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Finance and Customer Service Specialist with 5+ years in Banking
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Competencies
Developed strong client relationships through personalized financial advice and follow-up.
Assessed loan applications and managed approval processes to meet organizational targets.
Provided financial product advice based on client assessment and market knowledge.
Handled complex customer issues, ensuring resolution and maintaining client satisfaction.
Utilized tools like Power BI and Microsoft Office for reporting and analysis tasks.
Education
Languages
Summary
Experienced banking professional with a focus on client management, loan processing, and financial advising across banking institutions in South America.
Key Achievements
- Managed client relationships and provided tailored financial advice at Banco Prodem.
- Achieved loan approval targets and handled loan applications at Banco Prodem.
- Reduced delinquency rates by recovering overdue accounts and reactivating loans at Banco sol.
Experience
Credit Promoter
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
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.