Marco Peralta Email & Phone Number

I Currently WFH at Vanguard as a rollovers and new accounts specialist I have the Series 7 and 63 license Previously, I worked at Safe Life Solutions with insurance companies, agents, adjusters, shops, and customers that need a glass repair or replacement services for their vehicles. I follow and comply with the regulations specific to each insurance company to maintain an excellent relationship with their customers. before that I worked at New York Community Bank as a Financial Service Associate In that role I built relationships with customers helping them with their financial transactions following the process and regulations the bank requires. All the activities were in a fast-paced environment assisting customers in person or by phone. In those roles, I had sales goals to open new credit card and investments accounts. Also, I worked as a Credit Analyst in Peru during Five years at Mibanco and Caja Tacna, both companies provide financial services to small business, and individuals. As a credit analyst my responsibilities where to prepare the full loan application file, applicable to committee in which I describe the analysis of the financial statements with the crucial documents required by the bank to approve the loan.Outside of sales, I've worked as a representative to produce new customers, and as a bill collector B2B to reduce the rate of delinquency.

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  University San Agustin Of Arequipa, Peru

  Economics