Hazel B.
FINANCIAL UNDERWRITER | MCA FUNDING SPECIALIST I DATA ANALYST | LPT
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FINANCIAL UNDERWRITER | DATA ANALYST | LPT
Are you tired of complicated financial documents, unclear bank statements, and time-consuming underwriting reviews?
Hi! I’m a Financial Underwriter, Data Analyst, and Licensed Professional Teacher (LPT) with nearly 2 years of experience supporting US-based financial operations. I specialize in bank statement analysis, MCA underwriting, document review, income and asset analysis, and risk assessment. Whether you need help reviewing financial documents, analyzing transactions, identifying risks, or organizing financial data, I’m here to provide accurate, reliable, and detail-oriented support.
✅ WHAT I CAN DO FOR YOU:
▪ Financial Underwriting – Review financial information and assess creditworthiness
▪ MCA Underwriting – Analyze applications and business financials for funding decisions
▪ Bank Statement Analysis – Review credits, debits, balances, and cash flow
▪ MCA Document Review – Verify and analyze financial documents
▪ Income & Asset Analysis – Evaluate income sources and financial capacity
▪ Risk Assessment – Identify inconsistencies, red flags, and potential risks
▪ Financial Data Analysis – Organize, filter, and interpret US financial data
▪ Data Entry & Documentation – Maintain accurate and organized records
▪ Administrative Support – Email management, reporting, research, and back-office support
🛠️ TOOLS & SKILLS:
▪ Microsoft Excel & Google Sheets
▪ Microsoft Outlook
▪ CRM Systems
▪ Monday.com
▪ Data Analysis & Reporting
▪ US Bank Statement Analysis
▪ Financial Documentation
▪ Confidential Data Handling
Why hire me
⭐ WHY WORK WITH ME? ✔ Nearly 2 years of financial underwriting experience ✔ Experienced in US financial data and MCA processing ✔ Strong attention to detail and accuracy ✔ Comfortable handling sensitive and confidential information ✔ Analytical, organized, and dependable ✔ Licensed Professional Teacher (LPT) with strong communication and documentation skills Let’s make your financial review process faster, more accurate, and more organized. I’m ready to help!
Experience
FINANCIAL UNDERWRITER | DATA ANALYST | MCA FUNDING SPECIALIST AND LICENSED PROFESSIONAL TEACHER
AKT Virtual Assistant & Westbury Global Services · 2024 — 2025As an Underwriter, I analyze clients’ bank statements by extracting and organizing relevant numerical data while filtering out non-essential transactions such as merchant cash advances. I ensure the accuracy of financial records by reconciling amounts and performing detailed computations using Excel. I evaluate cash flow, spending patterns, and overall financial behavior to assess how clients manage their business finances. Based on this analysis, I support data-driven decision-making to determine clients’ eligibility for funding, ensuring compliance with company standards and risk guidelines.Telemarketer
Innovasia Manpower Services Inc. · 2023 — 2023As a telemarketer, I assist clients with their needs by providing quality service, addressing inquiries, and offering suitable products or solutions. I communicate clearly and professionally, build rapport with customers, and use persuasive communication skills to effectively promote and sell products while ensuring customer satisfaction. I handle concerns efficiently, meet sales targets, and contribute to the overall success of the teamGraphic Designer & Data Analyst (Short Term Project)
null · 2023 — 2023Executed graphic design tasks while performing data analysis for project deliverables.
Skills & Expertise
Education
- Bachelor of Secondary EducationBataan Peninsula State University · 2021 — 2025
- Senior High School - Humanities and Social SciencesSOFTNET Information Technology Center, Inc.- With highest honors · 2019 — 2021
- Junior High SchoolMariveles National High School-Poblacion -With honors · 2015 — 2018
Photos
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