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Portfolio Coordinator

Indeed
Full-time
Onsite
No experience limit
No degree limit
Virgo 1, Fovissste Embudo, 86599 Cárdenas, Tab., Mexico
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Description

Position Summary: Coordinate and monitor the customer portfolio, ensuring effective management of collections, reconciliations, and balance recovery to strengthen customer relationships and contribute to liquidity. Key Highlights: 1. Efficiently manages collections and reconciliations. 2. Analyzes overdue balances and proposes recovery actions. 3. Collaborates with key departments for comprehensive management. \*Description\* In this role, you will be responsible for coordinating and monitoring the customer portfolio, ensuring efficient management of collections, reconciliations, and balance recovery. Your mission will be to maintain orderly control of financial information, strengthen relationships with internal and external customers, and contribute to achieving the company's liquidity objectives. \*Responsibilities\* * Monitor the 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, 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 comprehensive management. * Identify opportunities for process improvement in portfolio control and recovery. \*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

Source:  indeed View original post
Juan García
Indeed · HR

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