Erika Yadira De La Cruz
Erika Yadira De La Cruz

Financial Services Branch Manager

Actively looking · Member since 22 Sep 2026
Location
Mexico
Desired salary
Unspecified
Work preference
Remote Only
Experience level
Senior

About

Professional summary

I am a results-oriented professional with experience in administration, sales, customer service, and the financial sector. I have built my career around achieving commercial goals, managing client portfolios, and maintaining high-quality service.

I have extensive experience in credit operations, collections, prospecting, and customer relationship management. I am comfortable developing strategies to grow client bases, recover portfolios, and improve operational performance.

Throughout my career, I have led teams in group credit, sales, and branch operations. I value collaboration, effective communication, accountability, and informed decision-making to help teams meet shared objectives.

I also have experience in customs and import processes, real estate sales, documentation management, and data entry. I am skilled at handling records, validating documents, and following operational procedures.

I am organized, adaptable, and responsible, with a strong focus on client satisfaction and business results. I am seeking an opportunity to apply my leadership, financial services, sales, and administrative experience in a dynamic organization.

Skills

19 capabilities

Experience

Career history

Traffic Executive Agencia Aduanal Prida Bravo

Managed customer service activities, maintained clear communication, and resolved client inquiries related to customs operations.

Supervised import processes to support compliance with regulations and deadlines. Followed up on and captured essential operational documents.

Data Entry Clerk Nacional Monte de Piedad

Administered and maintained customer database records, helping ensure data accuracy and integrity.

Captured customer and transaction data and verified the completion of documentation required for financial operations.

Real Estate Advisor Eco Vivienda

Provided personalized guidance to clients searching for and selecting properties.

Managed documentation for real estate transactions and supported sales closures to achieve established targets.

Sales Coordinator Eco Vivienda

Implemented purchase follow-up strategies and developed telemarketing campaigns to prospect new clients. Delivered direct customer support and strengthened client relationships.

Coordinated sales teams to meet shared targets, prepared sales reports, and supervised the closing of operations.

Individual Credit Advisor Compartamos Banco

Managed an assigned client portfolio, supporting profitability and growth within the individual credit segment.

Executed prospecting strategies to expand the customer base and carried out collection activities professionally and effectively.

Group Credit Leader Compartamos Banco

Promoted collaboration and teamwork among group credit clients and supported the formation of new credit groups through prospecting.

Managed group credit collections, controlled delinquency indicators, and provided ongoing customer support to resolve issues.

Assistant Manager, Group Credit Compartamos Banco

Led work teams responsible for group credit management and improved operational performance.

Supervised collection strategies, prepared detailed credit and team performance reports, and maintained high-quality customer service.

Branch Manager Compartamos Banco

Prepared and presented branch management reports, analyzing key performance indicators and operational results. Developed prospecting strategies to attract new clients and prospects.

Supervised collection operations, implemented risk-mitigation action plans, and promoted customer satisfaction, teamwork, and staff cohesion.

Account Executive Financiera Alianza

Managed an assigned client portfolio and supported collection activities.

Promoted financial products and services to clients while maintaining customer relationships.

Branch Administrator Financiera Alianza

Supervised payments and ensured the proper safeguarding of client files and records.

Captured and managed operational documentation to support branch administration.

Education

Learning history

COBAEM Plantel 13

Technical Degree, Accounting and Administration

Calimaya, Mexico

Bachelor's Degree, International Trade and Customs

Participated in a negotiation techniques workshop in 2007 and developed innovative marketing projects during academic training.

This professional hasn’t added portfolio projects yet.

This professional hasn’t listed any services yet.

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