A long-term remote role where I can combine my 10+ years in banking processes, CRM and client management with my Business Administration and Software Development studies: operations or process coordination, administrative or virtual assistance, credit/CRM support or junior tech roles. Spanish native, English B1.

ANGELA PATRICIA SANCHEZ MEJIA
@angelapatriciasanche
10+ years in credit processes, client retention and CRM in banking. Studying Business Admin and Software Development. English B1.
What I'm looking for
Professional with 10+ years of experience in credit processes, loan portfolio management, client retention and financial documentation in the Colombian banking sector.
At Onest (2019 to present) I advise clients on payroll, consumer and mortgage loans with banks such as Grupo Aval, BBVA and BCSC. I analyze debt capacity, manage every application in a CRM (scheduling, follow-ups, status tracking), complete loan files with biometric validation and follow each case through disbursement. I have also hired and trained support staff for client outreach and initial analysis.
At Banco Popular (Nexa, 2014 to 2019) I led loan prepayment prevention and client retention for approximately 10 branches, working with branch managers, and trained new team members and full offices on the retention protocol. Retained balances consistently exceeded withdrawals.
I am completing a Bachelor's degree in Business Administration (Politécnico Grancolombiano, Dec 2026) and a Technology degree in Software Development (SENA, 2027), plus a Data Science program (GCI World, University of Tokyo). I am looking for remote roles that combine operations, administration and technology: operations or process coordination, administrative or virtual assistance, CRM and data support, and junior tech roles. Languages: Spanish (native), English B1 (intermediate).
Experience
Work history, roles, and key accomplishments
Independent Financial Advisor
Onest
Sep 2019 - Present (7 years)
Advise clients on payroll, consumer and mortgage loans with banks such as Grupo Aval, BBVA and BCSC, based on detailed analysis of their financial situation and debt capacity. Manage the full client pipeline in a CRM, including scheduling, follow-ups, and status tracking.
Client Retention Executive
Banco Popular (Nexa)
Apr 2014 - May 2019 (5 years 1 month)
Led loan prepayment prevention and client retention for approximately 10 bank branches, working closely with branch managers. Centralized the North zone retention process in my office, managing client flow and meeting monthly metrics.
Education
Degrees, certifications, and relevant coursework
SENA
Technology Degree, Software Development
Currently pursuing a Technology degree in Software Development, expected to complete in September 2027.
GCI World, University of Tokyo
Certification, Data Science
Currently pursuing a Data Science certification, expected to complete in 2026.
Politécnico Grancolombiano
Bachelor's Degree, Business Administration
Pursuing a Bachelor's degree in Business Administration with an expected graduation in December 2026.
Coursera
Certification, UX/UI Design
Completed a UX/UI Design certification in 2024.
SENA
Technology Degree, Market Management
Completed a Technology degree in Market Management in 2022.
Availability
Location
Authorized to work in
Salary expectations
Job categories
Interested in hiring ANGELA PATRICIA?
You can contact ANGELA PATRICIA and 90k+ other talented remote workers on Himalayas.
Message ANGELA PATRICIAGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
