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Steve Pacheco

Steve Pacheco

Detail-oriented Finance and Operations professional with 17+ years of experience in banking, financial services, customer service, and back-office/KPO operations, including remote and freelance client management. Proven track record in loan processing, account management, data entry and reporting, CRM administration, escalation handling, and SLA compliance. Skilled in calendar and email management, scheduling, documentation, and cross-functional coordination — well-suited for remote Finance, Virtual Assistant, and Customer Service roles requiring accuracy, discretion, and strong communication. Selfmotivated, highly organized, and experienced working independently with minimal supervision in a remote/freelance capacity.

India UTC+5:30
English
Fluent
Remote Exp.
< 1 Year
US Overlap
Async Only
Availability
Immediate
Experience
17 yrs
Salary
$8k-$20k

● Customer Service & Client Support: Customer Service, Client Relationship Management (CRM), Help Desk Support, Inbound/Outbound Calls, Email Support, Live Chat Support, Complaint & Escalation Resolution, Ticketing Systems ● Virtual Assistant & Administrative: Virtual Assistance, Calendar Management, Email Management, Data Entry, Scheduling & Appointment Setting, Document Preparation, File Organization, Travel Coordination, MS Office (Word, Excel, PowerPoint), Google Workspace ● Finance & Banking: Accounts Receivable/Payable, Bookkeeping Support, Loan Processing & Underwriting, Risk & Portfolio Management, Audit & Compliance (KYC, RBI, SEBI), Debt Recovery, Financial Reporting, Reconciliation ● Process & Operations: SLA Compliance, Process Improvement, KPO/BPO Operations, Quality Assurance, Remote Team Collaboration, Time Management, Multi-tasking, Problem Solving, Attention to Detail

At a glance

Level Lead
Experience 17 years
Education Master's
Marketing
Compensation $8,000 – $20,000/yr
$10/hr
Looking for
Full-Time Part-Time Freelance
Open to
Video Interview
Paid Trial
Background Check
NDA
Message Steve — Coming Soon

Skills

Accounting Accounts Payable Accounts Receivable Banking Claims Processing

Membership Details

Member Since

July 10, 2026

Last Active

5 days ago