Michelle Pegal
$5/hr
Currently working as a Business Process Associate in a US based lending company for 10 months.
- Reply rate:
- -
- Availability:
- Hourly ($/hour)
- Age:
- 29 years old
- Location:
- San Jose, Batangas, Philippines
- Experience:
- 3 years
My portfolio
MICHELLE PEGAL
Account Processor • Loan Processor • Customer Service Representative • Front Office Executive
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Hello,
I'm Michelle!-live: michelle.pegal
linkedin.com/in/michelle-pegal-15077b191
Account Processor for 401(k) plan
Job Overview
I am responsible for supporting small business owners to complete the annual testing for 401(k) plans to
ensure annual 5500 filings are completed in a timely manner. During my tenure, I helped hundred of business
owners in filing their 5500 in a timely manner
Data Processing
Email Management
Recordkeeping
Data Entry
Data Analysis
Database Management
Financial Management
lists of documentations being reviewed
Contracts
Census
Income Tax Return
Corporate Bank Statements
401k Bank Statements
Investment Management Statements
Stock Ledger
Annual Report
Payroll
Board Resolution
Adoption Agreement
Profit and Loss
Balance Sheet
Financial custodians I worked with
LOan Processor
Job Overview
Managing and processing loan applications for individuals or businesses seeking financial assistance. My
primary role is to review and verify all the information provided by loan applicants, including business
history, income, credit score, and other financial documents necessary for the completion of loan
Data Processing
Email Management
Recordkeeping
Data Entry
Data Analysis
Database Management
Financial Management
ProjectWorks
Solutions for Small Business Growth
Tools and Sofware
Communication and Collaboration
File sharing and cloud storage
Tools and Sofware
Word Processing and CRM tools
Others
Other certifications
Get in
Touch
-live: michelle.pegal
michelle-pegal.com
