● Work directly with clients to provide high quality financial coaching● Communicate with clients to identify their financial goals and objectives: using my own knowledge to make recommendations and give professional advice● Maintain relationships with customers hosting and attending events to promote the company’s services● Provide support for clients who are struggling with their finances● Monitor and fine tune clients financial game plan on a case by case basis

● Supervising a caseload● Prepares court reports for court, district attorney’s, and parole board● Develop treatment plans● Provide both individual and group counseling● Conduct intake interviews with youth and families

● Conducting Preliminary Inquiries on New Referrals● Develop agreements for juveniles● Prepares court reports for court, district attorney’s, and parole board● Screening Detention Admission Requests● Supervising Youth on Diversion and Informal

● Well Set Up and Maintenance● Title Research & Ownership Transfers ● AOR Maintenance● Customer Relations

● Handled routine transactions ● Open accounts and maintain the accounts● Processed loan applications● Placed daily phone calls and field calls, to increase customer base and company revenue.● Customer relations● Meet quotas and goals