Felipe Saavedra
Vancouver,British Columbia
Summary
Master in Business Administration
Results-driven and team player professional with 7 years of experience in banking and finance, holding executive roles for individuals and medium and large sized companies.
Focused on maximizing business success by capitalizing on sales and service opportunities while cultivating strong customer and community relationships.
Overview
8
8
years of professional experience
Work History
Financial Services Representative / Assessor
Park West Professional Services
Vancouver, BC
04.2023 - Current
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Developed and implemented risk management strategies to make informed lending decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Analyzed and interpreted financial data to respond to inquiries from internal and external stakeholders.
- Mentored junior colleagues in assessment techniques and product knowledge, fostering a collaborative work environment.
Loan Agent
Park West Professional Services
Vancouver, BC
01.2023 - 04.2023
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Managed high call volumes, prioritizing tasks effectively to maintain exceptional service levels for each interaction.
- Provided exceptional customer service throughout the entire loan process, earning consistently high satisfaction ratings from clients.
Cash Management Executive
Itau Bank
Santiago , Chile
08.2022 - 11.2022
- Administrated and sold Cash Management products and services to clients' portfolio.
- Increased usability of accounts with focus on migration to remote platforms, seeking the principality and digitization of customers.
- Formed and sustained strategic relationships with clients.
- Trained customers in all new cash management products.
Account Executive for Medium Sized Companies
Bank of Chile
Santiago, Chile
04.2020 - 05.2022
- Managed portfolio of clients of 10 MM USD, developing action plans to maintain and capture new customers, ensuring customer service.
- Maintained a profitable portfolio by establishing goals and strategies while measuring risk and diversification.
- Solved and managed customer problems and responded to all their queries in accordance with service quality standards.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Increased portfolio by 45%.
Foreign Currency Business Executive
Bank of Chile
Santiago, Chile
07.2016 - 04.2020
- Granted working capital credits to importing and exporting companies within risk policies.
- Managed portfolio of 60 MM USD making it profitable by diversifying and generating business strategies focused on the results of goals and customer satisfaction.
- Maintained an advisory role, proposing alternative banking services and products aligned with customer needs, while building a long-term relationship.
- Captured customer flows to increase commissions through purchase and sale of foreign currencies.
- Increased portfolio by 40%
Education
MBA - Business Administration
University Canada West
Vancouver04-2024
BBA - Commercial Engineering
Andres Bello University
Santiago, Chile07.2019
BBA - International Trade Engineering
Metropolitan Technological University
Santiago, Chile05.2016
Skills
- Customer Service Management
- Problem Anticipation and Resolution
- Relationship Building
- Goal Setting
- Adaptability and Flexibility
- Data Analysis
- Risk Assessment
- Business Relationship Management
- Portfolio Management
- Excellent Communication
- Decision-Making
- Strategic selling
Affiliations
- Volunteer for Teleton Foundation from 2016 to 2021, a charity event held in Chile to raise money for children's rehabilitation centers.
Timeline
Financial Services Representative / Assessor
Park West Professional Services
04.2023 - Current
Loan Agent
Park West Professional Services
01.2023 - 04.2023
Cash Management Executive
Itau Bank
08.2022 - 11.2022
Account Executive for Medium Sized Companies
Bank of Chile
04.2020 - 05.2022
Foreign Currency Business Executive
Bank of Chile
07.2016 - 04.2020
MBA - Business Administration
University Canada West
BBA - Commercial Engineering
Andres Bello University
BBA - International Trade Engineering
Metropolitan Technological University
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