Giovanna Mori Romero

Managed digital identity verification and file administration for pre-approved credits. Executed continuous follow-up on requests and database updates to ensure same-day disbursement.

Managed prospect control and processing of enrollments in the institutional system and CRM. Provided personalized guidance and follow-up on student documentation to ensure correct academic entry.

Executed consultative sales of training programs and active prospecting of professionals and students. Managed the full commercial cycle including quotations, follow-up, enrollment closure, and transaction registration.

Managed the complete service cycle including quotation, after-sales, document management, and issuance of digital contracts. Maintained the client portfolio updated through the institutional CRM.

Responsible for portfolio management, quotation, follow-up, and contract closure in the CRM system.

Performed validation, coverage data updates, and customer loyalty activities. Provided support in training and feedback for new advisors incorporated into the campaign.

Managed financial control including petty cash, daily audits, and reconciliations. Implemented and managed the Kardex system for inventory registration and daily sales reports. Supervised, recruited, and trained staff.

Provided direct executive support to management in scheduling appointments, meetings, and report writing. Managed document files and administrative correspondence with high confidentiality.

Pursuing a degree in Administrative Management, currently ongoing as of 2025.

Studied International Business Administration, completed up to the fourth cycle in 2021.

Completed a certification in Digital Marketing in 2020.

Completed a specialization in Foreign Trade and Customs in 2020.

Completed a certification as a Customs Dispatch Assistant in 2020.

Completed an Intermediate Excel course in 2026.