How I can help you

I can help you to improve your business performance in accounting and finance.

Being a Small Business Specialist at Bank of America is an experience that has allowed me to learn what entrepreneurs need to grow their business and how a business dream can be successfully realized with a strong networking, financial support and knowledge.

I am experienced in small business services involving banking products, merchant services and loans. I have helped to fund Family Housing and Home Equity loans. I have supported numerous Small Business clients by getting them loans to reach their financial goals as well as provided them with business tools to save money on payroll and merchant services by maximizing use of benefits provided by their business accounts.

As a credit advisor I have encouraged my customers to write a business plan and to forecast their company cash flow, increasing efficiency in the way they run their own business. In addition, I have also been responsible for handling/ offering Retirement plans for individuals and small business, SEP IRA.

As a banker I developed an excellent understanding of Federal Regulations for products and services and the required documentation to establish business accounts and credits.

As a Small Business Advisor I learned to listen to my customers, build client loyalty and strengthen customer relationship. I worked for my customers in order to deliver world class customer service at any face to face or phone interaction.
 

Areas of Expertise
  • Business Finance & Accounting

Industry Experience
  • Banking, Finance & Insurance

Education

Education

BS Industrial Engineering University of Lima Peru.
Accounting Orange Coast College


 Spanish Mentor

Communication Methods

  • Video