LifeTagger is a content sharing platform that augments our users connection to their community based on their proximity to any person, place, thing, or idea.Learn more at www.lifetaggerapp.com

Efficient liaison, utilizing my professional and educational experience to assist companies and individual clients with the planning, evaluation and implementation of business and personal projects in diverse settings. Through monitoring market trends, reviewing budget practices and identifying opportunities for quality improvement, clients are provided the most effective approach to project and organizational structure development. Experienced in multi-level communication with employees, management, C-suite executive representatives and business owners.

— Provision of effectual support to existing and newly-hired employees during open enrollments; as well as advice to employees in creating sound decisions regarding the most appropriate benefit package— Hands-on assistance to clients on service-related needs stemming from qualifying life events• Licensed and Appointed Life, Health and Accident Insurance Agent in all Enrolling States, including the District of Columbia.

— Fulfillment of HR tasks including staff recruitment, selection, and development— Strategic approach in securing potential clients through phone solicitation and walk-in prospecting, while assessing their long-term goals as well as generating requirements based on their specific needs and financial situation— Supervision of a team of five to seven sales agents, while training new agents regarding advanced selling and training techniques— Conceptualization and enforcement of protection plan for clients by quoting and calculating rates for immediate action and long-term strategy execution

— Facilitation of housing workshops for clients, including “Understanding Credit Rating Scores and Mortgage Implications” and “Creating and Maintaining a Housing Budget”— Key resource person to community groups and company-sponsored meetings regarding financial literacy and well-being— Guidance to individuals and families on personal finance, debt management, as well as housing and credit report review— Effectual assistance to clients in developing solutions in money management as well as housing- and credit-related issues through telephone, internet, and personal consultation with accurate information

— Use of interpersonal abilities in negotiating with mortgage lenders and brokers, loan servicers, and real estate agents— Facilitation of group workshops, seminars, and classes on several money management and housing topics— Oversight to a team of four counselors in processing grants by assessing company budget, department goals and allocations, and financial capital essential in facilitating projects— Execution of complex situation analysis in counseling and guiding homeowners on the process of losing homes to determine best solution for them— Hands-on assistance to over 100 clients to avoid foreclosure by qualifying for approximately $36K from the NC Foreclosure Prevention Fund— Driving force in securing more than $250K in grant funding for credit and housing counseling and nonprofit development— Commendation for skills in counseling more than 150 clients in qualifying for mortgages to attain homeownership

— Facilitation of in-depth financial assessment to clients by evaluating credit, cash flow and budget, and financial-related issue— Provision of advice to clients in resolving their financial challenges— Expertise in achieving and surpassing quantitative and qualitative benchmarks and measures of service• Serviced approximately 500 clients per month through internet, telephone and face-to-face counseling.