Manuela - Customer Success & Credit Analysis Specialist with 3+ years in Finance & Tech

Built and maintained trust with clients and internal teams through effective communication and support.

Analyzed financial data and documents to assess loan applications accurately.

Utilized tools like Salesforce, Smartsheet, and Google Workspace to support workflow and communication.

Handled airport passenger services and student support, ensuring quality service and security.

Developed and delivered webinars on product topics to enhance client understanding.

Conduct a thorough analysis of loan applications submitted to the system, including additional identification documents and bank statements., Evaluate and track the data with Google Workspace to ensure it aligns with the best profile for processing these applications., Communicate with specific lenders through the company's financial software to secure the most favorable offers., Follow up the advisor into Slack and email to ensure the successful funding of each deal.

Establish a good relationship of trust with managers of the company's internal teams in other countries., Intensive consulting with clients through emails, video calls (Webex), and webex calls., Develop webinars for clients on specific topics of the product being supported., Support accounts by connecting product telemetry, training, and monitoring every 48/72 hours.

Arrangement, attention and service within the airport operation., Monitor passenger and luggage screening and verification of legal documents., Maintain security conditions for passengers from check-in to boarding.

Communicate to the students of the country in which they are located., Monitor students to ensure they enter their classes., Resolve any inconveniences students may have.