Mauricio Roese Email & Phone Number

Toronto, Canada Area

• Providing a full range of banking services to customer inquires accurately and in a fast-paced environment on a timely basis, such as deposits, payments, withdrawals, wires, drafts, foreign currency, other account requests in accordance to SLAs;• Scanning documents, creating files, data entry on DNA system for members updating information• Assisting with documentation analysis for opening, updating, and closing client accounts• Performing data validation and cross-referencing of documentation to determine accuracy of information entered in conformance to banking rules standards into internal electronic database, FINTRAC reports• Adhering to compliance and regulatory requirements such as AML, fraud detection, as well as corporate and operational branch policies and procedures, including opening, end-of-day, and ATM balancing• Processing batches of cheques for daily deposits of members, brokers, and business partners

Toronto, Canada Area

• Managed a business portfolio, supported Business Partners and for student’s recruitment • Developed marketing plans, promotions and special agreements to prospect new business• Prepared materials, organized meetings, presentations about the school programs, attended events such as fairs, seminars, open house and meetings, as a college’s representative• Assisted international students in counselling and orientation through informative talks sessions

Toronto, Canada Area

• Conducted surveys over the phone in a call centre station for Canadian Broadcasters in a daily basis• Documented and reported all information extracted from the calls through accurate data entry process

Novo Hamburgo Area, Brazil

• Provided consulting about banking processes and financial analysis in the development of tools for software intended for Banking and Financial Institutions, regarding financial principles and standard firm software• Supported developers and project managers from multiple departments, customers and associates, tracked root cause of errors, presented solutions based on customer requirements for ERP modules such as accounting, credit, investments, legislation

Brazil

• Managed customers portfolio and sold financial products in several segments as mortgages, loans, commercial credit, accounts, credit cards, insurance and investments, through unparalleled customer service• Assisted with assessment of financing proposals and made recommendations, operated marketing plans development, identified customer needs and prospected new business opportunities

Brazil

• Managed a customer debts portfolio, negotiated repayments of overdue accounts with debtor such ass loans, credit cards, leasing, current accounts, in a daily basis • Reached delinquent customers through phone calls or face to face, in tactful and diplomatic manner, recorded the interaction on the system for future search and database • Provided complex calculations and reports for collections and special agreements intended for debts renegotiation, managed conflicts and retained customers successfully

College, Business/Commerce, General

Activities and Societies: Accounting - Financial Analysis - International Business - Project Management - Marketing Research - Human.

Bachelor’S Degree, Business Administration And Management, General, Graduated

Activities and Societies: Management - Entrepreneurship - EconomyBachelor of Business Administration - Specialization

High School, Business Administration And Management, General

Technical Administration with emphasis in Development, Accounting, Marketing.