About the Company
Credit Saison Mexico, S.A. de C.V., SOFOM, E.N.R. ("CSMX") is a member of Credit Saison (CS) Group, a large Japanese non-bank with an AUM of USD $30bn engaging in credit card issuing/acquiring, SME financing, real estate financing, and various Fintech investments and alternative impact finance. Over the recent years, Credit Saison has been successfully ramping up its private debt investments in Southeast Asia, India, and Latin America.
Credit Saison Mexico was established in 2023 to launch its operations in the country. CSMX’s vision is to be an investor at the intersection of inclusion & innovation. Its mission is to catalyse positive and inclusive development by investing, in the form of senior debt, in sustainable solutions that enable fair and equitable access to resources. These investments are made with the intention to generate a positive impact alongside a financial return. By leveraging its expertise, CSMX aims to increase access to financial services to underserved Mexican populations and businesses by providing impactful and tech-enabled FIs and companies with access to financing solutions.
About the Role
We are looking for an Operations Associate who can master the full end-to-end scope of the Operations team’s current activities, while also being capable of auditing, reviewing, and performing quality control — freeing up leadership time currently dedicated to these reviews.
This is a role for someone who is highly independent, meticulous, and takes full ownership of the operational details of the business.
Key Responsibilities
- Develop a deep understanding of the company's operating model and ensure that critical processes are executed accurately, consistently and on time.
- Work across the full operational lifecycle of our lending business, including client onboarding, KYC, documentation, disbursements, loan system management, reporting and portfolio monitoring.
- Be the Quality & Control Layer, by reviewing critical operational outputs, reconcile information across systems, identify discrepancies and ensure issues are resolved before they become bigger problems.
- Own Disbursement Execution, working closely with clients, Investments, Finance and Legal to ensure every disbursement is properly documented, validated, recorded and executed on time.
- Monitor Data & Financial Information, maintain the integrity of our operational data and support the review of financial statements, key metrics, covenants and portfolio indicators.
- Build & Improve the Machine, helping make Operations faster, smarter and more scalable through process redesign, automation, Power BI, AI, Attio and other technology initiatives.
- Raise the Operational Bar, working with Analysts to establish best practices, improve processes, maintain SOPs and continuously raise the quality of the Operations function.
Skills and Qualifications
- 3–5+ years of experience in Operations, Banking, Fintech, Lending, Financial Services, Audit, Consulting or a similar analytical environment.
- Experience working with financial or operational data.
- Bachelor's degree in Finance, Economics, Accounting, Business, Industrial Engineering, Mathematics, Data/Analytics or a related field.
- Full professional proficiency in English and Spanish.
- Advanced Excel is a must.
- Experience with reconciliations, controls, QA or process improvement is a plus.
- Experience with Power BI, CRM platforms, loan management systems, or automation tools is a plus.
- Experience with AI or workflow automation is a plus.
Key Soft Skills
- Extreme attention to detail. You notice when something doesn't tie, doesn't make sense or simply “looks off.”
- Ownership. You do more than identify problems — you follow through until they are resolved.
- Curiosity. You don't just follow processes — you want to understand why they exist and how they can be improved.
- Independence. You're comfortable receiving a problem instead of a step-by-step instruction manual.
- Constructive challenge. You're comfortable questioning information, reviewing others' work and raising issues when something isn't right — always with professionalism.
- Builder mindset. We're growing, so not everything is perfect or fully documented. You should enjoy helping build the machine, not just operate it.
What we offer
- Competitive salary and benefits above the law
- An engaging work environment with a passionate and talented international team in a fast-growing sector.
- Mission-oriented and intellectually stimulating projects and constant challenges for growth.
- Attractive career path with potential for long-term advancement as we growth the operations and company.
Job Type: Full-time
Pay: $52,000.00 - $62,000.00 per month
Application Question(s):
- We’re located in the Nápoles area of Mexico City, near the WTC. Would you be comfortable commuting to this location three times a week?
- Please indicate your expected monthly salary in MXN.
Work Location: Hybrid remote in 03810, Nápoles, CDMX
