Financial Analyst - San José

Job summary

Support project managers in the coordination and processing of loan disbursements, capital and guarantees.

Responsibilities

• Review contracts and all correspondence related to transactions and monitor the compliance status.
• Manage compliance with established credit limits and track maturities and renewals of credit lines.
• Prepare the required information with attention to detail and quality.
• Process disbursements and guarantee issuance on the bank's systems.
• Coordinate with all internal and external stakeholders and conduct required middle office activities related to the booking and disbursing transactions.
• Perform pro-rata and fee calculations.
• Follow up on each stage of the process to ensure the disbursement on the required date.
• Support the review of conditions precedent to disbursements and issuances.
• Support the team in continuous process improvement and the implementation of best practices.

Qualifications

• Attending their last university year or bachelor's degree in business administration, Economics, Finance, Law, or other related area.
• At least one year of relevant experience in middle and back office of financial institutions processing or administering transactions related to project finance, corporates, financial institutions, trade and supply chain finance, international guarantees and letters of credit issuances, or similar transactions.

Skills

• Advanced English and fluent Spanish, both orally and written.
• Microsoft Office intermediate or higher level.
• Power BI.
• Python or programming language (plus).

Desired requirements

• Attention to detail (essential).
• Client oriented: Identifying and being responsive to the needs of our clients, anticipating their needs and prioritizing clients' satisfaction.
• Ability and desire to work in multidisciplinary teams.
• Ability to innovate and propose solutions.
• Strong planning and organization skills, good communication, customer service and timely management of different simultaneous tasks.

Descripción del trabajo