CMS Quality Assurance Officer

Company: Union Bank of the Philippines

Position: CMS Quality Assurance Officer

Office Location: UB Plaza - 19F Pasig (Headquarters)

Job Summary: The CMS Quality Assurance Officer manages sales opportunity documentation by validating authorized requests, reviewing completeness of requirements, and ensuring accurate capture and archiving of documents in the Enterprise Data Management System. It coordinates with sales teams and processing units to forward implementation documents, monitor processing status, and ensure adherence to agreed Service Level Agreements. The position tracks enrollment and document deficiencies, provides daily status reporting, and resolves issues that may delay processing. It also ensures data accuracy in reports and supports seamless end‑to‑end processing through effective coordination and controls.

Essential Duties And Responsibilities

• Receives notification via Sales Force Platform from requestor / sales unit, informing of the created opportunity
• Verifies that the requestor / sender is authorized to represent the sales team and to create opportunity
• Viewing documents from the Enterprise Data Management System (EDMS) and captures document data via the document monitoring sheet, ensuring completeness of documents to avoid errors in evaluation and reporting
• Evaluates the completeness of documents, ensuring adherence to the agreed guide for documentary requirements and criteria for evaluation/ acceptance
• Retrieves implementation documentation for further processing of other units, as uploaded by requestor/ sales unit in the EDMS Forwards implementation documents to processing unit, ensuring adherence to processing unit’s prescribed format and channel for transmitting documents
• Monitor status of documents processing , ensuring that processing and TAT ( Turn Around Time) remain within terms of the SLA (Service Level Agreement)
• Captures images of documents via scanning and upload files to the EDMS for backup and archiving
• Daily sends enrollment status/ document monitoring sheet via email
• Coordinates with requestor /sales team to detect issues / deficiencies with the documents and provide guidance according to the agreed SLAs
• Validates correctness of entries in the Done Deals Report as provided by the Usage TL Reporting to the Usage TL technical issues that may cause delays in the retrieval of documents
• Daily Monitoring of document deficiencies and notifying requestors / concerned sales team for resolution
• Forwarding, logging and monitoring enrollment requests for processing units of the bank
  
  

Qualifications

• Bachelor’s degree in Business Administration, Office Administration, Information Management, Finance, Banking, or any related business or administrative field.
• Experience in document validation, operations, client onboarding, or back-office processing—preferably within the banking, financial services, or corporate operations sector.
• Hands-on experience using Salesforce, EDMS, or similar document management and workflow systems.
• Strong background in quality assurance, documentation review, or compliance-driven processes.
• Familiarity with Service Level Agreements (SLAs), Turn-Around-Time (TAT) monitoring, and escalation procedures.
  
  

Required Skills

• Ability to interpret, verify, and validate corporate client documentation (e.g., onboarding requirements, internal processing documents).
• Proficient in using Microsoft Office tools, especially Excel for monitoring sheets and daily reporting.
• Strong organizational skills with the ability to handle multiple cases and tight timelines efficiently.
• Excellent interpersonal and communication skills for coordination with sales and internal units.