Portfolio Assistant

Description

Job Summary: We are seeking a Portfolio Assistant with experience in portfolio management, credit, or collections, service-oriented and focused on customer follow-up. Key Highlights: 1. Manages the portfolio and conducts customer follow-up. 2. Supports collections management and visits to customers with overdue portfolios. 3. Collaborates with the commercial department and portfolio supervisor. **Job Description:** At **COREPTEC Peru**, a company dedicated to representing technology and machinery—primarily for food processing plants—we are looking for a **Portfolio Assistant** to strengthen our Administration and Finance team. If you have experience in portfolio management, credit, or collections, and possess a service orientation and focus on customer follow-up, we want to meet you! Requirements * University degree or bachelor’s degree in Administration, Accounting, Finance, or related fields. * Minimum of **1 year** of experience in portfolio, credit, collections, or related roles. * Advanced **Excel** proficiency. * Basic accounting knowledge: debits and credits, reconciliations, and payment recording. * Familiarity with **electronic invoicing and customer portal management**. * Knowledge of collections and negotiation techniques. * Desirable: coursework or specialization in Accounting or Finance. Main Responsibilities * Send invoices and their corresponding supporting documents through customer portals. * Manage requests for invoice withholdings and deductions. * Follow up on outstanding invoices pending receipt and collection. * Manage assigned portfolio and conduct customer follow-up. * Send account statements to customers, detailing their invoices. * Record customer withholdings and payments in the system. * Request and manage necessary supporting documents from the commercial department for accounting registration. * Support collections management and conduct visits to customers with overdue portfolios, as applicable. * Report collected amounts and updates related to collections management. * Support commercial advisors with customer information. * Create new customers in the system, subject to prior approval and score validation. * Prepare and submit reports on invoice status to the Portfolio Supervisor. **Apply by sending your updated CV to:** talento\_humano\_peru@coreptec.com Salary: S/.2,000\.00 \- S/.2,500\.00 per month Application Question(s): * What is your salary expectation? * Is your availability immediate? Experience: * Collections: 1 year (Mandatory) Work Location: On-site employment