# ANGELA PATRICIA SANCHEZ MEJIA

ANGELA PATRICIA SANCHEZ MEJIA is a remote worker on Himalayas, Independent Financial Advisor at Onest, based in Colombia.

Source: https://himalayas.app/@angelapatriciasanche

```text
10+ years in credit processes, client retention and CRM in banking. Studying Business Admin and Software Development. English B1.
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| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | Colombia |
| Authorized to work in | Colombia |
| Salary expectations | 30k+ USD |
| Job categories | Financial Advisor, Retention Executive, Virtual Assistant, Administrative Assistant, Operations Coordinator, Credit Analyst |
| Skills | Credit and Debt Analysis, Credit Risk Analysis, Loan Portfolio Management, Customer Retention, Loan Documentation, Biometric Verification, CRM, Process Management, Data Analysis, Corporate Trainer, Staff Coordination, Customer Service, Microsoft Office, Excel, HubSpot |

## What I'm looking for

```text
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.
```

## About

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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

### Independent Financial Advisor (current)

Onest. Sep 2019 - Present

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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.
```

Skills: CRM, Credit-Analysis, Debt-Analysis, Customer-Retention, Financial-Documentation, Biometric-Verification, Corporate-Trainer, Process-Management

### Client Retention Executive

Banco Popular (Nexa). Apr 2014 - May 2019

```text
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.
```

Skills: Customer-Retention, Credit-Analysis, Debt-Analysis, Biometric-Verification, Document-Management, Corporate-Trainer, Process-Management

## Education

### GCI World, University of Tokyo

Certification, Data Science

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Currently pursuing a Data Science certification, expected to complete in 2026.
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### SENA

Technology Degree, Software Development

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Currently pursuing a Technology degree in Software Development, expected to complete in September 2027.
```

### Politécnico Grancolombiano

Bachelor's Degree, Business Administration

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Pursuing a Bachelor's degree in Business Administration with an expected graduation in December 2026.
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### Coursera

Certification, UX/UI Design

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Completed a UX/UI Design certification in 2024.
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### SENA

Technology Degree, Market Management

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Completed a Technology degree in Market Management in 2022.
```

## Tech stack

- Figma
- Python
- Java
- HubSpot
- Power BI

To contact ANGELA PATRICIA, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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