Financial & Document Processing Analyst
Financial & MCA Analysis: Evaluated Merchant Cash Advance (MCA) and business loan portfolios to identify refinancing opportunities and assess cash flow risk.
Fraud & Anomaly Detection: Conducted rigorous bank statement audits to uncover unusual transaction patterns, financial discrepancies, and suspicious activity.
Underwriting Support: Interpreted credit bureau reports and synthesized complex financial data into concise underwriting notes to accelerate approvals.
Technical Systems: Leveraged OCR software and CRM platforms to facilitate high-volume financial data extraction.
Quality Assurance & Process Improvement: Identified and resolved workflow bottlenecks and document discrepancies to maintain strict accuracy standards.
TRUALLIANT | Cold Caller & Outbound Sales Representative (Mar 2021 - Dec 2021)
Lead Generation & Prospecting: Executed high-volume outbound calling campaigns (500+ calls daily) to targeted prospect lists and consistently qualified leads.
Outreach & Conversion: Conducted tailored pitch delivery and objection handling to reach decision-makers and convert cold calls into qualified, booked sales meetings.
CRM Management & Data Integrity: Updated and maintained real-time prospect profiles, call disposition notes, and contact details in CRM systems to ensure pipeline accuracy.
Lead Follow-Up: Managed prospective client pipelines through timely calls and targeted outreach to re-engage cold leads.
