What Jobs are available for Document Preparation in the Philippines?

Showing 543 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 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

Makati City, National Capital Region D&V Philippines Outsourcing, Inc.

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Job Description

Job Title: Document Management Specialist

Work Setup & Schedule:

  • Hybrid (6AM to 3PM)

What you'll be doing:

  • Collect, manipulate, interpret and organize data
  • Prepare and distribute analytical data reports and/or records
  • Additional responsibilities as assigned

What will make you a great fit:

  • HS diploma or GED required; Bachelor's degree in Business, Economics, Statistics or relevant field preferred
  • 3 years of relevant experience
  • Must possess analytical skills
  • Must be able to read, recognize, and accurately describe various types of financial and legal documents used by individuals and businesses including, but not limited to account statements, financial statements, tax returns, corporate formation documents, real estate transaction documents and legal filings.
  • Proficient use of applicable technology

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You'll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.

You'll also get to enjoy these perks on top of the essential employee benefits:

  • Competitive salary with non-taxable allowances
  • Health and wellness benefits
  • Vacation and sick leave credits
  • Yearly company and employee performance bonuses
  • Free meal during office days
  • Parent-friendly office
  • Training and certifications
  • CPD Training Assistance and PRC license renewal reimbursement
  • Year-round employee engagement activities
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Document Management Specialist

Makati City, National Capital Region D&V Philippines

Posted today

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Job Description

Work Setup & Schedule:

  • Hybrid (Mon-Fri, 6:00AM – 3:00PM)

What you'll be doing:

  • Collect, manipulate, interpret and organize data
  • Prepare and distribute analytical data reports and/or records
  • Additional responsibilities as assigned

What will make you a great fit:

  • HS diploma or GED required; Bachelor's degree in Business, Economics, Statistics or relevant field preferred
  • 3 years of relevant experience
  • Must possess analytical skills
  • Must be able to read, recognize, and accurately describe various types of financial and legal documents used by individuals and businesses including, but not limited to account statements, financial statements, tax returns, corporate formation documents, real estate transaction documents and legal filings.
  • Proficient use of applicable technology Accurate and prompt time entry is essential. Document Management Personnel must enter their time accurately each week.

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your

career because we invest in your training and development. You'll

be a key player in our mission to deliver high-quality, cost-effective

finance and accounting services for CFOs and professional

services firms in Australia, Asia-Pacific, Europe, the United States,

and the United Kingdom.

You'll also get to enjoy these perks on top of the essential

employee benefits:

  • Competitive salary with non-taxable allowances
  • Health and wellness benefits
  • Vacation and sick leave credits
  • Yearly company and employee performance bonuses
  • Free meal during office days
  • Parent-friendly office
  • Training and certifications
  • CPD Training Assistance and PRC license renewal reimbursement
  • Year-round employee engagement activities

Our team is currently reviewing applications, and we will be in touch with you if we feel that your experience aligns with the needs of the role. Please be patient, as this process can take a little time.

Thank you again for your interest in joining our team. We wish you the best of luck

Job Type: Full-time

Work Location: In person

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Document Management Specialist

Makati City, National Capital Region ₱250000 - ₱500000 Y D&V Philippines

Posted today

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Job Description

Work Setup & Schedule

  • Shift: 6:00am to 3:00pm – Mondays to Fridays
  • Hybrid setup (1–2 days onsite per month)

Job Overview:

  • Document Management Personnel work as members of the Client Services group to provide outstanding service to our valued clients. Administrative function: Organizing documents in the system. They upload and organize voluminous documents in our DocuWare software. They work directly under the supervision of Senior Associates, Supervising Senior Associates, Managers, Directors and/or Managing Directors.

Responsibilities:

  • Collect, manipulate, interpret and organize data
  • Prepare and distribute analytical data reports and/or records
  • Additional responsibilities as assigned

Qualifications:

  • HS diploma or GED required; Bachelor's degree in Business, Economics, Statistics or relevant field preferred
  • 3 years of relevant experience
  • Must possess analytical skills
  • Must be able to read, recognize, and accurately describe various types of financial and legal documents used by individuals and businesses including, but not limited to account statements, financial statements, tax returns, corporate formation documents, real estate transaction documents and legal filings.
  • Proficient use of applicable technology

What D&V Philippines can offer you:

  • D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You'll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.

You'll also get to enjoy these perks on top of the essential employee benefits:

  • Competitive salary with non-taxable allowances
  • Health and wellness benefits
  • Vacation and sick leave credits
  • Yearly company and employee performance bonuses
  • Free meal during office days
  • Parent-friendly office
  • Training and certifications
  • CPD Training Assistance and PRC license renewal reimbursement
  • Year-round employee engagement activities

Our team is currently reviewing applications, and we will be in touch with you if we feel that your experience aligns with the needs of the role. Please be patient, as this process can take a little time.

Thank you again for your interest in joining our team. We wish you the best of luck

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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

Posted today

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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 Specialist

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

Posted today

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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 23 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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