Policy Administrator at Allianz Partners managing data - entry and analysis tasks within health and life insurance services. Focus on maintaining quality outputs and communication with stakeholders for pricing adjustments.
About the role
- Analyst managing onboarding and operational processes for structured credits at financial institution. Ensuring compliance and effective implementation of financial operations during credit lifecycle.
Responsibilities
- Gestionar, controlar y ejecutar las operaciones administrativas, financieras y contractuales asociadas a los créditos estructurados.
- Coordinar la formalización de operaciones (documentación legal, garantías y condiciones previas al desembolso).
- Validar condiciones financieras pactadas: tasas, plazos, estructuras de pago, covenants y garantías.
- Registrar y mantener actualizada la información en sistemas internos (core bancario, ERP y plataformas de cartera).
- Monitorear el cumplimiento de condiciones financieras y contractuales durante la vida del crédito.
- Generar y controlar flujos de pago (cuotas, intereses, amortizaciones) y eventos financieros relevantes.
- Dar soporte en modificaciones contractuales, renovaciones o reestructuraciones.
- Coordinar con áreas legales, riesgos, tesorería y contabilidad.
- Elaborar reportes periódicos de seguimiento de cartera estructurada.
- Asegurar cumplimiento con normativa regulatoria mexicana.
- Brindar soporte en auditorías internas y externas.
Requirements
- Licenciatura en Economía, Contaduría o carreras económico-administrativas afines.
- 1 a 3 años en áreas administrativas y financieras.
- Experiencia en gestión operativa de productos financieros (deseable en crédito).
- Buen dominio de Excel y manejo de bases de datos.
- Contratos y regulación mexicana.
- Estructuras financieras básicas (tasas, amortizaciones, flujos).
- Inglés básico.
Benefits
- Cultura de innovación
- Sueldo acorde a perfil y prestaciones superiores a la ley
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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