Keri Cisek
Tucson,AZ
Summary
Provides customers with targeted financial advice, service options and product recommendations to serve debt management needs. Effective at building and implementing plans for each person or organization. Proficient in factors affecting credit scores and strategies for financial recovery.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Enrollment counselor
Univeristy of Phoenix
- Educated individuals on degree programs offered
- Managed CRM database of 500 students
- Mentored student throughout first and second course
- Worked with graduation team of one Academic Counselor and one Finance Counselor to ensure positive student experience
- Provided technical support for student in going through applications and also student website.
Finance Advisor and Senior Finance Advisor
University of Phoenix
- Ensured attendance of 350 continuing students by providing payment reminders and creating payment plans when necessary
- Advised students on payment options and assisted them in process of applying for alternative loans and financial aid
- Reviewed financial paperwork for completion
- Assisted with work load of other finance counselors while on vacation.
Financial Intake Specialist
University of Phoenix
- Ordered student transcripts
- Proofread student loan applications for completeness and contacted certification companies to check on processing time
- Entered student information into official database and tracking system
- Informed student of matriculation and transfer credits.
Associate Banker
JP Morgan Chase
- Handled high dollar transactions as merchant banker
- Reviewed customer accounts for referrals to investment representatives
- Made outbound calls to customers during downtime after review of accounts to schedule appointments with investment representatives.
Debt Consultant
Freedom Debt Relief
Phoenix, AZ
12.2022 - Current
- Stayed up-to-date on industry trends and regulations, ensuring compliance and best practices were consistently followed within the organization.
- Increased client retention rates by conducting regular follow-ups, ensuring continued progress towards their financial goals after initial consultations concluded.
- Improved clients'' financial situations through comprehensive debt analysis and customized action plans.
- Streamlined client communication processes for increased efficiency in case management.
Education
Bachelor of Science in Management -
University of Phoenix
01.2009
Skills
- Critical Thinking
- Technology proficiency
- Leadership Qualities
- Problem-Solving
- Attention to Detail
- Decision-Making
Accomplishments
Recipient of the Presidents Club Award in 2023 at Freedom Debt Relief.
Recognized as the top enrollment counselor in the division, with achievements that have earned invitations to exclusive top performer retreats nationwide during employment with the University of Phoenix.
Certification
IAPDA
Timeline
Debt Consultant
Freedom Debt Relief
12.2022 - Current
Senior Enrollment counselor
Univeristy of Phoenix
Finance Advisor and Senior Finance Advisor
University of Phoenix
Financial Intake Specialist
University of Phoenix
Associate Banker
JP Morgan Chase
Bachelor of Science in Management -
University of Phoenix