Veronica Greathouse
Harper Woods,MI
Summary
I'm a Dedicated professional with ,round cultivating positive relationships and exceeding goals. I'm also a performance-oriented retail professional offering motivational leadership skills and strong team-building abilities. Handles fast-paced, front-end and back-end, work with decisive approach based on solid experience. Satisfy and delight customers by establishing and enforcing service-focused policies. Willing to take on any task to support team and help business succeed.
Experienced with financial planning, client advising, and strategic financial management. Utilizes comprehensive knowledge to deliver personalized financial solutions, addressing client needs and goals effectively. Strong understanding of market trends and financial products, ensuring informed decision-making and optimal client outcomes.
Overview
22
22
years of professional experience
Work History
Financial Navigator
Henry Ford Hospital
06.2026 - Current
- Facilitated financial counseling for patients, enhancing understanding of insurance options and payment plans.
- Coordinated patient financial assistance programs, ensuring accessibility to necessary healthcare services.
- Analyzed financial data to identify trends, improving budgetary accuracy and forecasting initiatives.
- Developed training materials for new staff, streamlining onboarding processes and increasing team efficiency.
- Collaborated with clinical teams to integrate financial resources into patient care plans effectively.
- Improved client financial well-being by providing personalized guidance and recommendations.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all aspects of work performed as a Financial Navigator.
Financial Counselor
R1RCM - Through St. John's Health System
11.2025 - 06.2026
- Facilitated financial assessments to determine patient eligibility for assistance programs.
- Educated patients on available financial resources and payment options.
- Streamlined processes for handling patient inquiries, enhancing service efficiency.
- Developed and maintained comprehensive knowledge of healthcare financial regulations.
- Collaborated with multidisciplinary teams to optimize patient financial care strategies.
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Strengthened client understanding of complex financial concepts using clear explanations and real-life examples.
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
- Assessed client financial situation and explored background through one-on-one interview process.
- Improved client financial stability by assessing their financial situations and developing tailored plans.
- Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.
- Assisted clients in reducing debt through customized repayment strategies and budget adjustments.
- Implemented crisis intervention strategies when necessary, connecting clients with appropriate emergency resources during times of severe financial hardship.
- Enhanced financial literacy for individuals and families by conducting educational workshops on budgeting, credit management, and savings.
- Documented details regarding contact with patients, providers and other individuals in system.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Safeguarded client confidentiality while maintaining accurate records and documentation of counseling sessions.
- Educated clients on financial topics and best practices.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Multi Team Leader
H&R Block
12.2025 - 04.2026
- Led team of tax professionals, ensuring compliance with federal and state regulations.
- Developed training programs to enhance staff skills and improve client service delivery.
- Implemented quality control measures to increase accuracy in tax preparation processes.
- Analyzed client feedback to refine service offerings and enhance customer satisfaction.
- Coordinated workflow among teams, optimizing operational efficiency during peak seasons.
- Mentored junior staff, fostering professional growth and promoting a collaborative work environment.
- Spearheaded initiatives to streamline internal procedures, reducing turnaround times for client filings.
- Collaborated with management on strategic planning and execution of business development goals.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
- Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
- Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
- Coordinated resources effectively to meet project deadlines and achieve desired results.
- Facilitated decision-making processes within group through open dialogue and consensus-building techniques.
- Fostered positive work environment, resulting in decreased employee turnover and increased team cohesion.
- Enhanced communication strategies, ensuring clear and timely information exchange within team and with clients.
- Increased customer satisfaction with prompt and accurate issue resolution, leading dedicated customer service team.
- Motivated team members to surpass their targets, recognizing and rewarding their achievements.
- Led by example, demonstrating commitment and professionalism that inspired team members to excel.
- Streamlined internal processes, reducing project completion times and increasing overall efficiency.
- Improved operational workflows, enabling team to handle increased workloads without compromising quality.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
Assistant Team Leader
H&R Block
12.2024 - 04.2025
- Led team in achieving operational goals, enhancing service delivery and client satisfaction.
- Trained new staff on tax preparation processes and compliance regulations, fostering a knowledgeable workforce.
- Streamlined workflow procedures, resulting in improved efficiency during peak tax season.
- Coordinated team schedules to optimize resource allocation and ensure adequate coverage throughout busy periods.
- Implemented quality control measures to ensure accuracy in client filings and reduce errors significantly.
- Collaborated with management to establish strategic goals, aligning team efforts with organizational objectives.
- Monitored team productivity and provided regular progress reports to senior management, highlighting areas for improvement.
- Worked with customer service representatives to handle escalated customer issues.
- Managed team workload to reach targets for specific tasks.
- Worked with customer service to handle escalated customer issues.
- Organized weekly team meetings to discuss projects, share updates, and address any challenges faced by the team.
Customer Service Representative
H&R Block
12.2023 - 04.2024
- Delivered exceptional customer service by resolving inquiries and issues promptly.
- Processed tax returns efficiently while ensuring compliance with federal and state regulations.
- Educated clients on tax preparation services, enhancing overall customer understanding and satisfaction.
- Managed client relationships, fostering trust through effective communication and support.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Analyzed customer feedback to identify areas for operational enhancement and service delivery refinement.
- Trained new team members on customer service protocols and software systems to enhance team performance.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Educated customers about billing, payment processing and support policies and procedures.
Front End Manager
Forman Mills
04.2008 - 12.2014
- Trained front-end employees on sales techniques, register operation, and customer service strategies.
- Backed up front end staff in handling customer concerns and resolving problems with equipment or products.
- Monitored and controlled front end schedules, supplies, and expenses.
- Achieved performance targets consistently by developing and implementing department action plans.
- Optimized front end operations by setting and improving schedules and workflows.
- Improved revenue consistently by establishing clear goals and coaching employees to enhance performance.
- Enforced compliance with procedures by monitoring activities and immediately correcting issues.
- Modeled exceptional customer service and engagement behaviors.
Human Resources Representative
Forman Mills
04.2008 - 12.2014
- Assisted with improving employee morale and retention by organizing programs and events.
- Maintained and updated employee records to reflect accurate information or changes in employment status.
- Contributed to effective hiring with well-organized recruitment strategies targeted on quality candidates.
- Administered cost-effective, well-structured benefits to employees, setting up contracts and managing paperwork.
- Interpreted and explained human resources policies, standards, and regulations.
- Improved employee retention by increasing job satisfaction and enhancing communication.
- Organized employee records consistently, staying compliant with internal and government requirements.
- Developed and enhanced organizational systems, succession plans and charts.
Cashier
Forman Mills
02.2006 - 04.2008
- Assisted with price markdowns and merchandise changes on shelves.
- Kept customers happy by quickly processing payments and bagging purchases.
- Provided information to customers on products or services.
- Maintained accurate register totals by carefully counting and securing cash.
- Monitored checkout stations for adequate cash availability.
- Recorded daily transactions precisely to avoid errors and keep logs accurate.
- Worked with customer service leaders and managers to meet customer needs.
- Stocked store shelves and end-caps with merchandise during down times.
- Promoted customer satisfaction by supporting merchandise selection, returns, and exchanges.
Merchandiser
Marshalls
07.2005 - 12.2005
- Maintained adequate stock with timely replenishments from storage to sales floor.
- Solved merchandising challenges, leveraging strong command of sales and operations reports.
- Optimized placement based on consultations with store managers, buyers and sales associates.
- Detected and resolved processing problems with regular reviews.
- Met production targets with skilled and efficient work assembling products.
- Read and understood the production orders to complete accurate work and minimize wasted resources.
Customer Service Supervisor
Worldwide News
03.2004 - 06.2005
- Drove customer satisfaction by addressing and providing swift resolution for escalated complaints.
- Maintained adequate shift coverage by coordinating schedules and monitoring employee attendance.
- Mentored team members to apply quality customer service techniques to foster satisfaction.
- Resolved customer complaints and answered customers' questions regarding policies and procedures.
- Supervised work of office, administrative, and customer service employees to verify adherence to quality standards, deadlines, and proper procedures.
- Motivated employees to continuously grow knowledge and enhance abilities.
- Prepared thorough reports based on skilled compilation and distillation of related data.
Education
Associate - Early Childhood Education
Wayne County Community College
Detroit, Mi12-2016
Basic Studies - undefined
Cornerstone Christian Correspondence Highschool
Atlanta, GA09-2009
Associate of Science - Health Care Administration
Oakland Community College
Bloomfield Hills, MI12-2026
Skills
- Employee training
- Multitasking
- Paperwork verification
- Customer service delivery
- Quality assurance
- Time management
- Merchandising
- Revenue growth
- Financial planning
- Expense reduction
- Tax planning
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Honest and dependable
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Relationship building
- Microsoft Excel
- Team building
- Task prioritization
- Self motivation
- Financial goal planning
- Client relations
- Analytical thinking
- Conflict resolution
- Goal setting
- Professionalism
- Customer complaint resolution
- Client confidentiality
- Interpersonal communication
- Client engagement
- Strategic planning
- Time management abilities
- Continuous improvement
- Adaptability
- Written communication
- Project management
- Client education
- Cash management strategies
- Financial plan development
- Negotiation
- Data interpretation
- Tax preparation
- Customer expectations management
- Client interviews
Accomplishments
- Resolved product issue through consumer testing.
- Supervised team of 26 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved customers issues which led to better outcomes.
Languages
English
Professional Working
Timeline
Financial Navigator
Henry Ford Hospital
06.2026 - Current
Multi Team Leader
H&R Block
12.2025 - 04.2026
Financial Counselor
R1RCM - Through St. John's Health System
11.2025 - 06.2026
Assistant Team Leader
H&R Block
12.2024 - 04.2025
Customer Service Representative
H&R Block
12.2023 - 04.2024
Front End Manager
Forman Mills
04.2008 - 12.2014
Human Resources Representative
Forman Mills
04.2008 - 12.2014
Cashier
Forman Mills
02.2006 - 04.2008
Merchandiser
Marshalls
07.2005 - 12.2005
Customer Service Supervisor
Worldwide News
03.2004 - 06.2005
Basic Studies - undefined
Cornerstone Christian Correspondence Highschool
Associate - Early Childhood Education
Wayne County Community College
Associate of Science - Health Care Administration
Oakland Community College