-Advise clients on credit products -Evaluate financial statements, borrowing capacity and income level of the client -Analyze the payment history of clients

I led activation campaigns, obtaining a record of the highest activations per period with 54 contracts in a period of 2 months.

-Advise and guide clients on financial decision issues through investment proposals -Analysis of financial markets, stock market indices and currencies -Search for new clients to ensure portfolio growth

I organized an application unification project for the development of internal processes, whose main objective was to optimize the daily work of an investment advisor.