This is my profileContact via CazVidIndira
Finance and Customer Experience Specialist with 5+ years in Banking and Finance
Contact
Competencies
Skilled in conducting onboarding and process improvements to enhance client satisfaction.
Experienced in analyzing workflows and implementing continuous improvements in banking operations.
Proficient in managing credit and expense documentation in adherence to internal policies.
Education
Languages
Summary
Versatile finance and operations assistant with over 5 years in banking and finance sectors, experienced in process optimization, documentation, and client onboarding. Currently pursuing Public Accounting, adept at delivering efficient solutions under pressure.
Key Achievements
- Led onboarding sessions to enhance customer experience at Bank of Costa Rica.
- Streamlined credit card analysis and documentation processes, ensuring compliance.
- Verified expense policies for EY collaborators, supporting regional payment operations.
- Managed budgeting and liquidity planning for federative activities at FEUCR.
- Maintained accurate transaction and inventory records at Equifax CR.
Experience
Assistant
Led onboarding sessions focused on enhancing customer experience for new hires, Optimized customer-facing processes through analysis and continuous improvement strategies.
Logistics Assistant
Preliminary credit card analysis, Managed the distribution of credit cards and related credit documentation., Organized and archived credit card documentation in compliance with internal policies.
Intern
Review of expenses made with EY collaborators’ corporate cards to verify that they are in accordance with company policies., Making payments to corporate cards at the regional level., Analysis of cases related to corporate card fines.
Finance Secretary
Realization and distribution of the budget of the federative bodies., Plan the necessary liquidity to carry out ordinary and extraordinary activities., Process purchase orders and service orders for all entities of the FEUCR.
Assistant
File of different transactions, such as account movements, payment to employees, etc., Review and registration of the office equipment inventory., Annual statement summary of clients, suppliers and specific expenses (D151)