Valerie Moua

Valerie Moua has a range of work experience in various roles. Most recently, they worked as a Financial Counselor at 21st Mortgage Corporation, where they managed over 1.1k+ accounts in 16 different states. Valerie handled daily communication with over 150+ accounts through calls, emails, letters, and payment authorizations.

Prior to that, Valerie worked as a Project Specialist at First Advantage Bank, assisting the Escrow Department manager with projects. Valerie also reached out to customers in natural disaster areas to discuss insurance claims and payment assistance. Additionally, they imaged physical loan documents and created digitized files for over 150+ customer accounts.

Valerie also gained experience as a Project Specialist Intern at the University of Tennessee, where they worked on preparing employee benefits and retirement plan pamphlets. Valerie imaged employee documents and maintained detailed records for easy retrieval. Valerie also collected and documented employee information into the University database.

In addition, Valerie worked as a Financial Advisor Intern at WMG Financial Advisors, where they directly assisted the Vice President in managing multi-million dollar portfolios. Valerie organized digitized client documents for easy access and supported the VP and financial advisors by organizing meetings and prepping meeting areas.

Overall, Valerie has demonstrated their ability to handle multiple accounts, manage projects, communicate effectively, and maintain organized records throughout their work experiences.

Valerie Moua completed their Bachelor of Business Administration (BBA) degree in Finance and Financial Management Services from the University of Tennessee, Knoxville, from 2018 to 2019. Prior to that, they earned an Associate of Science (AS) degree in Business Administration and Management, General from Pellissippi State Community College from 2016 to 2017.

In addition to their formal education, Valerie also obtained certifications from Bloomberg LP. In August 2018, they completed the Bloomberg Master certification, and in March 2018, they obtained the Bloomberg Market Concepts certification.