Customer Service Manager

Nancy Roncancio

**** ******** ******* ***. #**** Houston, TX 77077

Phone Number: 832-***-****

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Bilingual Mid-Senior Level Management: International Marketing &

Financial Services

Experienced professional with a successful career in Business Administration, Marketing, Finance

and Management. High performer in areas of business planning, operational, commercial,

administrative, and customer service. Excel at working with others at all levels to ensure

organizational goals are attained. Possess excellent interpersonal, analytical, and organizational

skills. Excel within highly competitive environments where leadership skills are keys to success. An

effective manager with the skills necessary to direct, train, and motivate staff to its fullest potential.

Excellent knowledge of financial products such as mortgage, credit card, checking account, AFC,

voluntary pensions, programmed savings, leasing, factoring, fiducia, portfolios, corporate clients.

Commercial and Consumer Financial Planning • Business Administration • Operational Services •

Training • Customer Service • Organizational Development • Bilingual • International Business •

Management Coaching • Retirement Planning • Team Leadership • Advertsing • Hispanic

Marketing • Problem Solving • International Project Management

Employment History

VIVENTA LLC, Houston, Texas 2011 -2012

Financial services company providing retirement planning, real estate, and other financial

services for Colombian expatriates.

Credit analyst - Commercial Manager and Financial Advisor Houston Branch

• Opened and positioned new office in Houston, Texas, growing customer base to

more than 150 perspective customers within two months.

• Handled all elements of advertising.

• Developed strategic alliances with organizations to increase number of

potential customers.

• Devised and implemented innovative marketing principles and promotional

sales events for commercial projects to further support financial growth.

• Counseled high net-worth individuals and corporate clients on investment

opportunities, risk analysis, and financial return.

• Created virtual training courses, while maintaining and evaluating results.

• Analyzed client’s financial situation in United States and Canada, reviewing

credit score, income and disbursements, and made recommendations based on

knowledge of client’s borrowing capacity and loan sustainability.

Nancy Roncancio • Page 2 • ****************@*******.***

BANCOLOMBIA S.A. Bogotá, Colombia 1998-2010

Bank providing commercial banking services for corporate and consumer clients.

Commercial Assistant

• Consulted on attractive real estate investments in Colombia for Colombians

living in United States and Canada, providing financial advice on mortgage

credit in Colombia according to their migratory and financial conditions.

• Provided advice for purchase of housing with knowledge of options from pre-

construction to purchase in Colombia. Closed estate sale and financing.

• Directed daily operations for retail bank, including branch sales, business

development, customer service, and credit analysis.

• Analyzed financial statements and other pertinent information to determine

credit worthiness of prospective customers.

• Counseled corporate clients and high net-worth individuals regarding their

borrowing needs.

• Performed management roles for internal and external costumers.

• Awarded as Best Advisor monthly, semi-annual and annual. Promoted to

support zone.

SOCIEDAD SALESIANA DEL NIÑO JESUS, Bogotá, Colombia 1995 -1997

Catholic society in Colombia providing schools, youth centers, parish ministries, child care centers,

and mission works.

Department of Catechesis - Administrative Assistant

• Designed, prepared and created the required material for teachers and students.

• Generated reports and statistics for the Director of the Salesian Society.

• Managed human resources for department.

Education

University of La Sabana – Bogotá, Colombia 2010

Specialization in Finance and International Business

University of La Sabana - Bogotá, Colombia 2010

Certification in Management Coaching

Cooperative University of Colombia – Bogotá, Colombia 2001

Business Administration

Cooperative University of Colombia – Bogotá, Colombia 2001

Certification in Marketing

Computer Skills

Microsoft Office knowledge (Word, PowerPoint, Excel), database management, financial

services programs (My Extra, Kredito, Bizagi).

Contact this candidate