Developing and updating detailed spreadsheets to manage financial and operational information.Preparing and sending recordings and updated documents to the bank to facilitate credit approval for clients.Providing support to clients to clarify doubts and resolve issues related to the credit process.Performing general administrative tasks to ensure organization and efficiency of internal processes.Monitoring and tracking credit processes to ensure accuracy and compliance with banking requirements.

Assisted in managing and maintaining relationships with active clients, ensuring effective communication and ongoing client satisfaction.Organized and coordinated visits with new clients, facilitating the sales process and promoting business opportunities.Administered and optimized the use of telephone minutes for telemarketing, ensuring efficiency and cost control.Collaborated in implementing commercial strategies to enhance sales performance and meet client needs.Performed administrative tasks related to client follow-up and sales processes, ensuring an efficient and organized workflow.

Conducted detailed credit analysis to determine risks in factoring process/operations.Participated in commercial negotiations with clients, identifying business opportunities and preparing financial proposals.Meetings with clients and stakeholders to verify the accuracy of information and ensure the integrity of the presented financial data.Developed client relationship strategies to encourage loyalty and maintain portfolios, focused on operational success and customer satisfaction.Collaborated with internal teams to optimize analysis and negotiation processes, ensuring compliance with company policies and industry regulations.