REINVENTING WORK. PUTTING PEOPLE FIRST. Our People Matter. At OPM del Sur, we connect professionals in Mexico with opportunities to support U.
S. businesses. We value people who combine technical expertise with sound judgment, clear communication, and ownership of their work. We are seeking a Finance & Insurance Operations Lead to help establish and manage the daily operations of Insurance and Owner Finance programs for a new U.
S. group company. THE OPPORTUNITY This full-time position brings together financial analysis, contract comprehension, insurance policy administration, and operational coordination. You will work directly with buyers, sellers, insurance providers, and internal stakeholders to keep cases moving, maintain reliable records, and ensure that decisions follow approved procedures. Strong financial foundations are essential. Insurance-specific training will be provided. Your ability to learn unfamiliar concepts and apply them accurately will be central to your success. YOUR RESPONSIBILITIES
• Coordinate daily workflows across the Owner Finance and Insurance programs.
• Review financial information and credit documentation to support assessments of repayment capacity and risk.
• Analyze interest rates, financing terms, amortization schedules, payment allocations, and outstanding balances.
• Read financing contracts and U.
S. insurance documentation, identifying obligations, deadlines, conditions, and matters requiring clarification.
• Track insurance policies, coverage information, renewals, expiration dates, and supporting records.




• Communicate clearly with buyers, sellers, insurance providers, and the U.
S. team.
• Establish operational controls, maintain accurate documentation, and prepare reports on portfolio activity and outstanding items.
• Work within approved compliance procedures and decision-making authority, escalating exceptions to the appropriate specialists. WHAT YOU BRING
• Strong knowledge of simple and compound interest, fixed and variable rates, financial ratios, credit analysis, and loan amortization.
• The ability to interpret financial statements and translate numerical information into clear, supported recommendations.
• Strong written and spoken English, including the ability to understand technical contracts and explain financial information.
• Proficiency in Excel for financial calculations, reconciliations, tracking, and reporting.
• An understanding of the discipline required in regulated environments, including careful documentation and appropriate escalation.
• Evidence of learning new systems, terminology, or processes and applying that knowledge effectively.
• Analytical judgment, attention to detail, integrity, and consistent follow-through.




• The ability to organize competing priorities, coordinate stakeholders, and take ownership of an evolving operation. Relevant backgrounds may include Accounting, Audit, Finance, Credit, Data Analysis, Insurance Underwriting, Statistics, Mathematics, or related fields. Prior insurance experience is welcome but not required. Training will cover insurance operations, policy terminology, and company-specific procedures. WHAT YOU CAN EXPECT
• A full-time role supporting U.
S. financial and insurance operations.
• The opportunity to help build workflows, controls, and reporting for a new operation.
• Direct collaboration with U.
S. stakeholders.
• Insurance-specific training and development in company systems and procedures.
• Potential for fully remote work from another city, subject to candidate location and business requirements. PROFESSIONAL DEVELOPMENT & LICENSING The role may eventually require an applicable Owner Finance or Mortgage Loan Originator license. The specific requirements and responsibilities will be confirmed based on the program’s scope. Activities requiring authorization will be assigned accordingly.

HOW TO APPLY
Apply directly through LinkedIn or send your résumé in English to [email protected] with the subject line “Finance & Insurance Operations Lead.” Please include a brief overview of your financial or credit experience, your professional use of English, an example of a complex process you learned, your current location, and your salary expectations.

📌 FINANCE & INSURANCE OPERATIONS LEAD (México)
🏢 OPM DEL SUR
📍 México