About Celine
French
Native or bilingual
Experience
- YmanciIndependent Mortgage BrokerBANKING AND INSURANCEAugust 2022 - Today (4 years)La Crau, France• • Assisting clients with their real estate financing projects, consumer loans, and credit consolidations• • Analyzing financial situations and assessing project feasibility• • Preparing, structuring, and monitoring files with banking partners• • Verifying documents and preparing files in compliance with regulatory requirements• • Coordinating the various stages of financing with banks, notaries, and stakeholders• • Following files through to completion (bank appointments, offer issuance, fund disbursement)
- Société GénéraleRetail Customer AdvisorSeptember 2009 - August 2022 (12 years and 11 months)• • Managing and developing a portfolio of 1500 retail clients• • Assisting clients with their banking needs and financial projects• • Overall customer relationship management and administrative file tracking• • Advising on suitable financing solutions
- Société GénéraleReceptionistBANKING AND INSURANCEFebruary 2008 - August 2009 (1 year and 6 months)• • Welcoming and assisting customers• • Managing everyday banking transactions• • Administrative processing of customer requests• • Directing and scheduling appointments for customers with dedicated advisors
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Education
- Regulatory training for consumer creditFormation réglementaire crédit à la consommation
- Training in personal insurance and intermediation level IIIFormation assurance des personnes et intermédiation niveau III