Natasia Harrell
Chesapeake,VA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, budgeting and investment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. 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. Dedicated finance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of professional experience
Work History
Personal Financial Manager/WFL
Fleet And Family Support Center
09.2019 - 09.2022
- Used electronic finance planning worksheet to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
- Assist the Personal Finance Program with the administration, development and implementation of the FFSC financial literacy education and inclusion policies and programs.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Supported the Personal Financial Program in the development of informational materials including financial education content, social media and website content, briefing materials, to promote the understanding of PFM programs and resource.
- Prepare regular status reports and ad hoc reports regarding performance of the PFM and outreach initiatives, activities, resources and other national or regional consumer trends.
- Collaborated with community finance organizations to conduct outreach with community-based organizations, government entities, financial institutions, and other regulatory agencies regarding financial education and capability issues.
- Analyze and respond to inquiries from credit unions and others interested in financial literacy and outreach policies and programs.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Supported financial director with special projects and additional job duties.
- Used coordination and planning skills to achieve results according to schedule.
- Communicated with the public to obtain, clarify, or provide information.
- Provided information to people working on the same project/assignment.
- Developed training materials to educate coworkers and other departments.
- Developed power point presentations for a variety of audiences.
- Drafted policies, procedures and guidance related to financial literacy and outreach programs.
- Drafted training materials for financial literacy and outreach programs for external audience
- Taken meeting notes and prepared minutes.
- Compiled data into reports, forms, or schedules.
- Maintained up-to-date knowledge of government travel regulations and policies for accurate information dissemination to clients.
- Resolved client issues promptly and professionally, maintaining high levels of customer satisfaction throughout the process.
- Delivered comprehensive training sessions on government travel policies and procedures for new staff members, ensuring a consistent level of expertise across the team.
- Adapted quickly to evolving industry trends by staying abreast of technological advancements and emerging market opportunities.
- Facilitated communication between travelers and vendors during emergencies or unexpected situations to minimize inconveniences.
- Advised customers on necessary travel documents and visa requirements to successfully reach planned destination.
Engagement specialist | gateway
Gateway Foundation Alcohol & Drug Treatment Center
12.2017 - 12.2018
- Observed and monitored client behavior and responses to treatment.
- Recorded client information on special flow sheets, accurately indicating suicidal precautions, sleep flow and restraints.
- Facilitated a smooth discharge by encouraging and reassuring clients throughout their transitions.
- Conducted therapeutic individual and family therapy sessions.
- Developed and implemented treatment plans and modified when needed.
- Directed family-centered, strengths-based, culturally competent and individualized intakes and assessments.
- Connected clients with community service and resource agencies.
- Provided comprehensive case management services, including creating treatment plans and connecting clients and families to appropriate resources.
- Displayed sensitivity to the cultural and linguistic needs of the clients and families served.
- Guided clients in effective therapeutic exercises integrated from Cognitive Behavior Therapy and Dialectical Behavior Therapy (DBT).
- Organized focus groups with internal business partners to build engagement teams.
Mental Health Counselor/intern
Talk Family
10.2016 - 10.2017
- Aided parents in arranging medication evaluation and psychological testing.
- Assessed patient behavior, moods and other responses to determine correct diagnosis and devise treatment plans.
- Displayed sensitivity to the cultural and linguistic needs of the clients and families served.
- Conducted therapeutic individual and family therapy sessions.
- Develop and implemented treatment plans modified when needed.
- Connected clients with community service and resource agencies.
- Helped patient to deal with realities of diagnosis, and the effect of employment and housing issues on mental health Guided client in effective therapeutic exercises.
- Observed and monitored client behavior and responses to treatment.
- Worked collaboratively with other mental health professionals to provide consistent care and minimize diversion.
Education
MBA - Professional Counseling
Grand Canyon UNV
Phoenix, AZ2017
Bachelor of Science - Business Management
North Carolina Agricultural & Technical UNV
Greensboro, NC12.2008
Skills
- Organization and Time Management
- Leadership
- MS Office
- Responsible
- Decision Making
Timeline
Personal Financial Manager/WFL
Fleet And Family Support Center
09.2019 - 09.2022
Engagement specialist | gateway
Gateway Foundation Alcohol & Drug Treatment Center
12.2017 - 12.2018
Mental Health Counselor/intern
Talk Family
10.2016 - 10.2017
MBA - Professional Counseling
Grand Canyon UNV
Bachelor of Science - Business Management
North Carolina Agricultural & Technical UNV
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