Client Relationship Analyst (Structured Credit)

Description

**About the Role** ---------------- We are looking for a **Client Relationship Analyst (Structured Credit)** to support our individual (PF) and corporate (PJ) clients throughout their journey after credit disbursement. You will be the primary day-to-day point of contact for clients, clarifying questions about the credit operation, guiding them through related processes, and ensuring a close, consultative, and efficient experience. In addition to client relationship management, we expect someone with a continuous improvement mindset—identifying opportunities to simplify processes, enhance the client experience, and support building an increasingly scalable operation. **Responsibilities** --------------------- * Provide support to borrowers regarding the structured credit product, clarifying terms, covenants, debt evolution, mechanics, and operational questions. * Guide clients on using the smart account and products linked to the credit operation. * Manage and clarify issues related to the escrow account (transactions, fund releases, and usage rules). * Monitor the PJ client’s operation over time, developing action plans to support cash flow until full repayment. * Track operational metrics, physical\-financial schedules, and receivables projections—and translate them into clear guidance for clients. * Contribute to structuring customer service processes: approaches, proactive communications, knowledge base, and workflows. **Requirements and Technical Competencies** -------------------------------------- * Prior experience in client relationship management and customer service, preferably in a consultative or B2B context. * Strong written and verbal communication skills, with clarity to explain technical topics in simple terms. * Experience in credit analysis, loan portfolio monitoring, and pricing. * Organizational skills, autonomy, and ability to manage multiple clients and concurrent demands. * Collaborative, hands-on profile, willing to help build processes from scratch. **Nice-to-Haves** ---------------- * Experience in real estate credit, development projects, or structured financial products. * Familiarity with AI-powered tools and solutions. * Experience in client relationship roles within fintechs, banks, or securitization firms. **Work Model and Level** ------------------ Location: 100% remote Contract type: PJ (individual contractor) * ️ Team: Post\-Settlement \| Issued Credit Operations Experience level: Mid-level