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Skills

  • Interpersonal skills
  • Third-party collaboration
  • Proficient in Microsoft Excel
  • Math aptitude
  • Strong interpersonal skills
  • MS Office
  • Accounting systems and software
  • Program equipment
  • 8 WPM typing speed
  • Financial modeling

Work Experiences

  • Provided mortgage, education, and personal loan advice to clients.
  • Created accounts with a 13 product cross-sell ratio.
  • Conducted market research and compiled detailed analysis data.
  • Found healthcare resources and programs for patients who couldn't pay their bills.
  • Was in charge of organizing, stocking, and maintaining the teller window area.
  • Meticulously documented all details regarding contact with patients, providers, and other individuals using SAP.
  • Performed audits for financial services clients such as banks and asset management firms.
  • Analyzed credit reports to identify issues and devised debt consolidation and reduction strategies for clients.
  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.
  • Oversaw a team of 5 analysts who worked in the program field.

Summaries

  • With 12 years of experience in framework operations, I am an accomplished management professional.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Expertise in the factors that affect credit scores and financial recovery strategies.
  • Bank Teller who is meticulously organized and has excellent time management skills.
  • When it comes to money management, accuracy, honesty, and attention to detail are essential.
  • Effective at creating and putting plans in place for each individual or organization.
  • Strengths in client relations and workflow optimization backed up by Banking and Financial Services training.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Financial Counselor is a deadline-driven Financial Counselor who excels in fast-paced environments.

Accomplishments

  • Facilitated negotiations between clients and creditors, achieving an average debt reduction of 44% on outstanding balances.
  • Led a cross-functional team in redesigning financial aid application forms, resulting in accuracy improvements and a 58% reduction in processing delays.
  • Helped reduce overall patient debt load by 29% through proactive negotiation with hospitals and insurance providers.
  • Advised 4 clients experiencing foreclosure risk, helping them restructure their financial plans and avoiding property loss.
  • Maintained a positive net cash flow Number for 13 months in a row.
  • Achieved successful IPO for Cedar Works.
  • Collaborated with team of 2 in the development of framework.
  • Documented and resolved framework which led to method.
  • Earned system Award in 2017.
  • Implemented a referral system that increased patient signups for financial aid by 84% across Seattle, resulting in higher service engagement.

Affiliations

  • Chartered Wealth Manager Institute (CWMI)
  • Freemason
  • Certified Financial Planner Board of Standards (CFP Board)
  • Association for Computing Machinery
  • Society of Human Resource Management
  • Charter Institute for Securities & Investment (CISI)
  • American Society of Safety Professionals
  • Certified Fraud Examiners (CFE)
  • National Foundation for Credit Counseling (NFCC)
  • Society of Financial Service Professionals (FSP)

Certifications

  • Accredited Debt Management Specialist (ADMS)
  • Certified Retirement Counselor (CRC)
  • Accredited Investment Fiduciary (AIF)
  • Certified Credit Counselor (CCC)
  • Certified Government Financial Manager (CGFM)
  • Chartered Financial Consultant (ChFC)
  • First Aid/CPR Certified
  • Certified Divorce Financial Analyst (CDFA)
  • Certified Nonprofit Financial Management Consultant (CNFMC)
  • Microsoft Certified Systems Engineer (MCSE)

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