Consultor especializado em Assessoria Financeira para Empresas e Pessoas. Formação e manutenção de patrimonio, Operações Estruturadas para Empresas. Planejamento de Aposentadoria, Investimentos, Crédito, Home equity e car equity. Compra , Reforma, Construção, Investimento em Imóveis Residenciais ou Comerciais, Quitação de Financiamento, Aposentadoria Imobiliária.

Project to replace the local systems for a global and modern platform to process banking products and Services. This project will provide better management and operation of the technological . environment, minimizing operational risks, reduce costs and provide to users modern tools to sale and financial services .. Responsible for requirements specification and standardization of operating procedures Account product chain, Cadastre, Investment and Loans.. I led the work front of the… Show more Project to replace the local systems for a global and modern platform to process banking products and Services. This project will provide better management and operation of the technological . environment, minimizing operational risks, reduce costs and provide to users modern tools to sale and financial services .. Responsible for requirements specification and standardization of operating procedures Account product chain, Cadastre, Investment and Loans.. I led the work front of the teller and exchange (FX) systems . I gave support to specify the requirements for core operations, credit and risk, investments and account. In this period I also worked in the fronts of "Finance" and "accounting controls." Show less

- Responsible for the operational functioning of agencies of Brazil, ensuring compliance with banking regulations and service.- Implementation of process improvement.- COB (Continuity of business) coordinator.- Budget controlMain achievements:• Outsourcing ATMs,• Deployment depository module ATMs,• Deployment prepaid card foreign currency• Control service queue

Manager of the analysts service team for the Bank and of the Financial Credicard offices. These analysts were responsible to clarify and resolve any questions about the products and services such as opening accounts, investments, insurance, loans, etc.Responsible for improving operational processes and standardizing procedures.Key Deliverables:- New teller system platform.- Outsorcing of the Processing of Clearing and Distribution, with a significant reduction in costs.-… Show more Manager of the analysts service team for the Bank and of the Financial Credicard offices. These analysts were responsible to clarify and resolve any questions about the products and services such as opening accounts, investments, insurance, loans, etc.Responsible for improving operational processes and standardizing procedures.Key Deliverables:- New teller system platform.- Outsorcing of the Processing of Clearing and Distribution, with a significant reduction in costs.- Image Clearing Processing- New teller system platform.- Compensation and Distribution Processing Outsourcing, with a significant reduction in costs.- Image Clearing Processing- CTR ( Cash Transaction Control) in teller and ATM Channels. Show less

Responsible for the operational and administrative area of 22 agencies with direct management of 60 employees.cash service management, foreign exchange, safe rental, treasury, accounting and budget control agency.The company had a strategy of organic growth of the network of agencies in Brazil (project Hyper growth), and was hiring several employees of other financial institutions. actively participated in the selection, hiring and training of new employees to perform their functions… Show more Responsible for the operational and administrative area of 22 agencies with direct management of 60 employees.cash service management, foreign exchange, safe rental, treasury, accounting and budget control agency.The company had a strategy of organic growth of the network of agencies in Brazil (project Hyper growth), and was hiring several employees of other financial institutions. actively participated in the selection, hiring and training of new employees to perform their functions within the culture and rules of the company. Show less

After two years as a senior analyst, I was promoted to manager.Area responsible for defining the operating procedures of the products and services of the bank, such as Current Account, Investments, Loans, Insurance, Taxes, Mortgages, Dealers and more.This area participated in all projects, regulatory and / or strategic retail bank and compliance with internal and external audits.

I Managed the Documentation Custody area, under my management I had 7 funcionarios.This department was responsible for the custody of over 300,000 contracts of various products such as: Current Accounts, Savings, Loans, Investments, Time deposit, Insurance, Customer Demographic Data, etc.Responsible for the release of Collateral Mortgage loans, Alienation and Surety.Distribution throughout the Brazilian market, the Travellers Cheks of Citicorp, negotiating with other financial… Show more I Managed the Documentation Custody area, under my management I had 7 funcionarios.This department was responsible for the custody of over 300,000 contracts of various products such as: Current Accounts, Savings, Loans, Investments, Time deposit, Insurance, Customer Demographic Data, etc.Responsible for the release of Collateral Mortgage loans, Alienation and Surety.Distribution throughout the Brazilian market, the Travellers Cheks of Citicorp, negotiating with other financial institutions and cash transportation companies. . Show less

Responsible for all administrative agency's routine, the areas of customer service, in boxes and foreign exchange, the processing opening maintenance and closure of accounts, loans, insurance, investments and compensation and collection services.

Responsible for analyzing the risk and rsik of loans. Review and approval of vehicle financing loans (leasing). Renegotiation of debt of delinquent customers and debtors filing of customer actions.

Worked as a teller , customer service, control clerck, clearing processor, product processor and liability.

Responsável pelas rotinas administrativas e financeiras do escritório de Campinas. Controle de orçamento das obras, contas a pagar e receber.

This work allowed us to develop the competencies of administrator, negotiation and leadership.

It was my first job. I worked in the administrative Center,of a local bank and performed many operational functions of the back end.