Susana Filimalo
Northland,Kaitaia
Summary
Results-driven financial mentor with expertise in personalized client support and goal-setting. Committed to enhancing financial literacy and fostering collaboration to achieve positive client outcomes.
Overview
1
1
Language
8
8
years of professional experience
Work History
Financial Mentor
Kaitaia Family Budgeting Service
Northland, Kaitaia
2021.06 - Current
- Guided clients through budgeting and financial planning to improve financial literacy and confidence.
- Created personalized mentoring plans based on individual client needs to enhance engagement and outcomes.
- Conducted regular one-on-one meetings with mentees to address challenges and set goals.
- Mentored individuals in communication, problem-solving, and goal-setting skills.
- Collaborated with community resources to expand service options for clients.
- Represented clients' needs in community meetings to ensure access to necessary services and support.
Hospitality Attendant
Wayfarer Motel
, Kaitaia
2018.06 - 2020.09
- Executed front desk responsibilities, managing reservations and providing comprehensive guest support.
- Facilitated efficient check-in and check-out processes for guests.
- Responded promptly to guest inquiries and resolved issues to enhance satisfaction.
- Delivered exceptional customer service to enhance motel guest experiences.
- Collaborated with team members to maintain smooth daily operations.
- Assisted guests with information on local attractions and points of interest.
- Maintained cleanliness and organization in guest rooms and common areas to ensure a welcoming environment.
- Monitored security cameras to ensure safety of guests and staff.
Education
Commerce
National University of Samoa
Papaigalagala, Samoa2000-02
Commere
Saint Josephs College
Samoa1998-11
Some College (No Degree) - Online
FinCap New Zealand
OnlineSkills
- Financial planning and analysis
- Client mentoring and goal setting
- Communication strategies
- Customer service excellence
- Team collaboration
- Client rapport building
- Budgeting strategies
- Client assessment
Languages
English
Professional
Timeline
Financial Mentor
Kaitaia Family Budgeting Service
2021.06 - Current
Hospitality Attendant
Wayfarer Motel
2018.06 - 2020.09
Commerce
National University of Samoa
Commere
Saint Josephs College
Some College (No Degree) - Online
FinCap New Zealand