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Portfolio Analyst

Indeed

Company

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

Description

Job Summary: Manage the corporate client portfolio comprehensively, including tracking, reconciliation, collections, and payment negotiations, ensuring professional service delivery and achievement of performance targets. Key Highlights: 1. End-to-end B2B portfolio management 2. Payment agreement negotiation and follow-up 3. Professional and courteous customer service * Position Objective: Manage the assigned corporate (B2B) client portfolio comprehensively by executing tracking, reconciliation, collection, and payment commitment negotiation processes via channels such as phone calls, email, WhatsApp, and virtual meetings—ensuring courteous and professional service, compliance with company-established protocols, accurate traceability of all actions taken, and achievement of organizational recovery and collection targets. * Position Responsibilities: + Manage collections and tracking of corporate (B2B) client portfolios. + Contact clients via phone, email, WhatsApp, and virtual meetings. + Negotiate payment agreements and follow up on commitments made. + Reconcile payments against invoicing and verify correct application of collections. + Update and record all actions performed in the company's platforms. + Prepare basic portfolio and collection tracking reports. + Identify anomalies and inconsistencies in payments, invoices, or balances. + Meet portfolio recovery key performance indicators (KPIs) and targets.

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Posted by

Valentina Rodríguez

Indeed · HR

Location

Valentina Rodríguez

Indeed · HR

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