Credit and Collections Portfolio Assistant II

Description

Job Summary: A professional responsible for managing credit and collections portfolios, preparing contractual documents, controlling IPTU (Urban Property Tax) payments for housing developments, and interacting with clients to ensure compliance and operational efficiency. Key Highlights: 1. Manages credit and collections portfolios and prepares contractual documents. 2. Supports the finance department and interacts with clients. 3. Ensures process compliance and contributes to efficiency. MISSION: PROVIDE CLIENT SUPPORT IN ACCORDANCE WITH EXECUTED CONTRACTS, PRE\-DEFINED GUIDELINES, AND APPLICABLE LEGISLATION. PREPARE CONTROLS FOR PORTFOLIO MANAGEMENT AND COLLECTIONS FOR HOUSING DEVELOPMENTS, INCLUDING IPTU. RECOVER CREDITS IN ACCORDANCE WITH ESTABLISHED COLLECTION POLICIES AND COLLECTION TIMELINES. MANAGE ADDENDUMS/TERMINATION AGREEMENTS AND SUPPORT INTERNAL CONTROLS OF THE PORTFOLIO AND COLLECTIONS COORDINATION UNIT AND THE FINANCE DIRECTORATE SUMMARY DESCRIPTION: Responsible for activities related to credit and collections portfolio management, including preparation of contractual documents (e.g., termination agreements, renegotiations, and addendums) and control of IPTU payments for housing developments. The professional interacts with clients, supports the finance department in issuing payment slips, and ensures process compliance, contributing to operational efficiency. MAIN RESPONSIBILITIES: * CONTACT CLIENTS FOR CREDIT RECOVERY AND IPTU REGULARIZATION; * MAINTAIN AREA CONTROLS FOR MANAGEMENT REPORTING; * PROVIDE CLIENT SUPPORT IN ACCORDANCE WITH EXECUTED CONTRACTS, PRE\-DEFINED GUIDELINES, AND APPLICABLE LEGISLATION; * ISSUE COLLECTION NOTICES AND OTHER BUSINESS\-SPECIFIC NOTIFICATIONS; * PREPARE DOCUMENTS (ADDENDUMS, TERMINATION AGREEMENTS, ASSIGNMENTS OF RIGHTS, ETC); * MONITOR IMPLEMENTATION OF CONCLUDED NEGOTIATIONS (SETTLEMENTS, ELECTRONIC PLATFORM SIGNATURES, ETC); * FORMALIZE UNILATERAL TERMINATION AGREEMENTS AND SUPPORT CONTROL OF UNIT RELEASE AND CLEARANCE; * ANALYZE AND MONITOR RENEGOTIATION REQUESTS WITHIN AUTHORITY LEVELS APPROVED BY THE FINANCE DIRECTORATE; * PREPARE DOCUMENTS (ADDENDUMS, TERMINATION AGREEMENTS, ASSIGNMENTS OF RIGHTS, ETC); * DEVELOP NEW DOCUMENT TEMPLATES FOR LEGAL DEPARTMENT VALIDATION; * SUPPORT AND COLLABORATE WITH CRCEF COORDINATORS, BANK CORRESPONDENTS, AND THE CONTRACTS DEPARTMENT ON MINIMUM REQUIREMENTS – GCD; * MAINTAIN SPREADSHEETS OF ADDENDUMS AND TERMINATION AGREEMENTS SENT TO FINANCE; * RELEASE TERMINATED UNITS AND COMMUNICATE TERMINATION TO CLIENTS VIA UNILATERAL TERMINATION AGREEMENT; **JOB REQUIREMENTS:** * PREFERRED: UNDERGRADUATE STUDENT OR GRADUATE IN BUSINESS ADMINISTRATION, LAW, OR TECHNOLOGIST IN REAL ESTATE BUSINESS. **SPECIFIC KNOWLEDGE:** * INTERMEDIATE EXCEL AND OFFICE SUITE + KNOWLEDGE OF HOUSING DEVELOPMENT MANAGEMENT SOFTWARE + DOCUMENT FORMALIZATION AND PREPARATION (ADDENDUMS, TERMINATION AGREEMENTS, ASSIGNMENTS, NOTICES); NEGOTIATION TECHNIQUES AND CREDIT ANALYSIS