Job Description
We are looking for a Portfolio Management Analyst with experience in collections, portfolio recovery and customer service, to remotely manage a portfolio of clients with legal plans financed under amortization.
The person will be responsible for accompanying the customer during their payment cycle, managing the timely collection of installments, preventing and recovering overdue portfolios and negotiating payment alternatives when necessary. The position requires combining a strong orientation to results with a professional, empathetic and respectful treatment towards the client.
Main responsibilities
Contacting customers through calls, email, messaging, and other digital channels.
Manage the collection of the fees corresponding to the contracted plans.
Follow up on payments, outstanding balances and commitments acquired by customers.
Negotiate payment arrangements, rescheduling, or authorized alternatives for customers with payment difficulties.
Manage preventive and overdue portfolios according to their level of delinquency.




Follow up on promises of payment and unfulfilled agreements.
Record each management and contact result in a timely manner in the CRM or portfolio system.
Keep each client's information updated and organized.
Address doubts, objections, complaints and difficult situations in a professional manner.
Prepare reports on management, collection and status of the portfolio.
Comply with the collection, data protection and confidentiality protocols established by the company.
Profile we are looking for
We are looking for a person with excellent negotiation and communication skills, goal-oriented and able to handle difficult conversations with clients.
For this position, the following are especially important:
Pressure tolerance.
Handling difficult clients and objections.
Adaptation to change.
Negotiation and persuasion.
Assertive and empathetic communication.
Results-oriented.
Organization and self-management.
Attention to detail.
Ethics

📌 Analista de Gestión de Cartera (Ciudad de México)
🏢 Advance Onboarding Solutions
📍 Ciudad de México