Communicate (via phone or email) with the applicants, customers, and organizational stakeholders regularly, keeping them updated.
January 19, 2023
Gather and review confidential, sensitive information regarding the applicant and customer.
January 23, 2023
Completes analytics projects requiring collaboration with business stakeholders.
March 04, 2023
Delivers key insights with interpretation and recommendation, contributes to the development of hypotheses and actions, and presents them to management team.
March 04, 2023
Builds recommendations by synthesizing data from multiple sources, developing assumptions where needed, to drive business insights and strategy development.
March 10, 2023
Enter the application and all received merchant data into our CRM platform.
March 14, 2023
Provide backup to other Credit Fund Operation staff supporting wire transfers, trade settlements and other business activities of the fund.
April 27, 2023
Assist in yearly audit confirmation process.
April 29, 2023
Develops new and better analytics approaches to solve questions in a creative way.
April 30, 2023
Support Credit Funds by tracking Investor capital, servicing fund subscription lines, paying and allocating investment related expenses.
May 10, 2023