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PORTFOLIO ASSISTANT

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Position Summary: We are seeking a portfolio assistant with experience in credit and collection of overdue accounts to support the accounting department. Key Highlights: 1. Experience in portfolio and credit. 2. Management of reporting to credit bureaus (Datacrédito). 3. Customer service skills, assertive communication, and teamwork. We are looking for a portfolio assistant with technical or technological training in accounting or related fields, and at least 1 year of work experience in portfolio and credit. **It is essential to know how to submit reports to credit bureaus.** Job Mission: Recover overdue accounts and ensure timely collections; provide support to the accounting department, specifically in the portfolio area. Specific Knowledge: Reporting clients to Datacrédito, managing Datacrédito credit bureau platform, using SoftTools portfolio software, operating Contai or other accounting systems, basic-to-intermediate Excel. Functions and Responsibilities: * Managing client portfolios and collecting payments from clients. * Managing and entering client information into credit bureaus (Datacrédito). * Querying clients in Datacrédito. * Reviewing, evaluating, and processing credit applications. * Verifying credit-related client documents, co-signer documents, mortgages, etc. * Processing mortgages and mortgage releases. * Issuing cash receipts for client payments and validating client payments with banks. * Performing billing and accounts receivable. * All other duties inherent to the position. Skills: Customer service, assertive communication, and teamwork Salary: $2.113.304 + transportation allowance $249.095 + performance bonus $200.000 + statutory benefits Schedule: Monday to Thursday, 7:30 am to 5:00 pm; Friday, 7:30 am to 5:30 pm Contract Type: Fixed-term contract for 3 months, renewable. Work Location: Medellín, office located in front of Prado metro station. Position Type: Full-time Work Mode: On-site employment

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Posted by

Valentina Rodríguez

Indeed · HR

Location

Valentina Rodríguez

Indeed · HR

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