Customer Service Sales

Carlos Infanta

Contracts Administration Officer at NORTHSTAR Trade Finance Inc.

acb38w@r.postjobfree.com

Summary

Bachelor Degree in Business Administration majoring in Marketing

Skilled working in the international trade financing operational environment

Over 12 years of experience promoting banking products and services such as investments, insurances, credits

and traditional banking

Extensive experience working in administrative environment and carrying out administrative duties, handling

inquiries with great professionalism

Practical and effective in organizational, and administrative skills

Strong experience in providing consistent excellent customer service to clients

Solid history in training new and existing staff in Investments, Insurances and Credit product and services

Proficient in MS Office, Outlook, Maximizer, Adobe Pro, Intranet, Lotus Notes, computer banking systems and

internet browsers

Excellent interpersonal skills, positive attitude and enjoy working with people from a variety of background

Ability to prioritize and multitask in a fast paced, high pressure environment

Exceptional team worker, dedicated, responsible, quick learner and professional

Excellent communication skills and multilingual in English, French and Spanish

CIBC-YMCA Canadian Banking Training through the Connection to Employment Program

Specialties: International Loans Documentation, Banking, Administration, Staff Training, Sales, Customer

Services, Business Executive Support, Presentations.

Experience

Contracts Administration Officer at NORTHSTAR Trade Finance Inc.

November 2011 - Present (2 years 3 months)

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Worked in compliance with Export Credit Agencies and maintained an outstanding relationship with funding

banks, consulates in Vancouver, lawyer firms and agents in Canada, USA, Luxembourg, England, Mexico

and South America.

Skilled in preparing schedules A, quote sheets and reviewing conditional and formal offer letters to

customers.

Prepared loan folders, assembled binders and organized computer files for each credit transaction.

Experienced processing loan document authentications at the BC Law Society and legalizations through

various consulates in Vancouver as well as, supporting the execution of signatures of borrowers and

exporters.

Practiced in registering pledges in several countries of South America, as well as reviewing legal opinions

from the borrowers external counsels accompanied with know your client verifications for European

transactions.

Developed detailed instructions to the funding banks, representations and warranties with follow up of wire

transfers to the exporter and/or borrowers including its respective loan disbursement summaries and

amortization schedules.

Attended weekly conference calls with internal offices of the company in Canada, USA, Luxembourg and

England, as well as, provided outstanding customer service in various languages through the phone and

emails to borrowers and exporters in Latin America, North America and Europe.

Worked on several important projects on the company’s website including translating it into Spanish, creating

power of attorneys for representatives for foreign pledge releases, business number requests, and supporting

the asset management and legal department with claims of transactions in default.

Customer Service Representative at CIBC

July 2009 - December 2011 (2 years 6 months)

Provided excellent customer service and daily financial transactions such as deposits and withdrawals, in

Canadian, USD Dollars and foreign currency as well.

Elaborated Money Orders, Bank Drafts and Wire Transfers in order to satisfy the clients needs and the

mobilization of large amounts of money.

Executed bills and credit card payments for the customers and the bill registrations within the CIBC systems

for future payments.

Processed exchange currency in cash or through account transfers for the clients of CIBC.

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Provided daily information for the clients such as accounts, loans and credit cards balances as well as delivery

of CIBC credit cards, deposit slips, coins and checkbooks.

Supported and promoted the CIBC products and services such as accounts, credit cards, GIC, Mortgages and

Insurances according to the clients needs.

Identified and referred to the sales team the customers in order to fulfill their financial needs and work as a

part of a team and achieve the annual targets of CIBC.

Commercial Banking Specialist at MERCANTIL Bank of Venezuela

August 1999 - September 2008 (9 years 2 months)

Strengthened in financial consulting and guidance to the bank clients with investment products of fixed or

variable annuities, such as Promissory Notes and Bonds from private and public corporations; as well as

Stock Shares/Equities at the Caracas Stock Market and Wall Street, Mutual Funds and Investment Trusts such

as Retirement Plans and Educational Plans through the regional bank branches

Supported office regional bank branches in the marketing and selling of banking and insurances products and

services such as Credit Cards, Credit Services for companies, Credit Services for employees. Policies of Life,

Accidents, Hospitalization and Funeral Services

Coordinated and elaborated presentations to directives, employees and workers of private and public

organizations and companies in financial products and services

Trained staff and executives of the bank in selling of investments, credit services, insurances, selling tips and

techniques, time optimization and excellence in customer services

Talented in organizational, administrative and analytical skills. Prepared monthly budgets of cost for the unit.

Evaluated analysis in order to manage the strategies according to the results of the procedures and collocation

of the banking, investment and insurance products. In addition, elaborated constantly weekly reports to the

manager about the progression in every aspect of the unit

Assisted in the marketing and collocation of international products and services such as Savings and

Investment Accounts from Switzerland and Wire Transfer electronic services from United States of America

Consolidated in working with banking systems as well as MS Office and Internet Browsers

Collaborated with the Firm’s product and services sales and achieved annual selling goals by over 100%

Awarded and recognized for surpassing individual goals and commitments in supported of investments, credit

products and insurances collocations

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Business Administration Assistant at CEPROALARM, C.A.

1998 - 1998 (less than a year)

General office administration support

Business Administration Assistant at ROMAR, C.A.

1998 - 1998 (less than a year)

General office administration support

Business Administration Intern at VEPRECA, C.A.

1996 - 1996 (less than a year)

General office administration support

Skills & Expertise

Banking

Management

Investments

Leadership

Credit

Export Finance

International Trade

Loan Documents

Foreign Languages

Business

Office Administration

Building Relationships

Insurance

International Relations

Business Networking

Commercial Insurance

Education

Universidad Bicentenaria de Aragua

Bachelor, Business Administration. Majoring in Marketing, 1993 - 1998

Languages

English (Native or bilingual proficiency)

Spanish (Native or bilingual proficiency)

French (Professional working proficiency)

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Interests

Trade Finance, Loan Documentation, Contracts Administration, Investments, Business Administration,

Business Development, Office Administration, Business Corporations, Federal Government, Provincial

Government, Coaching, Human Resources,Training, Languages, Networking, Technology, Continuing Skills

Development, Sports, Biking, Snowboarding, Surfing, Running, Yoga

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Carlos Infanta

Contracts Administration Officer at NORTHSTAR Trade Finance Inc.

acb38w@r.postjobfree.com

Contact Carlos on LinkedIn

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Contact this candidate