Experience

Helse Ultrasonic

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Customer Relations Manager

  • Feb 2019 - Present

  • Inventory management;• Prepare shipments for online and manual orders;• Responsible for all procedures, documentations and shipment for exportations and importations; • Doing administrative and clerical tasks;• Preparing and editing letters, reports, memos and emails;• Maintain accounts receivable records: prepare statements, bills and invoices, process payments; respond to customer inquiries regarding account status and reconcile expenses to general ledger;• Accounts Payable: entering monthly expenses in Xero, ensure quality of bills/documentations and payments;• Represented both companies in Dental Conferences such as AMED 2019;• Resolving complaints, responding to inquiries about dental supplies and ensuring the satisfaction of clients;• Implementing processes to enhance billing and collections of outstanding balances;• Developed and implemented organized filing systems.Promoted from Administrative Assistant to Customer Relations Manager Jun 2019



Microlins

• Billing and Process Consultant

  • Jan 2014 - 2016

  - Survey, definition and follow-up of projects aiming at operational and flow improvements in the collection, operational and sales’ departments;- Development of manuals and in-house employee training - Survey, definition and follow-up of projects aiming at operational and flow improvements in the collection, operational and sales’ departments;- Development of manuals and in-house employee training



BANK BBM S.A

• Back Office Manager

  • Jan 2008 - Apr 2009

  Manager of the Middle Contract, Checking, Billing, Registration and Real Estate BackOffice - Responsible for coordinating the credit operations BackOffice (middle); - Responsible for coordinating Duplicate Checking, Collection and Registration departments; - Responsible for the survey, definition and follow-up of projects aiming at operational and flow improvements in the areas of Collection, Checking, Registration and Real state BackOffice; - Elaboration of products and warranties’ manuals; - Responsible for the survey of operational flows for Real Estate Credit products; - Strong interaction with legal, processes and IT departments



BANK INVESTCRED UNIBANCO S.A.

• Product and Marketing Manager

  • May 2004 - Aug 2007

  Responsible for the creation of the cobranded credit card (partnership Unibanco and Ponto Frio); - Responsible for the evaluation of the financial feasibility, specification, management and implementation of new products; - Elaboration of training material for new products and product operational manuals; - Follow-up of results of financial products (CDC, Insurance, Personal Loan and Credit Card); - Market monitoring and benchmarking analysis; - Definition of communication strategy; - Interaction with the advertising agency to define the media plan and POS material; - Marketing campaigns for financial products; - Development and monitoring of sales incentive campaigns; - Development of activation and unblocking campaigns related to the Credit Card (creation and operation of the process); - Development of sales, unlock and activation scripts for Telemarketing; - Creation of customer relationship flow (direct mail and telemarketing); - Strong interaction with legal, process, technology and credit departments.



Creditec Finance

• Credit Process Coordinator

  • Jan 2001 - Jan 2004

  - Responsible for processes and credit policy; - Responsible for the specification, development, monitoring and implementation of projects / credit products; - Implementation of product lender insurance; - Development of credit operational manual; - Strong interaction with the credit modeling area (study suggestion) for policy definition; - Strong interaction with legal and technology departments; - Development of system, standards and products’ training material; - Face-to-face training with store teams

• Coordination of Collection - vehicles, Direct Consumer Credit and Personal Loan

  • Mar 2000 - Jan 2001

  - Responsible for collection processes; - Responsible for the specification, development and implementation of collection projects (payment anticipation and exchange of checks) - Follow up of collection advisories’ performance; - Development of strategy of renegotiation campaigns and results monitoring; - Development of a Collection Manual;

• Support Analyst – Vehicles Finance

  • Mar 2000 - Oct 2000

  Creditec Finance was a financial company specialized in personal credit, direct consumer credit, auto financing, real estate credit and discount duplicates. - Responsible for the payment procedure to retailers; - Responsible for the registration of claims and assignment of rights; - Responsible for disposal losses

• Credit Analyst - discount on trade notes and receivables

  • Mar 1999 - Mar 2000

  Creditec Finance was a financial company specialized in personal credit, direct consumer credit, auto financing, real estate credit and discount duplicates. - Responsible for the background check and credit line for tenants; - Responsible for the registration of operations; - Responsible for the operations’ backoffice

• Credit Analyst - vehicle financing

  • Feb 1998 - Mar 1999

  Creditec Finance was a financial company specialized in personal credit, direct consumer credit, auto financing, real estate credit and discount duplicates.-Responsible for credit analysis of vehicle financing proposals. - Responsible for credit analysis of vehicle financing proposals

• Trainee in Real Estate Credit

  • Jan 1997 - Feb 1998

  Creditec Finance was a financial company specialized in personal credit, direct consumer credit, auto financing, real estate credit and discount duplicates. - Responsible for background check and credit analysis - Responsible for the operation’s backoffice



Supra Shopping Centers Administrations

• Board of Directors’ Internship

  • Jan 1997 - Dec 1997

  Supra was a company that managed shopping malls in Brazil (Brasilia and Rio de Janeiro)- Providing updates on key performance indicators Supra was a company that managed shopping malls in Brazil (Brasilia and Rio de Janeiro)- Providing updates on key performance indicators



ANDIMA – ASSOCIAÇÃO NACIONAL DOS INVESTIDORES DE MERCADO ABERTO

• Technical Department’s Internship

  • Jan 1996 - Dec 1996

  The National Association of Financial Market Institutions - Andima is a non-profit Brazilian civil entity created in 1971 that brings together a number of financial institutions. It provides technical and operational support to the institutions, fomenting new markets and working for the development of the National Financial System. - Responsible for inputting financial performance indicators in the Daily Review database; - Responsible for checking and releasing the Daily Review; - Survey for financial indicators in the market; - Releasing information to the market