Credit Advisor

Company
Description
Job Summary: You will be responsible for guiding customers through the credit application, analysis, and disbursement 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 disbursement and portfolio recovery. **Description** In this role, you will guide customers through the credit application, analysis, and disbursement process, delivering clear, agile, and results-oriented service. Your mission will be to identify customers’ financial needs, offer appropriate solutions, and ensure a reliable and professional service experience. You will collaborate closely with various departments to track each transaction, ensure compliance with internal policies, and contribute to credit portfolio growth. **Responsibilities** - Assist 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 loan disbursement and portfolio recovery. - Maintain ongoing communication with customers to resolve inquiries and track their applications. - 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. - Strong negotiation, clear communication, and trust-building skills. - Proficiency with digital tools and administrative systems. - Results-oriented mindset and ability to work toward defined objectives. - Completed high school diploma; bachelor’s degree in economics, business administration, or related field preferred. - Proactive attitude, strong organizational skills, and customer-service focus. **CV attachment is mandatory for interview**
Posted by

Juan García
Indeed · HR



