Prospected and qualified 150+ early-stage SaaS companies, identifying fit for Novel’s revenue-based financing model and translating complex financial data into actionable insights. Generated consistent outbound pipeline through personalized outreach on LinkedIn and email, contributing directly to team KPIs and booked meetings. Acted as a key liaison between founders, sales teams, and analysts to ensure strategic alignment and high-quality handoffs. Co-developed messaging frameworks and objection-handling playbooks, reducing onboarding ramp-up time by 40%. Automated responses to frequent founder questions using GPT tools, increasing team efficiency and freeing time for high-value outreach. Adapted sales messaging across industries and personas, always focusing on clarity, trust, and startup-specific value delivery.

Interpreted complex financial and insurance terminology between stakeholders, ensuring accurate understanding of requirements. Facilitated 100+ sensitive transactions by mediating between English and Spanish-speaking parties in real time.

Delivered expert English-Spanish interpretation services for medical and financial transactions within the U.S. banking sector. Maintained confidentiality and professionalism in handling sensitive information.

Conducted outbound prospecting to existing clients based on financial profile analysis, promoting personalized credit services and exclusive offers. Qualified clients by reviewing account statements, debt history, and repayment behavior to determine eligibility for various financial products. Generated and nurtured leads for loan officers, acting as the first point of contact in the client acquisition process. Advised clients on financial services and repayment options, offering tailored solutions to maximize collections. Managed a high volume of interactions via phone and in person, providing clear explanations of loan terms and payment plans. Created and maintained detailed reports on client activity and department KPIs using spreadsheets and internal systems. Collaborated with internal departments to expedite approvals and follow-ups, improving service turnaround. Developed strong interpersonal skills by handling sensitive conversations and guiding clients toward financial stability.