared drives).
  • Upload, organize, and maintain accurate documentation such as Plans of Care (POCs), scripts, and referrals.
  • Coordinate with clinicians and physician offices to complete and update missing records.

Insurance Coordination

  • Submit required documents to insurance companies for therapy service approvals.
  • Verify insurance eligibility and track authorizations, denials, and pending requests.
  • Work with rehab admin staff to resolve insurance issues and update patient records in Meditech.

Compliance & Professionalism

  • Stay updated on insurance rules, documentation standards, and healthcare regulations.
  • Protect patient privacy and ensure compliance with policies.
  • Communicate professionally with patients, families, staff, and external partners.
Skills, Knowledge & Expertise
  • Experience with EMR systems, preferably WebPT and Meditech (or willingness to learn).
  • Background in healthcare administration, medical records, or insurance coordination preferred.
  • Strong attention to detail with excellent organizational and multitasking skills.
  • Effective communication skills (verbal and written); comfort with phone outreach and problem-solving with external partners.
  • Familiarity with insurance processes, prior authorizations, and billing practices.
  • Ability to work independently and collaboratively in a fast-paced, multidisciplinary environment.
About Virtual Staffing Solutions

We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.

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Document Management Specialist

₱900000 - ₱1200000 Y MVP Asia Pacific Inc.

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Job Description

MVP Asia Pacific Inc. is a leading outsourcing company located in the Clark Freeport Zone, Pampanga, Philippines. MVP was founded with the aim to be a bridge between highly skilled offshore professionals and small, medium, and large-sized enterprises. MVPs build rapport with clients to help them scale ridiculously fast.

Are you hungry for growth, passionate about learning, and looking for a fun working environment? We got you Join our growing team of MVPs

We are looking for top talents who can effectively deliver excellent support to our valued Clients.

We offer learning opportunities, career growth, and work-life balance.

Document Management Specialist (WFH, Mining Industry Exp)

Job Description:

  • Track and manage the storage of electronic maintenance manuals.
  • Track and manage the storage of electronic spare parts lists and related documentation.
  • Work downstream from the Vendor Data Management Specialist.
  • Receive completed manuals and technical documents from various sources.
  • Apply metadata, naming conventions, and quality checks.
  • Route documents for review/approval when required.
  • Upload final, quality-checked documents to the designated system.
  • Establish and maintain the project's document control system.
  • Manage electronic data within Configuration Document Management Systems (CDMS) and Computerised Maintenance Management Systems (CMMS).
  • Coordinate with the client on storage requirements, naming standards, and handover timelines.
  • Provide document support to relevant stakeholders within the organisation.
  • Train team members and support staff in document control processes and tools, as needed.

Qualifications:

  • Bachelor's Degree in Engineering, or any related field.
  • Proven experience in document control or records management.
  • Proficiency in using Configuration Document Management Systems (CDMS) and Computerised Maintenance Management Systems (CMMS).
  • Understanding of confidentiality protocols.
  • Ability to produce accurate, clear, and high-quality technical documentation.
  • Ability to identify and escalate potential risks or issues that may affect document quality, project scope, or timelines.
  • Ability to handle sensitive information with discretion and professionalism.
  • Ability to build and maintain positive working relationships within cross-functional teams.
  • Commitment to continuous improvement in documentation processes and operational efficiency.
  • Strong attention to detail.
  • Excellent written and verbal communication to ensure clarity in interactions with clients and internal teams.
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Document Management Specialist

₱300000 - ₱600000 Y ASW

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Job Description

THE OPPORTUNITY

Join our client, a global leader in independent medical examinations and document management services, trusted by insurers, law firms, and government agencies. They provide accurate, secure, and timely medical documentation that supports critical decisions in healthcare and insurance. Their work helps validate claims, lower healthcare costs, and strengthen overall risk management practices. As they continue to expand, they are looking for a Medical Document Management Specialistto join their team and play a key role in the efficient handling, organization, and delivery of essential medical records that directly impact patient care and client service delivery.

In this role, you'll be responsible for managing and processing medical documentation, preparing files for physician review, and ensuring all data is accurately sorted and filed across secure platforms. You'll engage with clients via email to retrieve outstanding records, support daily administrative workflows, and help maintain smooth operations across the documentation lifecycle, all while maintaining strict compliance with regulatory standards.

This role requires full onsite work at our BGC office, following the US Pacific Time schedule (10:30 PM to 7:30 AM, Philippine Time)

KEY RESPONSIBILITIES

  • Sort, distribute, and upload medical records to designated portals and databases in preparation for upcoming patient appointments.
  • Accurately prepare medical records for physician review within required turnaround times.
  • Compile and send necessary documentation to doctors ahead of scheduled appointments.
  • Coordinate with clients via email to request and follow up on missing or outstanding medical records.
  • Receive and process incoming records from various sources, ensuring proper organization and secure storage in internal databases.

SKILLS, EXPERIENCE & QUALIFICATION

  • Minimum of 2 years' experience in clerical or administrative support, ideally within the medical or healthcare industry.
  • Knowledge of HIPAA regulations is a plus.
  • Excellent verbal and written communication skills in English.
  • Highly organized, with effective time management skills and the ability to meet tight deadlines.
  • Proficient in Microsoft Outlook, Excel, Word, and familiar with PDF/TIFF formats, file extensions, and general internet navigation.
  • Ability to work well under pressure, maintain focus amidst distractions, and deliver consistently high-quality results.

ASW OFFERS

  • Be part of a Great Place to Work certified company that's going places Last September 2025, we went on an exciting company trip to Hong Kong, and we'd love to have you on our next journey.
  • Thrive in a dynamic, inclusive, and supportive culture that celebrates collaboration, diversity, and shared success across borders.
  • Enjoy competitive compensation that recognises your skills and contributions.
  • Work with global clients and stakeholders, gaining valuable international exposure.
  • Comprehensive medical benefits to support your well-being, including coverage for family members.
  • Generous paid leave entitlements, because life outside work matters too.
  • Exciting team outings, company events, and overseas trips, with unforgettable parties and celebrations.
  • Collaborate with colleagues across Malaysia, Vietnam, the Philippines, and Australia, expanding your global perspective.
  • Ongoing training and career development tailored to your role and the industry.
LI-PV1
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Document Management Specialist

₱900000 - ₱1200000 Y AS White Global

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Job Description

THE OPPORTUNITY

Join our client, a global leader in independent medical examinations and document management services, trusted by insurers, law firms, and government agencies. They provide accurate, secure, and timely medical documentation that supports critical decisions in healthcare and insurance. Their work helps validate claims, lower healthcare costs, and strengthen overall risk management practices. As they continue to expand, they are looking for a
Medical Document Management Specialist
to join their team and play a key role in the efficient handling, organization, and delivery of essential medical records that directly impact patient care and client service delivery.

In this role, you'll be responsible for managing and processing medical documentation, preparing files for physician review, and ensuring all data is accurately sorted and filed across secure platforms. You'll engage with clients via email to retrieve outstanding records, support daily administrative workflows, and help maintain smooth operations across the documentation lifecycle, all while maintaining strict compliance with regulatory standards.

This position requires
daily onsite work
at our BGC office,
aligned with US Eastern Time hours: 8:30PM to 5:30AM PHT.

Key Responsibilities

  • Sort, distribute, and upload medical records to designated portals and databases in preparation for upcoming patient appointments.
  • Accurately prepare medical records for physician review within required turnaround times.
  • Compile and send necessary documentation to doctors ahead of scheduled appointments.
  • Coordinate with clients via email to request and follow up on missing or outstanding medical records.
  • Receive and process incoming records from various sources, ensuring proper organization and secure storage in internal databases.

Skills, Experience & Qualification

  • Minimum of 2 years' experience in clerical or administrative support, ideally within the medical or healthcare industry.
  • Knowledge of HIPAA regulations is a plus.
  • Excellent verbal and written communication skills in English.
  • Highly organized, with effective time management skills and the ability to meet tight deadlines.
  • Proficient in Microsoft Outlook, Excel, Word, and familiar with PDF/TIFF formats, file extensions, and general internet navigation.
  • Ability to work well under pressure, maintain focus amidst distractions, and deliver consistently high-quality results.

ASW OFFERS

  • A diverse, inclusive, and supportive company culture.
  • Competitive remuneration.
  • Opportunity to collaborate and work with global clients and stakeholders.
  • Medical benefits.
  • Great Paid Leave entitlements.
  • Team outings, travel opportunities, company parties/events, and other exciting activities.
  • Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
  • Industry and role-related training.
  • Ongoing career opportunities.
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Document Management Staff

Makati City, National Capital Region ₱400000 - ₱600000 Y eTeam

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Job Description

Work on site Monday to Friday; amenable to render OT if needed

Salary Range k

Proficient in MS Excel & Admin tasks 6 months to 1 yr experience

3 months contract

ONSITE - Rockwell Makati

Provider Billing Document Management:- Received Provider Billing/Soa (via Email, Hospital portal & hard copy)-Checks completeness of billing vs. transmittal-HBS encoding and reference number creation-Ingest in Mfiles and forward to adjudication for processing


Hard copy - scan documents and ingest

Portal - Download documents from hospital's portal & ingest

Email - acknowledge email, download attachments and ingest

Create Mfiles folder name-Record in providers claims registry and prepare/submit daily


productivity report (Provider Masterfile & WBS)

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Document Management Specialist

Ayala Alabang, National Capital Region ₱900000 - ₱1200000 Y Boehringer Ingelheim

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Job Description

The Position
The Specialist, Doc Unit Services is responsible for effectively and efficiently supporting the lifecycle management of controlled and non-controlled documents in Boehringer Ingelheim (coordination, user access provision, assisting authors and signatories) via Boehringer's electronic document management system (e-DMS). This will be performed in compliance to the predefined set of standards and agreed service level agreement of the process, while ensuring high quality of work.

Duties & Responsibilities:

  • Support the management of document lifecycle for Boehringer Ingelheim's controlled/non-controlled documents and adhering to the data quality standards while delivering against defined SLA's
  • Handle the coordination of documents and conduct proactive communication with the requestors.
  • Ensures that documents received and handled adheres to the defined quality standards
  • Support CI initiatives of the team by proposing improvements and standardizations
  • Handle end-to-end incident management in MyServices

Requirements:

  • Bachelor's Degree in Business, Finance, or any similar programs.
  • Fluent in English language (both verbal and written communication) and has strong interpersonal, verbal and written communication skills
  • Proficient in Microsoft Office applications (MS Word, MS Excel, MS vision, MS PowerPoint)
  • Attentive to details, critical thinker, proactive, excellent communication and coordination skills, good inter-personal and cultural-sensitivity, team player
  • Background in continuous improvement process is an advantage
  • Experience in a shared service center is an advantage
  • Background in Document Management System landscape is an advantage
  • Amenable to work in mid-shift schedule.

Our Company

Why Boehringer Ingelheim?
With us, you can develop your own path in a company with a culture that knows our differences are our strengths - and break new ground in the drive to make millions of lives better.

Here, your development is our priority. Supporting you to build a career as part of a workplace that is independent, authentic and bold, while tackling challenging work in a respectful and friendly environment where everyone is valued and welcomed.

Alongside, you have access to programs and groups that ensure your health and wellbeing are looked after - as we make major investments to drive global accessibility to healthcare. By being part of a team that is constantly innovating, you'll be helping to transform lives for generations.

Want to learn more? Visit

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Document Management Specialist

Muntinlupa, National Capital Region Boehringer Ingelheim

Posted 2 days ago

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Job Description

**The Position**
The Specialist, Doc Unit Services is responsible for effectively and efficiently supporting the lifecycle management of controlled and non-controlled documents in Boehringer Ingelheim (coordination, user access provision, assisting authors and signatories) via Boehringer's electronic document management system (e-DMS). This will be performed in compliance to the predefined set of standards and agreed service level agreement of the process, while ensuring high quality of work.
**Duties & Responsibilities:**
+ Support the management of document lifecycle for Boehringer Ingelheim's controlled/non-controlled documents and adhering to the data quality standards while delivering against defined SLA's.
+ Handle the coordination of documents and conduct proactive communication with the requestors.
+ Ensures that documents received and handled adheres to the defined quality standards.
+ Support CI initiatives of the team by proposing improvements and standardizations.
+ Handle end-to-end incident management in MyServices.
**Requirements:**
+ Bachelor's Degree in Business, Finance, or any similar programs.
+ Fluent in English language (both verbal and written communication) and has strong interpersonal, verbal and written communication skills.
+ Proficient in Microsoft Office applications (MS Word, MS Excel, MS vision, MS PowerPoint).
+ Attentive to details, critical thinker, proactive, excellent communication and coordination skills, good inter-personal and cultural-sensitivity, team player.
+ Background in continuous improvement process is an advantage.
+ Experience in a shared service center is an advantage.
+ Background in Document Management System landscape is an advantage.
+ Amenable to work in mid-shift schedule. **Click here ( to know what it looks like working at Boehringer Ingelheim Business Services Philippines Inc.**
All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.
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Customs Document Management Associate

₱14000 - ₱18000 Y Flatworld Solutions (Philippines), Inc.

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Job Description

Join our team as a Document Management Associate, where you'll be responsible for reviewing and processing all documents entering our document management system. This position is based in our KSS Building Buhangin and Aeon Towers, Bajada, Davao City offices.

Perks
  • Competitive salary ranging from Php14, Php18,000.00
  • Comprehensive benefits package including:

  • Free daily meals

  • Wellness programs
  • Paid time off
  • Continuous professional development
  • Convenient office location
Key Responsibilities
  • Review and process all documents entering our document management system
  • Open and update customs files
  • Perform data entry in our various operational systems
  • Track customs files (For ocean/air shipments only)
  • Update customs files and ensure consistency of information
  • Identify and communicate changes needed in client profiles
Work Schedule
  • Graveyard Shift
Ideal Candidate
  • Postgraduate or 2 years undergraduate of any course. Customs Administration graduate or Accounting graduate is a plus
  • Proficient in time management, reading and comprehension, analytical and problem-solving skills
  • Excellent English communication skills
  • Flexible and adaptable
  • Typing speed of 40-45 WPM with 90%-95% accuracy
  • Experience in Customs Brokerage Data Entry is preferred
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Document Management Software Engineer

Makati City, National Capital Region ₱900000 - ₱1200000 Y Strategic Staffing Solutions

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Job Description

Document Management Software Engineer (Documentum)


Location:
Makati City, Philippines


Work Setup:
Hybrid (2 Days Onsite / 3 Days WFH)


Schedule:
Day Shift

Strategic Staffing Solutions (S3) is seeking a
Document Management Software Engineer
to join our team. The ideal candidate will be responsible for managing and supporting the
Documentum – D2 application lifecycle
while ensuring application reliability, performance, and alignment with evolving business needs.

Key Responsibilities:

  • Manage the full
    Documentum – D2 application lifecycle
    , including installation, configuration, integration, testing, deployment, maintenance, and upgrades.
  • Provide advanced technical support, troubleshoot complex issues, and monitor system performance for high availability.
  • Collaborate with business and development teams, and maintain strong vendor relationships to ensure timely support and updates.
  • Conduct
    end-user training sessions
    , create documentation, and align processes with application changes.
  • Stay up to date with industry trends and
    emerging technologies
    to provide innovative support solutions.

Requirements:

  • Bachelor's degree in
    Information Technology, Computer Science, or related field
    .
  • 3+ years of experience in
    Documentum D2 configuration, development, and administration
    .
  • Strong expertise in
    Java (Documentum SDK – DFC)
    and
    Documentum Query Language (DQL)
    .
  • Experience writing
    Documentum API queries
    and working with relational databases.
  • Skilled in
    user access management, security protocols, and best practices
    in application support.
  • Familiar with
    software testing methodologies
    (functional, integration, UAT).
  • Knowledge of
    RESTful APIs
    and scripting languages (e.g., DQL).
  • Strong analytical, problem-solving, and business analysis skills.
  • Excellent communication and interpersonal skills; customer service oriented.

Preferred Qualifications:

  • Experience with
    Microsoft Azure
    or other cloud platforms.
  • Additional scripting knowledge for advanced automation and integration.

Why Join Strategic Staffing Solutions (S3)?


Full-Time Permanent Employment


Competitive Salary Package


Hybrid Work Setup:
Ayala Makati (2 Days Onsite / 3 Days Remote)


HMO Coverage:
Up to 500K


Leave Credits:
Prorated, applicable on first day


Government Benefits


13th Month Pay

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