Experienced Administration professional with 15 years of experience optimizing productivity. Highly dependable, ethical, and reliable support blends advanced organizational, and business acumen and works effectively with cross-functional teams in ensuring operational and service excellence.
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 6 months - 1 year
Partner with the onboarding manager to secure, review, and index personal and confidential documents about the bank account applications of the clients. Sending initial emails to the clients providing the list of necessary documents needed for the application. Evaluates new loan applications to ensure proper completion and submission of required financial and personal information. Ensuring that documents are consistent and upholding company and industry guidelines.
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