Front End Transaction Analyst - SOFOM

Siemens Mobility; Ciudad de México; Presencial; USD 40,000 - 60,000; Jornada completa

Descripción de la vacante

A leading financial services provider in Mexico City is seeking a highly motivated Contract & Cash Applications Specialist. The role involves managing contract documentation, ensuring compliance, and collaborating with cross-functional teams. Candidates should have at least five years of relevant experience and a Bachelor's degree, with strong English communication skills. This position offers a dynamic work environment focused on efficiency and customer satisfaction.

Formación

• At least five years of experience in documentation generation and contract management.
• Proven ability to manage operations and documentation elaboration.
• Fluency in English (minimum 80% proficiency).

Responsabilidades

• Evaluate credit approvals and identify documentation needs.
• Ensure accuracy of leasing and loan documentation.
• Manage supplier onboarding processes.
• Collaborate with internal and external customers for accurate documentation.
• Implement processes for improving team efficiency.

Conocimientos

Documentation generation

Contract management

Communication skills

Organizational skills

Cross-functional collaboration

Customer support

Knowledge of CONDUSEF regulations

Educación

Bachelor's degree

Descripción del empleo

Position Overview:

Siemens Financial Services Commercial Finance Mexico is seeking a highly motivated and detail orientated Contract & Cash Applications Specialist that provides a broad range of contract related administrative end-to-end support from the origination of the contract to the booking.The position will require an individual with at least five years of experience of documentation generation, contracts, enter information into the system, validate signed documentation, make the booking of contracts, as well as an understanding of specific documentation and requirements needed to polish the transactions, pricing, knowledge of different transaction structures related to SOFOM standard products and understanding of the CONDUSEF regulations applicable for the market.Excellent organizational, communication and coordination skills are key for this role, as well as flexibility to adjust priority in a changing environment and to understand and mitigate risk to the company by understanding the credit requirements and to safeguard the integrity of company transactions. The role will also require post-booking and servicing activities associated with the excellent portfolio maintenance, punctual controls and the Cash Applications processes.

This position will be based in Mexico City and report to the Head of Operations of COF Business Unit.

The Contract & Cash Applications Specialist will work in a team-oriented and results-focused environment with other team members of the SOFOM BU, Credit, Asset Managers, Sales Executives, Legal Counsel and Compliance.

Main responsibilities:

•Evaluate credit approvals to identify contract documentation needs to mitigate risk to the company.

•Ensure accuracy of requests for leasing and loans documentation and ensure proper signing authority is received for any deviation from policy.

•Review financial documentation according to the needs and corporate structure of the client

• Manage suppliers onboarding processes

•Validate Data input and integrity

•Review and validate invoices from different suppliers

•Elaborate, review and execute hard copy documents up until the signing to bring the contract to a close and commence the contract in system.

•Collaborate with internal and external customers in order to provide accurate lease and loan documentation, with efficient and effective customer service.

•Ability to work in cross functional teams

•Ensure compliance and best practices to meet strategic objectives

•Maintain deadlines and deliverable and communicate on an ongoing basis the status of the transaction to the Head of Operations about any documentation concerns that will affect the last call and delivery dates of the equipment

•Support any implementation of processes for improving team´s efficiency and streamlining operations. Participate and lead in department projects as needed

•Post-booking. Manage archiving and follow up to ensure transaction accuracy when applicable and maintenance to different internal controls of the area.

•Servicing activities. Excellent customer support in order to build a positive brand image. Focusing on satisfaction, loyalty, and retention.

•Cash application. Efficient Payment allocation, reconciliation, and coordination with collections teams.

Required Knowledge/Skills Education and Experience:

• Bachelor’s degree and at least five years of experience.
• Minimum of 5 years of combined experience in Operations Teams and documentation elaboration, preferably background in the SOFOM market
• Knowledge of CONDUSEF regulations
• Proven ability to initiate appropriate actions and follow up actions to bring transactions to a close
• Working knowledge on required documentation and requirements needed to generate documentation to complete funding process.
• Self-motivated with ability to work under pressure with a sense of urgency and thoroughness.
• Ability to interact and cooperate with all levels of management, legal, sales and credit within a fast pace and diverse environment
• Flexible team player willing to accept new challenges and assignments based on the needs of the business.
• Basic knowledge of accounting related to invoicing
• Fluent in English (written and spoken, minimum 80%)

Equal Employment Opportunity StatementSiemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, protected veteran or military status, and other categories protected by federal, state or local law.