Summary
Overview
Work history
Education
Skills
Languages
Timeline
BusinessAnalyst
KHERLEN TSEREN

KHERLEN TSEREN

Ulan Bator,Ulaanbaatar Hot

Summary

Accomplished professional with extensive expertise in project management, data analysis, and financial planning. Demonstrates proficiency in Microsoft Office and project management software, with a strong background in budgeting, forecasting, and risk assessment. Adept at communication strategy and client account management, ensuring effective communication management and resolution of account disputes. Skilled in financial analysis, credit check administration, and the preparation of financial statements. Committed to leveraging research and analysis skills to drive informed decision-making and enhance organisational performance.

Overview

1
1
year of professional experience
16
16
years of post-secondary education

Work history

Communication manager

Sendly NBFI
Ulan Bator, Ulaanbaatar Hot
06.2023 - Current
  • Enhanced brand awareness by implementing effective communication strategies.
  • Developed comprehensive communication plans for successful product launches.
  • Improved internal communications with well-structured staff meetings and newsletters.
  • Coordinated public relations campaigns to enhance company reputation.
  • Managed loan approval process for efficient customer service.
  • Organised regular team meetings for optimal communication.
  • Coordinated with sales and marketing teams, enhanced cross-departmental collaboration.
  • Evaluated clients' financial status, ensured accurate credit rating.
  • Ensured compliance with lending regulations by maintaining up-to-date knowledge of laws and policies.
  • Prepared detailed reports to support executive decision making.
  • Reviewed loan applications meticulously, reduced potential risks significantly.
  • Negotiated repayment terms with customers facing financial difficulties, minimising bad debts ratio.
  • Implemented new software systems for improved data management capability.
  • Advised clients on available credit options, optimised client satisfaction levels.
  • Oversaw training of junior staff members to promote professional development within the team.
  • Maintained robust relationships with stakeholders; facilitated smooth business operations.
  • Contacted customers about overdue payments by phone, letter and email.
  • Monitored outstanding balances and followed up payments.
  • Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
  • Chased clients to procure payments in line with agreed terms and conditions.
  • Monitored and responded immediately to messages and phone calls regarding credit control issues.
  • Followed up monthly statements with courtesy calls to customers.
  • Negotiated terms and conditions, payment plans and settlements.
  • Escalated serious issues and concerns immediately to supervisor.
  • Developed and cultivated strong professional relationships across company departments.
  • Received debit and credit card payments by phone.
  • Conducted credit checks and monitored credit alerts.
  • Negotiated payment plans suitable for clients.
  • Posted journal transactions and cash receipts on sales ledger.
  • Investigated invoices, requesting appropriate evidence from suppliers.
  • Reconciled complicated accounts provided by accounting team.
  • Identified most pressing client debt cases to pursue.
  • Used appropriate action to deal with bounced direct debit and cheque payments.
  • Uploaded relevant documentation to client portals.
  • Delivered consistent financial support to maximise corporate sales and profit.
  • Analysed financial statements to identify client viability and risk.
  • Prompted customers with overdue payments to avoid penalties.
  • Evaluated client credit check outcomes to provide complete financial advice.
  • Informed customers of potential legal action and required remediation to avoid escalation.
  • Met with applicants to collect information about personal histories, current loans and income.
  • Built positive relationships with lenders to achieve optimal client deals.
  • Reviewed and submitted applications to management with recommendations.
  • Completed documentation for lines of credit and loans on behalf of customers.
  • Updated client records with successful credit and loan applications.
  • Documented client applications for personal, business and mortgage loans.
  • Maintained impeccable records of payments and documentation of transactions.
  • Devised credit and repayment plans for secure finance management.
  • Interviewed customers to assess current and projected financial positions.
  • Prepared documentation on loan repayment feasibility.
  • Conveyed terms and conditions to applicants to inform about loan rates, repayment requirements and potential actions in case of default.
  • Progressed legal action for overdue accounts.
  • Monitored financial markets to recommend suitable client products.
  • Conducted research into references for reliable approval outcomes.
  • Issued official approval and rejection notices within allowable limits and in line with institutional risk profiles.

Education

Certificate of secondary education -

Mongol-Oyu Secondary School
Darkhan-Uul, Darkhan
09.2007 - 06.2018

Bachelor of Financial Management - Financial Management

Institute of Finance and Economics
Ulan Bator, Ulaanbaatar Hot
09.2018 - 06.2023

Skills

  • Project management
  • Data analysis
  • Project management software
  • Proficiency in Microsoft Office
  • Budgeting and forecasting
  • Communication strategy
  • Risk assessment
  • Communication management
  • Client Account Management
  • Financial statements
  • Schedule management
  • Financial planning
  • Financial analysis
  • Credit check administration
  • Arrangement of documents
  • Resolve account disputes
  • Accept payment
  • Persistence
  • Review the issue
  • Proficiency in Microsoft Excel
  • Accounting software
  • Research and analysis
  • Financial ability
  • Credit score analysis
  • Principles of accounting
  • Written and verbal communication

Languages

Korean
Upper intermediate
English
Intermediate

Timeline

Communication manager

Sendly NBFI
06.2023 - Current

Bachelor of Financial Management - Financial Management

Institute of Finance and Economics
09.2018 - 06.2023

Certificate of secondary education -

Mongol-Oyu Secondary School
09.2007 - 06.2018

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KHERLEN TSEREN