Experience

Esketit

• Ireland
• Financial Services
• 1 - 100 Employee

• CEO

  • Apr 2021 - Present

  Esketit allows investors to invest in consumer loans globally (issued by CreamFinance and in Jordan) and earn great returns with short maturities.I am responsible for everything that is related to the work of Esketit.com platform. Esketit allows investors to invest in consumer loans globally (issued by CreamFinance and in Jordan) and earn great returns with short maturities.I am responsible for everything that is related to the work of Esketit.com platform.



Mintos

• Latvia
• Financial Services
• 100 - 200 Employee

• Head of Investor Service

  • 2016 - Mar 2021

  Duties and Responsibilities• Lead team in investment practices; oversee relationship between the finance specialist team with a tireless focus on increasing revenue and maximizing profitability.• Sets team and individual KPIs and automate work process to achieve them • Automate all processes; payment process and cash management for easy and quick resolutions • Carry out market research and analysis on investment issues.• Research different third-party services and introduce it to the company according to internal needs• Meet with clients to assess financial situations and goals; develop targeted investment strategies. • Manage team of investor service associates and develop onboarding plan for new colleagues.• Resolve dealing-related enquiries by email and by telephone, supply information relating to funds’ portfolios, prices, dealing procedures, markets and currencies.• Provide VIP client services to c-level executives.• Liaise with local offices, clients and shareholders around the world• Ensure compliance with anti-money laundering procedures and report all fund transactions to fund accountants.

• Investor Service Associate

  • 2015 - 2016

  Duties and Responsibilities• Consult clients about investing options at peer-to-peer (P2P) lending marketplace. • Answered client inquiries, set up meetings between clients and advisors and contact clients with information regarding their accounts or investments.• Regularly communicate to clients through electronic means, written correspondence or on the telephone.• Provide clients with updates or information regarding their latest transactions.• Analyse and Report required information saved on the database

• Credit Specialist

  • Apr 2015 - 2015

  Duties and Responsibilities• Assisted in financial analysis, credit underwriting and approval process. • Identified cross selling opportunities, prepared credit approval packages, annual reviews, renewals of credit, client credit proposals and coordination of document preparation and closings.Coordinate credit and loan portfolio administration support such as monitoring past dues, document exceptions, collateral value monitoring, and covenant compliance. • Prepared summary of credit decision/recommendation for new applications, existing customer requests and annual reviews.• Generated and maintained monthly A/R receivable aging reports for Centralized Credit Shared Services. • Reviewed and assessed customer account portfolio for sales order releases and credit extensions.• Maintained and monitored appropriateness of customer credit limits.• Maintained departmental records for bad debt allowances, risk reports, cash projections and any other pertinent Credit/A/R related records.



Nordea

• Finland
• Banking
• 700 & Above Employee

• Cash Management Specialist / Bank

  • Jan 2013 - Dec 2014

  Duties and Responsibilities• Maintained knowledge on all insurance guidelines and prepared functional know how for products. • Participated in national currency changing project (LVL to EUR)• Analyzed client and business requirements and install remote deposit capture processes.• Performed troubleshoot on customer sign in process and resolve all issues and prepared updates.• Monitored all issues of internal and external customers using merchant applications and provide support to merchant services to resolve same.• Assist customers to understand all benefits of products and services for cash management.• Evaluated everyday overdrafts and monitored all balances.• Prepared letters and statements and reviewed it for accuracy.• Administered and compiled all special reports on a monthly basis.

• Customer Service Officer / Bank

  • Jan 2012 - Jan 2013

  Duties and Responsibilities• Maintained financial accounts by processing customer adjustments.• Recommended potential products or services to management by collecting customer information and analyzing customer needs. • Attract potential customers by answering product and service questions; suggesting information about other products and services.• Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.