Portfolio and Deed Processing Assistant

Description

Position Summary: We are seeking a person to provide operational support for portfolio, financial closing, and deed processing activities, ensuring up-to-date information and timely notification of developments. Key Highlights: 1. Portfolio tracking and payment management 2. Key support in financial closing and deed processing 3. Document management and customer service We are looking for talent to join our team! You will be responsible for providing operational support for portfolio, financial closing, and deed processing activities related to assigned projects, conducting ongoing follow-up with clients, documentation, payments, and procedures, ensuring up-to-date information and promptly alerting any developments that may affect schedule compliance. **Responsibilities** **1\. Portfolio Tracking** * Monitor customers' payment obligations and commitments. * Contact customers to remind them of payment due dates and manage outstanding commitments. * Record and maintain updated records of portfolio commitments and developments. * Validate payment evidence and coordinate its application with the relevant departments. * Promptly identify customers with overdue payments or non-compliance and escalate cases requiring special handling. * Support preparation of portfolio reports and reconciliations. **2\. Support for Financial Closing** * Request and follow up on documentation required for financial closing. * Maintain up-to-date information on mortgage loans, own resources, and subsidies. * Follow up on approval letters, validity periods, and pending documents. * Support updating information in SICO, Fiducia, and internal tools. **3\. Support for Deed Processing** * Conduct documentary follow-up on appraisals and title studies. * Assist in preparing documentation required by banks, trust companies, and notaries. * Coordinate client appointments for deed signing. * Follow up on pending documents and signatures. * Maintain updated status of each procedure and its compliance deadlines. **4\. Document Management and Customer Service** * Maintain organized and up-to-date client files. * Respond to inquiries regarding portfolio status and deed processing progress. * Request missing documents and follow up until receipt. * Ensure proper traceability of communications, documents, and supporting evidence. **5\. Monitoring and Control** * Report developments, delays, and critical cases to the Analyst and Coordinator. * Update tracking matrices and tools daily. * Support preparation of portfolio, deed processing, and disbursement reports. * Meet established deadlines for assigned tasks and contribute to achieving the department’s monthly goals. **Requirements:** * Technical, technological, or university student in administrative, financial, or related fields. * Preferably at least 1 year of experience in portfolio management, customer service, real estate processes, deed processing, administrative procedures, or related activities. * Ability to operate document control systems and portfolio and payment tracking tools. Workplace: On-site employment