Ejecutivo de Crédito ágil

Responsibilities

• Follow up on prospects arriving through digital channels to generate new business opportunities
• Accompany SME clients throughout the credit application process, providing a consultative and close experience
• Perform preliminary evaluations of credit profiles and prepare files for internal analysis
• Identify cross-selling opportunities and contribute to the achievement of commercial goals
• Collaborate with internal teams such as Product, Technology, Marketing, and Customer Service to improve user experience

Requirements

• Experience in consultative sales, business development, or financial products
• Proven experience managing and serving SME (PyME) clients
• Strong ability to prospect, build relationships, and close commercial opportunities
• Analytical capacity to interpret basic financial information
• Proficiency in using CRM or digital commercial tools (Salesforce is a plus)

Preferred Qualifications

• Proactive attitude and strong results orientation
• Passion for innovation and digital transformation in the financial sector
• Ability to work effectively in team environments and adapt to dynamic settings

Benefits

• Competitive salary based on profile
• Benefits superior to those required by law
• Opportunity for professional growth and career development within a dynamic culture

About the Company

Covalto is a leading digital banking and financial services platform for SMEs in Mexico, driving business growth through innovative technology and agile financial solutions.