Patricio Andrés Jimenez Ramón
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La Paz, Baja California Sur, Mexico
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Full-time jobs
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USD13.5/hour
Résumé
Jobs
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Insurance Customer Service & Policy Cancellation Specialist public Remote experienceGlobal Financial ImpactMay 2026 - Current (6 months)- XNational SME ManagerXaver CapitalFeb 2025 - Current (1 year 9 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. - TNational SME CoordinatorTrinitas Financial ServicesFeb 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. - TCustomer Service CoordinatorTrinitas Financial ServicesApr 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. - TCredit AnalystTrinitas Financial ServicesSep 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. - TCommercial Support AnalystTrinitas Financial ServicesSep 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. - TSME Financial AdvisorTrinitas Financial ServicesSep 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. - Financial AdvisorSeguros Monterrey New York LifeOct 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
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- CBachelor of Science in Business Administration – General ManagementCity University of Seattle | WashingtonJan 2015 - Dec 2017 (3 years)
- UBachelor of Science in International BusinessUANL | MonterreyJan 2013 - Dec 2018 (6 years)Faculty of Public Accounting and Administration