👋 Hi, I'm

Alisha Singh

Operations & Financial Services Professional

With 6+ years of experience across financial services, fintech, and insurance industries, I specialize in operational support, reconciliation, SLA management, regulatory compliance, and process coordination. I’ve worked in fast-paced environments supporting client operations, maintaining audit-ready documentation, and improving workflow accuracy across cross-functional teams

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About me

HIGH-VOLUME PROCESSING | ZERO-ERROR MINDSET | SLA-COMMITTED

I am open to opportunities pertaining to the field of Credit, Loan, and Operations. Internally promoted at Progressa within 2 years for consistently exceeding performance benchmarks. I bring hands-on expertise in Equifax credit analysis, Salesforce CRM loan lifecycle management, and audit-ready documentation — with a compliance-first mindset built across fintech, insurance, and banking environments. Known for resolving complex file discrepancies, managing high-volume workloads under strict SLA timelines, and coordinating seamlessly across underwriting and operations teams.

6+
Years of
Professional Experience
150+
Credit Profiles
Verified Monthly
99%
Transaction Accuracy
Experience
  • Sep 2025 – Present
    Partner Support Specialist (Promoted)

    Progressa — Ontario
    Act as the primary point of contact for company partners, managing loan account reviews, payment processing, and document verification within Salesforce CRM. Validate customer financial records, assess credit files using Equifax, and ensure accurate fund disbursements to partners within 24-hour SLA commitments. Coordinate between internal operations and external partners to resolve discrepancies and maintain compliance with credit policies.

  • July 2023 – Present
    Financial Service Representative

    Progressa — Ontario
    Guided customers through the loan application process within Salesforce CRM, ensuring accurate and complete document submission before escalation for approval. Reviewed Equifax credit reports to assess creditworthiness, collaborated with underwriters to evaluate applications, and prepared all required documentation to support timely funding decisions — processing 100+ applications monthly within SLA timelines.

  • June 2022 – July 2023
    Assistant Manager

    Glentel — Ontario
    Progressed from Sales Associate to Assistant Manager, managing a team of 6–7 staff through training, performance coaching, and onboarding of new hires. Handled customer payments, refunds, and transaction processing while maintaining documentation accuracy and policy compliance. Prepared and shared monthly Excel sales reports with upper management, communicated targets and sales goals, and contributed ideas for new promotions — consistently supporting operational efficiency across the store.

  • Jan 2020 – Aug 2021
    Financial Operations Associate

    EXL (Client: Zurich Insurance) — India
    Supported European insurance clients with settlements, refunds, and transaction processing — maintaining 99% accuracy across 80–100 daily transactions. Communicated with Zurich's team in German to resolve client issues. Built and maintained Excel reports for customer records and operational tracking, reducing manual reporting time by 30%.

Skill
Salesforce CRM
92%
Loan Processing & Reconciliation
90%
SLA Management & Compliance
92%
Credit Report Analysis (Equifax, TransUnion)
88%
Advance Microsoft Excel
90%
Financial Document Auditing
90%
Data Entry & Accuracy
90%
Risk Assessment & Exception Management
88%

My Services

Credit & Risk Analysis

Reviewing Equifax credit reports, verifying identity documents, and assessing applicant risk profiles to support accurate underwriting decisions and ensure compliance with internal credit policies.

Loan Processing & SLA Management

Processing end-to-end loan applications via Salesforce CRM, coordinating partner and client documentation, managing payment disbursements, and ensuring all files meet 24-hour SLA commitments.

Financial Reporting & Reconciliation

Preparing Excel-based operational reports using PivotTables, VLOOKUP, and Macros, performing transaction reconciliation, resolving discrepancies, and maintaining audit-ready documentation across financial workflows.

Let's connect

  • singh.alisha0203@gmail.com

  • Based in Toronto, Ontario — open to hybrid, remote, and in-person opportunities across the GTA.

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

Let’s Work Together

Have a role, project, or collaboration in mind? Send me a message and I’ll get back to you soon.