Thomas Casaccio
Phoenix,AZ
Summary
Dynamic Housing Counselor with Money Management International, skilled in financial counseling and debt reduction strategies. Achieved high client satisfaction through empathetic support and effective crisis intervention. Developed tailored action plans, enhancing clients' financial literacy and self-sufficiency while maintaining accurate documentation for optimal case management.
Overview
15
15
years of professional experience
Work History
Housing Counselor
Money Management International
02.2021 - 03.2025
- Continuously updated professional knowledge by attending industry conferences and participating in relevant training opportunities to better serve clients'' needs.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Provided empathetic support for customers experiencing personal difficulties, building rapport and trust in our brand.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Reduced call resolution time through efficient problem-solving and communication skills.
- Exceeded first-call resolution targets by actively listening to customers'' concerns and addressing them thoroughly.
- Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
Debt and Budget Counselor
Money Management International
10.2009 - 02.2021
- Assisted clients in setting realistic goals, developing action plans, and monitoring progress towards achieving financial relief.
- Improved client satisfaction through consistent communication, empathy, and understanding of their unique challenges.
- Developed individualized counseling plans for clients to incorporate short-term and long-term goals.
- Maintained accurate documentation of client interactions, assessments, and progress notes for effective case management.
- Coordinated referrals between agencies to ensure seamless transitions for clients receiving multiple services.
- Used cognitive behavior therapy to assist clients in recognizing and redirecting poor habits.
- Provided crisis intervention services to individuals experiencing acute distress or dangerous situations.
- Educated clients on available community resources, fostering a sense of empowerment and selfsufficiency.
Education
Will Provide If Needed.
Money Management International Training Department
Phoenix, AZSkills
- Financial counseling
- Fair housing regulations
- Debt reduction strategies
- Supportive services referrals
- Income verification process
- Referrals and networking
Affiliations
- National Foundation for Credit Counselors
- HUD certified housing counselor
Timeline
Housing Counselor
Money Management International
02.2021 - 03.2025
Debt and Budget Counselor
Money Management International
10.2009 - 02.2021
Will Provide If Needed.
Money Management International Training Department
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