**FUNDING INTAKE SPECIALIST WEEKDAY SHIFT****MULTIPLE OPENINGS****ON SITE ONLY****CHAPULTEPEC COUNTRY GUADALAJARA****ENGLISH C1 REQUIRED****URGENT HIRING****SALARY**18,000 MXN per month**SCHEDULE**Monday to Thursday8:00 AM to 7:00 PM**4 workdays per week****3 days off every week****LOCATION**Andrés Terán and Plan de San LuisChapultepec Country Guadalajara Jalisco**ON SITE ONLY**Not remote not hybrid**ABOUT THE ROLE****WHAT YOU WILL DO**- Gather business and owner information and confirm details accurately- Ask structured intake questions- Business stage operations and ownership structure- Use of funds requested amount and minimum workable range- Review initial documentation for completeness and accuracy- Organize files and maintain clean records for underwriting- Guide clients through secure credit report sharing steps using approved partner tools- Track and update file status in CRM and internal systems- Coordinate with sales and operations to move files through the funding pipeline- Maintain confidentiality and compliance standards- Deliver speed with accuracy in a high activity environment**TOOLS AND SOFTWARE YOU MUST BE COMFORTABLE WITH**CRM systems HubSpot Salesforce Zoho or similarGoogle Sheets or Microsoft ExcelFilters sorting formulas basic levelDialer or VoIP calling toolsPDF handling and file organizationGoogle Drive or similar file storageSlack or similar team communication tools**KNOWLEDGE YOU SHOULD HAVE**Client intake and qualification fundamentalsDocumentation review basicsCredit report concepts at a high levelProcess compliance and confidentiality standardsAbility to follow SOPs and checklists consistentlyComfort with metrics and performance expectations**SKILLS THAT MAKE YOU EXCELLENT**English C1 level speaking with confidence and clarityCalm precise communication under pressureAbility to give direct step by step instructionsHigh attention to detail and strong documentation habitsSpeed with accuracy and strong ownershipOrganization and time managementProfessional written communication for notes and updates**WHAT YOU GET**Paid training and onboardingClear growth path within operations and funding teamsDaily English practice in a professional environmentBonuses for punctuality attendance and productivityFast hiring process**HOW TO APPLY**English assessment included in the processTipo de puesto: Tiempo completoSueldo: Hasta $18,****** al mesPregunta(s) de postulación:- ¿Vive en Guadalajara, Jalisco, México?
Idioma:- Inglés C1 (Obligatorio)Lugar de trabajo: Empleo presencial

📌 Funding Intake Specialist Weekday Shift (Guadalajara)
🏢 JOI
📍 Guadalajara