KIMBERLY PAULK
Cottonwood,AL
Summary
Results-driven Financial Advocate with Five Star Credit Union, specializing in debt counseling and fraud prevention. Proven ability to conduct thorough financial assessments and provide compassionate guidance, ensuring clients achieve their financial goals. Skilled in translating complex concepts into accessible information, fostering financial literacy and empowering clients through effective communication.
Experienced with coordinating team efforts to achieve common objectives. Utilizes strong communication skills and adaptability to meet changing needs and support peers effectively. Track record of fostering collaborative and productive work environment. Known for keen focus on teamwork and achieving outcomes through effective communication and flexibility. Reliable and adaptable, skilled in conflict resolution and fostering positive team environment.
Overview
4
4
years of professional experience
Work History
Financial Advocate 2
Five Star Credit Union
11.2020 - Current
- Demonstrated a high level of professionalism and integrity when working with clients, always striving to provide the best possible advocacy on their behalf.
- Conducted detailed assessments of clients'' financial situations to determine appropriate courses of action based on individual circumstances and goals.
- Maintained strict confidentiality regarding sensitive information while providing compassionate guidance for those facing difficult financial situations.
- Utilized excellent communication skills to translate complex financial concepts into easy-to-understand terms for clients who may not have had prior exposure to such information.
Education
Associate of Science - Veterinary Nursing
George C Wallace Community College
Dothan, AL05-2009
Associate of Science - Veterinary Nursing
Jefferson State Community College
Birmingham, AL05-2009
Skills
- Fraud prevention
- Debt counseling
- Financial literacy education
- Loan advising
- Financial services
- Cold calling
Timeline
Financial Advocate 2
Five Star Credit Union
11.2020 - Current
Associate of Science - Veterinary Nursing
George C Wallace Community College
Associate of Science - Veterinary Nursing
Jefferson State Community College
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