Bryann Erick L. Email & Phone Number

Nashville, Tennessee, United States

• Responsible for the approval and modification of all accounts in the territory (US$ 300 million portfolio - 1,000 customers portfolio).• Improved the time to maximum 24 hours to respond a customer issue.• Responsible for the design of customer-focused strategy.• Responsible for the design of customer service area procedures.• Management of tools for measuring the level of customer satisfaction (NPS).• Promote a culture of quality and customer focus in all areas of the… Show more • Responsible for the approval and modification of all accounts in the territory (US$ 300 million portfolio - 1,000 customers portfolio).• Improved the time to maximum 24 hours to respond a customer issue.• Responsible for the design of customer-focused strategy.• Responsible for the design of customer service area procedures.• Management of tools for measuring the level of customer satisfaction (NPS).• Promote a culture of quality and customer focus in all areas of the organization.• Implementation of improvement actions in order to increase the level of customer satisfaction and loyalty.• Meetings with customers in search of achieving a quality experience with the company.• Ensure accuracy in accounting entries and success in the handling of accounting adjustments.• Authorize equipment seizures and initiation of notifications of non-compliance.• Prepare seizure files and routing the foreclosure specialist to handle the sale of the assets and request legal assistance.• Sale of assets in inventory.• Carry out the termination and adjustment of contracts.• Carry out calculation of the settlements of customer contracts.• Management of damaged equipment for subsequent relocation.• Conduct the reconciliation of customer accounts.• Preparation of payment vouchers and credit notes for the proper reconciliation in the client's account.• Ensure the security of financing statements. • Inform our subsidiary about expired results and recommend additions, deletions and modifications to the potential credit loss report. • Conduct fieldwork, including the collection of expired accounts through contact personnel. • Perform the seizure and audit of equipment in the field according to assignment, report customer service management to the Manager.• Sales Force Management Specialist (SFDC).• Continuous Improvement Champion.• Six Sigma Green Belt.• Oracle E Business Suite Specialist. Show less

Lima, Perú

• Security Manager in charge of the 02 CAT FINANCIAL buildings in Peru.• Security Representative of Caterpillar Inc. in charge of dealings with government authorities in Peru.

• Commercial Management of opportunities for all customers in Peru (US$ 300 million portfolio - 1,000 customers portfolio).• Management of Financial Products offered by the company in Peru. • Analysis and management of Financial and Risk Indicators.• Structuring financing proposals to existing or potential customers.• Identification and closing of new business opportunities.• Pipeline and forecast regional management.• Sale of assets in inventory, Cross Selling, Up… Show more • Commercial Management of opportunities for all customers in Peru (US$ 300 million portfolio - 1,000 customers portfolio).• Management of Financial Products offered by the company in Peru. • Analysis and management of Financial and Risk Indicators.• Structuring financing proposals to existing or potential customers.• Identification and closing of new business opportunities.• Pipeline and forecast regional management.• Sale of assets in inventory, Cross Selling, Up Selling.• Sales Force Management Specialist (SFDC)• Team Leader in the review and implementation of Continuous Improvement Projects in the Region (Chile, Peru, Argentina, Uruguay, Paraguay, Bolivia) - Champion of Continuous Improvement. Show less

Peru

• Leader of the Continuous Improvement Committee for the Southern Cone (Peru, Chile, Argentina, Uruguay, Paraguay, Bolivia).• Team Leader of all area managers (Sales, Credit and Operations, Customer Service, Finance) facing the development of the company's development initiatives.• Management and implementation of all improvement initiatives in the company.• Identify opportunities for improvement according to regional indicators of customer experience.

Nashville Y Alrededores, Estados Unidos

• Team Leader responsible for the approval and modification of all accounts in the territory (US$ 300 million portfolio - 1,000 customers portfolio).• Improved the time to maximum 24 hours to respond a customer issue.• Responsible for the design of customer-focused strategy.• Responsible for the design of customer service area procedures.• Management of tools for measuring the level of customer satisfaction (NPS).• Promote a culture of quality and customer focus in all areas… Show more • Team Leader responsible for the approval and modification of all accounts in the territory (US$ 300 million portfolio - 1,000 customers portfolio).• Improved the time to maximum 24 hours to respond a customer issue.• Responsible for the design of customer-focused strategy.• Responsible for the design of customer service area procedures.• Management of tools for measuring the level of customer satisfaction (NPS).• Promote a culture of quality and customer focus in all areas of the organization.• Implementation of improvement actions in order to increase the level of customer satisfaction and loyalty.• Regular meetings with customers in search of achieving a quality experience with the company.• Ensure accuracy in accounting entries and success in the handling of accounting adjustments.• Authorize equipment seizures and initiation of notifications of non-compliance.• Prepare seizure files and routing the foreclosure specialist to handle the sale of the assets and request legal assistance.• Sale of assets in inventory.• Carry out the termination and adjustment of contracts.• Carry out calculation of the settlements of customer contracts.• Management of damaged equipment for subsequent relocation.• Conduct the reconciliation of customer accounts.• Preparation of payment vouchers and credit notes for the proper reconciliation in the client's account.• Ensure the security of financing statements. • Inform our subsidiary about expired results and recommend additions, deletions and modifications to the potential credit loss report. • Conduct fieldwork, including the collection of expired accounts through contact personnel. • Perform the seizure and audit of equipment in the field according to assignment, report customer service management to the Manager. Show less

Nashville Y Alrededores, Estados Unidos

Customer Service Representative - Caterpillar.

Distrito De San Isidro, Departamento De Lima, Peru

• Responsible for leasing transactions in Corporate, Business and Merchant Banking.• Meetings with customers and business officials with the main purpose of acquiring new businesses.Analyze leasing transaction requests to grant the customer with approval and manage the disbursement for suppliers.• Analyze and validate the documentation and verify all the necessary approvals for the lease disbursements (Corporate, Business and Merchant Banking).• Daily management of customer… Show more • Responsible for leasing transactions in Corporate, Business and Merchant Banking.• Meetings with customers and business officials with the main purpose of acquiring new businesses.Analyze leasing transaction requests to grant the customer with approval and manage the disbursement for suppliers.• Analyze and validate the documentation and verify all the necessary approvals for the lease disbursements (Corporate, Business and Merchant Banking).• Daily management of customer portfolio meeting time and process quality standards.• Direct coordination with bank customers, suppliers and business officers with requirements for leasing disbursement.• Analysis of new leasing transactions and special conditions for system logging.• Leasing contract design according to the bank’s guidelines.• Abled to sign Leasing contracts, on behalf of the bank, for any operations requested by the customers.• Management with Legal in charge of the elaboration of the public deed of leasing contracts.• Management with companies providing insurance policies for the good to be financed.• Suppliers’ invoices and payments’ elaboration and SAP® (Systems, Applications and Products) system logging.• Authorize the disbursement of operations for up to US $ 500,000.00, after a correct credit analysis. Also, prepare the schedule and publish the commission of the operation in the system.• Elaboration/structuring of customers payment schedules.• Reconciliation in customers/suppliers’ accounts.• Daily elaboration of management reports.• Attention to inquiries made by the customer, supplier or business officer. Show less

Distrito De San Isidro, Departamento De Lima, Peru

• Responsible for foreign trade operations in Corporate, Business, Merchant and Institutional Banking.• Responsible for risk negotiations with financial institutions abroad (rates granted to placements, credit line, among others).• Meetings with customers and business officials with the main purpose of acquiring new businesses.• Risk analysis in customer credit lines (Main accounts - related).• Inspection of letters of credit from foreign banks.• Weekly meetings with… Show more • Responsible for foreign trade operations in Corporate, Business, Merchant and Institutional Banking.• Responsible for risk negotiations with financial institutions abroad (rates granted to placements, credit line, among others).• Meetings with customers and business officials with the main purpose of acquiring new businesses.• Risk analysis in customer credit lines (Main accounts - related).• Inspection of letters of credit from foreign banks.• Weekly meetings with correspondent banks in the United States, Canada, Japan, China, South Korea, inter alia.• Analysis of shipping documents/security titles.• Reception and safe custody of original shipping documents and security titles from abroad.• Analysis of the instructions of the remittance letter from the foreign bank/foreign supplier according to the international and local regulations.• Classification of the documentation according to the payment terms and type of document (at sight, long-term, protested bills, warrants, factoring, forfaiting, checks, promissory note, etc.)• Review of correspondent relations (SWIFT) and client’s special conditions.• Verification of the data of the participants in the operations, using the E-name Checker app to avoid fraud and/or money-laundering (according to instructions from the Compliance Area).• Authorize disbursement of operations for up to US $ 500,000.00, after a correct credit analysis. Likewise, prepare the schedule and post the commissions of the operation in the system.• Notification of the collection to the importer customer, requesting instructions to release shipping and payment documents.• In case of collections that involve risk (factoring, forfaiting, etc.), approbation from the Lending Area is requested, the customer’s lines in the CONSIST System are verified and the existence of framework contracts are validated. Show less

Distrito De La Molina, Departamento De Lima, Peru

• Elaboration of the Register of Sales with the operations that involve tax credit – BCP Leasing.• Elaboration of the advance information of the balance through the use of SER Synergy Browser Access Client apps, Access data base, as well as submitting to the SBS, BCR and Asbanc via Sucave (Electronic validation and capture system).• Transmission of the classification information of debtors and provisions Annex 6.• Management of files and data base for the location of solicited… Show more • Elaboration of the Register of Sales with the operations that involve tax credit – BCP Leasing.• Elaboration of the advance information of the balance through the use of SER Synergy Browser Access Client apps, Access data base, as well as submitting to the SBS, BCR and Asbanc via Sucave (Electronic validation and capture system).• Transmission of the classification information of debtors and provisions Annex 6.• Management of files and data base for the location of solicited evidence.• Responsible for sending the financial information to the BCR (Central Reserve Bank), SBS (National Bank and Insurance Inspectorate), Conasev, Lima stock exchange, Bank Association and other inspection bodies.• Responsible for the attention of check requests pending payment (180 days) at national level and its subsequent digital submission to be downloaded from the system.• Support in the attention of internal and external audits (SUNAT, Conasev, and SBS).• Optimization of the information flow system of the accounting file to provide a better service to internal and external customers. Creation of documentary database.• Responsible for the performance of demarches in SUNAT: (grant or withdraw, legal representatives, BCP offices, modifications in the RUC, tax payments using the PDT (telematics declaration program) generating system, provided by SUNAT.• Elaboration of the Annual Statement of Transactions with Third Parties (DAOT). Show less

Diploma, Risk Management, Banking And Finance Modeling Strategies

Mba, International Business Administration

AACSB AMBA Taught in English

Postgraduate Degree, Finance

Postgraduate Degree, Leasing

Diploma In Business Management, Administration And Management Skills

Professional, International Business/Trade/Commerce

Sql And Database Modeling, Data Processing

Diploma, Commercial Management

Postgraduate Degree, Finance

Diploma, Commercial Management