Customer Support Country Manager
Resume:
ABOUT ME
Professional in International Trade with over 8 years of experience in the financial
field.
Certified international financial advisor in Argentina and Spain. Experience developed in customer services, areas of credit, collection and payments.
I’ve worked in different roles as planning, management control, coordination teams, leadership, financial reporting and focused in obtaining high standard results.
Experience in personal finance, capital markets, cryptocurrencies and trading stocks.
Native Spanish.
Portuguese C2.
English B2 upper.
EDUCATION AND TRAINING
Julian
Velez Diaz
Date of birth: 28/08/1989
Nationality: Colombian
Gender: Male
CONTACT
Fiongord Court 119 Flat 1,Triq
Qrejten, Tal-Pietà, Malta,
Pietà, Malta (Home)
***********@*****.***
https://www.linkedin.com/in/
julian-velez-/?locale=en_US
julianvlez (Skype)
07/06/2022 – CURRENT – Malta
Address Malta
03/02/2021 – 01/09/2021 – Argentina
Address Argentina Website https://www.educacionit.com/ 31/05/2020 – 13/09/2020 – United States
Address United States Website https://www.mdctradingacademy.com/ 31/03/2020 – 04/06/2020 – Argentina
Address Argentina Website https://www.labolsa.com.ar/ 10/09/2018 – 14/10/2018 – Argentina
Address Argentina Website https://www.educacionit.com/ 29/05/2016 – 07/12/2016 – Argentina
Address Argentina Website https://www.ieaf.es/
03/03/2016 – 13/06/2016 – Argentina
Intensive English Course
Inlingua Malta
Coaching, Leadership, Team Management and Storytelling Education IT
Intensive Trading Program in the U.S. Futures Market. MDC Trading Academy
Intensive Personal Finance Program
Buenos Aires Stock Exchange
Personal and Business Leadership
Education IT
Certified Financial Advisor (AFC)
Argentine Institute of Finance Executives - Validated in Spain. WORK EXPERIENCE
Address Argentina Website https://www.labolsa.com.ar/ 07/03/2008 – 09/06/2014 – Argentina
Address Argentina Website https://www.uade.edu.ar/ Technical Analyst of financial markets
Buenos Aires Stock Exchange
Professional in International Trade
Argentine Business University (UADE)
28/06/2021 – CURRENT – Buenos Aires, Argentina
Promote actively a culture of investment in new customers with the support technology that we have internally.
Help new clients to know how to use the platform answering all their questions related with it whether how to buy and sell assets.
Keep actively contact with potential customers to address their concerns, answer their questions and assist them with their needs by phone and emails.
Provide to client’s investment analysis reports based on performance evaluations and new investment opportunities in long term.
Help to facilitate the client’s decision-making process with information that our research team provide us. Working alongside Commercial and Research team to provide professional customer support. Participate in weekly remote meetings with the CFO, research team and stakeholders to learn about new developments, new services, investment opportunities and the global context. Supports clients with the documentation to open a new account in the United States to diversify the portfolio and reduce investment risk.
31/05/2018 – 26/08/2020 – Buenos Aires, Argentina
Manage and coordinate the entire credit and collections process for Brazil managing a team of 8 people. Develop activities and action plans for compliance and improvement in processes. Design strategies to ensure and verify adequate standardization and execution of processes. Create strategies to reduce debts greater than 180/360 days. Find solutions, plan to mitigate or anticipate any issue. Report global account statements to the financial director. Achievements:
Reduction of the times in the operation with automations. Compliance with all monthly targets / KPI's.
Implementation and coordination of process transition repetitive to downtown Manila. Coordinate and manage our client's visits to improve and achieve new objectives. 02/06/2014 – 06/2018 – Buenos Aires, Argentina
Responsible for the collection and reconciliation of global accounts with large billing for an international logistics company in the Brazilian market.
Build relationships with clients to maintain collection goals and reduce the debts. Train new collaborators.
Responsible for supervising the activities staff.
Coordinate weekly meetings with the Country Manager to report the state of accounts
.
Achievements:
Previously promoted for excellent performance.
Reduction of more than 49% of debts greater than 90 days. Implementation of measurements and monitoring tools in Excel for processes. Financial Advisor and Trading Specialist
Inviu
Team Leader - Credit and Collection Analyst
Accenture SRL
Senior - Credit and Collections Analyst
Accenture SRL
LANGUAGE SKILLS
MOTHER TONGUE(S): Spanish
OTHER LANGUAGE(S):
English
Listening
C1
Reading
B2
Spoken production
B2
Spoken interaction
B2
Writing
B2
Portuguese
Listening
C2
Reading
C2
Spoken production
C2
Spoken interaction
C2
Writing
C2
DIGITAL SKILLS
My Digital Skills
KPI Management / Reports Preparation /Presentation / Reporting using MS / Financial Forecasting and Budgeting / Communication and teamwork / Communication and motivation / Analytical skills and abillity to solve problems / SAP Finance / Microsoft: Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams / Good listener and communicator
HOBBIES AND INTERESTS
Yoga / Acroyoga / Meditation
Sports and Fitness
Swin
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