*Cost-Effective and Tech-Savvy
*High Speed Internet and Devices
*Time Zone alignment and Data Security
See how I can help you grow your business??
EXECUTIVE ASSISTANCE
I will ensure efficiency and reliability of my service on the following:
Executive & Strategic Support
- Provide high-level administrative and strategic support to senior executives
- Manage complex calendars, priorities, and scheduling conflicts
- Act as a gatekeeper for calls, emails, and meetings
- Anticipate executive needs and proactively solve issues
Communication, Coordination, Meetings and Liaison
- Serve as the main point of contact between the executive and internal/external stakeholders
- Ensure timely follow-ups and clear communication
- Plan and coordinate meetings, board meetings, and off-sites
- Prepare agendas, briefing materials, and presentations
- Record minutes, track action items, and ensure completion
Project & Operations Support
- Coordinate cross-functional projects and deadlines
- Track deliverables and provide status updates
- Assist with process improvement and operational efficiency
Confidential & Administrative Management
- Handle sensitive and confidential information with discretion
- Manage documents, contracts, and records
- Process expenses, invoices, and basic budgeting
Event Management, Research & Reporting
- Prepare detailed itineraries and executive briefings
- Coordinate executive participation in events and conferences
- Conduct research and compile data for executive decision-making
- Prepare reports, summaries, and executive-level insights
ADMINISTRATIVE ASSISTANCE
Administrative & Office Support
- Provide general administrative support to teams or managers
- Answer phones, manage emails, and handle correspondence
- Schedule meetings and maintain calendars
- Prepare and organize documents and files
Clerical & Data Tasks
- Perform data entry and maintain accurate records
- Prepare reports, spreadsheets, and basic presentations
- Handle filing systems (digital and physical)
- Process mail and deliveries
Office Coordination
- Assist with onboarding paperwork and basic HR tasks
- Support office events and meetings
Customer & Internal Support
- Respond to routine inquiries and direct requests appropriately
- Support communication between departments
Financial & Operational Support
- Assist with expense reports
CREDIT UNDERWRITING
Borrower Assessment and Creditworthiness Decision
I will ensure efficient assessment and evaluation based on :
- Conduct KYC (Know Your Customer )
- Credit Evaluation based on applicant?s identity, financial stability, income, employment, and repayment capacity.
- Credit history, credit scores, and past delinquencies reviews
- Credit Approval -based on risk appetite and policy
- Credit Limits and Decision
DOCUMENTATION AND APPROVAL WORKFLOWS
- Credit Memos: Preparation and Approvals
- Loan Documentation
POST-APPROVAL MONITORING
- Track borrower performance, compliance, and early warning signals.
- Support reviews, renewals, restructurings, or exits.
TOOLS / APPS USED TO SCALE YOUR BUSINESS:
- LOANS OPERATION SYSTEM/ FINNONE/ FINSURGE
- T24/ CREDIT SCORING
- TRANSUNION and Other Credit Bureau
- Canva
- Zoom
- Skype
- Microsoft Office Suite - SharePoint, Power Automate, Excel, Word
and PowerPoint
- Google Productivity Tools (Sheet, Drive, Word etc.)
Previously worked as a banker with 13 years of solid experience in Administration, Underwriting, Vendor Management and Sales, I am pretty much plug and play, with minimal setup needed.
If you have a software that you prefer, I am very much tech-savvy and can pick it up right away.
**If you think that I'm the right fit for you, send me a message and fill me in or let me know of the good time to call you, for a quick discovery call.
Thank you.
Marco
