As a Home Equity Consultant at Creditas, I played a crucial role in providing credit solutions to clients, utilizing real estate as collateral. Operating in a consultative manner, I understood the individual needs of each client, ensuring an exceptional experience. Activities included proactive outreach to clients via phone, WhatsApp, and email, identification of clients' demands and objectives, consultative selling of loans, client portfolio management, document collection, and record maintenance to ensure high-quality service. I was also responsible for formalizing proposals, contributing ideas to improve processes, and being committed to achieving goals.

Management and monitoring of the sales funnel;Seek to understand customer needs to bring solutions;Prospecting for new customers, maintenance of portfolio customers, presales and after-sales, marketing of Stone products such as card machine, Stone account and insurance;Service focused on customer experience and satisfaction and totally guided by goals.

Responsible for the operational part of the branch, acting in the functions of opening a branch, programming safes and treasury, clearing checks, supplying cash at self-service tellers, responding in the absence of the Administrative Manager, analysis of fraud and scams, supervision of cashier employees, supervise and authorize transactions outside the cashiers' purview, branch accounting.Opening accounts.Commercialization of banking products and services.