Brittni K. Graham
Douglas,GA
Summary
Detail-oriented and client-focused professional with experience in financial counseling, credit counseling, and customer service. Highly motivated leader with a proven history of achieving expectations by sustaining secure financial standing and increasing customer services. Utilizes effective management while also creating long-term, purposeful partnerships. Determined to sustain and grow long-term client relationships to achieve financial success and stability. Managing and maintaining office records, schedules, meetings and appointments. Supply inventory, budget allocation, payroll to employees and staff.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Counselor
Cambridge Credit Counseling Inc.
09.2023 - Current
- Answers incoming calls from a variety of sources with a primary focus of assisting all callers.
- Makes outbound calls to warm leads with a primary focus of assisting all callers.
- Assesses and analyzes consumer needs and determine the financial tools and course of action that is appropriate for meeting those needs.
- Provides thorough information to consumers to educate them about services and products available to help them manage their personal finances.
Financial Counselor
Consumer Education Services Inc.
08.2021 - 01.2023
- Company Overview: Company dissolved
- Company dissolved
Financial Ops generalist
Region XI Accounting
02.2015 - 08.2021
- Receives and properly manages incoming and outgoing mail and telephone communications and processes all outgoing checks for mailing for regional office.
- Maintains a file of check copies and registers and performs clerical duties, as assigned.
- Performs assigned accounts payable, accounts receivable, payroll preparation & budget.
- Monitoring/preparation and general accounting functions.
- Reviews, codes, and posts transactions; balances and reconciles accounting records.
- Prepares required reports.
- Conducts quality assurance reviews, as required.
- Assists auditors, as required.
- Supervises or monitors the daily work of clerical or related staff, as required.
- Performs clerical duties, as assigned.
- Performs other professional responsibilities as assigned by supervisor.
Education
Associates of Science -
South Georgia State College
Douglas, GeorgiaBachelor of Science -
Albany State University
Albany, GeorgiaSkills
- Financial Counseling
- Credit Counseling
- Financial Accounting
- Balancing and reconciling accounting records
- Credit Analysis
- Customer service
- Oral communication
- Written communication
- Analytical skills
- Interpersonal communication
- Patience
- Adaptability
- Organizational skills
- Problem-solving
- Active listening
- Data Entry
Certification
Certified Financial Counselor
Timeline
Financial Counselor
Cambridge Credit Counseling Inc.
09.2023 - Current
Financial Counselor
Consumer Education Services Inc.
08.2021 - 01.2023
Financial Ops generalist
Region XI Accounting
02.2015 - 08.2021
Associates of Science -
South Georgia State College
Bachelor of Science -
Albany State University
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