Romy Mortel, Afc® Email & Phone Number

Austin, Tx, Us

Belton, Texas, United States

Responsible for the management and supervision of Personal Financial Counselors (PFC) within the assigned region. Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the military Points of Contact (POCs) for the installations served by Personal Financial Counselors.

Austin, Texas, United States

Provide financial education and counselling to military members and families serving in the active and reserve components.Coordinate key resource facilitators and deliver personal financial services through: • Face-to-Face contacts to counsel and educate individuals and families to help address specific needs, including provision of appropriate resource materials.• Facilitate financial planning workshops designed to promote awareness and educate Service Members and their families on various personal finance topics.• Provide additional resources through community relationships to provide appropriate resources on all areas of personal finance.

Austin, Texas

Provide professional personal finance support to miltary service members and their families on active duty and reserve status. Coordinate key resource facilitators and deliver personal financial services through: • Face-to-Face financial counseling: Face-to-Face contacts to support and educate individual and families to help address specific needs, including provision of appropriate resource materials.• Financial Planning workshops: Facilitate workshops designed to promote awareness and educate Service Members and their families on various personal finance topics.• Resource Referrals: Provide additional resources through community relationships to provide appropriate resources on all areas of personal finance.

Ft. Hood, Texas

Responsible for maintaining the required nationally recognized financial counseling credential, AFC®, in order to deliver the required Financial Planning Counseling program. Train and mentor Accredited Financial Counselor candidates to successfully complete course requirement and pass the AFC ® accreditation exam.Manage, mentor, and lead a diverse group of Financial Planning Counselors into a highly cohesive team to deliver 5 weekly 6 hour Financial Planning workshop presentations and individual counseling to transitioning service members and their families.Develop, publish, and update standard operating procedure (SOP) to maximize operational efficiency and resources of the Financial Planning Counselor team in order to deliver program services to a high volume throughput of transitioning service members.Develop, publish, and analyze monthly activity Excel spreadsheet report in order to track effectiveness and efficiency of service delivery to clients during the financial counseling sessions and financial planning workshops. Analyze established performance standards, objectives, training materials, and curriculum design to ensure effective delivery of program requirement.Prepare assessment reviews and recommended measures to resolve program shortcomings to enhance the effectiveness of content and service delivery.Conduct individual client financial planning counseling sessions in areas of personal finance: college educational benefits, debt management, healthcare, credit management, retirement and investment planning, and other matters of personal financial readiness.

Killeen/Temple, Texas Area

Responsible for total market business development to be the financial company of choice within the military market.Responsible for generating customer foot traffic, internet traffic, local merchant referrals and retail installment contracts for loan production and sale of financial enhancement products to active duty service members, military retirees and Department of Defense civilians.Led the Ft. Hood branch as the the top producing branch in the company; developed the Ft. Hood military market through key community and military leadership relations, support of military units and organizations, and active involvement with non-profit organizations that support service members and their families.Trained three branch managers, two assistant managers, and six financial service representativesDeveloped business with retail merchants and community organizations as the company of choice for their military customersMember of the MidCountry Bank CD Special Action Team; developed and delivered the Military CD Product to the military marketBuilt and managed the largest producing and profitable office within a 12-month period with budgetary responsibility of $350KAchieved FY 10 Team MVP as the top producing office in product sales and servicesMember of the 2010 BEL Team–a cross-functional team that increased leadership bench strength; evaluated company processes and procedures in accordance with the Malcolm Baldrige Quality Principles Maintained effective relationships with retail merchants, community leaders and organizations for customer referrals to support sustained long-term revenue and growth objectivesDeveloped a very successful referral program that generated new customer growth, which was later requested by the franchise President to introduce the program to all territory regions (19 offices)Led associates to be recognized by the Colorado Springs BBB for Excellence in Customer Service Award

Colorado Springs, Colorado Area

Hired and managed a team of insurance/investment sales representatives.• Applied dynamic leadership skills, increasing team sales production by more than 120% within a 1-year period• Oversaw full-scope of the operations, including market development, sales, customer service, staffing, and team development; consistently surpassed customer service performance goals• Drove corporate strategy, marketing, business development, program management, the development of process and procedure initiatives, identifying revenue generating opportunities, and building sales and support teams that effectively coincided with company growth

Greater Denver Area

Managed and prospected for new accounts for the Public Employee Retirement Association (PERA).

Fee based Financial Planner; recruited, trained and developed Financial services Associates; sold and managed insurance and investment products.• Recipient of the agency’s Financial Planner of the Year award, 2002• Led agency in fee-based financial plans with $102K gross distribution revenue per year • Recognized and awarded President’s Citation, 1999• Recruited, trained and developed 15 Financial Services Associates into a top producing team, which generated $324K in first year commissions• Generated leads, built trust and confidence, provided investment recommendations based upon clients’ stated investment objectives and risk tolerance; made pre-sales presentations and delivered seminars to help establish prospective accounts

Phoenix, Arizona Area

• Started and co-founded a business to provide professional and full-scale event management for conferences, conventions, special events and meetings with up to 700 participants nationwide• Negotiated and wrote client proposals, outlined business services, and requirements• Negotiated customer contracts with vendors, facilities and related parties.• Generated clients through cold calling, prospecting, trade publications and referrals from previously satisfied customer base

US Army, Major, Company Commander, Battalion/ Brigade Operations Training and Chemical Officer State of Arizona Nuclear, Biological and Chemical (NBC) OfficerRanger; Airborne; Previous Security Clearance: Top Secret

Master Of Science - Ms

Ba