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Alan

SAP Security & Banking Professional with Experience in Process Improvement and Client Management

Video resume

SAP Security & Banking Professional with Experience in Process Improvement and Client Management
Experienced in customer service with a focus on efficiency and analytics, particularly in the prevention of money laundering.

Contact

Puebla, Puebla, Mexico
Available on CazVid
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Competencies

SAP Security ManagementIntermediate

Proficient in managing SAP security transactions, user administration, and process improvements.

Banking & Financial ServicesIntermediate

Experienced in investment management, client contracts, and compliance within banking institutions.

Customer Service & SupportIntermediate

Skilled in bilingual customer support, resolving roadside assistance issues efficiently.

Process ImprovementIntermediate

Focused on enhancing transaction management and customer service workflows for better outcomes.

Education

Licenciatura
UPAEP

Languages

EspañolNativo
InglésBilingüe

Summary

Versatile professional with experience in SAP security, private banking, and customer support. Skilled in process improvements, client management, and compliance, aiming to deliver efficient solutions and personalized service.

Key Achievements

  • Optimized SAP Security transaction processes, enhancing efficiency in customer ticket handling.
  • Collaborated with compliance teams to prevent money laundering in private banking at Banorte.
  • Developed sophisticated client contracts utilizing Salesforce and SAP, achieving business objectives.
  • Provided bilingual customer support for roadside assistance, ensuring accurate and timely resolutions.

Experience

Junior SAP Security Consultant

COGENT IBS

Transaction Management of SAP Security and BASIS (SU01, SUIM, PFCG, SM20, SE16, SM30, SE10, SU10, SU02, SU24, SU53, SU63, SU93). Improvement of processes in customer ticket service. User administration and management. Roles and Users management by GRC. SoD, creation and modification of roles. Problem handling in missing authorizations of User.

Private Banker

Banorte, Puebla

Investment and contract management in SAP SOA. Working hand in hand with compliance area for the prevention of money laundering.

Private Banker

Actinver, Cholula

Achievement of Business objectives in investments and administrative areas of the institution. Developing sophisticated client contracts with CRM (Salesforce) and SAP. Looking for the best strategy and solution for the customer.

Costumer Service Bilingual

Teleperformance, Puebla

American Customer Support. Assisting them with Roadside Assistance through the Company Enterprise, Alamo and National. Sending several services to make the correct resolution.

Skills

SAP Security ManagementBanking & Financial ServicesCustomer Service & SupportProcess Improvement

Video Transcript

Video Transcript 1

Okay, I think that my extreme my work experience, so I have worked in banks, in brokerage houses, and as a security sub-consultant. So that's my experience. It's basically customer service, be very, very efficient, fast, analytic. So I think that my experience is in these cases, actually in prevention of money laundering. So it's this stuff, so I think that my experience is based on that.

Video Transcript 2

Okay, you know, we exactly with dispatching softwares, but with the ERP SAP, SAP, I'm in charge to make the access control, to mitigate risk, to mitigate user creation, user roles, and in one of the clients of the consultant. So, to make it efficiency, it's like make the tickets very, very careful. And with a program or a page that it's called ServiceNow, where you have tickets, we resolve the issues that the client or the user has. And I think that it's all. It's not like, like I said before, not dispatching software, but resolving problems with some access.

Video Transcript 3

Well, in my experience with deliveries, the issues that I affront was when, for example, the customer didn't find the employee, or the employee didn't find the customer, or they had issues with the delivery, complaints, maybe it wasn't that they needed or they wanted. So I just tried to resolve this, to try to figure it out, the issue and have a solution, like another delivery, to not making the payment, and maybe a reimbursement. So I resolved the issue with that.

Video Transcript 4

Yes, well, in this case, with customers that they wanted to know these bills about policies, car insurance, and they were requesting the bills at a vehicle, at a passenger, to the insurance, and I just put the names, the procedure that I needed to follow, and I resolved the request and the requirements that in that case I needed. So it's not maybe like prioritize them, but it was many requests about tickets or something like that, and I was in charge to resolve as soon as possible.

Video Transcript 5

Hi, my name is Alan. I have experience in call centers and as a cybersecurity consultant, customer service, emergency lines, typing emails, typing text messages, and I have experience working.

Published on CazVid - Jun 2, 2026
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