.jpg)
What does the client’s business do?
Our client is a company that focuses on financing and capital management for small and medium-sized enterprises (SMEs). They offer financing services to help SMEs grow, invest in their business, or cover operating expenses.
In addition, they often provide financial analysis and management tools, allowing entrepreneurs to have better visibility of their financial situation and make informed decisions.
What were the requirements?
The essential qualifications and skills for the role were:
Key Skills
- Strong Analytical Skills: Ability to analyze data and make informed decisions.
- Structured Thinking: Process-oriented mindset for efficient task management.
- People Skills: Excellent interpersonal skills for handling challenging client interactions.
- Resilience: Capacity to manage difficult conversations professionally.
- Independent Work: Self-motivated and able to operate without close supervision.
- Problem-solving: Quick thinker with effective solution-oriented skills.
Expertise
- Experience: Minimum of 3 years in a similar role focused on servicing and recovery.
- Track Record: Proven success in managing distressed loans and improving recovery rates.
- Technical Proficiency: Strong in Google Sheets and Excel; knowledge of SAP, Python, or Zapier is a plus.
- Financial Acumen: Understanding of loan processes and financial analysis.
What were the responsibilities?
As a Servicing and Recovery Analyst, the chosen candidate will play a pivotal role in ensuring the smooth operation and financial health of our acquisition loans.
The scope of the role encompasses the following responsibilities:
- Maintain Loan Book: Keep the loan book updated and accurate.
- Reporting: Report on the loan book and borrowing base to the finance department and external stakeholders.
- Compliance: Collaborate with the finance department to ensure adherence to accounting and tax policies.
- Internal Compliance: Work with the credit and legal departments to maintain compliance with internal credit policies.
- Collection Infrastructure: Maintain and enhance the collection infrastructure for efficiency.
- Payment Management: Generate payment notices and successfully collect payments.
- Debt Recovery: Recover delinquent and defaulted payments effectively.
- Process Optimization: Optimize processes, identify tool improvements, and provide analytical recommendations.
That's how we ended up matching with Michelle, a Nicaraguan who knew exactly how to do everything they asked her to do.
What was the candidate’s background?
Michelle is an exceptional candidate for the Service and Recovery Analyst position, bringing a strong combination of skills, experiences, and qualifications that align perfectly with the position's requirements.
With a strong academic background, including a Bachelor's degree in Finance and Accounting and a Master's degree in Digital Marketing and Big Data, Michelle demonstrates both analytical prowess and financial acumen.
Her professional experience as a financial analyst at a Brazilian creative agency, and as a client finance analyst at a US marketing firm has given her a proven track record in managing distressed accounts, optimizing processes, and improving recovery rates overseas.
In her previous roles, she successfully managed collections totaling over $2.8 million, demonstrating her resilience and ability to navigate difficult client interactions with professionalism. Michelle's mastery of financial modeling and valuation, coupled with her advanced knowledge of Excel and various accounting software, makes her an expert in reporting and monitoring loan portfolios, ensuring compliance with internal and external policies.
Her experience in accurate record keeping and collaboration with the financial, credit, and legal departments make her a valuable asset to our client's company, ready to contribute to the health and integrity of the loan portfolio, working both independently and as part of a team. With her bilingual fluency in English and Spanish, Michelle is well-equipped to engage with a diverse client base effectively.
How did they find this candidate?
The company used Jules! We help US businesses find, hire, and pay top Latin American talent. Follow us to see more success stories from our clients.
Schedule a call and save up to 75% per month hiring with us. If you’re looking for marketing specialists, sales talent, customer support, virtual assistants, operations, project managers, creatives, development, accounting, and more we are here to help!
