Results-driven financial counselor with expertise in budget planning, CRM, and data analytics. Proven ability to manage over 300 client accounts and streamline counseling processes for enhanced service efficiency.
Overview
2
2
years of professional experience
Work History
Financial Counselor
21st Mortgage Corporation
Knoxville, TN
11.2025 - Current
Provided financial guidance to clients, assisting with loan applications and mortgage options.
Educated clients on budgeting strategies and financial planning for homeownership.
Analyzed client financial situations to recommend appropriate mortgage solutions.
Collaborated with team members to streamline counseling processes and improve service efficiency.
Responsible for managing 300 accounts
average of 250 outbound calls a day
Insurance Representative
21st Mortgage Corporation
Knoxville, TN
02.2025 - 11.2025
Assisted clients in navigating insurance policy options and coverage details.
Processed policy applications and maintained accurate client records using internal systems.
Responded to customer inquiries, addressing concerns and providing timely solutions.
Collaborated with team members to streamline claims processing procedures for improved efficiency.
Client Service Specialist
Axiome Advisory Group
Knoxville, TN
08.2024 - 12.2024
Responsible for gathering client data and recording in CRM
Managed client accounts, ensuring accuracy in data entry and documentation processes.
Collaborated with team members to enhance service delivery and improve client satisfaction.
Market Research Intern
University of Tennessee, Knoxville
Knoxville, TN
06.2024 - 12.2024
Researched information regarding the economic market of Bangladesh to test the product concept of a protein bar A
Worked with qualtrics and figma for the implementation and design of surveys