What are the responsibilities and job description for the Ejecutivo de crédito y cartera position at Grupo Carvajal?
Administrar y gestionar la cartera de clientes asignada a través de la generación y análisis de la información y el desarrollo de acciones de cobranza, que permitan cumplir con los niveles de indicadores de cartera establecidos por la compañía.
Analizar y planear las acciones para la recuperación de cartera
Seguimiento a las facturas enviadas a clientes
Enviar los estados de cuenta para la gestión de cobro
Visitar clientes para gestionar el cobro
Apoyar las conciliaciones bancarias
Aplicar los pagos a la cartera
Informar los reclamos de clientes para definir cartera problema
Hacer las proyecciones de recaudo de la cartera asignada
Gestionar las disputas y conciliaciones con los clientes
Aplicar los ajustes contables de cartera
Liberación de pedidos retenidos en el sistema
Summary
As an Ejecutivo de crédito y cartera, you will be instrumental in managing client accounts and providing outstanding customer support. Reporting to the Credit Manager, your role involves utilizing core skills in communication, data entry, and customer service to assist clients effectively. Your premium skills in bilingual communication and sales will enhance client interactions and drive portfolio growth. Additionally, your relevant expertise in Microsoft Office and analysis will support data-driven decision-making, ensuring the organization's objectives are met while fostering strong client relationships. Join us to make a significant impact in our financial services team.
Qualifications
- Proficient in English and Spanish; multilingual skills are a plus
- Strong customer support and client service experience
- Excellent communication and phone etiquette skills
- Competent in data entry and Microsoft Office applications
- Experience in outbound calling and call center environments
- Strong analytical skills and cash handling experience
- Ability to work effectively in a fast-paced environment
Job Type: Contract
Pay: $3,388.35 - $5,400.00 per month
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Work Location: In person
Salary : $3,388 - $5,400