Patricio Andrés Jimenez Ramón

Patricio Andrés Jimenez Ramón

About

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La Paz, Baja California Sur, Mexico

Contact Patricio regarding: 
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Full-time jobs
Starting at USD13.5/hour

Timeline


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Job
school
Education

Résumé


Jobs verified_user 0% verified
  • Global Financial Impact
    Insurance Customer Service & Policy Cancellation Specialist public Remote experience
    Global Financial Impact
    May 2026 - Current (2 months)
  • X
    National SME Manager
    Xaver Capital
    Feb 2025 - Current (1 year 5 months)
    • Lead and oversee all activities related to the small and medium-sized enterprise (SME) segment at a national level. • Design and implement commercial strategies to expand the SME client portfolio. • Develop and maintain strong relationships with key clients and strategic partners. • Coordinate with internal departments to ensure comprehensive and efficient service delivery.
  • T
    National SME Coordinator
    Trinitas Financial Services
    Feb 2024 - Feb 2025 (1 year 1 month)
    • Led and supervised national commercial activities for the SME segment. • Implemented strategies to grow the client portfolio and improve sales team performance. • Strengthened relationships with key clients and coordinated efforts with cross-functional teams. • Implemented improvements in customer service processes.
  • T
    Customer Service Coordinator
    Trinitas Financial Services
    Apr 2021 - Feb 2024 (2 years 11 months)
    • Managed the client portfolio from onboarding through credit formalization and closing. • Coordinated with credit, contracts, sales, control desk, and treasury teams. • Built trust-based client relationships focused on retention. • Led onboarding processes for new clients and implemented retention strategies' and NPS. • Drove renewals, upselling, and cross-selling initiatives.
  • T
    Credit Analyst
    Trinitas Financial Services
    Sep 2018 - Apr 2021 (2 years 8 months)
    • Analyzed bank statements and financial statements with a focus on liquidity and repayment capacity. • Conducted legal and credit investigations through credit bureaus. • Evaluated individual and corporate client profiles. • Reviewed financial history and detected inconsistencies in provided information. • Assessed risk levels in accordance with internal policies. • Processed credit applications and participated in credit approval decisions. • Ensured compliance with internal controls and policies.
  • T
    Commercial Support Analyst
    Trinitas Financial Services
    Sep 2017 - Sep 2018 (1 year 1 month)
    • Reviewed and approved projects and business cases prior to credit analysis. • Managed information and documentation for the sales team. • Provided support to the Northern region and Bajío region. • Managed contracts, signatures, and credit formalization processes. • Addressed and resolved customer issues and complaints. • Updated and managed the client portfolio.
  • T
    SME Financial Advisor
    Trinitas Financial Services
    Sep 2016 - Sep 2017 (1 year 1 month)
    • Prospecting and acquiring SME clients. • Designing sales strategies and business partnerships. • Providing personalized client advice. • Negotiating financial terms and conditions and closing deals. • Applying consultative selling techniques and results-oriented approaches.
  • Seguros Monterrey New York Life
    Financial Advisor
    Seguros Monterrey New York Life
    Oct 2013 - Jun 2016 (2 years 9 months)
    • Managed and retained accounts for individual and corporate clients. • Provided financial advice to individuals and companies. • Prospected and acquired new clients, identifying their financial needs to create customized solutions.
Education verified_user 0% verified
  • C
    Bachelor of Science in Business Administration – General Management
    City University of Seattle | Washington
    Jan 2015 - Dec 2017 (3 years)
  • U
    Bachelor of Science in International Business
    UANL | Monterrey
    Jan 2013 - Dec 2018 (6 years)
    Faculty of Public Accounting and Administration