Data Analyst

Goodleap; Xico; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A financial services company located in Mexico City is seeking a candidate for a position involving loan servicing and oversight. Responsibilities include monitoring reports, conducting audits, and ensuring timely financial reconciliations. The ideal candidate has at least 2 years of related experience, excellent problem-solving abilities, and is bilingual in Spanish and English. This role requires effective time management skills and the ability to work independently in a dynamic environment.

Servicios

Competitive pay

Comprehensive benefits package

Formación

• 2+ years of accounting/bookkeeping or loan servicing experience.
• Strong understanding of financial reconciliations.
• Excellent communication skills.

Responsabilidades

• Monitor daily and monthly reporting for investors.
• Conduct audits and oversee servicing.
• Identify and resolve reconciliation differences.

Conocimientos

Accounting / Bookkeeping

Loan Servicing

Financial Reconciliations

Microsoft Office (Word, Excel, Outlook)

Bilingual Spanish / English

Problem-solving skills

Attention to detail

Descripción del empleo

Position Summary : ABOUT GOODLEAP

We provide friendly financing options for those who dream of living a more sustainable lifestyle and want to save money using modern technology.

Our collective mission is to make a positive impact on the planet, build lasting relationships with our valued partners and customers, and deliver a tech-enabled financing experience that is simple, fast, and frictionless.

We are creating a financial ecosystem that connects billions of dollars of capital to millions of homeowners that want to convert their outdated houses into modern, smart, energy-efficient homes.

By unlocking access to numerous products that help people achieve better sustainability, we are revolutionizing the home improvement industry and protecting our only planet.

As part of our world-positive initiative, we are also the official sponsor of GivePower - a foundation that uses solar-based solutions to power life's basic needs for people in developing regions of the world.

If you have an unstoppable desire to make a meaningful impact on our planet, and help mission-driven businesses and consumers achieve a more sustainable future, join us.

Learn more about our perks and culture!

• Competitive pay
• Comprehensive benefits package

Essential Job Duties and Responsibilities :

• Monitors daily and monthly reporting for all investors and other stakeholders
• Conduct oversight tasks (document and transaction audits, monitoring, etc.) as needed to support servicing oversight strategy
• Identify and resolve reconciliation differences by working with the appropriate internal / external parties to resolve differences
• Oversee sub-servicers' delivery of reports and remittances to investors, supporting timeliness and accuracy
• Fielding questions that arise, completing the necessary research, and responding in an appropriate time frame.
• Banking administrative activities (establishing new accounts, facilitating STOs, etc.)
• Other tasks and projects as assigned by the Assistant Manager of Servicing and Asset Management

Preferred Skills, Knowledge and Abilities :

• 2+ years of accounting / bookkeeping or loan servicing experience, or equivalent demonstrated through one or a combination of the following : work experience, training, education
• Strong understanding of financial reconciliations and payment processing preferred
• Intermediate to Expert Microsoft Office (Word, Excel, and Outlook) skills
• Strong problem-solving abilities and critical thinking skills (research, gather, arrange, compile, summarize and evaluate data in recommending solutions)
• Organized with strong time-management, technical proficiency, and superb attention to detail
• Ability to conceptualize and quickly understand new processes
• Demonstrate ability to prioritize and work effectively while meeting tight deadlines with accuracy and mínimal supervision
• Agile and flexible to changes whether driven by shifting industry, investors, company, or department initiatives / mandates
• Ability to handle multiple projects simultaneously
• Excellent written and oral communication skills
• Capability to work independently and as a team player
• Ability to establish and build healthy working relations and partnerships with servicers, peers and third parties
• Bilingual Spanish / English required

Location :

Mexico City, Mexico

Compensation :

MXN $25, ,000 / month DOE + bonus

Application Question(s) :

• What is your monthly salary requirement?
• How many years' experience do you have using Excel functions such as pivot tables, index matches, and vlookup / xlookup?
• This position reports to our corporate office on Av. Insurgentes Sur. Are you comfortable working on-site?

Experience :

• SQL : 1 year (preferred)
• accounting : 1 year (preferred)

Language :

• English (required)
• Spanish (required)

Work Location :

In person