Self Financial, Inc.

Draft and distribute various communications that promote the company.

Build and manage relationships with Self's community - including customers, nonprofit partners, and other key stakeholders.

Ambassador and spokesperson - delivering the company's vision and representing customers internally and externally.

Concept, write, and star in scripts for short and long form video content. 

Gather stories from customers, employees, and partners to inform and help develop content that builds the brand and supports company objectives.

Coordinate with marketing communications teams to develop messaging and content.

Head of Community

Operation HOPE

Build and maintain relationships with strategic alliances for partnerships. 

Use my market leader influence to promote Operation HOPE, Inc. solutions via social media and promotional websites. 

Weekly outreach to local government agencies, companies, and organizations to find strategic partnership leads. 

Designed educational flyers and pamphlets for community outreach and promotion. 

Develop, schedule, and facilitated over 100 workshops on financial literacy topics i.e. credit, money management, small business, and first time home buying in person and virtually. 

Exceed client satisfactory workshop survey scores. 

Managed a profile of 80-100 clients at a time. Intake client information and ask identifying questions to clarify financial goals. 

Coordinate and schedule coaching sessions. Maintain client data for impact reporting into the case management system. 

Covid-19 pandemic financial response team.

Financial Well-being Coach

By The Board

Created custom charcuterie boxes and boards. 

Point of contact for all customers inquiring services via social media or email. 

Oversee activities such as pricing, inventory, and production. Social media management (Instagram and TikTok). 

Review financial statements, sales, and activity reports.  

Adjusted the product’s price by calculating total revenue to optimize maximum profit.

Owner

BALANCE

Provided one hour coaching sessions to help members develop and set financial goals. 

Managed a caseload of members which included referrals to community resources and other organizations. 

Used written communication to establish an action plan that gives clients steps on how to accomplish their financial goals. 

Recorded all assessments, detailed case notes, and progress using an internal case management software system for date and reporting. 

Followed up with members every 30-90 days to keep them on track with their goals and celebrate success.

Certified Credit Counselor

Wells Fargo

Navigate multiple computer systems, applications, and utilize search tools to find customer solutions. 

Troubleshoot online banking system errors. Effectively listen and elicit information. 

Upsell products and services to achieve performance goals and quotas. 

Apply problem-solving skills to resolve customer inquiries and disputes, and escalate using appropriate channels when necessary. 

Meet and exceed daily productivity goals, including high call volume, and consistently earned top survey satisfaction scores. 

Support customers and resolve moderate to complex inquiries or issues regarding financial products and services via phone, chat, and email. 

Perform routine tasks such as answering inquiries and resolving customer online banking problems.

Online Customer Service, Everyday Banking

Firstmark Credit Union

Completing transactions such as deposits, withdrawals, transfers, check cashing, loan and credit card. 

Payments, credit card advances, and gift card/travelers check purchase. 

Listening intently for needs beyond the transaction. 

Suggesting additional products that may benefit the customer.

Teller

Liberty Tax

Preparing fast, accurate, and friendly tax returns. 

Accounting and bookkeeping services. Providing additional customer service over the phone with clients. 

Office duties such as making copies, filing paperwork, faxing, and typing letters.

Tax Preparer

I made a promise to myself - that I would only align my career with companies and organizations that make an impact.


My passion for financial education started when I was 22 and denied an auto loan because of a credit card I opened when I was 18. I used the card irresponsibly and never paid the balance. As a result, my credit was negatively impacted. Financial literacy was not discussed at home or a school. And after seeing how having a good credit score was essential in achieving certain financial goals, I made it a mission of mine to educate my community and those that lacked the knowledge. 


I’m an empathetic problem solver that’s effective at time management (thanks to my four kids), relationship building, and story telling. Customer oriented and effective in written and verbal communication. Personable, confident, and self-motivated. 

Taplio

Monique White's Linkedin Analytics

Monique White

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Monique White

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Monique White's Linkedin Analytics