Charles
Financial Analyst | Loan Processor | Bookkeeper |CSR
Verified
Overview
Looking for full-time work (8 hours/day)
at $10.48/hour ($1,844.48/month)
Post-graduate degree (Masters, Doctorate, etc.)
Last Active
April 1st, 2025 (today)
Member Since
September 11th, 2021
Profile Description
Experienced Financial Analyst / Loan Processor with 7 years in credit banking and mortgage lending. Skilled in loan processing, financial analysis, and loan documentation, ensuring compliance and efficiency in mortgage and corporate lending.
Proficient in financial reporting and transaction coordination. Strong background in customer service, with 2 years of experience supporting a US-based client.
Technical Skills:
- Mortgage & Loan Processing – Loan documentation, underwriting support, compliance
- Financial Analysis & Reporting – Data-driven insights, financial modeling
- Accounting & Bookkeeping – Xero, QuickBooks, AccountEdge
- CRM & Admin Tools – Monday, Slack, Microsoft Dynamics 365
- Microsoft Office Suite – Excel, Word, PowerPoint, Outlook, Teams, SharePoint
- General Administrative Support – Task management, scheduling, client communication
Dedicated to accuracy, efficiency, and client satisfaction, ensuring smooth financial operations and loan processing.
Top Skills
Accounting » Xero
Experience: Less than 6 months
Successfully completed and passed the Xero Advisor Certification program
Accounting » Financial Accounting » Financial Analysis
Experience: 5 - 10 years
Five (5) year experience in Credit Banking • Analyzing financial statements, credit reports, and industry trends to assess the financial health and risk profile of clients and prospective borrowers. • Developing detailed financial models and forecasting tools to evaluate investment opportunities, project future performance, and identify potential risks and opportunities.
Other Skills
Accounting » Financial Accounting » Analysis
Experience: 5 - 10 years
My experience includes: • Analyzing financial statements, credit reports, and industry trends to assess the financial health and risk profile of clients and prospective borrowers. • Developing detailed financial models and forecasting tools to evaluate investment opportunities, project future performance, and identify potential risks and opportunities.
Real Estate » Commercial Real Estate
Experience: Less than 6 months
Manage contract-to-close processes, ensure compliance, and handle commission processing for buying and listing agents. Reviewing contracts, coordinating escrow and title processes, ensuring all documentation meets regulatory requirements, and calculating and processing commission payments
Accounting » Bookkeeping » Online Bookkeeping
Experience: Less than 6 months
Manage financial records, process transactions, and reconcile accounts using AccountEdge, Xero, and QuickBooks. Manage accounts payable/receivable, bank reconciliations, financial reporting, and ensuring compliance with accounting standards.
Basic Information
- Age
- 34
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Cainta, Rizal
- Tests Taken
- IQ
- Score: 120
- DISC
- Dominance: 19%
- Influence: 26%
- Steadiness: 36%
- Compliance: 19%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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