Paulo Pereira

• Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
• Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
• Maintained connections with clients to encourage repeat business and referrals.
• Presented purchase offers to sellers for consideration.

-I was responsible for the accurate and timely processing of subscription orders, settlements, and transfers between funds. My duties included ensuring that stock exchange orders were compliant with anti-money laundering regulations. Additionally, I managed the opening of new accounts for shareholders and intermediaries, and I processed weekly and monthly maintenance reports related to shareholder clients.

-As a Customer Relationship Representative, I served as the first point of contact for Paysafe customers, specifically for the Skrill and Neteller platforms. In this role, I was responsible for delivering exceptional service and assistance, addressing a wide range of user queries related to payments, deposits, and money transfers through various channels, including email, web chat, telephone, and fax. My tenure at Optimal Payments allowed me to develop strong communication skills and a deep understanding of customer needs within the customer services industry.

• Under the supervision of the Area Director, I was responsible for managing and overseeing the analysis of housing credit processes across a regional network of BNC agencies. My role encompassed ensuring thorough and accurate evaluations of mortgage applications to support informed lending decisions. I successfully coordinated these operations within the designated geographic regions, which included the Islands, Algarve, and Alentejo, maintaining high standards of financial assessment and contributing to the overall efficiency and reliability of the credit approval process.

As a Branch Clerk, I have gained extensive experience in managing various aspects of commercial banking. My role has involved opening new customer bank accounts, ensuring a smooth and efficient onboarding process. I have also been responsible for handling a range of internal bank products, including credit cards, investments, and savings accounts. Additionally, I have provided support and services related to the broader Commercial Banking sector, helping clients navigate their financial needs with expertise and professionalism. My experience in this role has equipped me with a strong understanding of banking operations and customer service excellence.

- I was responsible for auditing and filtering internal accounting maps across the entire Mello bank branch network. My role involved ensuring the accuracy and consistency of these maps, identifying discrepancies, and making necessary corrections. Additionally, I handled the settlement of internal accounts, specifically addressing and correcting errors related to checks processed through the optical reader at the cash desks.

• Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
• Conducted risk assessments to determine areas requiring increased focus during subsequent audits.

I provided technical support for university databases, utilizing languages such as Informix, Unix, and SQL Server. My responsibilities included maintaining database integrity, troubleshooting issues, and optimizing performance to ensure reliable and efficient data management for the university's academic and administrative needs.

• Collaborated with IT departments to escalate unresolved cases, ensuring prompt resolution for clients.