Luciana Rodrigues Guimaraes Cruz

Departments Worked:

Customer service, assistant manager, management, credit, collections, cash and treasury.

• Supported executive leadership with daily tasks, such as calendar management and travel arrangements, ensuring optimal productivity levels.
• Spearheaded special projects as directed by management, consistently delivering high-quality results within established deadlines.
• Assisted in the development of long-term company goals by providing administrative support to key decision-makers during strategic planning sessions.
• Answered phone politely and courteously.
• Offered administrative support to department managers.
• Enhanced team productivity by effectively managing schedules, appointments, and meeting logistics.
• Assisted coworkers and staff members with special tasks on daily basis.

Departments Worked:

Customer Service, Assistant Manager, Management, Registration Department, Credit Department, Products and Services Department, Collections.

• Supported executive leadership with daily tasks, such as calendar management and travel arrangements, ensuring optimal productivity levels.
• Spearheaded special projects as directed by management, consistently delivering high-quality results within established deadlines.
• Activities Carried Out:
• Registration: Monitoring the member database to keep registrations updated (major corporate clients, top depositors/debtors, employee/council member registrations, members with QRSA or PEP notes), requesting updates for expired registrations, entering new registrations, approving/validating registrations, monitoring active/expired powers of attorney, tracking economic groups and their connected counterparts, addressing/investigating and executing inconsistent registrations, managing and preparing the 5300 file (irregular CPF/CNPJ).
• Account Closure: Analyzing for account termination and return of capital shares.
• Collections: Monitoring the collection queue, judicial collections (receiving negotiations with members and redirecting to the Cooperative's legal department).
• Credit: Analyzing received proposals for entry, ensuring they comply with Credit Policy, processing commercial and rural operations, analyzing operations, executing proposals (study and technical opinions), routine credit processes (monitoring TD checks and custody, entering honors and guarantees, managing BNDES operation debts, updating/removing fiduciary alienation in CETIP, amending and entering CRL, and tracking approval flows, controlling upcoming/overdue installments).
• Management (Personal, Business, and Digital): Recruiting new members through visits or phone calls, seeking healthy business opportunities, selling products and services, monitoring the portfolio, analyzing and executing PLD when alerted, collections, and other job responsibilities.
• Assistant Manager (Business): Assisting members, monitoring the portfolio, entering proposals, collections, pricing MDR fees for Sipag.
• Customer Service: Assisting members in resolving issues, delivering checkbooks, processing restricted checks, sending checkbook remittances, monitoring checks for CCF submission, opening accounts (personal and business checking/savings), selling products (life insurance, PREVI, consortia, insurance, and other products), assisting with ATMs, and other related department activities.

Activities carried out:

• Archivist: organizing documents in the customer service department;
• Customer Service: assisting members with problem resolution, delivering checkbooks, processing restricted checks, sending checkbook remittances, monitoring CCF checks, account opening (personal and business checking/savings accounts), selling products (life insurance, PREVI, consortia, insurance, and other products), assisting with ATMs, and other activities related to the department.
• Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
• Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
• Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
• Provided exceptional customer service by promptly addressing inquiries, ensuring a high level of satisfaction among clientele.
• Participated in planning and execution of community outreach programs, strengthening community relations.
• Supported customer service improvements with detailed feedback analysis.
• Contributed to positive work environment by actively participating in team-building activities.

Activities carried out:

• Monitoring of activities throughout the day
• Preparation of Daily Reports (RDOs) regarding the activities performed daily, including evidence through photos and descriptions of the activities
• Project monitoring using MS Project tool.
• Interacted daily with various project managers, subcontractors, and municipal inspectors to complete construction projects.
• Increased productivity through efficient task delegation, prioritizing urgent deliverables, and managing resources effectively.
• Enhanced job site safety by rigorously following all safety protocols and guidelines.
• Assisted in development of project plans and schedules, aligning team efforts with project goals.
• Improved team productivity with efficient allocation of tasks and resources.
• Followed instructions and safety protocols to prevent accidents and injuries.
• Managed safe and efficient use of tools and equipment on construction sites.