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-Manage inbound leads and conduct client consultations to identify needs and determine suitable legal services.

-Build rapport, address objections, and guide prospects through the decision-making process.
Follow up with qualified leads and drive client conversion and case onboarding.

-Maintain accurate client information and collaborate with internal teams to ensure a smooth onboarding process.

Manage the full sales cycle for revenue-based business funding solutions for small and mid-sized businesses.

Consult with business owners to assess funding needs and eligibility, guiding them through approval and closing.

Present and close approved offers while addressing objections related to cost of capital and payment structure.

Manage pipeline, documentation, and follow-ups using CRM system

Adjudicate retail credit applications making throughout review with the 5 Cs of credit. Understand bank risk culture while approving/declining credit applications.

Played a pivotal role in managing and optimizing our clients’ investment portfolios. My responsibilities spanned a wide range of financial services, with a primary focus on mutual funds and other cash assets. Collaborated with other Canadians financial institutions to manager client assets. Ensured accuracy and compliance throughout the process.

First point of contact for customers handle their inquiries, requests, and concerns, responsible of providing exceptional customer service and support to bank customers

Run overall operations in a timely manner assuring procedures and policies are met, baggage officer, check in, gate agent and flight operator. Aim to deliver excellent customer experience and on time flights departure.

Tecnólogo superior en desarrollo de software