A+ Virtual Assistant |Executive and Admin Assistance | Underwriting

Overview

Looking for full-time work (8 hours/day)

at $4.15/hour ($800.00/month)

Bachelors degree

Last Active

June 5th, 2026 (6 days ago)

Member Since

December 13th, 2025

Profile Description

*Cost-Effective and Tech-Savvy
*High Speed Internet and Devices
*Time Zone alignment and Data Security

See how I can help you grow your business??

EXECUTIVE ASSISTANCE

I will ensure efficiency and reliability of my service on the following:

Executive & Strategic Support

- Provide high-level administrative and strategic support to senior executives
- Manage complex calendars, priorities, and scheduling conflicts
- Act as a gatekeeper for calls, emails, and meetings
- Anticipate executive needs and proactively solve issues

Communication, Coordination, Meetings and Liaison

- Serve as the main point of contact between the executive and internal/external stakeholders
- Ensure timely follow-ups and clear communication
- Plan and coordinate meetings, board meetings, and off-sites
- Prepare agendas, briefing materials, and presentations
- Record minutes, track action items, and ensure completion

Project & Operations Support

- Coordinate cross-functional projects and deadlines
- Track deliverables and provide status updates
- Assist with process improvement and operational efficiency

Confidential & Administrative Management

- Handle sensitive and confidential information with discretion
- Manage documents, contracts, and records
- Process expenses, invoices, and basic budgeting

Event Management, Research & Reporting

- Prepare detailed itineraries and executive briefings
- Coordinate executive participation in events and conferences
- Conduct research and compile data for executive decision-making
- Prepare reports, summaries, and executive-level insights

ADMINISTRATIVE ASSISTANCE

Administrative & Office Support

- Provide general administrative support to teams or managers
- Answer phones, manage emails, and handle correspondence
- Schedule meetings and maintain calendars
- Prepare and organize documents and files

Clerical & Data Tasks
- Perform data entry and maintain accurate records
- Prepare reports, spreadsheets, and basic presentations
- Handle filing systems (digital and physical)
- Process mail and deliveries

Office Coordination

- Assist with onboarding paperwork and basic HR tasks
- Support office events and meetings

Customer & Internal Support

- Respond to routine inquiries and direct requests appropriately
- Support communication between departments

Financial & Operational Support

- Assist with expense reports

CREDIT UNDERWRITING

Borrower Assessment and Creditworthiness Decision
I will ensure efficient assessment and evaluation based on :

- Conduct KYC (Know Your Customer )
- Credit Evaluation based on applicant?s identity, financial stability, income, employment, and repayment capacity.
- Credit history, credit scores, and past delinquencies reviews
- Credit Approval -based on risk appetite and policy
- Credit Limits and Decision

DOCUMENTATION AND APPROVAL WORKFLOWS

- Credit Memos: Preparation and Approvals
- Loan Documentation

POST-APPROVAL MONITORING

- Track borrower performance, compliance, and early warning signals.
- Support reviews, renewals, restructurings, or exits.

TOOLS / APPS USED TO SCALE YOUR BUSINESS:

- LOANS OPERATION SYSTEM/ FINNONE/ FINSURGE
- T24/ CREDIT SCORING
- TRANSUNION and Other Credit Bureau
- Canva
- Zoom
- Skype
- Microsoft Office Suite - SharePoint, Power Automate, Excel, Word
and PowerPoint
- Google Productivity Tools (Sheet, Drive, Word etc.)

Previously worked as a banker with 13 years of solid experience in Administration, Underwriting, Vendor Management and Sales, I am pretty much plug and play, with minimal setup needed.
If you have a software that you prefer, I am very much tech-savvy and can pick it up right away.

**If you think that I'm the right fit for you, send me a message and fill me in or let me know of the good time to call you, for a quick discovery call.

Thank you.

Marco