An innovative business and project manager with 14 years experience in the financial field including senior management experience.
Currently responsible for a high-profile client portfolio including corporations from Latin America, and assisting SMEs, to meet and exceed
their goals by creating and developing commercial strategies and structuring transformation processes to achieve company KPIs and positive
results.
Contact Juliana regarding:
work
Full-time jobs
Starting at
USD60K/year
Timeline
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Jobs
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B
Strategy project leader
BANCOLOMBIA S.A.
Feb 2022 - Sep 2023(1 year 8 months)
Lead business transformation projects to meet the needs of the market and the strategic objectives of the organization.
• Align the corporate strategy with the commercial areas in terms of processes, challenges, forms of customer service, customer experience
and the entire business cycle.
• Prepare proposals and reports to present to the vice presidents and directors and other interest groups that work in parallel areas.
• Monitor that the business cycle is in accordance with the needs of the client and the market.
• Develop business strategies to mobilize organizational results for KPIs.
• Articulate with the different areas of support the changes in the commercial processes from the End to End and Front & Back
B
Business Analyst
BANCOLOMBIA S.A.
Mar 2021 - Jan 2022(11 months)
Assisting the commercial director with the development and implementation of commercial strategies according to company
goals and objectives aiming to accelerate growth.
o Conducting research and analysis of the sales department’s targets by suggesting methods for the company to improve their
practices and processes.
o Developing proposals and reports to present to the executive directors and other stakeholders working in parallel areas.
o Assessing and implementing practice and procedures that involve the sales department and ensuring proper training delivered.
o Creating marketing strategies and coordination of specific events that target key clientele.
o Monitoring the pipeline, leading changes in the processes, and reinforcing the chall
B
Commercial Analyst
BANCOLOMBIA S.A.
Feb 2020 - Feb 2021(1 year 1 month)
Supported the commercial manager with the existing client database to generate new business and execute the proposed strategies.
• Attended to the clients' needs regarding the financing of leasing products, contract creation, analysis, and follow-up to the commercial
portfolio.
• Completed credit checks to analyse risk of authorization to validate clients’ borrowing capacity and assisted clients with financial issues to
explore other financial products the company offered.
• Researched and implemented methods to help achieve the desired outcomes with the sales department.
• Accessed the active client data base assigned to our department and sought new clientele to offer leasing products or services.
• Met the monthly sales budget target.
B
Assistant Vice President
BANCOLOMBIA S.A.
May 2018 - Jan 2020(1 year 9 months)
Formulated business and marketing strategies with the sales department to promote revenue.
• Analysed the effects discovered by the implemented strategies while suggesting revisions to its development.
• Assisted the Vice President by preparing various reports for the organization.
• Arranged and allocated funds and resources.
• Followed up with the commercial department and achieved monthly targets by structuring and assigning specific goals.
• Troubleshooting and conflict resolution with respect to the different aspects of operations, marketing or legal matters that may arise.
• Organized events to promote product sales including fares, seminars, and conferences to SMEs.
B
Administrative Assistant
BANCOLOMBIA S.A.
Aug 2013 - Apr 2018(4 years 9 months)
Administrative support to sales representatives with second tier banks soliciting credit including completion of the required documentation.
• Followed up with compliance of general operations reports.
• Ensured annual budgeting of disbursements was processed.
• Directly involved in providing verification of references, employment income or mortgage details of clients requiring credit checks to
avoid potential identity theft or fraud.
• Coordinated marketing events focused on the agricultural sector
Asesora de televenta
Emtelco
Jan 2012 - Jul 2013(1 year 7 months)
Asesora de televenta
Allus Global BPO Center Colombia
Nov 2009 - Nov 2011(2 years 1 month)
Education
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Máster proyecto Management public Remote experience