Diana

Managed client relationships and ensured successful adoption of the Cardware™ platform, a multi-device content management and communication solution.

Guided customers through onboarding and implementation, helping integrate Cardware™ with internal database systems and existing workflows.

Partnered with clients to optimize the platform for workforce communication, sales enablement, microlearning, and document sharing.

Provided ongoing support and strategic guidance to ensure clients maximized the value of features such as real-time chat, searchable content libraries, and secure document access.

Led onboarding and implementation for new retail partners adopting Brassex product catalogs and digital ordering systems.

Guided retailers through platform setup, including inventory access, product catalog integration, and order management workflows.

Assisted partners in understanding real-time inventory tools, stock allocation features, and automated order acknowledgment systems.

Coordinated with internal teams to support EDI integrations, shipping notifications, and system configuration for seamless retail operations.

Credit Analyst:

Evaluated credit applications from individuals and small business clients, analyzing financial history, repayment capacity, and risk indicators.

Conducted detailed reviews of financial documents, credit reports, and income verification to support responsible lending decisions.

Assessed loan eligibility and recommended approvals or adjustments based on internal credit policies and regulatory guidelines.

Collaborated with loan officers and branch teams to gather additional information and ensure accurate credit evaluations.

Monitored existing credit portfolios to identify potential risk factors and ensure compliance with banking standards.