Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Wellness Expert
GreenPath Financial Wellness
10.2017 - 12.2024
Provide comprehensive financial counseling to individuals and families facing housing and financial difficulties
Conduct budget analyses and develop tailored financial action plans to address clients' unique needs
Educate clients on their financial options, ensuring clear understanding of benefits and potential impacts
Assist clients in liaising with lenders to resolve mortgage-related concerns and explore available opportunities
Create and implement written action plans with detailed budgets and steps for financial improvement
Offer referrals to external resources and services when appropriate to support clients’ broader needs
Bankruptcy Counselor
01.2017 - 09.2017
Managed incoming calls from clients and attorneys, providing expert guidance on bankruptcy processes and counseling
Conducted credit counseling for clients pursuing bankruptcy, offering advice on financial management and budget adjustments
Developed personalized action plans, helping clients make informed decisions to improve their financial situations
Issued bankruptcy certificates in compliance with U.S
Trustee requirements
Led training for new employees on counseling procedures and internal systems
Client Advocate
04.2016 - 01.2017
Served as the first point of contact for clients, answering inquiries and introducing GreenPath services
Collected and entered client information into the system to ensure proper routing to appropriate departments
Provided technical support to clients navigating the company website and online resources
Sales Associate
Soma Intimates
11.2015 - 04.2016
Maintained up-to-date knowledge of store promotions, policies, and product offerings
Provided personalized recommendations to customers based on their preferences and needs
Assisted customers with product fittings, ensuring satisfaction and comfort
Delivered exceptional customer service, enhancing the overall shopping experience
Vista Member
AmeriCorps
03.2015 - 03.2016
Developed and implemented educational and community programs at the Maya Angelou Young Adult Learning Center
Created and facilitated the "Constantly Learning About Yourself" (CLAY) goal-setting program for students
Supported classroom activities and provided administrative assistance to ensure smooth program operations
Education
Bachelor of Arts - Women and Gender Studies
Oakland University
Rochester Hills, MI
06.2014
Skills
Customer Service & Client Success
Community Engagement
Program Development & Implementation
Organization and Team Collaboration
Technical Aptitude & System Navigation
Training & Mentorship
Friendly, positive attitude
Teamwork and collaboration
Customer service
Problem-solving
Certification
Certified Housing Counselor | National Foundation for Credit Counseling
Financial Counseling Certification (NFCC)
Timeline
Financial Wellness Expert
GreenPath Financial Wellness
10.2017 - 12.2024
Bankruptcy Counselor
01.2017 - 09.2017
Client Advocate
04.2016 - 01.2017
Sales Associate
Soma Intimates
11.2015 - 04.2016
Vista Member
AmeriCorps
03.2015 - 03.2016
Bachelor of Arts - Women and Gender Studies
Oakland University
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