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