Jorge Valério Email & Phone Number

Lisboa, Portugal

Responsável pela área de seguros (vida e não vida)

Lisbon, Portugal

Responsável pela Digital Sales Factory:• Definição da estratégia e liderança da equipa multidisciplinar (Marketing, Produto, CRM, Analitics, UX/UI, Paid Media) focada no incremento das vendas crédito pessoal nos canais digitais (E2E, Assisted e ROPO) aplicando metodologias ágeis;• Implementação de medidas para otimização do contact center com vista à melhoria da taxa de contacto e de conversão de hot leads;• Assegurar o alinhamento e envolvimento das restantes áreas (Risco… Show more Responsável pela Digital Sales Factory:• Definição da estratégia e liderança da equipa multidisciplinar (Marketing, Produto, CRM, Analitics, UX/UI, Paid Media) focada no incremento das vendas crédito pessoal nos canais digitais (E2E, Assisted e ROPO) aplicando metodologias ágeis;• Implementação de medidas para otimização do contact center com vista à melhoria da taxa de contacto e de conversão de hot leads;• Assegurar o alinhamento e envolvimento das restantes áreas (Risco, Jurídica, Contact Center, IT, Martech, etc); Show less

Lisbon Area, Portugal

Projects coordination of personal credit, car finance, equipment finance and corporate credit cards (private label)

Lisbon Area, Portugal

- Design and implementation of Lean management methodology at the Division (LEAN project);- Implementation of KPIs and SLAs in the operational and commercial areas- Optimization and automation of the processes associated with the Supply Chain Finance (Confirming) product- Preparation of management reports for the products of Supply Chain Finance (Confirming), Factoring, Credit Insurance, Trade Finance, Leasing and Cash Management(ATM and POS);- Creation of centralized… Show more - Design and implementation of Lean management methodology at the Division (LEAN project);- Implementation of KPIs and SLAs in the operational and commercial areas- Optimization and automation of the processes associated with the Supply Chain Finance (Confirming) product- Preparation of management reports for the products of Supply Chain Finance (Confirming), Factoring, Credit Insurance, Trade Finance, Leasing and Cash Management(ATM and POS);- Creation of centralized registration of commercial activity (Collaborative Portal);- Creation of a dashboard for the management of the teams and monitoring goals and defined SLAs- Responsible for the Operational Risk reporting- Creation of the management information repository (ATENA project)- Management of the Factoring and Confirming products- Preparation of information for commercial goals and targets systems Show less

Lisbon Area, Portugal

Coordination of Factoring, Confirming and Business Intelligence teams.- Definition of goals respective progress follow-up- Identification of target customers to be contacted by the commercial network and relevant assessment of results- Management of Factoring and Supply Chain Finance (Confirming) products- Management of the International Factoring /FCI (FactorsChain International) product- Management of the campaign for the “la Caixa” Confirming suppliers- Modelling of… Show more Coordination of Factoring, Confirming and Business Intelligence teams.- Definition of goals respective progress follow-up- Identification of target customers to be contacted by the commercial network and relevant assessment of results- Management of Factoring and Supply Chain Finance (Confirming) products- Management of the International Factoring /FCI (FactorsChain International) product- Management of the campaign for the “la Caixa” Confirming suppliers- Modelling of business processes (BPMN 2.0) and continuous optimization thereof (SPIN Project); - Review, update and publication of price lists- Promoting articulation among other areas, resources and systems of the organization- Monitoring and definition of requirements for the development of a new computing platform, its application tests and data migration- Responsible for the management of credit insurance- Preparation of management information (monitoring and control of commercial activity goals)- Preparation of management reports for reporting to the Executive Committee- Competition analysis- Responsible for coordination and monitoring of audits- Identification, survey and mitigation of operational risks- Complaint Management Show less

Lisbon Area, Portugal

▪ Management of projects associated with the JESSICA Fund (in partnership with the European Investment Bank and the Government of Portugal):- Issuance of technical opinions on urban rehabilitation projects under the JESSICA initiative- Management of the assemblyprocessand contracting of operations and their articulation between the several areas involved- Monitoring of the implementation of rehabilitation projects through regular inspections- Verification and control of the… Show more ▪ Management of projects associated with the JESSICA Fund (in partnership with the European Investment Bank and the Government of Portugal):- Issuance of technical opinions on urban rehabilitation projects under the JESSICA initiative- Management of the assemblyprocessand contracting of operations and their articulation between the several areas involved- Monitoring of the implementation of rehabilitation projects through regular inspections- Verification and control of the financial execution of the projects- Disbursement of the JESSICA fund according to the criteria approved for the projects in question;- Management of requests for project evaluations- Follow-up of audits carried out by the EIB on the projects financed- Participation in the preparation of the procedures manual▪ Management of the credit portfolio associated with real estate development:- Support to the commercial networks in the negotiation and assembly of real estate investment operation- Issuance of technical opinions onthe projects submitted to support the decision of the Credit Risk Committee- Management of the process of contracting of operations and their articulation between the severalareas involved- Monitoring of projects financed through inspections- Realization and control of capital utilization needs throughout project execution- Follow-up onthe marketing phase and respective amortization of financing- Issuance of alerts for possible risk situations- Management of requests for real estate evaluations- Real estate market analysis and preparation of studies Show less

Lisbon Area, Portugal

Real Estate Finance DivisionValuations of real estate development projects in the regions of Lisbon, Porto and Algarve

Lisbon Area, Portugal

Real Estate Finance DivisionIntership in real estate valuation and process management of construction financing processes.

Master (Msc), Civil Engineering

Activities and Societies: Thesis title: "Impact of Thermal Bridges on the Energy Performance of Residential Buildings"

Degree (Bsc), Civil Engineering

Risk Management

Auditor, Xi Defense Course For Youth

Electrical And Computer Engineering

High School, Ciences