Dynamic financial coach with a proven track record at Neighborhood House, excelling in financial management and effective communication. Skilled in budget planning and debt management, I empower clients to achieve their financial goals through personalized coaching and relationship building, resulting in improved credit scores and informed decision-making.
Overview
28
28
years of professional experience
Work History
Financial Coach
Neighborhood house
Peoria, IL
01.2018 - 04.2020
Collaborated with local organizations to promote financial education initiatives.
Provided one-on-one coaching sessions to address individual financial challenges.
Assisted clients in understanding credit reports and improving credit scores.
Created educational materials to support client learning about financial topics.
Built strong relationships with clients to foster trust and open communication.
Supported budget process by tracking expense records and documenting financial data.
Assisted clients in making informed decisions about debt management options such as consolidation or refinancing.
Communicated regularly with clients via phone calls, emails or video conferencing software in order to keep them updated on their progress towards achieving their goals.
CSP
H&r Block
Peoria, IL
10.2010 - 04.2017
Completed day-to-day duties accurately and efficiently.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Managed front desk operations, greeting visitors with professionalism and courtesy.
Coordinated appointment scheduling for staff and clients, optimizing daily workflows.
Answered incoming calls, providing information and directing inquiries to appropriate personnel.
Maintained office supplies inventory, ensuring availability of essential materials for smooth operations.
Implemented filing systems for documents, enhancing organization and retrieval efficiency.
Scheduled and confirmed appointments.
Greeted visitors and provided them with assistance.
Parent Aide
Peoria Public Schools District 150
Peoria, IL
09.2012 - 05.2014
Communicated effectively with parents to address concerns and provide support.
Collaborated with teachers to ensure alignment on student development strategies.
Managed front desk operations, greeting visitors with professionalism and courtesy.
Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Greeted visitors and provided them with assistance.
Supported students with individual learning needs during instruction and assessments.
Supervised children and participated with children in activities.
Worked one-on-one with special needs students to help navigate through school challenges.
School Clerk
Chicago Public Schools CPS
Chicago, IL
09.1994 - 06.2007
Managed school and student records to maintain integrity and accessibility.
Ensured compliance with district policies during daily operations and procedures.
Maintained inventory of supplies and ordered materials as needed for classrooms.
Performed administrative duties.
Answered phone calls from parents and students regarding questions about school operations.
Coordinated with department heads to gather budgetary needs and updates.
Assisted in preparing budget forecasts to support departmental planning.
Reviewed financial transactions for discrepancies and resolved issues promptly.
Maintained organized financial documentation for audits and reporting requirements.
Processed payroll for employees using advanced payroll software and systems.
Reviewed timecards for accuracy and compliance with regulations.
Maintained employee records, updating personal information as needed.
Responded to employee inquiries regarding payroll discrepancies and changes.
Coordinated with HR to verify new hire information for payroll processing.
Calculated accurate wages, including overtime, salary increases and bonuses.
Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
Resolved discrepancies in employee payments and benefits calculations.
Verified accuracy of timekeeping records to ensure compliance with federal and state regulations.
Collector
malcolm S. Gerald
Chicago, IL
08.1993 - 12.1994
Communicated with clients regarding outstanding balances and payment options.
Recorded and updated account information in the company database.
Resolved customer inquiries and complaints related to collections.
Utilized negotiation skills to encourage timely payments from clients.
Created repayment plans based on account holders' financial status and repayment abilities.
Processed payments over phone and set up recurring drafts.
Account Payables and Receivables
Thorncreek Townhomes
Park Forest, IL
09.1992 - 10.1994
Processed vendor invoices using accounting software to ensure timely payments.
Collaborated with vendors to resolve discrepancies and answer inquiries effectively.
Maintained organized files for invoices, purchase orders, and payment confirmations.
Assisted in month-end closing procedures by preparing necessary reports for management.
Processed incoming payments and recorded transactions accurately in financial systems.
Reconciled customer accounts to ensure accurate billing and payment records.
Maintained organized files of invoices and payment records for easy access.
Processed invoices, credit memos, and other documents related to accounts receivable.
Updated vendor files with new contact information or changes in payment terms upon request.
Reached out to vendors and customers to resolve account problems.
Processed posting and reconciling payments and addressed aged receivables.