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Skills

  • Budgeting and financial planning assistance
  • Regulatory compliance
  • Data analysis for client financial outcomes
  • Audit preparation and execution
  • Communications
  • Customer service in financial context
  • Process improvement
  • Relationship development
  • Team building
  • Error reduction in claims processing

Work Experiences

  • Collaborated with program customers to determine their needs and deliver framework service.
  • Assisted 2 clients over the past year.
  • Collaborated with external investigators.
  • Answered 13 calls per 18 months to help customers with their questions and concerns.
  • Advised clients on budgeting and credit repair strategies, substantially increasing the financial independence of 6 households.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted clients in navigating process financial resources.
  • Built collaborations with category organizations.
  • Coached junior staff on compassionate client service.
  • Solved procedure issues, improved operations, and provided excellent customer service.

Summaries

  • Achieved significant increases in client financial literacy.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Assisted method individuals in understanding support options.
  • Within Miscellaneous, senior Financial Support Worker and outstanding performer in project management and data analysis.
  • Collaborative partner in multi-agency efforts.
  • Financial Support Worker with 17 years of experience working with financial products.
  • Client-focused Financial Support Worker with a strong background in housing assistance, consistently achieving a 30% success rate in securing both housing and employment for clients.
  • Consistently delivered equitable funding solutions.
  • Accomplished in delivering financial wellness training, helping 2 clients acquire the knowledge needed to independently manage their finances, resulting in a reduction of support dependency by 37%.
  • Committed to helping individuals facing financial crises.

Accomplishments

  • Achieved a 75% increase in program participation with targeted outreach and partnerships with regional financial aid agencies.
  • Reduced benefit error rates by 47% through careful review and maintenance of client documentation, ensuring consistency with local regulations.
  • Analyzed financial reports to identify discrepancies, resolving 35% of accounting errors within 18 months.
  • Collaborated with team of 16 in the development of initiative.
  • Reviewed monthly disbursement reports and identified 30% in potential cost savings through optimization of benefit allocation processes.
  • Resolved product issue through consumer testing.
  • Led a cross-departmental initiative to streamline review of high-priority financial aid applications, reducing processing times from several months to 6 months.
  • Developed client appeal cases and successfully restored benefits for 4 clients facing wrongful termination of assistance.
  • Worked with cross-departmental teams to resolve escalated client issues, reducing unresolved cases by 59% over 18 months.
  • Maintained a 81% client satisfaction rating by ensuring accurate and timely resolution of benefit distribution errors.

Affiliations

  • National Association of Professional Women (NAPW) - Finance Division
  • Association of Information Technology Professionals
  • Association for Computing Machinery
  • Freemason
  • Society of Government and Public Finance (SGPF)
  • American Society of Safety Professionals
  • Society of Human Resource Management
  • Rotary International
  • Financial Management Association International (FMA)
  • National Emergency Management Association (NEMA)

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS) - Association of Certified Anti-Money Laundering Specialists
  • Enrolled Agent (EA) - program
  • USDA Financial Assistance Program Certifications (United States Department of Agriculture)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Certified Specialist in Retirement Income (CSRI – Investment & Wealth Institute)
  • Cisco Certified Network Associate (CCNA)
  • Certified Caseworker in Economic Assistance (The American Public Human Services Association)
  • Satellite Housing Assistance Accreditation (National Housing Resource Center)

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