Credit Officer

AXCO; Porto; Presencial; EUR 30 000 - 50 000; Tempo integral

Resumo da oferta

A business consulting firm in Porto is seeking a Credit Officer who will be key in coordinating credit activities during client onboarding and annual reviews. Responsibilities include acting as a contact for Relationship Managers, driving the onboarding process, and supporting credit assessments. Candidates must have a degree related to finance and possess excellent analytical and communication skills. This full-time role suits individuals who are proactive, detail-oriented, and capable of managing multiple tasks in a dynamic setting.

Qualificações

• Degree in a related field is essential.
• Must have a good understanding of financial products and credit risk.
• Experience with OTC derivatives documentation is a plus.

Responsabilidades

• Be the main contact for credit matters with Relationship Managers.
• Drive the onboarding process, ensuring timely delivery.
• Coordinate new credit requests and manage credit files.

Conhecimentos

Strong analytical skills

Advanced Excel skills

Strong communication and coordination skills

Ability to manage multiple priorities

Attention to detail

Formação académica

Degree in Management, Economics, Finance or Mathematics

Ferramentas

Excel

PowerPoint

Power BI

Descrição da oferta de emprego

We're looking for a Credit Officer to join our team. This role plays a key part in supporting business growth by coordinating credit-related activities during client onboarding and annual reviews. You will work closely with Front Office, Relationship Managers and Risk teams to ensure a smooth, efficient and well-prioritized credit process.

What you will do:

• Be the main contact for Relationship Managers and Sales teams on credit matters linked to onboarding and renewals;
• Drive the onboarding process end-to-end, ensuring requests are well defined, prioritized and delivered on time;
• Coordinate new credit requests, preparing clear business justifications and supporting approvals;
• Act as an interface between Front Office and Credit Risk teams throughout the credit assessment process;
• Monitor credit files, follow up on open points and escallet when needed;
• Support annual credit reviews and assist in managing client credit exposures;
• Contribute to reporting, monitoring and continuous improvement of onboarding and credit processes.

What we are looking for:

• Degree in Management, Economics, Finance, Mathematics or a related field;
• Good understanding of financial products and credit risk concepts;
• Strong analytical skills with a business-oriented mindset;
• Advanced Excel skills; experience with PowerPoint and Power BI is a plus;
• Familiarity with OTC derivatives documentation (ISDA/CSA, MRA, GMRA, MSLA) is an advantage;
• Strong communication and coordination skills;
• Ability to manage multiple priorities in a fast-paced environment;
• Organized, proactive and solution-oriented;
• Attention to detail with a client-focused mindset.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting

Industries

Business Consulting and Services