Oriented prospects and clients on initial savings and investment concepts, explaining products and processes in clear language. Channeled requests to authorized personnel and provided follow-up until resolution. Contributed to commercial relationships through timely attention, continuity, and a service-oriented approach.

Integrated and validated mortgage, SME, and automotive files, identifying missing documents before submission to financial institutions. Compared financing alternatives by rate, total cost, term, payment capacity, guarantees, and applicant profile. Coordinated follow-up between clients and financial entities during the origination process, maintaining clear communication and document control.

Reviewed project files and controls, identified missing documentation, and prepared follow-up reports. Supported payroll formats and organized administrative information for internal compliance.

Advised postgraduate students on financial and accounting research, supporting topic delimitation, information analysis, and presentation of results. Reviewed the structure, drafting, and technical coherence of academic deliverables, ensuring clarity, substantiation, and order in the information.