Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Natalie A. Gitalado

St. Augustine

Summary

Experienced and client-focused professional with a diverse background in financial services, banking, real estate, and education. Skilled in financial advising, operations, customer support, and cross-functional collaboration. Proven ability to analyze complex client needs, implement process improvements, and maintain high service standards. Strong communicator with a detail-oriented and adaptable mindset, seeking to contribute to Thrivent's mission through excellence in brokerage operations. Result-driven professional with significant experience in managing large-scale projects, improving operational efficiency, and leading teams.

Overview

25
25
years of professional experience

Work History

Educator

St. Johns County
St. Augustine
08.2018 - 05.2025
  • Independently managed classroom operations and student performance tracking.
  • Facilitated data-driven instruction and interventions for students with IEPs and 504 plans.
  • Led and participated in interdisciplinary collaboration to improve instruction and school-wide initiatives.
  • Built strong family relationships to enhance student outcomes and engagement.
  • Adapted to fast-paced environments with professionalism, communication, and problem-solving skills.

Real Estate Agent

Keller Williams
07.2016 - 12.2018
  • Guided clients through buying and selling residential and investment properties.
  • Provided financial advice on affordability, mortgage products, and ROI analysis.
  • Analyzed market trends to inform client strategies and support long-term financial planning.
  • Partnered with lenders and inspectors to ensure timely, informed, and compliant transactions.
  • Educated clients on property taxes, equity strategies, and financial implications of transactions.

Fundraising & Children's Ministry Lead

Conyers Presbyterian Church
Conyers
01.2011 - 01.2013
  • Directed children's ministry programs with an emphasis on engagement and mission alignment.
  • Organized successful fundraising events and donor engagement campaigns.
  • Built relationships with families and donors to enhance participation and financial support.
  • Aligned all activities with core values while ensuring safe, inclusive environments.

Bankruptcy Counselor

Consumer Credit Counseling Service
12.2005 - 07.2009
  • Evaluated client financials and developed tailored debt management plans based on income, debts, and assets.
  • Educated clients on financial literacy, budgeting, credit use, and bankruptcy regulations.
  • Liaised with creditors to negotiate repayment plans and settlement agreements.
  • Tracked client progress and adjusted financial strategies accordingly.
  • Maintained compliance with regulatory and confidentiality standards.
  • Built trust through clear communication and compassionate support.

Bank Teller

California Federal Bank
08.2000 - 01.2002
  • Processed a high volume of financial transactions with precision and compliance.
  • Delivered outstanding customer service, resolving account issues and assisting with product selection.
  • Ensured accuracy and compliance with banking regulations and internal policies.
  • Identified customer needs to cross-sell appropriate financial products.
  • Adhered to strict risk management and security protocols.

Education

Bachelor of Arts - English

University of Nevada, Reno
05.2004

Skills

  • Financial counseling and advising
  • Brokerage and banking operations
  • Customer relationship management
  • Process improvement
  • Microsoft Office proficiency
  • Problem solving and decision making
  • Compliance and risk management
  • Written and verbal communication

Hobbies and Interests

  • Passionate about personal finance and education
  • Former Cub Scout Leader (6 years)
  • Committed to continuous learning and professional growth

Timeline

Educator

St. Johns County
08.2018 - 05.2025

Real Estate Agent

Keller Williams
07.2016 - 12.2018

Fundraising & Children's Ministry Lead

Conyers Presbyterian Church
01.2011 - 01.2013

Bankruptcy Counselor

Consumer Credit Counseling Service
12.2005 - 07.2009

Bank Teller

California Federal Bank
08.2000 - 01.2002

Bachelor of Arts - English

University of Nevada, Reno

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Natalie A. Gitalado