Grace Bejarano
Peoria,AZ
Summary
Knowledgeable and dedicated customer service professional with extensive experience in financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
23
23
years of professional experience
Work History
SR CERTIFIED CREDIT COUNSELOR
MONEY MANAGEMENT INTERNATIONAL
01.2017 - 12.2023
- Improved clients' financial stability by conducting comprehensive budget analysis and offering personalized advice.
- Assisted individuals in reducing debt through careful review of their finances and tailored repayment plans.
- Educated clients on credit management strategies for long-term financial success.
- Developed customized action plans to address each client's unique financial challenges and goals.
- Conducted workshops on personal finance topics such as budgeting, saving, and credit repair for community members.
- Maintained strict confidentiality while handling sensitive client information and adhering to industry regulations.
- Provided ongoing support to clients throughout their journey toward improved financial health.
- Enhanced company reputation by delivering exceptional customer service and building strong relationships with clients.
LEARNING AND DEVELOPMENT SPECIALIST
MONEY MANAGEMENT INTERNATIONAL
01.2011 - 01.2016
- Plan and execute training programs, including gathering, preparing all materials, and scheduling training times with operations staff
- Delivered training programs to help employees maintain and improve skills
- Lead Trainer for Alaska, Virginia, Indiana, Louisiana, and Connecticut mergers.
MANAGER, BRANCH COUNSELING
MONEY MANAGEMENT INTERNATIONAL
01.2006 - 01.2009
- Manage day-to-day operational aspects of 7 Branch offices in California
- Hired and Trained 12 new housing counselors and one housing supervisor in a 2-week classroom training as well as on the training and on the job training once classroom training was complete
- Continued review of employee benchmarks with monthly meetings with each employee.
LEARNING AND DEVELOPMENT SPECIALIST
MONEY MANAGEMENT INTERNATIONAL
01.2004 - 01.2005
- Plan and execute training programs, including gathering, preparing all materials, and scheduling training times with operations staff
- Delivered training programs to help employees maintain and improve skills
- Lead Trainer for Alaska, Virginia, Indiana, Louisiana, and Connecticut mergers.
PHONE/BRANCH COUNSELOR
MONEY MANAGEMENT INTERNATIONAL
01.2001 - 01.2003
- Responsible for assessing customers' financial situation through a one-on-one financial analysis by phone and in person
- Maintain daily office duties and assist walk in customers
- Obtained and maintained all certifications needed.
Education
High School Diploma -
St. Johns High School
St. Johns AZSkills
- Empathy development
- Individual counseling
- Conflict Resolution
- Multitasking Abilities
- Effective Communication
- Customer Retention
- Active Listening
- Patience Maintenance
- Problem Solving
- Call Center Experience
- Computer Proficiency
- Call Documentation
- Customer Data Confidentiality
- Budget Planning
- Debt Management
- Analytical Skills
- Public Speaking
- Compliance Knowledge
- Call Management
Timeline
SR CERTIFIED CREDIT COUNSELOR
MONEY MANAGEMENT INTERNATIONAL
01.2017 - 12.2023
LEARNING AND DEVELOPMENT SPECIALIST
MONEY MANAGEMENT INTERNATIONAL
01.2011 - 01.2016
MANAGER, BRANCH COUNSELING
MONEY MANAGEMENT INTERNATIONAL
01.2006 - 01.2009
LEARNING AND DEVELOPMENT SPECIALIST
MONEY MANAGEMENT INTERNATIONAL
01.2004 - 01.2005
PHONE/BRANCH COUNSELOR
MONEY MANAGEMENT INTERNATIONAL
01.2001 - 01.2003
High School Diploma -
St. Johns High School
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