Katiann B. in

Katiann B.

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Client Service Professional at Amuni Financial, Inc.
📍 St. Petersburg, Florida, United States

As a Client Service Professional at Amuni Financial, Inc. , Katiann leverages over seven years of experience in the finance and banking industry. She specializes in back-office operations, supporting advisors and clients with a keen eye for detail in transactions, compliance, and loan documentation, ensuring both accuracy and efficiency.

Her background includes the unique responsibility of auditing a third-party vendor that serviced loans for a previous employer.

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Experience
9 Years
Current Role
Client Service Professional
Location
St. Petersburg, Florida, United States
Personality Overview

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Priorities

Topics Katiann cares about

Client Service
Focuses on providing excellent support to advisors and clients, handling paperwork, transactions, and compliance with high accuracy.
Financial Operations
Experienced in various back-office functions, including deposit operations, IRA portfolio oversight, and EFT error and fraud mitigation.
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Career

Work history

12-2022
Client Service Professional
Amuni Financial, Inc.
4-2021 - 10-2022
Residential sub-Servicing Specialist
First Federal Bank
3-2020 - 3-2021
Loan Documentation Specialist
Columbia Bank
5-2019 - 3-2020
Deposit Operations Specialist
Columbia Bank
6-2016 - 5-2019
Personal Banker
Columbia Bank
In the press

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Education

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Behavioral profile

DISC profile (public)

DISC behavioral profile

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