Customer Representative
hace 17 horas
Social Investment Fund that promotes credit access for sustainable development, with funds from UK investors, aimed at producer organisations (cooperatives, farmers’ associations) and private companies with social responsibility by financing productive working capital and/or project development, taking into consideration equity, good practices, and care for the environment. Company origin: Transnational company with headquarters on Newcastle (UK) and operations Lima. Key Responsibilities: Reports to the South American Loan Manager (LM SA). Responsible for maintaining the loan portfolio in the region and for the execution of various administrative tasks. Builds and develops relationships with customers through contact and regular visits. The role involves giving special attention to the main lending risks and financial needs of each customer, carrying out the agreed visit plans and preparing performance related reports. In charge of the annual review of the customer’s credit facilities, ensuring all the required information is gathered, analysed, and informed. Works in the assigned geographic area to maximize loan income, maintaining a quality portfolio and controlling risks in line with corporate objectives, business plan and lending targets and limits. Follow up of customers with any inconsistency. Manages customer transactions and requests, coordinating with customers and colleagues. Maintains a close relationship with existing customers through an effective communication. Attends trade shows, partner forums and other activities involving existing and potential customers. Develops relationships with networks and partners within the region. Manages administrative duties in the regional office, supporting related institutions and acting as a liaison in the region to assist with the follow-up of projects Location: Lima-Peru, mostly remote work and on-site when required. Education: Professional with a Degree on Finance, Economy, Business Administration, Accounting, or similar careers, preferably with Finance and Banking studies, with predisposition for financial management and business development
Social Investment Fund that promotes credit access for sustainable development, with funds from UK investors, aimed at producer organisations (cooperatives, farmers’ associations) and private companies with social responsibility by financing productive working capital and/or project development, taking into consideration equity, good practices, and care for the environment.
**Requisitos**:
**Required Competencies**: Familiarized with local and international coordination work and with the management of time-bound goals. Understanding of the current economic situation, local and regional market potential. With excellent teamwork skills, flexibility, proactivity, ability to perform multiple tasks, with a strong social motivation and enjoys an international working environment. Proficient in Ms Office. Experience: More than 2 years of financial and commercial experience engaging with customers, with solid technical knowledge and personal aptitude for the development of business related to the institution’s purposes. Understanding and management of financial reports, credit analysis, business potential, etc. Must have previous experience working in financial institutions, investment funds, international cooperation organisms in the agricultural sector, as well as in dealing and developing alliances with organisations (NGOs, banks, social finance). Language skills: Required: Bilingual Spanish-English (Advanced level).
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