Vhiel B.

Financial Operations VA | Process Improvement | Banking Industry Exp

Service Offerings: SOP writing and documentation CRM management and client onboarding support Loan processing operations Back-office operations for financial services clients Is your business losing time and money to broken processes, poor customer workflows, or disorganized operations? I help small businesses and financial services companies fix exactly that — turning chaos into clear, scalable systems. With 10 years of hands-on experience in banking operations at Citibank and JP Morgan Chase — including loan processing, collections, and training support — I bring real financial industry knowledge that most virtual assistants and consultants simply don't have. I'm currently completing my MBA in Business Administration, which I apply directly to every client engagement. What I bring to your business: Conflict resolution & escalation management -10 years handling difficult customers and high-stakes complaints at major banks Compliance & regulatory operations -Trained to follow strict banking procedures and compliance standards daily Financial operations & loan workflow support -Hands-on loan processing experience in a regulated financial environment Onboarding & training support -Supported new hire training for customer service teams in a banking setting Debt recovery & collections support -Professional collections experience with a focus on compliance and results KPI tracking & performance accountability -Consistently met and exceeded targets in high-volume, high-pressure environments Most virtual assistants come from general admin backgrounds. My edge is 10 years inside two of the world's largest banks — I understand compliance, financial workflows, customer escalation, and collections from the inside. That means I don't just support your business, I understand it. If you are looking for someone who understands financial services, handles pressure professionally, and delivers consistent results — let's talk. Send me a message and let's discuss how I can support your business.