Description
Job Summary:
You will be responsible for guiding customers through the credit application, analysis, and placement process, providing clear, agile, and results-oriented service.
Key Responsibilities:
1. Assist and advise customers on credit products and services.
2. Analyze credit applications and validate required documentation.
3. Identify opportunities for loan placement and portfolio recovery.
**Description**
In this role, you will guide customers through the credit application, analysis, and placement process, delivering clear, agile, and results-oriented service. Your mission is to identify customers’ financial needs, offer suitable solutions, and ensure a reliable and professional service 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**
- Assist and advise customers on credit products and services.
- Analyze credit applications and validate required documentation.
- Track the approval, formalization, and design process.
- Identify opportunities for loan placement and portfolio recovery.
- Maintain constant communication with customers to resolve inquiries and follow up on their transactions.
- Comply with company-established policies, procedures, and guidelines.
- Record and update information in internal systems.
- Support preventive collection management, as applicable.
**Requirements**
- Prior experience in customer service, financial sales, or credit placement.
- Basic knowledge of financial products and credit analysis processes.
- Strong negotiation, clear communication, and trust-building skills.
- Proficiency in digital tools and administrative systems.
- Results-oriented mindset and ability to work under performance objectives.
- Completed high school diploma; a 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**