Commercial Accounts Support Associate

Jobtailor; Ciudad de México; Presencial; MXN 350.000 - 550.000; Jornada completa

Descripción de la vacante

Jobtailor is seeking a detail-oriented professional to support the Relationship Management team in Mexico City. You will collaborate with Account Managers on Credit Line Renewals, manage annexes for special equipment, and handle financial documentation from clients.

You will collect and review financial data, trigger pricing processes, and ensure smooth handoffs with credit teams. This role also entails maintaining client files and participating in client meetings to support RFP processes.

Formación

• Bachelor's degree required in Business, Administration, Finance, Engineering, or related field.
• 1 year of experience in the commercial and/or financial services industry.

Responsabilidades

• Give support to the Relationship Management team.
• Work directly with Account Managers in Credit Line Renewals.
• Annexes flow for special equipment.
• Collect, review and capture financial information from clients.
• Trigger pricing processes and credit hand off.
• Prepare documentation and approvals for handoff.
• Maintain client files and status tracking.
• Participate in meetings with clients.
• Support Account Managers with RFPs.

Conocimientos

Financial Analysis

Documentation Preparation

Data Review

Status Tracking

Pricing Processes

Communication

Collaboration

Organizational Skills

Educación

Bachelor's Degree

Descripción del empleo

Jobtailor is seeking a detail-oriented professional to support the Relationship Management team in Mexico City. You will collaborate with Account Managers on Credit Line Renewals, manage annexes for special equipment, and handle financial documentation from clients.

You will collect and review financial data, trigger pricing processes, and ensure smooth handoffs with credit teams. This role also entails maintaining client files and participating in client meetings to support RFP processes.