Summary
Overview
Work History
Education
Skills
Timeline
Generic

Natalie Savage

Knoxville

Summary

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

Education

Bachelor of Science - Information Science

University of Tennessee
Knoxville, TN
05-2025

Skills

  • Budget planning
  • Client relationship
  • data analytics
  • CRM
  • database design
  • MIcrosoft ACCESS
  • SQL

Timeline

Financial Counselor

21st Mortgage Corporation
11.2025 - Current

Insurance Representative

21st Mortgage Corporation
02.2025 - 11.2025

Client Service Specialist

Axiome Advisory Group
08.2024 - 12.2024

Market Research Intern

University of Tennessee, Knoxville
06.2024 - 12.2024

Bachelor of Science - Information Science

University of Tennessee
Natalie Savage