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.
● 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
Member Since
July 10, 2026
Last Active
5 days ago