Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Websites
References
Timeline
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Shirlei Aubé

Lauderdale by the sea

Summary

With extensive experience in financial services, I specialize in helping minority-owned businesses, Portuguese-speaking entrepreneurs, and American business owners secure the funding they need to grow. My expertise lies in loan origination, managing lending pipelines, ensuring regulatory compliance, and delivering exceptional customer service that fosters long-term business success.

Overview

21
21
years of professional experience

Work History

SR LOAN OFFICER /Senior Sales and Marketing Executive

Ascendus
10.2022 - Current
  • Led initiatives to help minority and Portuguese-speaking entrepreneurs secure SBA and microloans ranging from $5K to $200K in South Florida
  • Reviewed and optimized loan agreements to improve efficiency and approval rates.
  • Originated, processed, closed, and administered customer loan proposals, ensuring seamless transactions, and achieved 200% of my goal to sell and #1 throughout the company.
  • Developed and nurtured strong client relationships, offering customized loan solutions, with a commitment to excellence in customer service.

REALTOR ASSOCIATE

LoKation Real Estate
01.2021 - Current
  • Provided strategic guidance to clients on market conditions and property valuations to support informed decision-making.
  • Analyzed market research data, and adjusted sales strategies to align with evolving trends.
  • Developed and delivered investment proposals, successfully raising awareness of real estate opportunities exceeding $75 million.

BANK GENERAL MANAGER / MORTGAGE LOAN ORIGINATOR

Caixa Economica Federal
Fortaleza
09.2008 - 12.2020
  • Conducted time and risk analysis, evaluated risk types, and applied the 5 C's of credit to assess financial viability.
  • Performed credit policy analysis, audits, relationship assessments, and equity evaluations to determine financing limits and credit ratings.
  • Advised individual and corporate clients on available credit lines, including necessary guarantees, and financing options.
  • Recruited and led teams to maintain optimal staffing levels, and ensure operational efficiency.
  • Provided coaching and mentorship to employees at all levels to enhance performance and professional growth.
  • Built and sustained strong relationships with vendors and suppliers to streamline business operations.
  • Leveraged customer feedback to refine processes, improve service quality, and enhance brand loyalty.

PROFESSIONAL BANKER

Bank Safra
Fortaleza
06.2004 - 08.2008
  • Built strong relationships with new clients to enhance customer satisfaction, retention, and loyalty.
  • Assisted customers with a wide range of banking services and financial inquiries, ensuring a seamless client experience.

Education

BACHELOR OF EDUCATION (B.A.) -

Universiade Federal Do Ceará
Fortaleza, Brazil
06.2011

Skills

  • Loan Origination
  • Monitoring
  • Regulatory compliance
  • Market analysis
  • Financial documentation
  • Risk Assessment
  • SalesForce
  • Social media
  • Application Verification
  • Application preparation
  • Information Verification
  • Interviewing
  • Credit
  • Loan origination
  • Credit analysis
  • Client consultation
  • Negotiation strategies
  • Sales strategy development
  • Data analysis
  • Client retention

Languages

  • Portuguese
  • English
  • Spanish

Accomplishments

  • Top Sales Loan consultant in the company 2024

References

References available upon request.

Timeline

SR LOAN OFFICER /Senior Sales and Marketing Executive

Ascendus
10.2022 - Current

REALTOR ASSOCIATE

LoKation Real Estate
01.2021 - Current

BANK GENERAL MANAGER / MORTGAGE LOAN ORIGINATOR

Caixa Economica Federal
09.2008 - 12.2020

PROFESSIONAL BANKER

Bank Safra
06.2004 - 08.2008

BACHELOR OF EDUCATION (B.A.) -

Universiade Federal Do Ceará

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Shirlei Aubé