At Flexiti Financial, I managed 80–100 high-priority client files per month, tracking documentation, deadlines, and status updates for clients and internal teams.
I maintained CRM case notes and audit-ready records, and coordinated with internal teams to route and resolve items. I also built SQL, Power BI, and Excel reports that improved reporting turnaround by 20%.
As a Client Specialist at Flexiti Financial, I processed 60–80 client applications daily, verified supporting documents, and recorded findings in CRM and Excel. At Citadel Mortgages, I coordinated documentation and follow-ups across active client files as a part-time Mortgage Agent.
I'm currently building a personal business venture while developing my SQL and Power BI skills through self-directed projects. My experience also includes financial services support at Klarna and customer support and fraud case handling at Fanatics.

