Assisted Account Managers and Sales team in analyzing usage and adoption reports, prepared monthly presentations for corporate customers, scheduled software maintenance and support sessions, collaborated with Account and Sales Managers to analyze customer data and provide actionable insights.

Onboarded and trained new customers, managed collections and ensured timely payment and resolution of any billing issues, cross-sold complementary services and upgraded agreements.

Assisted customers with card inquiries, fraud reports, merchant disputes, and personal information updates, provided demonstrations on e-banking and self-service tools, identified opportunities to upsell active products and sell complementary services, delivered top-notch customer experience.

Evaluated credit worthiness by processing loan applications, interviewed applicants to collect financial information and determine eligibility, sold complementary financial products and services to active customers, supervised businesses and collaterals.

Managed and kept healthy financial indicators during the pandemic, visited businesses to gather financial information, analyzed financial information and made risk-based loan approval decisions, presented loan information to local and regional committees for discussion and approval.

Managed to grow a loan portfolio, developed successful strategies to stabilize the portfolio and lower outstanding loans, interviewed applicants to collect financial information, supervised businesses and collaterals.

Managed and grew a loan portfolio, stabilized outstanding loans indicator, interviewed applicants and obtained financial information, conducted post-sale activities.