Asistente de cartera
Core
Managing customer portfolios, credit studies, and collections for group companies via internal systems.
Role type
Junior portfolio assistant
Builds
Customer records, credit assessments, payment validations, and collection sessions
Domain
Financial services / Corporate administration
Deliverable
dashboards & analysis
Required skills
Customer data management, credit study evaluation, payment validation, collection session execution, financial reporting, basic financial knowledge, basic accounting knowledge
Responsibilities
Creating and updating customer records in SysCia, evaluating and confirming customer credit studies, validating payment supports, preparing collection sessions in SysCxC, generating cash receipts in SISLA, generating functional reports
Seniority
Junior, entry-level
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