Credit Analysis Coordinator
Banco Credibom SA
Total years of experience :24 years, 9 Months
Dates 01/06/2000 →
Occupation or position held Credit Analysis Coordinator
Main activities and responsibilities - Coordination of credit analysis structures in two ways:
a) Personal Credit
b) Intermediated Credit, for exclusive trading partners
- Risk management and analysis
- Teams organization and management
- Integration and monitoring of new Employees in Team
- Team motivation and support in the daily management of the same
- Preparation and dissemination of management information
- Preparation of Annual Evaluation of employees
- Monitoring and negotiation / renegotiation of credit proposals
- Organizational proposal presentations
Name and address of employer Banco Credibom
Miraflores
Type of business or sector Financial and insurance activities
Dates 01/06/1999 - 01/03/2000
Occupation or position held Gestor de cliente
Main activities and responsibilities Information and clarification of clients in the Brokerage area (Investment Markets Forex and Futures & Options)
Name and address of employer Equity Search
Lisboa
Type of business or sector Financial and insurance activities
Learning Outcomes: Describe two defining characteristics of a project; - Describe the difference between project management and operations management; - Define project scope; - Identify the tasks performed in a project start-up; - Identify the phases of a project and describe the types of activities in each phase; - Analyze and evaluate the role of client expectations in a project; - Identify the effect of organization type on time horizons; -Identify additional leadership skills required of a project manager; - Define project profiling and Identify project attributes used for project profiling; - Describe the characteristics of complex systems and their role in the Darnall-Preston Complexity Index; - Identify the various functions represented on a project; - Use the Darnall-Preston Complexity Index to Measure Organizational Complexity.
General learning outcomes: Comprehensive review of project management such as methodology, toolsets and documentation, and the project life cycle including analysis, planning, design and evaluation. Also included a project management case study. Use of project management tools such as GANTT charts and PERT diagrams. Gain a good knowledge of different types of documentation such as program, system, technical, paper-based, electronic, and specialist user documentation that help to show how a project has been set up. Understand the different phases of the system development life cycle.
Learning outcomes: - Understanding what does Contango mean in financial terms; - Examine how Contango is used in the financial markets; - Learn how Contangos reflect the demand for a commodity;
Learning outcomes: - Understand the banking system and how it operates; - Examine fractional reserve banking; - Review treasuries release by the US government; - What LIBOR is and how banks make use of it;
General Learning Outcome: - Understanding of the currency exchange and how it works; - Examines treasury bonds, liquid assets; - Understand the terminology used around currency exchange; - How countries trade and lend money to development growth.
Dates 01/10/1996 - 30/06/1998 Title of qualification awarded Bachelor Principal subjects / occupational skills - Management covered Name and type of organisation Escola Superior de Hotelaria e Turismo do Estoril providing education and training Estoril
