Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.
Overview
2
2
years of professional experience
Work History
Auxiliar Jurídico
ASPE ABOGADOS
Ciudad Satelite, México, Mexico
04.2024 - Current
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Drafted accurate and persuasive legal correspondence, contributing to successful negotiations and settlements.
Supported attorneys in achieving favorable outcomes through thorough research and analysis of complex legal issues.
Asesor Financiero
Grupo Financiero Inbursa
Delegación Cuahutemoc CDMX
10.2024 - 01.2025
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Collaborated with team members to streamline processes and improve overall client experience.
Delivered strategic investment advice for individual and corporate clients.
Prospección a clientela con potencias para tarjetas de crédito, créditos personales, créditos automotrices, seguros de autos, seguros de gastos medicos menores y mayores, seguros de vida.
Asesor Financiero
Financiera Came
Atizapan, México, Mexico
03.2024 - 10.2024
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Calificadores para créditos grupales, y gestoría de cobranza
Auxiliar Jurídico
Despacho Jurídico Galván
Ciudad Nicolás Romero, México, Mexico
12.2022 - 01.2024
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
Facilitated timely resolution of legal matters by preparing and organizing essential documents.
Responded to client inquiries, providing accurate legal advice and offering assistance.
Gathered key information during initial client intake interviews that contributed significantly to the formulation of effective legal arguments.
Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
Supported attorneys in achieving favorable outcomes through thorough research and analysis of complex legal issues.
Conducted comprehensive legal research using various resources such as online databases, law libraries, or government agencies to support case strategies effectively.
Increased team efficiency by coordinating schedules, managing court dates, and ensuring timely filing of legal documents.
Facilitated client meetings and consultations, ensuring all necessary documentation was prepared and available for attorney review.
Ensured compliance with legal procedures and court requirements through diligent monitoring and application of rules.