👋 Hi, I’ m

Alisha Singh

I'm

Passionate about simplifying financial workflows, I specialize in credit analysis, loan processing, CRM operations, and risk evaluation. With experience across insurance, fintech, and retail sectors, I help organizations enhance compliance, reduce processing delays, and improve customer satisfaction through accurate, tech-driven solutions.

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About me

MY NAME IS ALISHA SINGH

I AM AVAILABLE FOR FINANCIAL SERVICE REPRESENTATIVE & CLIENT OPERATIONS ROLES

With a background in credit analysis, financial services, and CRM operations, I bring a strong track record in managing loan portfolios, assessing risk, and supporting underwriting workflows. Whether it’s verifying 250+ credit profiles monthly using Equifax and TransUnion or improving process efficiency through Salesforce, I help organizations enhance compliance, reduce errors, and deliver client satisfaction.

5+
Years of
Professional Experience
250+
Credit Profiles
Verified Monthly
Experience
  • July 2023 – Present
    Financial Service Representative

    Progressa — Ontario
    Managed 250+ credit profiles monthly and streamlined loan processing via Salesforce. Improved compliance and reduced errors across underwriting and audit workflows.

  • June 2022 – July 2023
    Sales Associate (Assistant Manager)

    Glentel — Ontario
    Led tech consultations and team training. Surpassed sales targets and boosted customer satisfaction through CRM-driven strategies.

  • Jan 2019 – Aug 2021
    Client Financial Services Associate

    EXL / Zurich Insurance — Uttar Pradesh
    Handled insurance transactions and A/R reconciliation. Automated financial reports and led German-language support training.

Skill
Salesforce CRM
92%
Credit Report Analysis (Equifax, TransUnion)
88%
Microsoft Excel (PivotTables, VLOOKUP, Macros)
90%
Financial Document Auditing
85%
ERP Systems (Host, InfoSwiss, Engage)
88%

My Services

Credit & Risk Analysis

Reviewing credit reports from Equifax and TransUnion, assessing debt-to-income ratios, and evaluating applicant risk profiles to support accurate underwriting decisions.

Loan Processing & CRM Management

Managing full-cycle loan applications using Salesforce, coordinating client documentation, and streamlining processing to ensure compliance and workflow transparency.

Financial Documentation & Reporting

Auditing financial records, preparing macros and pivot-based reports in Excel, and improving documentation accuracy across ERP systems like InfoSwiss and Host.

Let's Discuss Your Project

  • Have questions about financial services or CRM process support? I’m happy to connect. singh.alisha0203@gmail.com

  • Based in Toronto, Ontario — let’s connect virtually or in person for collaborative Visit my LinkedIn profile

  • Available Mon–Fri, 9am to 5pm EST +1 (647) 928-1442

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