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Melissa Zumarraga

@melissazumarraga

Independent financial consultant using AI tools for client outreach and analysis, with corporate banking experience in digital adoption.

Ecuador

Message

As an independent financial consultant, I use financial analysis to support client assessments and recommendations. I also apply ChatGPT, Claude, and AI agents to automate prospecting, client outreach, and analysis workflows.

At Banco Pichincha, I managed a USD 14M credit portfolio serving up to 400 business clients and shared user feedback on internal credit proposal software. At ProCredit Bank Ecuador, I guided business clients through digital banking onboarding and built a USD 4.5M credit portfolio.

Experience

Work history, roles, and key accomplishments

Current

Independent Financial Consultant

Current

Self Employed

May 2026 - Present (6 months)

Provides independent financial consulting, using financial analysis to support client assessments and recommendations. Uses AI agents and tools including ChatGPT and Claude to automate prospecting, client outreach, and financial analysis workflows.

Financial Analysis AI Agents ChatGpt Claude Client Outreach Prospecting

Corporate Banking Executive

Banco Pichincha

Mar 2023 - May 2026 (3 years 2 months)

Managed a USD 14M credit portfolio of up to 400 business clients, providing personalized guidance and financial advice. Coordinated with internal teams to resolve complex requests and documented interactions in Salesforce CRM.

Salesforce Credit Portfolio Management Customer Relationship Management Financial Advisory Cross functional Coordination Trade Finance Risk Management

Corporate Business Advisor

ProCredit Bank Ecuador

Nov 2019 - Mar 2023 (3 years 4 months)

Guided business clients through onboarding to banking services and digital banking, explaining requirements and procedures. Built a USD 4.5M credit portfolio through needs assessment and consultative solutions.

Client Onboarding Digital Banking Needs Assessment Consultative Selling Credit Portfolio Management Customer Relationship Management

Technical Advisor

ITQM

Nov 2018 - May 2019 (6 months)

Conducted technical inspections and non-destructive testing to assess industrial equipment integrity. Analyzed findings and prepared technical documentation and recommendations for quality control.

Technical Inspection Non Destructive Testing Quality Control Technical Documentation

Sales Executive

BKB Maquinaria Industrial

Jul 2018 - Oct 2018 (3 months)

Managed client relationships and consultative sales for industrial machinery, identifying customer needs and appropriate solutions. Used CRM tools to monitor customer interactions and sales activities.

Consultative Sales CRM Customer Relationship Management Needs Assessment