Financial Agent (ITG)

Descripción de la oferta

Financial Agent On site Bogota Schedule: Monday to Friday 7:00 AM - 4:00 PM CST This role is ideal for individuals with strong financial or banking experience, excellent customer service skills, and solid Excel proficiency. While prior bankruptcy experience is preferred, it is not required. Responsibilities: Communicate with clients to collect required documentation such as pay stubs, tax returns, and bank statements. Review, redact, organize, and prepare client documents for court filings. Perform income analyses and financial calculations using Microsoft Excel to support bankruptcy plan development. Prepare bankruptcy-related pleadings and filings, including affidavits, motions, objections, and trustee correspondence. Monitor case status and court deadlines; follow up with clients to ensure compliance. Track client payments and address delays or inconsistencies. Enter, update, and manage case data in Clio (legal practice management software). Collaborate closely with attorneys, paralegals, and support staff to ensure accurate and timely case handling. Skills: Strong proficiency in Microsoft Excel, including formulas and logical functions. Experience working in office, legal, financial services, or banking environments (12 years preferred). Familiarity with legal practice management software (Clio preferred). Experience with bankruptcy software such as Best Case (preferred). Conversational English level C1

Requerimientos

• Educación mínima: Bachillerato / Educación Media
• 1 año de experiencia
• Idiomas: Inglés
• Conocimientos: Jurídico

Aptitudes asociadas a esta ofertaNuevo

Palabras clave: financiero, financial, demostrador, feriante, viajante, agent, representative, agente, representante

Hace 3 horas (actualizada)

Acerca de SOLVO S.A.S

Somos un equipo que busca conectar los mejores talentos con las mejores empresas internacionales, principalmente, de Estados Unidos, las cuales están enfocadas en sectores como Recursos Humanos, Nómina, Servicio al Cliente, Finanzas, Servicios Legales, Marketing, Ventas, entre otros. Brindamos las mejores experiencias laborales para ofrecer los mejores resultados a nuestros clientes.

Aplica ahora y trabaja desde la ciudad de Medellin, Bogotá, Barranquilla, Bucaramanga y Cali.

Salarios