Mauricio avatar

Mauricio - Finance and Customer Service Specialist with 5+ years in Banking

Cochabamba, Cochabamba, Boliviaen
Managed client relationships and provided tailored financial advice at Banco Prodem.
Achieved loan approval targets and handled loan applications at Banco Prodem.
Publicado en CazVid

Resumen

Experienced banking professional with a focus on client management, loan processing, and financial advising across banking institutions in South America.

Logros Clave

Habilidades

Client Relationship ManagementAdvanced

Developed strong client relationships through personalized financial advice and follow-up.

Loan Processing and ApprovalIntermediate

Assessed loan applications and managed approval processes to meet organizational targets.

Financial AnalysisIntermediate

Provided financial product advice based on client assessment and market knowledge.

Conflict ResolutionIntermediate

Handled complex customer issues, ensuring resolution and maintaining client satisfaction.

Data and ReportingBeginner

Utilized tools like Power BI and Microsoft Office for reporting and analysis tasks.

Idiomas

English(C1)Spanish(Native)

Experiencia

Credit Promoter

Banco Prodem

August 2024 - January 2025

Managed client relationships by providing advice on financial products., Achieved commercial targets and approved loan disbursements., Worked under pressure, enhancing organizational and communication skills., Assessed loan applications and provided personalized financial advice to clients.

Microcredit Advisor

Banco sol

march 2024 - May 2024

Managed a client portfolio, including follow-up and collection of overdue payments., Collaborated with the team to achieve monthly goals in a high-pressure environment., Developed conflict resolution and customer service skills in complex situations., Handled overdue accounts in the assigned portfolio, ensuring the recovery of late payments and reactivating expired loans, reducing delinquency rates monthly.

Educacion

Universidad Central

Bachelor's Degree

Completed January 2023
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