Credit Advisor - Merida (Altabrisa)

Description

Job Summary: This role seeks a professional who will accompany customers through the credit application, analysis, and disbursement process, providing agile, results-oriented service. Key Highlights: 1. Accompany customers throughout the credit application process with clear and agile service. 2. Identify financial needs and offer appropriate solutions. 3. Contribute to the growth of the credit portfolio. **Description** In this role, you will be responsible for accompanying customers through the credit application, analysis, and disbursement process, delivering clear, agile, and results-oriented service. Your mission will be to identify their financial needs, offer suitable solutions, and ensure a reliable and professional customer experience. You will work closely with various departments to track each transaction, ensure compliance with internal policies, and contribute to the growth of the credit portfolio. **Responsibilities** - Attend to and advise customers on credit products and services. - Analyze credit applications and validate required documentation. - Monitor the approval, formalization, and structuring process. - Identify opportunities for credit disbursement and portfolio recovery. - Maintain constant communication with customers to resolve questions and track their procedures. - Comply with company-established policies, procedures, and guidelines. - Record and update information in internal systems. - Support preventive collections management, where applicable. **Requirements** - Prior experience in customer service, financial sales, or credit disbursement. - Basic knowledge of financial products and credit analysis processes. - Ability to negotiate, communicate clearly, and build trust. - Proficiency with digital tools and administrative systems. - Results orientation and ability to work under performance targets. - Completed high school diploma; bachelor’s degree in economics, business administration, or related fields is preferred. - Proactive attitude, strong organizational skills, and customer-service focus. CV submission is mandatory for interview consideration. -Requirements- Minimum education: Secondary education years of experience Age: between 20 and 45 years Driver's licenses: A ,B ,C ,D Keywords: advisor, asesor, financial, afianzadora, credito, credit, financiera