Customer Service, Compliance Analyst, UnderwriterCustomer Service, Compliance Analyst, Underwriter
Katherine
ID Verified$3,466
per month
($20/hour)
Profile Description
Versatile and detail-oriented Compliance & Operations Analyst with 10+ years of customer service experience and 5+ years thriving in remote and hybrid environments across the fintech and corporate compliance sectors. Adept at supporting in-house counsel through contract review, due diligence, and corporate documentation management, while ensuring accuracy and regulatory alignment. Skilled in streamlining operational processes, maintaining data integrity, and strengthening compliance frameworks t...
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
AI & Automation
Content & Writing
E-commerce & Marketplace
Customer Success
Data & Analytics
Design & Creative
Finance & Accounting
Sales & Business Development
Work Experience
Compliance & Operations Analyst
Climb Credit
Jul 2024 - May 2025
Job Responsibilities:
Partnered with in-house counsel to review and update contracts and legal documents. Conducted post-acquisition due diligence and entity consolidation. Maintained and optimized secure documentation systems in shared drives. Liaised with external counsel to resolve complex compliance issues. Supported leadership in drafting, editing, and finalizing agreements. Implemented process improvements for co...
Servicing Associate
Climb Credit
Jul 2023 - Jul 2024
Job Responsibilities:
Retrieved and reviewed loan and corporate documents for audits and regulatory projects. Processed agreements to ensure compliance with company and industry policies. Supported team members with documentation best practices. Collaborated with cross-functional departments for data verification and reporting. Improved audit readiness through enhanced organization of documentation. Served as a go-to r...
Underwriter
Climb Credit
Apr 2023 - Jul 2023
Job Responsibilities:
Evaluated financial documents, contracts, and risk factors to determine loan eligibility. Verified applicant data for completeness and regulatory compliance. Coordinated with internal teams for additional information during underwriting. Consistently met underwriting turnaround targets under tight deadlines. Maintained high accuracy in financial and compliance reviews. Supported policy refinement...
Operations Associate
Climb Credit
Oct 2022 - Apr 2023
Job Responsibilities:
Managed a high volume of client communications and maintained detailed records. Ensured all documentation met compliance and audit standards. Supported operational reporting and administrative needs. Recognized for accuracy in maintaining compliant client files. Contributed to improved team communication workflows.
Customer Experience Agent
Kaptyn
Sep 2021 - Oct 2022
Job Responsibilities:
Handled inbound and outbound customer communications. Documented customer interactions according to internal policies. Coordinated with internal departments to resolve service issues. Ensured customer satisfaction and adherence to compliance standards. Consistently met or exceeded customer satisfaction benchmarks. Contributed to operational efficiency by improving documentation accuracy. Recognize...
Warehouse Manager
Tenacious 7 Wholesale
Dec 2017 - Sep 2021
Job Responsibilities:
Managed daily warehouse operations, including inventory control and order fulfillment. Oversaw shipment tracking, vendor coordination, and invoice processing. Maintained safety and quality control procedures. Reduced inventory discrepancies through better tracking and audit processes. Improved vendor relations by implementing standardized invoice review. Maintained 98% order accuracy rate.
Receptionist
Wardley Real Estate
Mar 2019 - Sep 2019
Job Responsibilities:
Greeted clients and maintained professional front-desk operations. Managed appointment scheduling and office correspondence. Handled confidential client files and transaction documentation. Streamlined office filing system for improved record organization. Recognized for reliability and professional client service.