At Vault Outsourcing (Capify AUS), I collect and prepare customer documentation, enter application data, and conduct preliminary credit checks and KYC/AML verification. I also support brokers and clients with data entry, lead management, and administrative tasks.
At HSBC, I handled Autopay transactions and servicing for Hong Kong accounts, and verified client information for Direct Debit records. I developed a queue-monitoring process to track workload distribution and support timely processing.
At Taskbullet LLC, I provided administrative support to business owners and CEOs, including research, scheduling, email management, and SOP creation. I also managed social media accounts and created graphics for posts, marketing materials, and presentations.
Earlier at First Circle, I managed end-to-end payment operations and processed payment requests for 500+ clients. I built automated email reminders, trained team members, and contributed to the creation and revision of Credit Checks SOP.
