Position: Account Manager/ Underwriring Manger/ Project Manager
Category: Other
English level: fluent
Years of experience: 2.5

Created absolutely new workspace from the scratch for the project in Monday CRM to keep the team members updated on a daily basis;
Trained 5 interns that eventually became strong part of the team.
Helped more than 200 clients to get their accounts approved in the US banks.
 Developed an external e-learning course on grant writing from scratch, leveraging the LearnWorlds.com platform.
Project Manager at non-profits.
- Convert all existing spreadsheets of the business to the Monday CRM system, streamlining data management and improving efficiency in the organization's workflows.
- Leed the integration and training process to ensure a seamless transition for all team members to the new CRM system.
- Prepare comprehensive monthly and quarterly reports for existing clients, highlighting key performance metrics and achievements.
- Establish a standardized reporting process, leading to improved client satisfaction and retention.
- E-Learning Course Developing. 
- Develope an external e-learning course on grant writing from scratch, leveraging the LearnWorlds.com platform.

Underwriting Manager:
-Receiving and evaluating the application package received from the clients, ISOs and etc. Reviewed more than 600 applications packages, and gave my feedback; 
-Analyse statistical data using specialised computer programs. (Jarvis CRM, etc.) 
-Boarding the approved merchants’ application in the system. In total 95 applications have been created and boarded;
Keeping in touch with new and existing clients on a daily basis;

Account Manager:
- Pre-filling the application package based on the provided clients’ supporting documents. 
-Submitting the application package to the banks , keeping in touch with the representatives of the bank in order to be to updated about the status of all our clients’ accounts;
-Training new employees, informing them about the company’s customer management policies . 
-Keeping the workflow in the CRM updated.