Analytical finance professional with over 7 years in banking and compliance. Expertise in evaluating financial profiles, assessing risk, and enhancing workflows to reduce client processing errors. Committed to educating clients on financial literacy and developing personalized plans that drive financial success.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Financial Counselor/Advisory Analyst
Prince William County Government
Manassas, Virginia
2025.06 - Current
Developed personalized financial plans to help clients achieve their financial goals.
Conducted financial assessments to evaluate income, debt, and affordability for clients.
Educated clients on financial literacy topics, including credit scores and loans.
Assessed potential risks and created structured action plans to mitigate them.
Facilitated group workshops on financial wellness and money management strategies to enhance client knowledge.
Collaborated with community organizations to link clients with essential resources for financial support.
Improve workflows and reduce client processing errors
Senior Member Service Representative
Navy Federal Credit Union
Woodbridge, Virginia
2022.08 - 2025.04
Analyzed financial situations to mitigate risk and enhance member outcomes
Guided members in financial decisions through tailored product recommendations
Resolved complex account issues and improved customer satisfaction
Ensured compliance with banking regulations and internal controls
Identified and implemented process improvements to streamline operations
Sales Professional
Coach (Tapestry)
Woodbridge, Virginia
2019.08 - 2020.03
Consistently met and exceeded sales targets
Drove sales through relationship building and product knowledge
Built strong relationships with clients to enhance brand loyalty.
Engaged customers through personalized service and product knowledge, fostering a positive shopping experience.
Provided high-end customer service in fast-paced retail a fast-paced retail environment to enhance customer satisfaction
Maintained visual merchandising standards and ensured inventory accuracy to support sales objectives