Canada
More than 10 years of commercial experience in the banking, services, and credit administration sectors. Expertise in control and logistics management. I've carried out a variety of tasks that have enabled me to plan, organize, and work with teams of commercial management to advance the business goals. Since success depends not only on individual effort but also on working and building a reliable work team, I am a person of quick adaptability who is focused on the goal and seeks synergy in the work team in which I develop.
Customer’s first point of contact dealing with a range of issues including billing, pricing, and making prompt and accurate account changes
Managed a portfolio of new business, banking clients with potential. Helped introduce a new financial service, “factoring”, in the region of Arequipa. Worked with resource management to develop a new commercial strategy. Operated independently in Arequipa, while reporting to headquarters in Lima
Managed a small business loan portfolio of 22 million soles (6.7 million USD). Advised over 130 clients on banking products suitable for the size and growth prospects of their businesses. Analyzed risk profiles for new companies looking for small business loans. Knowledgeable in several roles, including account representative, as part of management training.
Managed a small business loan portfolio worth 9 million soles (2.7 million USD). Advised over 160 clients on banking products suitable for the size and growth prospects of their businesses.
Provided life insurance and investment products tailored to individual clients. Discussed client needs including asset base, and life goals. Earned the designation of “Advisor of the Month”