Financial Budgeting Counselor and Educator

KATHERINE A KIPER

ARLINGTON, TEXAS

(C) 817-***-****

*********@*****.***

PROFESSIONAL SUMMARY

Successful Financial Budgeting and Credit Counselor with 13 + years experience assisting clients with balancing, budgeting, and maintaining their finances. Educating on the importance of credit, spending, saving, how to utilize monthly income. Speaker at workshops, small businesses, churches and when called upon.

SKILLS

Proven results exceeding goals in a customer-centric, results-driven environment

Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction.

Ability to build solid relationships.

Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives.

Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.

Strong critical thinking and problem-solving skills to meet customers’ needs.

Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills.

EXPERIENCE

Reposition Credit & Budgeting 2005 - Current

Financial Budgeting Counselor Arlington, Texas

Develop plans of actions and provide tools, resources and accountability to help clients meet their goals.

Conduct workshops as a means of outreach and education on finances.

Prepare and facilitate lessons on budgeting and maintaining credit.

Instrumental in developing and implementing administrative and organizational systems.

Work with diverse population of all backgrounds, ages, and genders.

Assist Clients how to get credit and educate them on the ratio of staying under 30% of their limits.

Assist Clients on how to delete inaccurate information on their credit reports and educate them on the importance of it.

Creating financial plans for each client on their personal income portfolio.

Educating Clients on how to see money as a tool, how to record their transactions, to make budgets, to make a system, live with discipline, to know when it’s ok to splurge and how to plan ahead. Etc.

Blanchard Investments 2004 - 2005

Customer Relations New Orleans, La

Answered incoming calls and making outbound calls.

Upgrading investor's portfolios.

Monitored stock for upgrades.

Performed all clerical duties, Microsoft Word, Excel, PowerPoint etc.

Sold services and products

Security National 1999-2005

Sales / Customer Service Representative/ Manager Metairie, La

Sold local phone services nationwide.

Became number one sales representative during tenure.

Helped resolve customer billing problems.

Updated customer billing information.

Performed all clerical

Became Sales Manager

Managed a team of 22 sales rep

Screened incoming applications for hire

Handled bookkeeping, accounts receivable and payable.

Coordinated meetings with venders and prospective clients

Handle all complaints from venders.

EDUCATION

Bryan Corinthian School New Orleans, La 1996

Loyola University New Orleans, La 1994

Bonnabal High School Kenner, La 1993

REFERENCES: Available upon request.

Adjuster

•Adjuster - All Lines

KATHERINE KIPER

2603 BERRY DOWN LN APT 7101

ARLINGTON, TX 76010

is authorized to transact business as described above

License No: 2862940 Issue Date: 07-06-2022 Expiration Date: 03-31-2024

Generated by Sircon 274170538

THIS IS TO CERTIFY THAT

KATHERINE KIPER

2603 BERRY DOWN LN APT 7101, ARLINGTON, TX 76010

LICENSE NUMBER: 2862940

IS HEREBY AUTHORIZED TO TRANSACT BUSINESS IN ACCORDANCE TO THE LICENSE DESCRIPTION SHOWN BELOW:

Adjuster

•Adjuster - All Lines

Issue Date: 07-06-2022

Expiration Date: 03-31-2024

Generated by Sircon 274170538

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