Operations Assistant - Customer Success

Description

Job Summary: We are seeking a dynamic and analytical Operations Assistant to support the operational workflow of our credit structures, ensuring efficiency, security, and regulatory compliance. Key Highlights: 1. Operate within the operational workflow of credit structures 2. Ensure efficiency, security, and compliance of processes 3. Join the Customer Success team **WHO WE ARE?** **We are Brazil's first fintech that designs and operates Structured Credit Solutions!** We enable entrepreneurs to establish their own securitization companies to issue loans and conduct receivables operations. Our purpose is to facilitate access to solutions that generate credit, freedom, and business opportunities for aspiring entrepreneurs! We are looking for an **Operations Assistant** to support the operational workflow of our credit structures, ensuring efficient, secure, and compliant execution in accordance with Bankme’s internal policies and applicable regulatory requirements—a dynamic and analytical professional to join our Customer Success team. **RESPONSIBILITIES AND DUTIES** **What will you do?** * Monitor and execute Bankme’s daily operational routines, ensuring process compliance and efficiency; * Verify documentation, records, and formalization of transactions; * Perform transaction simulations and register transactions in internal systems; * Provide customer support regarding questions related to simulations and executed transactions; * Execute and monitor the assignment of credit rights, onboarding of assignors and debtors; * Execute settlement and payment processes for credit rights acquisition transactions; * Conduct payment reconciliation, financial settlement, and underlying asset controls; * Support routine system registration activities; * Assist in maintaining and enhancing internal controls, ensuring adherence to applicable regulations; **REQUIREMENTS AND QUALIFICATIONS** **Who are we looking for?** * Completed or currently pursuing a bachelor’s degree in Business Administration, Accounting, or related fields; * Organizational skills, attention to detail, and strong communication abilities; * Proficiency in Excel and Google Workspace tools (Sheets, Docs, etc.); * Proactivity and a solution-oriented mindset when addressing challenges; * Strong organizational and task-prioritization skills; * Ability to collaborate effectively within a team; * Agility to operate in a dynamic environment with multiple concurrent demands. **Nice-to-have:** * Prior experience—however basic—in operational routines within the financial market, such as FIDC, securitization companies, and/or investment funds; credit assignments; duplicate invoices; and instruments like CCBs (Commercial Promissory Notes); * Experience working with ERPs or management systems; * Experience in financial operations, credit, back-office, or securitization. **ADDITIONAL INFORMATION** **What else can you expect at Bankme?** No dress code or self-dress code (after all, you decide how to dress); CAJU meal/food allowance; Transportation allowance\*; Unimed health insurance plan (co-payment)\*; Uniodonto dental insurance; ️‍ ️ WellHub/Gympass; ❤️ Free psychological and nutritional support\*; Birthday day off; Debentures for employees yielding 140% of CDI; **Working Hours:** * Monday to Friday: 9:00 AM to 7:00 PM (with 1 hour and 30 minutes for lunch); * Saturday: 9:00 AM to 1:00 PM\. If you identify with our mission and wish to contribute to transforming the credit industry—helping democratize access to innovative financial solutions—join our team!