Alisha Singh
Financial Services Representative at Progressa
Based in Toronto, Canada
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Seniority
Staff
Department
Customer/Client Service
Location
Toronto
Industry
Financial Services
Company size
123
Contact information
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a•••••••@progressa.com
Phone
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Background
About Alisha Singh
I still remember the day I walked into my first client service job. A customer had a billing discrepancy. Instead of panicking, I opened every record manually, cross-checked CRM inputs, and found a silent data sync error. That moment didn’t just resolve one issue — it revealed what I truly enjoy: solving financial puzzles with data. Since then, I’ve built my career around decoding complex financial workflows, translating raw numbers into insights, and navigating client needs with precision. At Progressa, I review credit reports, assess income stability, and approve loan files within strict institutional risk models. I don’t just “process loans”—I forecast default probabilities and make credit decisions that align with capital adequacy thresholds. Every day, I collaborate across underwriting, audit, and compliance to ensure that no financial gap goes unnoticed. Before that, I led CRM-based sales performance at Glentel. There, I designed bundling strategies based on device usage trends, trained new hires on POS systems, and ensured inventory sync with daily sales velocity. The thrill was in optimizing conversions—not just selling. In earlier roles with EXL and Zurich Insurance, I managed policy transactions and automated reporting systems.I even created Excel-based tools that saved hours of manual labor every week. But the real value? Reducing data inconsistencies and improving transaction turnaround by applying logic to messy systems. Key Achievements • Reviewed 250+ credit profiles monthly and improved loan processing efficiency by 22% using Salesforce CRM • Generated 95% underwriting alignment with capital adequacy models through custom risk memos and credit analysis • Resolved 60+ monthly interdepartmental conflicts across audit and compliance via Host and InfoSwiss integration • Surpassed sales targets by 82 units in Q4 through CRM-driven bundling and demographic segmentation at Glentel • Achieved a 98% recovery rate in receivables by automating alerts and optimizing invoice prioritization logic • Reduced report preparation time by 30% using advanced Excel formulas and data structuring techniques Portfolio: alishasinghportfolio.com Let’s Connect. I’m always open to roles that demand precision, data fluency, and structured problem-solving in financial services. Reach out at singh.alisha0203@gmail.com or connect with me on LinkedIn.
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Kirti Goyal
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Charles Cao
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Shumaila Maredia
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