Passionate person, with strong people skills and solid experience in large corporations. Constantly able to achieve and exceed sales targets, while maintaining focus on consumer trends and adapting my strategies according to the dynamics of the market. I am a firm believer in being proactive, having a skillset which helps me combine creativity and structured thinking.
Communication with salespeople in the branches to receive complete and correct insurance policies, AEGRM/RNPM file and evaluation reports related to the mortgaged goods.
Checking the documents received according to the procedures and entering/updating the data in the system for each individual credit.
Management of a certain portfolio of legal entity clients for the registration of requests for reimbursement and discounting of promissory notes, invoices, checks related to signed credit contracts.
Various reports to be drawn up or checked with the internal banking system requested by the manager for the bank's internal audit.
Communication with our sellers, suppliers and customers for loading data in the system (Charisma) for generating the correct lease or credit contract, after we check the approval that we received from the commercial department.
We issuing the contract and we send email to the client, supplier and our seller specifying the necessary documents that we need for payment and adding the documents that the customer must sign.
After receiving the all documents and we have all conditions met we register in the system the payment for that file.
Activating the contracts in the system, insurance policies with our broker, make the AEGRM file and send for registration, sign the documents and send one to the client and suppliers (just for lease contract) and the rest of them prepare and send for archived.
Communication with our sellers and sometimes with suppliers for issuing the correct lease contract.
After issuing the contract in Charisma, an email is sent to the seller specifying the necessary documents for payment and adding the documents that the customer must sign.
When receiving the signed documents and if we have a request from the seller we register in the system the payment for that file.
Activating the contracts, insurance policies, make the AEGRM file, sign the documents send one to the client and supplier and the rest of them is archived.
Communication with customers and the suppliers about the insurance offer and all the documents necessary for issuing the contract.
Customers data loading in the leasing system(Charisma), necessary for generating the contract (lease or credit).
Sending the contract and all the documents to the customer for signature recoired to finalise the leasing transaction, and after receiving them back in original, sent to the supplier the agreement for the leasing product delivery and issuing the fiscal invoice.
Activating the contracts and insurance policies in the system and monitoring their progress until the completion.
Issuing notifications and additional acts for various situations, interest recalculation, closing contracts for different reasons, issuing instolments invoice, and other powers of attornities required by the client.
Monthly verification of all leasing contracts and broker reports review.
Monthly verification of cars documents (i.e insurance, periodical technical inspection).
Monthly checking of all contracts which will end in the next period; contacting the clients and agree the next steps.
Playing a key role plays internally, by providing support to the team for administrative duties such as legal, finance, travel, order management, and operations.
Leading the retention execution on the assigned portfolio by providing the following activities: direct negotiation, creating custom offerings, closing.
Support the sales channel (own stores, franchises, corporate division) by providing specific activities such as: activating new phone numbers, creating and activating users for internal apps, commercial offering updates, portability consultancy, etc.)
Managing multiple research projects by providing the following activities: team & project coordination, events management (agenda, participants, venue, follow-up).