Hope Woodson
Midway
Summary
Client-oriented financial services professional with a strong background in financial guidance and counseling. Proven ability to cultivate positive relationships while providing effective solutions to client challenges. Committed to delivering exceptional customer care and leveraging analytical skills to drive impactful outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CITIZEN NATIONAL BANKS
White Pine
10.2025 - Current
- Assisted clients with account inquiries and banking transactions.
- Educated customers on financial products and services offered.
- Managed cash transactions and balanced cash drawers daily.
- Collaborated with team members to enhance customer service experiences.
- Resolved customer complaints and provided effective solutions promptly.
- Maintained accurate records of customer interactions in database systems.
- Adhered to compliance regulations and internal policies consistently.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
Financial Counselor
21st Mortgage Corporation
01.2024 - 04.2025
- 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.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Managed an account base of 1,000 accounts and discussed loss mitigations with clients.
- Communicated with clients regarding loan status and required documentation.
- Assisted in resolving customer inquiries related to payment schedules.
- Maintained accurate loan records using proprietary servicing software.
- Developed strong relationships with clients to enhance service quality.
- Monitored delinquent accounts and initiated follow-up actions promptly.
Assistant Branch Manager
Republic Finance
11.2023 - 01.2024
- Facilitated all branch operations to enhance efficiency.
- Provided customer service via phone and in-person interactions.
- Processed bookings for personal loans to meet client needs.
- Assisted clients in understanding loan options and application processes.
- Evaluated loan applications for accuracy and completeness.
- Collaborated with underwriters to assess creditworthiness of applicants.
- Communicated loan terms and conditions to clients clearly and effectively.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Approved or denied loan applications based on established guidelines.
- Performed daily maintenance of loan applicant database.
Education
MBA - Marketing
Bryan College
Dayton, TN12-2025
Bachelor of Science - Business Administration
Bryan College
Dayton, TN12-2023
Skills
- Financial guidance and counseling
- Telephone professionalism
- Relationship development skills
- Service excellence in customer care
- Promotional marketing expertise
- Efficient time management
- Meticulous attention to detail
- Critical analysis skills
- Written and verbal communication proficiency
- Strategic decision-making
- Client relationship management
- Teamwork and cooperation
Certification
Hubspot SEO and SEO II Certification
Social Media Marketing
Affiliate Marketing
Search Engine Marketing
SEO
Certifications and license
Hubspot SEO I and II certifications
Tennessee Real Estate Commission
TN Acquisition Agent License.
Timeline
Financial Services Representative
CITIZEN NATIONAL BANKS
10.2025 - Current
Financial Counselor
21st Mortgage Corporation
01.2024 - 04.2025
Assistant Branch Manager
Republic Finance
11.2023 - 01.2024
MBA - Marketing
Bryan College
Bachelor of Science - Business Administration
Bryan College