A commercial document specialist is a professional responsible for the preparation, review, submission, and management of various documents in trade, ensuring compliance and smooth operations in customs clearance, settlement, and transportation. They are the core executors of the "document flow" in foreign trade operations.

Main Responsibilities:

1. Document Preparation

Prepare various foreign trade documents such as commercial invoices, packing lists, bills of lading, customs declarations, of origin, insurance policies, and drafts based on trade contracts, letters of credit, orders, etc., ensuring that the content of the documents is consistent with the contract and letter credit requirements and that the data is accurate (e.g., commodity names, quantities, amounts, transportation information, etc.).

2. Document Review

 the terms of the letter of credit to ensure that the documents are consistent with the letter of credit in terms of "document-to-document" and "document-to- of credit," avoiding bank refusal of payment due to discrepancies; also verify the matching of documents with actual goods and transportation arrangements to prevent trade risks.

3. Document Flow Submission

Submit relevant documents to banks, customs, inspection and quarantine, freight forwarders, and other institutions according to the process, assist in handling customs clearance,, settlement, and tax refund procedures, track the status of document flow, and ensure smooth transitions between each step.

4. Document Management and Filing

Organize file all foreign trade documents as trade transaction evidence, while also cooperating with internal financial, auditing, and external regulatory authorities for inspections.

Core Competency Requirements:

- Professional Knowledge: Familiar with international trade processes (such as letter of credit settlement, FOB/CIF trade terms, etc.), types of documents and preparation standards and understand the document requirements of customs, banks, transportation departments, etc.

- Meticulous and Rigorous: Sensitive to numbers and text, able to avoid details as clerical errors and data errors (e.g., the amount of capital in documents in both upper and lower case, date formats, etc.), otherwise, it lead to customs clearance obstructions or failure to recover payment.

- Communication and Coordination: Need to interface with foreign trade operators, freight forwarders, banks, customs, other parties, clearly convey information, and solve document issues.

- Tool Application: Proficient in using Office software (such as Excel for document preparation), and understand operation of foreign trade document systems or customs declaration software.

Career Development Direction:

- Employment Fields: Mainly employed in import-export companies, foreign trade, customs declaration companies, freight forwarding companies, and the import-export departments of multinational companies.

- Promotion Path: With experience, one can be promoted to a document supervisor foreign trade business manager, or switch to related fields such as customs declaration and inspection, international freight, and foreign trade business development. One can also enhance competitiveness by obtaining professional qualifications such international trade document specialists or customs declarators.

In summary, a commercial document specialist is the "bridge" of foreign trade operations, ensuring the legal compliance and efficient of international trade processes by precisely handling various documents, and is a key position for foreign trade enterprises to carry out cross-border transactions smoothly