Faster chat, better deals — Get the App

Portfolio Coordinator

Indeed

Company

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

Description

Position Summary: Coordinate and monitor the customer portfolio, ensuring collection management, reconciliations, and balance recovery to strengthen customer relationships and contribute to liquidity. Key Highlights: 1. Efficient management of customer portfolio and collections. 2. Collaboration with various departments for integrated management. 3. Opportunities for improvement in control and recovery processes. \*Description\* In this role, you will be responsible for coordinating and monitoring the customer portfolio, ensuring efficient collection management, reconciliations, and balance recovery. Your mission will be to maintain orderly control over financial information, strengthen relationships with internal and external customers, and contribute to achieving the company's liquidity objectives. \*Responsibilities\* * Monitor assigned portfolio and ensure compliance with collection processes. * Analyze overdue balances, identify risks, and propose recovery actions. * Coordinate account reconciliations with customers and internal departments. * Prepare tracking reports, key performance indicators, and collection forecasts. * Manage communication with customers to resolve payment- and billing-related issues. * Collaborate with departments such as sales, credit, billing, and finance to ensure integrated management. * Identify opportunities for improvement in portfolio control and recovery processes. \*Requirements\* * High school diploma * Prior experience in portfolio management, collections, or accounts receivable. * Knowledge of billing, reconciliation, and payment tracking processes. * Proficiency in Excel * Ability to negotiate, follow up, and resolve customer issues. Valid driver's license * Ability to drive both automatic and standard transmission vehicles

Some content was automatically translated

Posted by

Juan García

Indeed · HR

Location

Juan García

Indeed · HR

Similar jobs

Portfolio Coordinator job by Indeed in 2026 | ok.com