Rafael Castelo
Windermere,FL
Summary
Immigration Legal Assistant Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
12
12
years of professional experience
Work History
Commercial Affairs specialist
D4U Immigration
09.2022 - Current
- Developed strong client relationships through consistent communication and attentive service.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Maintained current understanding of market conditions, compliance standards and best practices.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Mortgage Specialist
HSBC bank
03.2023 - 09.2023
- Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.
- Reduced loan approval time by streamlining the application review process and collaborating with underwriters.
- Achieved high customer retention rate through exceptional relationship management and personalized service.
- Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
Premier Relationship Manager
HSBC bank
03.2018 - 03.2023
- Strengthened client relationships by providing personalized financial solutions and tailored wealth management advice.
- Improved overall client satisfaction by addressing concerns promptly and resolving issues effectively.
- Collaborated with internal partners to generate cross-selling opportunities, maximizing revenue for the bank.
- Developed a deep understanding of clients'' needs, enabling the provision of customized banking services and products.
- Conducted regular portfolio reviews with clients to assess progress towards their financial goals, recommending adjustments as needed.
- Successfully managed risk exposure in client portfolios through prudent investment recommendations based on thorough research and analysis.
Sales Specialist
Hudson's Bay Co
03.2017 - 03.2018
- Increased sales revenue by developing and implementing strategic sales plans.
- Built strong client relationships through consistent communication and effective problemsolving.
- Exceeded sales targets by consistently meeting and surpassing monthly quotas.
- Expanded customer base with targeted prospecting and lead generation efforts.
Real Estate Agent
Viva Properties LTD
01.2012 - 09.2016
- Increased property sales by implementing innovative marketing strategies and utilizing social media platforms.
- Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
Lawyer
Bandeira & Associates Law Firm
09.2012 - 03.2016
- Dealt directly with clients solving their problems and finding the best solution for each case
- Drafted contracts, arbitration agreements, judicial petition, and other legal writing
- Provided legal advice and consultation about legal rights and all affairs related to law
- Supported clients preparing legal contracts (NDA's, MTA's, Consulting, Employment, Leases, etc.)
- Drafted contracts and legal writings, including the drafting, reviewing, and revision of complex proposals, bids and non-disclosure agreements
- Interpreted legal documents such as real estate transactions and investments, mediated and arbitrated agreements and appeals
- Exercise a sound understanding and implementation of general business, legal practices, and tax strategy.
Education
Post Graduation Diplomas in State Law, Corporate Law, Private Law, Public Law - Law (Pre-Law)
University Anhanguera
Fortaleza, CE03.2016
Certificate - Real Estate
Realtors Regional Council
Fortaleza, CE01.2013
Bachelor of Arts - Legal Studies
University of Fortaleza
Fortaleza, CE07.2006
Certificate - Legal Studies
Judiciary College of Ceara
Fortaleza, CE07.2006
Skills
- Legal Services Experience
- Immigration Issue Resolution
- Case Management
- Time Management
- Organizational Skills
- Strong Understanding of Visa Forms
- Accurate Documentation
- Excellent English, Oral, Written
- Basic Spanish Skills
- Proficient Portuguese Skills
- Client Communication
- Collaboration
Professional Highlights
Lawyer, Bandeira & Associates Law Firm (Brazil), Dealt directly with clients solving their problems and finding the best solution for each case. Drafted contracts, arbitration agreements, judicial petition, and other legal writing. Provided legal advice and consultation about legal rights and all affairs related to law., Supported clients preparing legal contracts (NDA's, MTA's, Consulting, Employment, Leases, etc.)., Drafted contracts and legal writings, including the drafting, reviewing, and revision of complex proposals, bids and non-disclosure agreements., Interpreted legal documents such as real estate transactions and investments, mediated and arbitrated agreements and appeals. Exercise a sound understanding and implementation of general business, legal practices, and tax strategy.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
"Gratitude without return is like a soil without seeds."
Rafael Castelo
Timeline
Mortgage Specialist
HSBC bank
03.2023 - 09.2023
Commercial Affairs specialist
D4U Immigration
09.2022 - Current
Premier Relationship Manager
HSBC bank
03.2018 - 03.2023
Sales Specialist
Hudson's Bay Co
03.2017 - 03.2018
Lawyer
Bandeira & Associates Law Firm
09.2012 - 03.2016
Real Estate Agent
Viva Properties LTD
01.2012 - 09.2016
Post Graduation Diplomas in State Law, Corporate Law, Private Law, Public Law - Law (Pre-Law)
University Anhanguera
Certificate - Real Estate
Realtors Regional Council
Bachelor of Arts - Legal Studies
University of Fortaleza
Certificate - Legal Studies
Judiciary College of Ceara
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