Referidos/as Ejecutivo/a PyME Occidente (Guadalajara, Jalisco)
Core
Drive profitability for the SME Center by delivering excellent service in sales, maintenance, post-sales, and product operations while mitigating operational risk.
Role type
SME Banking Executive (Credit Operations & Sales)
Builds
SME banking products (credit placement, TPV, payroll), credit files, and client satisfaction metrics.
Domain
Banking / Financial Services / SME Lending
Required skills
Financial statement analysis, Credit bureau analysis, Simple credit analysis, SME product knowledge, Tele-sales management
Preferred skills
18 months experience in SME products or customer service
Technologies
Credit bureaus, Financial software
Responsibilities
Ensure client satisfaction by timely handling operation, installation, follow-up, and contract requests; Provide operational advice and support to clients; Manage credit operations in coordination with central areas; Analyze financial documentation to evaluate company status; Integrate and track credit files until formalization; Conduct credit bureau queries and pre-qualification analysis; Follow up on authorizations, socio-economic studies, and phone validations.
Seniority
Junior to Mid-level, hands-on IC