Sistema de colocación y metas de productos financieros para corporación financiera internacional
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Date
2023-07-01
Authors
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Journal ISSN
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Publisher
Centro Universitario Tecnológico CEUTEC
Abstract
Este estudio se centró en el análisis de los procedimientos de colocación y otorgamiento de
préstamos en el área de Créditos de la Corporación Financiera Internacional SA. Durante la
investigación, se identificaron oportunidades de mejora en los procesos del Departamento de
Operaciones de la Financiera.
Se llevó a cabo un exhaustivo análisis de los requisitos de las áreas involucradas, y como
resultado se propusieron una serie de indicadores logísticos para medir los resultados de las
metas establecidas. Estos indicadores proporcionaron una proyección precisa de los productos
financieros otorgados en sus diferentes tipos.
Con el fin de apoyar a los tomadores de decisiones, como la Gerencia General y Operaciones, se
desarrolló un sistema de apoyo. Este sistema permitió acceder a la información necesaria para
evaluar la productividad y el rendimiento del proceso de colocación de créditos.
En resumen, este trabajo ha identificado oportunidades de mejora en los procedimientos de
colocación y otorgamiento de préstamos en el área de Créditos de la empresa. Además, se ha
propuesto un conjunto de indicadores financieros para medir y proyectar los resultados de las
metas establecidas. El sistema desarrollado proporciona a los tomadores de decisiones una
herramienta efectiva para mejorar la eficiencia y la toma de decisiones en el área de operaciones.
This study focused on analyzing the placement and loan granting procedures in the Credit department of International Financial Corporation SA. Throughout the research, opportunities for improvement were identified within the Operations Department processes of the Financial Institution. A comprehensive analysis of the requirements from the involved departments was conducted, leading to the suggestion of a series of logistic indicators to measure the outcomes of established goals. These indicators provided a projection of the granted financial products across their various types. To support decision-makers such as the General Management and Operations, a supporting system was developed. This system allowed access to the necessary information to evaluate the productivity and performance of the credit placement process. In summary, this work has identified improvement opportunities in the placement and loan granting procedures within the Credit department of the Financial Institution. Additionally, a set of financial indicators has been proposed to measure and project the outcomes of established goals. The developed system provides an effective tool for decision-makers to enhance efficiency and decision-making in the operations department.
This study focused on analyzing the placement and loan granting procedures in the Credit department of International Financial Corporation SA. Throughout the research, opportunities for improvement were identified within the Operations Department processes of the Financial Institution. A comprehensive analysis of the requirements from the involved departments was conducted, leading to the suggestion of a series of logistic indicators to measure the outcomes of established goals. These indicators provided a projection of the granted financial products across their various types. To support decision-makers such as the General Management and Operations, a supporting system was developed. This system allowed access to the necessary information to evaluate the productivity and performance of the credit placement process. In summary, this work has identified improvement opportunities in the placement and loan granting procedures within the Credit department of the Financial Institution. Additionally, a set of financial indicators has been proposed to measure and project the outcomes of established goals. The developed system provides an effective tool for decision-makers to enhance efficiency and decision-making in the operations department.
Keywords
Créditos, Colocación, Productividad