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Financial Associate with 2+ years of data verification and client support
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Competencies
Verified business financial documents to ensure accuracy and completeness.
Accurately entered data from financial documents into Customer Relationship Management systems.
Provided chat-based and phone support to U.S. merchant clients regarding business loan requirements.
Reviewed and verified business financial documents for accuracy and compliance.
Managed time effectively and handled data management tasks related to financial documentation.
Education
Summary
Experienced in verifying financial documents and providing client support for business loans, with proficiency in CRM data entry and financial analysis.
Key Achievements
- Verified accuracy of business financial documents including bank statements and applications
- Ensured complete and accurate data entry into CRM systems from financial documents
- Provided chat and phone support to U.S. merchant clients regarding business loan requirements
Experience
Associate
Verify business financial documents (e.g. bank statements and application) to ensure accuracy and completeness, Accurately enter data from bank statements and other financial documents into CRM., Provided chat-based and phone support to U.S. merchant clients regarding business loan requirements.