David Sandoval Matamoros
Moravia
Summary
Driven Banking Executive with a proven track record at Bac Credomatic, enhancing customer satisfaction and driving digital transformation. Excelled in project management and analytical thinking, delivering exceptional financial results and streamlining processes. Known for meticulous attention to detail and outstanding customer service, significantly improving operational efficiency and client loyalty.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Banking Executive
Bac Credomatic
Moravia
08.2018 - Current
- Supported community involvement and participated in community activities.
- Improved team performance, coaching employees and offering one-on-one mentoring.
- Drove digital transformation initiatives, enhancing customer experience through technology integration.
- Delivered exceptional financial results through prudent risk management and sound decision-making practices.
- Streamlined loan approval processes, expediting turnaround times while maintaining underwriting quality standards.
- Improved client satisfaction by implementing streamlined banking processes and enhancing customer service.
- · Coordinate with various departments to address and resolve customer issues, demonstrating strong multitasking abilities.
- · Maintain accurate records of customer interactions and transactions, ensuring attention to detail in all documentation.
- · Demonstrated attention to detail by accurately preparing reports, documents, and presentations.
- · Handle customer inquiries and complaints via phone, email, and in-person, ensuring prompt and satisfactory resolution.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Product Owner of a completed project that serves to alleviate congestion at all BAC CREDOMATIC branches.
- Due to my good performance and excellent customer service, I have been sent to other branches to provide support.
Assistant Accountant
Compañía Exim Euro Iberoamericana S.A
San Pedro
04.2016 - 07.2018
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Reviewed general ledger entries and assessed accuracy.
- Monitored vendor performance to ensure adherence to contractual obligations and quality standards.
- Assisted in the negotiation of vendor contracts, securing favorable terms that reduced costs while maintaining quality.
- Collaborated with other departments to identify sourcing needs and facilitated prompt fulfillment of those requirements.
- Monitored customer return shipments and communicated damages to manufacturer.
Education
45% of The University Degree - Industrial Engineering
UNIVERSIDAD INTERNACIONAL DE LAS AMERICAS UIA
SAN JOSE06.2024
Assistant Accountant Diploma -
Instituto Nacional De Aprendizaje INA
San Jose, Costa Rica07.2018
Intensive Conversational English Course - English Education
Instituto Nacional De Aprendizaje INA
San Jose, Costa Rica01.2015
High School Diploma -
Liceo Experimental Bilingue La Trinidad
Moravia, Costa Rica12.2014
Skills
- Operational Efficiency
- Investor Relations
- Analytical Thinking
- Creative Thinking
- Customer Service-Oriented
- Meticulous attention to detail
- Administration strength
- Project Management
- Planning and coordination
- Accounting management
Accomplishments
- Facilitated new customer service initiatives that resulted in a 80% improvement in satisfaction ratings.
Certification
- Assistant Accounting Technician
- Intensive Conversational English Course
- BEST NPS ( The highest service level percentage at the branch)
Languages
Spanish
Native language
English
Upper intermediate
B2
Timeline
Banking Executive
Bac Credomatic
08.2018 - Current
Assistant Accountant
Compañía Exim Euro Iberoamericana S.A
04.2016 - 07.2018
45% of The University Degree - Industrial Engineering
UNIVERSIDAD INTERNACIONAL DE LAS AMERICAS UIA
Assistant Accountant Diploma -
Instituto Nacional De Aprendizaje INA
Intensive Conversational English Course - English Education
Instituto Nacional De Aprendizaje INA
High School Diploma -
Liceo Experimental Bilingue La Trinidad