Financial Expert
CurrentAdvised clients over the phone and in person towards debt management programs and other applicable lines of business, promoting financial wellness for our clientsManaged services within client accounts and partnerships across mortgage bankers, credit unions, law firms and other partnering organizations working with GreenpathParticipated in writing user stories and feedback sessions for new features on portals and other client services driven productsProcessed helpdesk tickets for coworkers and supported clients with their technical issues Addressed high-stress, isolated client scenarios while exemplifying empathy and professionalism on a daily basis and consistently maintained strong and exceptional quality and annual reviews