Katherine Burns
Stafford,VA
Summary
Dynamic and compassionate Financial Literacy Trainer with a proven track record of empowering individuals and families through personalized financial education, coaching, and mentorship. Skilled in facilitating impactful workshops, managing community-based financial programs, and leading a team to deliver meaningful outcomes. Experienced in developing and executing year-long mentoring programs, collaborating with diverse community partners, and tailoring financial strategies to meet the unique needs of clients. Adept at building trust, fostering goal achievement, and creating supportive environments where clients feel heard, encouraged, and equipped to thrive financially.
Overview
7
7
years of professional experience
Work History
Financial Literacy Trainer
Rappahannock United Way
10.2024 - Current
- Guided participants in development of realistic goals and enhanced accountability on financial matters.
- Developed and delivered engaging group presentations and one-on-one coaching sessions.
- Helped members leverage credit and asset building financial products.
- Grew our Prosper Students program from two partnerships to 10 and counting
- Took our Prosper Mentoring program from three active participants to 14
- Increased out Prosper Community program from one partnership to three.
- Created and implemented a quarterly financial workshop to help reach those that may not meet requirements for other programs.
- Was the lead on four programs: Prosper Students, Prosper Mentoring, Prosper Workplace, and Prosper Community
Intake Coordinator
Rappahannock United Way
10.2022 - 10.2024
- Assisted clients in accessing housing, financial assistance and other community resources
- Provided excellent customer care by responding to requests for assistance and assessing for eligibility
- Collaborated with staff members to enhance client experience and exceed team goals for Prosper Programs
- Assisted with Prosper Mentoring by leading financial workshops on various topics such as budgeting, credit, career advancement, and more
- Lead Prosper Students workshops for Project Search a program dedicated to assisting young adults with mental disabilities succeed in the workplace
- Participated in vendor fairs to help promote Prosper Programs and create connections and partnerships with other Agencies
- Lead Presentations on New procedures and implementations to assure that all parties understood the new process completely
- Assisted in created new and innovated ways to change our programs to meet the demands of the community and to increase productivity.
Patient and Marketing Coordinator
Lightwave Dental
03.2020 - 10.2022
- Inputted patient data into computer system using DSN software while following privacy laws and maintaining high level of accuracy
- Scheduled appointments, prepared bills, and received payment for dental services by completing insurance forms, verifying insurance information and maintaining records
- Recorded patients’ health histories documented current symptoms and pulled up records from prior visits for dentists to view and evaluate
- Presented marketing plan to Team Members; Reviewed and adjusted marketing plan as needed
- Worked as a team to create customized marketing materials to increase product awareness
- Planned out marketing events to reach out to prospective business
- Greeted Patients upon arrival, updated personal information in system and provided any forms that needed updating
- Educated patients on postoperative care and best practices for protecting dental work and boosting healing process
- Presented treatment plans with cost estimates and answered insurance and billing questions
- Prepped all appointments on daily schedule prior to patient arrival.
Insurance Sales Representative
Anne and Bryce Reeves State Farm
11.2017 - 03.2020
- Reviewed customer needs and financial means to determine appropriate policy offerings
- Processed loans and provided refinancing options with various prospects and policyholders to ensure timely, accurate, and fair proceedings
- Identified, researched, and resolved billing variances to maintain system accuracy and currency
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance
- Maintained detailed records of customer information and policy sales
- Sought out new clients and developed client relationships through networking, direct referrals, and lead databases
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Sold auto & home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Worked closely with external partners and members of local community to create continuous client referral sources.
Patient and Marketing Coordinator
Lightwave Dental
03.2020 - Current
- Inputted patient data into computer system using DSN software while following privacy laws and maintaining high level of accuracy
- Scheduled appointments, prepared bills, and received payment for dental services by completing insurance forms, verifying insurance information and maintaining records
- Recorded patients’ health histories documented current symptoms and pulled up records from prior visits for dentists to view and evaluate
- Presented marketing plan to Team Members; Reviewed and adjusted marketing plan as needed
- Worked as a team to create customized marketing materials to increase product awareness
- Planned out marketing events to reach out to prospective business
- Greeted Patients upon arrival, updated personal information in system and provided any forms that needed updating
- Educated patients on postoperative care and best practices for protecting dental work and boosting healing process
- Presented treatment plans with cost estimates and answered insurance and billing questions
- Prepped all appointments on daily schedule prior to patient arrival.
Education
Associate of Science - Biology
Germanna Community College
Fredericksburg, VA05.2016
Advanced High School Diploma - undefined
Massaponax High School
Fredericksburg, VA05.2013
Skills
- Proficient oral and written communication in Spanish
- Skilled Microsoft Office
- Presentations and public speaking
- Issue and complaint resolution
- Trained in conducting Financial Well-Being Evaluations
- Content Development
- Reliability
- Excellent verbal communication skills
Timeline
Financial Literacy Trainer
Rappahannock United Way
10.2024 - Current
Intake Coordinator
Rappahannock United Way
10.2022 - 10.2024
Patient and Marketing Coordinator
Lightwave Dental
03.2020 - 10.2022
Patient and Marketing Coordinator
Lightwave Dental
03.2020 - Current
Insurance Sales Representative
Anne and Bryce Reeves State Farm
11.2017 - 03.2020
Advanced High School Diploma - undefined
Massaponax High School
Associate of Science - Biology
Germanna Community College
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