Stan Wonn

Certified Consumer Credit and Housing Counselor/Financial Coach at BALANCE
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Contact Information
us****@****om
(386) 825-5501
Location
Albuquerque, New Mexico, United States, MX

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Credentials

  • Accredited Financial Counselor (AFC)
    AFCPE® (Association for Financial Counseling and Planning Education®)
    Jan, 2020
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Consumer Credit and Housing Counselor/Financial Coach
      • Nov 2017 - Present

      Take incoming calls in call center environment from clients seeking counseling/advice in different areas of personal finance, including credit reports, family budgeting, debt repayment, and preparation for home purchases. Assess client needs and scheduled counseling appointments as appropriate. Counsel clients via telephone appointments on credit report issues, family budgeting, debt repayment and first-time home purchases. Train new staff in use of relevant computer systems, intake/assessment and knowledge of relevant personal finance concepts and relevant Federal and state laws. Assisted in administrative tasks as requested by supervisors Show less

    • Credit Programs Quality Improvement Coordinator
      • 2011 - Nov 2017

      Evaluate and provide performance feedback for recorded incoming intake calls and outbound counseling appointments for a staff of up to 40 counselors. Create, revise and implement performance measurements for intake calls, counseling appointments and online client interactions with counselors. Provide ongoing reporting to counseling manager and supervisors of counselor performance statistics and training needs/opportunities.

    • Certified Consumer Credit and Housing Counselor
      • Sep 2005 - Aug 2011

      Took incoming calls in call center environment from clients seeking counseling/advice in different areas of personal finance, including credit reports, family budgeting, debt repayment, and preparation for home purchases. Assessed client needs and scheduled counseling appointments as appropriate. Counseled clients via telephone appointments on credit report issues, family budgeting, debt repayment and first-time home purchases. Trained new staff in use of relevant computer systems, intake/assessment and knowledge of relevant personal finance concepts and relevant Federal and state laws. Assisted in administrative tasks as requested by supervisors Show less

    • Retail
    • 300 - 400 Employee
    • Front End/Customer Service Manager
      • 2002 - 2005

      Trained, motivated and supervised a staff of up to 15 cashiers and lead cashiers in processing point of sale transactions, returns and exchanges. Supervised and monitored all cash office activities, including cash handling, corporate paperwork/reporting and record keeping. Took a leading role in resolving customer service issues. Responsible for all store human resources activities, including payroll, benefits, hiring and termination of employees, and ensuring compliance with state/Federal labor and equal opportunity laws. Show less

Education

  • Texas Christian University
    Bachelor of Arts (B.A.), Political Science and Government
  • University of Arizona
    Master of Arts (M.A.), Political Science and Government

Community

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