National Consultant managing an existing book of business for investment solutions at AssetMark. Supporting financial advisors in maximizing their impact and driving business growth through the platform.
About the role
- Professional for Credit Policy at Neocredit, a fintech startup. Focused on improving credit analysis processes and implementing automation projects.
Responsibilities
- Execute activities related to Credit Management and Credit Policy:
- Support the implementation of automation and improvement projects for our clients' Credit Policy;
- Evaluate the credit analysis workflow and suggest improvements or create a workflow from scratch;
- Analyze clients' financial data to mitigate risk within the policy to be implemented;
- Carefully analyze data and produce clear, objective reports;
- Adhere to credit policies and guidelines;
- Prepare all documentation related to the implemented credit policy;
- Support decisions about variables and information to be used according to the client's objectives and policy, aiming for the best cost-benefit for the client.
- Configure prompts for using AI in credit analysis.
Requirements
- Bachelor's degree (Business Administration, Accounting, or Economics);
- Proficiency with Office suite (experience with BI tools is a plus);
- Strong communication and interpersonal skills;
- Knowledge of Business Analytics is desirable;
- Excel skills for data manipulation are desirable;
- Knowledge of BPM (Process Modeling) is desirable.
Benefits
- Great work environment
- Kitchen area with coffee and snack machines
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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