Katiann Blakely

Background

About Katiann Blakely

As a Client Service Professional at Amuni Financial, Inc, I specialize in back-office operations, where I support amazing advisors and clients with paperwork, transactions, and compliance. I ensure accuracy and efficiency in every aspect of client service, thanks to my seven years of experience in the finance and banking industry. In my previous role, I audited a third-party vendor that serviced loans, resolved issues, and participated in quality improvement efforts. I also helped evaluate the qualifying variables for obtaining a loan and responded to inquiries and problems for Loan Officers. I have a keen eye for detail and a passion for helping clients achieve their financial goals. My ultimate ambition is to transition into an advisory role where I can directly help clients navigate their financial journeys. I am dedicated to continuously learning and growing in my career, with the goal of becoming a trusted advisor who makes a tangible difference in people's lives.