Banamex - Analista de Constancias fiscales Afore

The Service Process Coordinator 4 performs moderately complex and varied assignments. Most of the impact is related to quality of execution. Works with limited supervision. May service an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others. There may be occasional handling of awkward contacts. Basic knowledge of the organization and its policies required. Applies research, information gathering and analysis skills to factual information. Applies judgment based on practice and precedence. Selects the best course of action from a broad array of defined options, understanding the consequences of each.

Responsibilities:

• Organizes, records, and services the production output of various, servicing activities, which may require interacting with internal and external customers.
• Resolves complex issues and performs most complex servicing activities under Limited supervision.
• Works on complex projects.
• Occasionally mentors lower level processors.
• Reconciles historical accounts and performs reapplication/re-amortization functions.
• Supports an expansive array of products/services.
• Demonstrates technical/administrative expertise.
• Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well defined.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 1-3 years relevant experience
• Loan servicing/processing experience preferred.
• Proficient with Microsoft Excel Requires sitting at a computer the majority of an 8-hour shift.
• Position requires ability to maneuver 30 lb. banker’s boxes and push/pull fully loaded wooden carts.
• May assist with pulling files or re-filing
• Related processing experience with basic knowledge of the organization and its policies as well as basic understanding of department/unit policies and procedures; basic knowledge of state, regulatory investor guidelines is preferred.

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Actividades o tareas principales de la posición:

• Construcción de archivos para la generación de reexpedición de constancias
• Análisis y respuesta a dudas PRODECON, CONDUSEF y al cliente.
• Determinación del ISR retenido por retiros de voluntarias y retiros totales.
• Emisión anual de constancias fiscales de retiros y aportaciones.
• Atencion de dudas a el despacho consultor

Requisitos Indispensables:

• Bachillerato terminado o experiencia equivalente.
• Manejo de Microsoft Office intermedio avanzado.
• Habilidades analíticas y Conocimientos contables.
• Conocimiento de las LISR y LIVA
• Habilidad de comunicación verbal y escrita (Clara y Concisa).
• Conocimiento de constancias de retención y pagos.
• Conocimiento de declaraciones Informativas DIM e Informativa de Intereses.
• Disponibilidad de horario.

Experiencia Deseable:

• De 1 a 2 años de conocimiento en la operación de la Administradora.
• Conocimiento de la Regulación del Sistema SAR
• Conocimiento del Sistema de Administración Tributaria
• Capacidad y experiencia en trabajo dentro de un entorno de ritmo acelerado y de alta presión

Job Family Group:

Operations - Core

Job Family:

Processor

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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