Partner Support Officer

About the department

The Operations unit´s main result area is to enable. execute and managing support functions across the organization. The Partner Service Centre’s main result is to provide quality service to Oikocredit partners and contribute to a higher partner satisfaction

About the job

As Partner Support Officer (PSO) you are responsible to execute operational activities related to KYC, invoicing, payment and transactional monitoring, credit line repayments processing and other administrative tasks supporting our partners.

Main responsibilities

• KYC monitoring, collecting documents, checking on completeness, processing of KYC package, World check, Google screening, etc.

• Support invoicing and follow up with partners

• Support Salesforce monitoring completion of Finance, ESG and Social performance and creation of data requests.

• Follow up with partners on data requests and first filter on data completion.

• Monitoring of Trade Finance payments, processing of booking instructions and communication channel between Investments and Back Office

• Transactional monitoring by requesting bank letters, reviewing unmatched transactions and collaborate with Finance.

• Review of invoices and approval, sending invoices when applicable.

• Monitoring of payments and review of projects in PAR, following up with the partner

• Withholding tax request in Salesforce and monitoring.
  

Education, skills and experience

• Bachelor’s degree in business related or legal education or similar

• Minimum 2 years of relevant work experience

• High computer literacy in general

• Fluency in English, Spanish and Portuguese. This is a mandatory requirement.

Competencies

Communication, Client service orientation, Team Collaboration, Regulatory Knowledge, Analytical skills, Organizational skills, Problem Solving, Technical Proficiency, Attention to detail, Adaptability

Benefits

• Impactful Work; Contribute to meaningful social and environmental change.

• Professional Growth; you will have access to training and learning opportunities.

• Work-life balance: you will benefit from a flexible work environment where you can work from home approximately 50% of the time.

• Collaborative Environment: Work with passionate professionals dedicated to impact investing and sustainability.

Additional remarks

The role is offered in either Guatemala (Ciudad de Guatemala) or Costa Rica (San Jose).

Candidates need to live in Guatemala or Costa Rica and be eligible to work there.

Candidates need to be fluent in English, Spanish and Portuguese (mandatory requirement).

How to apply

Please send your cover letter and resume in English via the apply button.

Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.