Jose David Soto Arias

Financial Advisor at Caja de ANDE Oficial
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Contact Information
us****@****om
(386) 825-5501
Location
San Jose, Costa Rica, CR

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Credentials

  • Certified Data Science Expert
    PROMiDAT Iberoamericano, SA
  • Operational Risk Technician
    Universidad de Costa Rica UCR

Experience

  • Caja de ANDE Oficial
    • Costa Rica
    • Banking
    • 100 - 200 Employee
    • Financial Advisor
      • Aug 2015 - Present

      -Manipulation and preparation of databases for the development of exploratory analysis of the credit and savings portfolio to identify characteristics and behavior patterns of interest to the organization. -Comprehensive analysis of the databases that contain the credit profiles of shareholders vs. our credit portfolios in search of greater diversification in products, through identified patterns. -Development of databases and monitoring our product portfolios. -Responsible for preparing the reports of procedures granted and errors, for further analysis and recommendations. -Provide coaching and mentoring new coworkers about personal metrics in accordance with the institutional goals. -Credit analyst responsible for institutional regulatory compliance in the granting of institutional products. -Follow up on clusters already identified for their respective recovery. -Manage collection databases efficiently. -Constant monitoring of credit databases to avoid contagion in other bands. -Generate databases registration of bank deposits from external entities and reconciliation in our systems Show less

  • Grupo DIPO
    • Costa Rica
    • Consumer Goods
    • 1 - 100 Employee
    • Credit and Collection Representative
      • Jul 2014 - Aug 2015

      -Attention and development of the database to create the control report of accounts receivable and cash sales for analysis. -Unify the databases to create weekly billing reports with days overdue greater than 30 days. -Coordinate with the agents the collection of the invoicing that is about to expire. -Responsible for settling and reconciling daily invoicing in SAP systems. -Attention and development of the database to create the control report of accounts receivable and cash sales for analysis. -Unify the databases to create weekly billing reports with days overdue greater than 30 days. -Coordinate with the agents the collection of the invoicing that is about to expire. -Responsible for settling and reconciling daily invoicing in SAP systems.

  • Grupo Irex
    • Costa Rica
    • Transportation, Logistics, Supply Chain and Storage
    • 100 - 200 Employee
    • Treasury Representative
      • May 2013 - Jul 2014

      -Prepare monthly sales reports with metrics and performance curves for analysis -Prepare daily accounts receivable and cash sales reports -Settle the daily billing agents of all channels -Responsible for the collection of invoicing executed by the sales department -Manage petty cash. -Prepare monthly sales reports with metrics and performance curves for analysis -Prepare daily accounts receivable and cash sales reports -Settle the daily billing agents of all channels -Responsible for the collection of invoicing executed by the sales department -Manage petty cash.

Education

  • Universidad Nacional
    Bachelor of Business Administration - BBA
  • Universidad de las Ciencias y el Arte de Costa Rica
    Licentiate degree, Business

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