Available Now · Accepting New Clients
You Don't Need Another VA.
You Need a Finance Ops Specialist.
I build the CRM systems, workflow automations, and operational infrastructure that FinTech startups and financial firms need to scale — backed by 10+ years working inside HSBC, Lightspeed Commerce, and SimplyFunded across the UK and AU markets.
VB
10+
Years in Finance
30+
Loans Assessed Daily
$50K
Auth Limits
UK · AU
Markets Served
HSBC
Lightspeed Commerce
SimplyFunded
McKinsey Forward Alumni
Toastmasters VP
Salesforce CRM ✦
HubSpot ✦
Monday.com ✦
Zendesk ✦
MyCRM ✦
Quickli ✦
Experian ✦
DSCR · DTI Analysis ✦
KYB / KYC / AML ✦
Workflow Automation ✦
Process Documentation ✦
Systems Integration ✦
Credit Risk Assessment ✦
Financial Reporting ✦
Salesforce CRM ✦
HubSpot ✦
Monday.com ✦
Zendesk ✦
MyCRM ✦
Quickli ✦
Experian ✦
DSCR · DTI Analysis ✦
KYB / KYC / AML ✦
Workflow Automation ✦
Process Documentation ✦
Systems Integration ✦
Credit Risk Assessment ✦
Financial Reporting ✦
The Problem I Solve
Your FinTech Is Growing.
Your Operations Are Breaking.
Most FinTech founders and finance ops leads hit the same wall: the systems that worked at 5 people collapse at 15. Here's what that looks like.
CRM chaos — data everywhere, insights nowhere
Your Salesforce or HubSpot was set up by someone who left. Now it's full of duplicate records, manual workarounds, and no one trusts the data.
Workflows that depend on people, not systems
Every loan, every onboarding, every compliance check lives in someone's head or a spreadsheet. One person out sick and the whole process stalls.
Reporting that takes days to produce
Your leadership team asks for a pipeline report on Monday. Your team spends all week pulling it from five different places. By Friday, it's already outdated.
Compliance gaps that keep you up at night
KYB, KYC, AML documentation is handled inconsistently. A regulatory review would expose gaps. You know it. You just haven't had time to fix it.
The Transformation
What your operations look like after working with me:
I don't consult and leave. I build the actual systems — the Salesforce pipelines, the automated workflows, the compliance SOPs, the reporting dashboards — and document everything so your team runs it independently.
CRM configured to match exactly how your business closes deals
Automated workflows that eliminate manual handoffs between teams
Compliance documentation your team can execute consistently
Real-time reporting your leadership can actually use on Monday morning
Systems built by someone who has processed 30+ financial applications daily under SLA pressure
What I Do
Three Services. One Specialist.
I serve FinTech startups and financial firms that need finance-grade operational infrastructure — not generic admin support.
CRM Setup & Optimization
Your CRM should be the single source of truth for every deal, client, and compliance record. I build and configure it from scratch — or fix what's already broken.
Full Salesforce, HubSpot, or Monday.com setup tailored to your lending or FinTech workflow
Pipeline stages mapped to your actual deal flow, not generic templates
Custom fields for DSCR, DTI, and compliance status tracking
Data migration, deduplication, and audit-ready record structure
Team training so your people actually use it
From $20/hr · ₱40,000/mo
Workflow Automation & SOP Building
Every manual handoff in your process is a liability. I identify the bottlenecks, design the automation, and document the standard operating procedures that make your team consistent at scale.
End-to-end workflow mapping for loan origination, onboarding, and compliance
CRM-based automation rules that trigger actions without human intervention
SOP documentation your team can follow consistently — even when key staff are away
Escalation pathways and SLA frameworks built for high-volume environments
Designed for 24-hour SLA turnaround based on real enterprise experience
Most Popular · From $25/hr
Compliance Operations Support
Financial services compliance isn't a checkbox — it's a system. I build the KYB/KYC/AML workflows and documentation infrastructure that keeps your firm audit-ready and your team confident.
KYB, KYC, and AML compliance workflows built into your CRM
Standardized credit assessment documentation and case notes frameworks
Audit-ready record management across Salesforce, Zendesk, or MyCRM
Fraud detection protocols and escalation documentation
Regulatory compliance frameworks for UK/AU lending environments
From $30/hr · Specialized Rate
Verified Track Record
Numbers That Speak for Themselves.
These aren't estimates. These are the actual metrics from Vod's career inside enterprise financial services — the environments where the systems he'll build for you were tested at scale.
30+
Loan Applications Daily
High-volume pipeline management at Lightspeed Commerce, maintaining 24-hour SLA from lodgement to credit proposal
$50K
Authorization Limits
Assessed and approved SME business lending across CAD, AUD, USD, GBP, and NZD — multi-currency, enterprise-grade
98%
Fraud Loss Reduction
Reduced potential fraud losses through enhanced risk assessment protocols and implementation of additional fraud checks at Lightspeed Commerce
10+
Years · 3 Countries
Philippines-based operations across UK (HSBC, M&S Bank), Australian, and Canadian financial markets — from consumer to SME credit
Career Timeline
2025 – Present
Remote / UK & AU
Business Loan Underwriter / Loan Processor
SimplyFunded / Morley Capital Ltd
Conducts initial credit assessments for SME loan applications — reviewing webforms, financial records, bank statements, and Open Banking data
Calculates DSCR, repayment structures, and leverage ratios; verifies CCJs, guarantor checks, and business registration
Maintains audit-ready loan records across Monday.com, MyCRM, Zendesk, Salesforce, and HubSpot
Collaborates with brokers, valuers, lawyers, and internal stakeholders on loan progression
2022 – 2025
Remote / APAC
Merchant Capital Underwriter / Risk Analyst
Lightspeed Commerce Inc.
Assessed 30+ complex business lending applications daily with $50,000 authorization limits across CAD, AUD, USD, GBP, NZD
Reduced fraud losses by 98% through enhanced risk assessment and fraud detection protocols
Managed high-volume pipelines on MyCRM, Quickli, and ApplyOnline maintaining 24-hour SLA turnaround
Reviewed KYB/KYC data, evaluated willingness-to-pay via ML risk scores, and analyzed self-employed company and Trust structures
2017 – 2022
Quezon City, PH
Credit Underwriting Executive L7 → Associate L8
HSBC Philippines — UK Market
Evaluated 30+ credit applications daily with lending authority up to £25,000 for the UK market
Conducted cash flow analysis and risk assessments; collaborated with financial crime risk teams on escalations
Promoted from Associate L8 to Executive L7 — recognized for policy analysis and risk recommendation quality
Reviewed Hong Kong market applications; ensured adherence to compliance guidelines across jurisdictions
2014 – 2017
Quezon City, PH
Operations Associate — M&S Bank (via HSBC)
HSBC Philippines
Managed customer relationships and resolved inquiries via phone banking for UK market — credit cards, billing, foreign exchange
Ensured full compliance with business and legal regulatory requirements during all transactions
Tools & Tech Stack
Platforms Your Team Already Uses.
Knowing these platforms isn't just a skill. It's the difference between a six-week CRM setup and a two-week one — because I've already been building in these environments for years.
Salesforce
CRM
HubSpot
CRM
Monday.com
Project Ops
Zendesk
Support Ops
MyCRM
Mortgage CRM
Quickli
Serviceability
Experian
Credit Bureau
Trulioo
KYB Verification
Creditsafe
Risk Intel
Google Workspace
Collaboration
Excel / Sheets
Data Modeling
AI Risk Models
Decisioning
Why Vodner Bolina
I've Lived Inside the Systems
I'm Now Building for You.
Most operations consultants learn from the outside. I spent a decade on the inside — at enterprise banks, global FinTechs, and SME lenders — processing the exact workflows I'll now optimize for your firm.
Available Remotely · Philippines
McKinsey
Forward Alumni
VP
Toastmasters
BSBA
Financial Mgmt '26
01
I speak finance and systems — fluently.
When your team says "we need the CRM to flag applications where DSCR falls below 1.25," I know exactly what that means and how to build it. Most ops consultants need a finance translator. I am the translator.
02
I've operated at enterprise SLA pressure.
Processing 30+ complex loan applications per day under 24-hour SLA at Lightspeed Commerce isn't theory — it's the environment my systems were built in. Your team gets that same standard of operational discipline.
03
Freelancing is an upgrade, not a lifeline.
I'm not transitioning out of necessity. I'm bringing 10+ years of enterprise financial services expertise to clients who can't afford to hire a full-time ops team — but need one. That changes the dynamic entirely.
04
McKinsey trained. Toastmasters-led.
As a McKinsey Forward Program Alumni and Toastmasters VP for Membership, I bring structured problem-solving and communication clarity to every engagement — so you always know what I'm building and why.
Built on Real Experience
What 10 Years in Enterprise Finance Teaches You
These aren't positioning statements. They're conclusions drawn from decade of working inside systems under regulatory scrutiny, SLA pressure, and multi-currency complexity.
Engagement Options
Transparent Pricing. No Surprises.
All engagements are remote. All work is documented. All systems are built to be run by your team without me — that's the point.
Starter
Project-Based
$20–25/hr
Typically 20–40 hrs · ₱40,000–₱50,000/mo
✓
CRM audit and gap analysis✓
Single workflow design and automation✓
SOP documentation for one process✓
1 round of revisions✓
Async communication via Slack or emailMost Popular
Professional
Monthly Retainer
$30–35/hr
40–60 hrs/mo · ₱60,000–₱70,000/mo
✓
Full CRM setup and configuration✓
End-to-end workflow automation✓
Complete compliance operations documentation✓
Weekly reporting setup and optimization✓
Weekly strategy check-in call✓
Ongoing system improvements and supportEnterprise
Fractional Ops Lead
$40/hr
Full engagement · ₱80,000+/mo
✓
Embedded as your remote operations lead✓
Full systems architecture and implementation✓
Team SOP library — fully documented and maintained✓
Multi-CRM platform management✓
Compliance operations and audit readiness✓
Priority response · Bi-weekly strategy sessions
Currently Accepting 2 New Clients · Remote-Only Engagements
Ready to Build Operations
That Actually Scale?
A 30-minute discovery call is enough to know if we're the right fit. No hard sell. Just a direct conversation about where your operations are breaking and what it would take to fix them.
Quezon City, Philippines · Remote-First