Virtual Finance Assistant /Bookkeeper/ SMM / Bank Officer

Overview

Looking for full-time work (8 hours/day)

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

November 29th, 2024 (13 days ago)

Member Since

August 6th, 2010

Profile Description

I am an experienced Bookkeeper with over 3 years of hands-on expertise in managing day-to-day financial transactions using QuickBooks Online (QBO).

My skills include:
- Daily Financial Management: Efficiently recording day-to-day transactions, maintaining accurate financial records.

- Accounts Payable & Receivable: Managing A/P and A/R processes to ensure timely payments and collections, improving cash flow.

- Reconciliations: Conducting monthly reconciliations for bank, credit card, and loan accounts to ensure accuracy.

- Shopify Sales Reconciliation: Performing monthly sales reconciliation within Shopify to ensure all transactions are properly captured and accounted for.

- Financial Reporting: Preparing and generating comprehensive monthly financial statements, providing insights for strategic decision-making.

| Loan Officer | 7 Years of Experience in Banking |

 I also have 7 years of banking experience, particularly in loan processing and credit evaluation, where I:

• Loan Application Processing: Managed the full lifecycle of loan applications, including data encoding and review.

• Verification and KYC Compliance: Conducted thorough verification of client information via phone calls and executed proper Know Your Customer (KYC) protocols.

• Document Review and Compliance: Ensured the completeness, accuracy, and legality of loan documents before submission.

• Income Computation: Analyzed and computed borrowers' income to assess their creditworthiness.

• Approval Recommendations: Prepared recommendations for loan approval based on analysis, supporting senior management in decision-making.