
fany velasquez
@fanyvelasquez
I coordinate healthcare-ready operations, client support, onboarding, and data-driven process improvements.
What I'm looking for
I've spent 12+ years at Corporación BI Banpais coordinating client operations, service delivery, documentation, and cross-functional workstreams in a regulated environment.
As a Personal Banking Officer, I managed high-value accounts from intake through resolution, analyzed portfolio and operational data for KPI reports and business cases, and exceeded portfolio growth targets above L5 million. I also improved CRM workflows and follow-up routines, reducing average client response time from three days to one.
Previously, I served approximately 90 VIP clients and managed relationships with 20+ corporate organizations, coordinating complex requests, stakeholder communication, accurate records, and escalations across business units.
I'm building on this operational foundation through IBM's Data Analyst Professional Certificate and Johns Hopkins University's Health Informatics Specialization, with training in Excel, SQL, Python, data visualization, EHR/EMR concepts, interoperability, workflow reengineering, and healthcare project management.
Experience
Work history, roles, and key accomplishments
Administrative & Operations Volunteer
Semillas Triunfadoras
Nov 2025 - Present (10 months)
Coordinate documentation, schedules, logistics, stakeholder communication, and community initiatives supporting environmental and social programs.
Personal Banking Officer
Corporación BI Banpais
Sep 2024 - May 2026 (1 year 8 months)
Managed end-to-end service workstreams for high-value client accounts, analyzing portfolio and financial data to produce KPI reports and business cases. Exceeded portfolio growth targets and optimized CRM workflows to improve efficiency.
Private Banking Officer
Corporación BI Banpais
Mar 2023 - Sep 2024 (1 year 6 months)
Served as primary relationship point for approximately 90 VIP clients, managing high-priority accounts and coordinating complex requests across business units. Prepared KPI reports and executive summaries to support management decisions.
Education
Degrees, certifications, and relevant coursework
Universidad Tecnológica Centroamericana
Bachelor's Degree, Business Administration
Pursuing a Bachelor's Degree in Business Administration with an expected graduation in 2026.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
Interested in hiring fany?
You can contact fany and 90k+ other talented remote workers on Himalayas.
Message fanyGet 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!
