Katiann BLAKELY

Katiann BLAKELY

My spouse and I are both natives of Florida, originating from a quaint town in the northern part of the state. In 2022, we made the move to the vibrant St. Petersburg area. We have a six-month-old golden retriever, Bloom, who brings us endless joy. Beyond the confines of the workplace, I prioritize an active lifestyle, whether it entails jogging, practicing yoga, or embarking on hikes. Traveling is also a shared passion for us, and we seize every opportunity to explore new destinations.

Since 2022, I’ve had the privilege of being a part of Amuni Financial, where I serve as a Client Service Professional specializing in back-office operations. In this capacity, I provide vital support to our esteemed advisors and clients by managing paperwork, transactions, and ensuring compliance standards. With seven years of experience in the finance and banking sector, I bring a wealth of knowledge and expertise to my role.

In my previous position, I played a key role in auditing a third-party vendor responsible for loan servicing, addressing issues, and contributing to quality enhancement initiatives. Additionally, I assisted in evaluating the criteria for loan qualification and handled inquiries and challenges for Loan Officers. My meticulous attention to detail and unwavering commitment to helping clients achieve their financial objectives underscores my work ethos.

Looking ahead, my ultimate aspiration is to transition into an advisory role where I can directly guide clients through their financial journeys. I am deeply committed to continuous learning and professional growth, with the overarching goal of becoming a trusted advisor who truly makes a difference in people’s lives. I feel incredibly fortunate to be part of Amuni Financial, a company that not only feels like family but also prioritizes genuine care and support for its clients.

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