Balikis R.

Financial services businesses often grow faster than their back end can keep up. More clients means more onboarding, more CRM updates, and more disputes falling through the cracks. I handle the operational side so you don’t have to. With 7 years of experience supporting financial services operations, I manage CRM pipelines, client onboarding, and dispute tracking with zero ramp up time. I work daily inside DisputeFox, keeping client records accurate and pipelines current, with FCRA, CFPB and FTC compliance in mind at every step. I bring a risk management mindset that generic VAs cannot offer. Here is what I take off your plate: Client Onboarding & Account Setup: New client intake, welcome communications, document collection, and account creation inside your CRM, so every client enters your system organized and ready. CRM & Pipeline Management: Client records kept current, pipeline stages updated, and account status maintained inside DisputeFox. Clean. Accurate. Always up to date. Credit Report Review & Dispute Tracking: Three bureau report review across Experian, Equifax and TransUnion, dispute letter preparation following FCRA and CFPB guidelines, and round by round tracking so every dispute has a date and a next step. Data Entry & File Organization: Accurate data entry, file maintenance, and document tracking using Google Sheets and Excel, keeping your operation organized as your client base grows. Customer Service Support: Professional email, phone, and chat support to keep your clients updated and informed. Follow Up & Scheduling Support: Structured follow up reminders, appointment scheduling, and general administrative coordination that keeps your team on track. I work under the direction of the business owner and their established processes, focused entirely on operational and administrative support. Tools and platforms I work with: DisputeFox, Google Workspace, Microsoft Excel, Microsoft 365, Zoom, Calendly, Slack, Trello, Asana I respond fast, communicate proactively, and never need to be chased. If your operations need reliable back end support, send me a message about where things feel most overwhelming right now. Are you available for a quick 10 to 15 minute call this week?