Jennifer Nanji
Pittsburgh,PA
Summary
Dedicated financial counselor skilled in credit management, budgeting strategies, and client relations. Proven ability to guide clients toward achieving their financial goals through effective communication and tailored solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Financial Counselor
Allegheny County Financial Empowerment Center
Pittsburgh, PA
07.2020 - Current
- Provide financial counseling to clients on budgeting, credit management, and debt repayment strategies.
- Consult with clients to assess and meet short- and long-term financial goals.
- Coordinate and participate in presentations on financial services to attract new clients.
- Assist clients in understanding financial options and resources available.
Home Loan Specialist
PNC Financial Services
Pittsburgh, Pennsylvania
04.2018 - 07.2020
- Guided clients through home loan application processes and requirements.
- Managed loan documentation, ensuring compliance with regulations to facilitate timely approvals.
- Resolved client issues during loan approval process, enhancing overall customer satisfaction.
- Delivered exceptional customer service throughout mortgage lending process, fostering strong client relationships.
Cash Logistics Analyst
PNC Financial Services
Pittsburgh, PA
06.2017 - 04.2018
- Coordinated with vendors to secure on-time delivery of materials and services, enhancing supply chain reliability.
- Developed logistics reports that informed operational decision-making, contributing to improved strategic planning.
- Collaborated with team members to streamline shipping and receiving operations, reducing processing time and improving workflow.
- Investigated any discrepancies or issues concerning order fulfillment or delivery delays.
Bank Teller
PNC Financial Services
Pittsburgh, PA
11.2015 - 06.2017
- Managed cash drawer, balanced funds, and maintained accurate records to ensure financial integrity.
- Provided exceptional customer service by addressing inquiries, resolving complaints, and processing transactions efficiently.
- Identified customer needs to deliver tailored banking solutions and enhance customer satisfaction.
- Adhered to compliance regulations and internal policies during all transactions.
Education
Master of Arts - Education
Grand Canyon University
Phoenix, AZ12-2009
Bachelor of Science - Economics
North Carolina A&T State University
Greensboro, NC05-2002
Skills
- Credit counseling
- Budgeting strategies
- Increasing savings
- Client relations
- Customer service
- Effective communication
- Presentation skills
- Problem solving
- Proficient in Microsoft 365
Certification
National Association of Certified Counselors
Timeline
Personal Financial Counselor
Allegheny County Financial Empowerment Center
07.2020 - Current
Home Loan Specialist
PNC Financial Services
04.2018 - 07.2020
Cash Logistics Analyst
PNC Financial Services
06.2017 - 04.2018
Bank Teller
PNC Financial Services
11.2015 - 06.2017
Master of Arts - Education
Grand Canyon University
Bachelor of Science - Economics
North Carolina A&T State University