Leanna Covert
Grosse Pointe Park,MI
Summary
Resourceful professional bringing 10 years of client advocacy expertise helping clients progress towards their financial goals with empathy and patience.
Strong work ethic, adaptability and exceptional interpersonal skills.
Overview
16
16
years of professional experience
Work History
Assistant
Grosse Pointe Public Library
Grosse Pointe Park, MI
02.2021 - 02.2022
- Helped with many transitions related to the pandemic and building renovations. This required flexibility and good communication skills.
- Kept the shelves organized and stocked at two library branches.
- Assisted librarians with projects as needed.
- Greeted patrons in a professional manner and helped them to feel welcome.
Financial Counselor
GreenPath Financial Wellness
Farmington Hills, MI
08.2006 - 06.2015
- Conducted comprehensive financial assessments with clients to identify their current financial situation and develop appropriate action plans.
- Working with a wide range of debts including medical, student loan, mortgages, and credit cards. Often times negotiating with creditors on behalf of clients.
- Provided Mortgage Counseling through the Housing Crisis of 2006 in Arizona, one of the hardest hit states. Deciphering and implimenting new government programs as they were being created.
- Advised customers on advantages and disadvantages of different financial decisions in alignment with individual needs. Some examples include: refinance, reverse mortgage, bankruptcy, and settlements.
- Developed connected, long term relationships with clients as we often worked on 5 year goal timelines.
- Worked at three different offices and helped open an additional satelite office in order to help reach a rural demographic.
Education
Bachelor of Science - Psychology
Carroll University
Waukesha, WI05-2006
Skills
- Developing Financial Plans
- Risk Assessment
- Process Improvement
- Ethical Standards
- Relationship Building and Management
- Client Counseling
- Client Advocacy
- Building Rapport
- Exceptional Problem Solver
Timeline
Assistant
Grosse Pointe Public Library
02.2021 - 02.2022
Financial Counselor
GreenPath Financial Wellness
08.2006 - 06.2015
Bachelor of Science - Psychology
Carroll University
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