Credit and Collections Assistant

Description

Job Summary: This position seeks a Credit and Collections Assistant to manage and control the customer portfolio, ensuring timely payment tracking and implementation of collection strategies. Key Highlights: 1. Manages and controls the customer portfolio to ensure financial stability. 2. Timely tracks payments and applies collections accurately. 3. Implements preventive and recovery collection strategies. **Credit and Collections Assistant** **Location:** Anzures, Miguel Hidalgo, 11590, CDMX. **Employment Type:** Indefinite-term contract **Job Objective** Contribute to financial stability through proper administration and control of the customer portfolio, ensuring timely payment follow-up, accurate collection application, and effective execution of preventive and recovery collection strategies—aiming to maintain a healthy portfolio and guarantee consistent cash flow. **Required Profile** * **Experience:** 1–2 years in credit and collections or accounts receivable. * **Education:** Technical high school diploma or bachelor’s degree (in progress or completed) in Business Administration, Accounting, or related field. * **Technical Knowledge:** * Intermediate proficiency in Microsoft Office (Excel required). * Experience with administrative systems (ERP) or CRM. * Knowledge of billing processes and bank reconciliations. * Ability to read and analyze account statements and supporting documents. * Familiarity with technological tools (e.g., chatbots) for management. **Main Responsibilities** **Credit Management:** Validation of applications, reference checks, and file compilation. **Portfolio Administration:** Daily payment application, maturity monitoring, and reconciliations. **Active Collections:** Preventive and corrective follow-up via phone, email, and WhatsApp. **Negotiation:** Payment agreements and balance clarifications with customers. **Reporting:** Preparation of recovery metrics and aging reports. **Work Conditions and Schedule** * **Workload:** Full-time. * **Schedule:** Monday to Friday, 9:00 AM to 6:00 PM; Saturdays, 9:00 AM to 2:00 PM. **Compensation and Benefits** * Base salary: $13,500 gross per month. * Statutory and above-statutory benefits. * Monthly food vouchers. * Savings fund (3%) and savings box. * Birthday week benefit. * Training program: Access to English learning platform after one year of service. Salary: $13,500.00 per month Workplace: On-site employment