Leeann Stevens Email & Phone Number

I am currently a military spouse to a U.S. Marine, a mother to our 4 year old son, a part-time student and a part-time volunteer. In the past couple of years I have worked very hard to complete my education. I am very excited about graduating next year! My objective is to move back to Washington State, our state of residence. I hope to get a job as a personal financial specialist. My goal is to become an Accredited Financial Counselor and complete my Master in a couple of years.

Listed skills include Personal Finance, Administrative Assistance, Mentoring, and Training.

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  Volunteer Caseworker

  Navy-Marine Corps Relief Society

  Oct 2013 - Present

  Volunteer Caseworker Level 2• Interview client making financial request• Create budget for client based on current income and expenses• Suggest financial changes to the projected budget and reflect upcoming changes• Verify the information received from the client • Review client’s case history with the Society • Determine the client’s need and eligibility for assistance• Make a decision(approve or deny) about appropriate assistance according to Society’s policy• Evaluate repayment options according to clients finances • Inform the client about local resources available • Explain Society’s programs and categories of assistance • Maintain client’s confidentiality throughout and after the interview • Complete casework within professional time frame and deadlines• Write professional casework notes in the Society’s database post interview