Covalto is a banking and fintech company focused on helping small and medium-sized businesses access practical financial solutions. Its B2B offering includes business credit, working capital financing, investment instruments, and fiduciary services, designed around the operational and growth needs of PyMEs. With a team of 201–500 employees, Covalto combines financial services with a technology-led approach to make business banking more responsive and useful.
Business Executive – SME Credit | Covalto | Remote Mexico
Drive SME prospecting and close credit solutions for Covalto in Mexico. Manage client portfolios, credit files, partnerships, and presentations to the Credit Committee.
Description
- Source and acquire high-potential small and midsize business clients
- Guide customers from initial contact through file completion, pipeline management, and post-sale follow-up
- Present and advocate for transactions before the Credit Committee
- Maintain the financial health of the assigned portfolio
- Uncover and pursue new business opportunities
- Build long-term strategic partnerships
- Sell credit products and financial services to small and midsize businesses
Requirements
- At least two years of experience in banking or financial institutions
- Background selling financial products to small and midsize businesses
- Experience managing credit or funding processes
- Some college or a completed bachelor's degree in business, economics, finance, or a related field
- Results-oriented approach
- Strong negotiation skills
- Proactive working style
- Ability to collaborate effectively in a team
Benefits
- Commission-based compensation
- Above-statutory benefits
- Dynamic, diverse, and inclusive digital environment
- Professional growth opportunities
- Ongoing challenges with tangible impact on Mexico's business sector