Ellie A.

Client Support Administrator @Flexibilitycapital

New York, NY, US

Organized and analyzed financial data to support accurate loan processing and decision-making, ensuring all figures align with application requirements.Utilized Microsoft Excel for calculations, data entry, and creating organized records to maintain data accuracy and accessibility.Managed sensitive information, including merchant revenue and funding requests, with close attention to detail, ensuring confidentiality and accuracy.Communicated directly with merchants for account verification and assisted with manual logins to access account information when required.Prepared and submitted contracts, detailing loan terms and conditions while ensuring compliance with company policies and industry standards.Performed Plaid reports to review bank statements, count deposits, and assess financial consistency, ensuring reliable financial assessments.