Open to opportunities

Tamia McGregor

@tamiamcgregor

Message

Dedicated financial advisor with expertise in client empowerment and support.

United States

Message

What I'm looking for

I seek a role that fosters collaboration and allows me to empower clients through financial education and support.

I am a passionate financial advisor currently working at Brightside Financial, where I onboard new clients and guide them through our financial wellness platform. My focus is on providing tailored financial support to clients facing significant challenges, helping them develop comprehensive budgets, manage debt, and create actionable savings plans. I believe in delivering empathetic and confidential guidance to empower clients, fostering financial literacy and long-term financial health.

Prior to my role at Brightside, I worked at Credit Karma as a Member Success professional, where I led QA efforts for AI-generated financial content and supported the integration of new products. My experience also includes working as a Customer Success Associate at Figure Lending, where I guided clients through various loan applications and educated them on blockchain-based lending models. My diverse background in financial services has equipped me with the skills to collaborate with interdisciplinary teams and deliver holistic solutions that address financial, emotional, and behavioral barriers to success.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor

Current

Brightside Financial

May 2024 - Present (1 year 3 months)

Onboarded new clients and guided them through Brightside’s financial wellness platform. Provide tailored financial support to clients facing significant challenges, including developing comprehensive budgets, managing debt, and creating actionable savings plans. Collaborate with interdisciplinary teams to deliver holistic solutions addressing financial, emotional, and behavioral barriers to succes

Financial Planning Budgeting Debt Management

Member Success

Credit Karma

Jun 2022 - Present (3 years 2 months)

Led QA efforts for AI-generated financial content, ensuring high standards of clarity, accuracy, and tone. Supported integration of new products by providing user-friendly feedback and issue triaging, and investigated bugs and filed tickets with the Engineering team.

Quality Assurance Integration CRM Systems

Customer Success Associate

Figure Lending

Feb 2021 - Present (4 years 6 months)

Guided clients through HELOC, personal loans, and crypto-backed loan applications, ensuring documentation accuracy. Educated clients on blockchain-based lending models, including LTV management and digital asset collateral.

LTV Regulatory Compliance Document Analysis

Beauty Hiring Manager

Nordstrom

Sep 2017 - Present (7 years 11 months)

Partnered with the HR Operations team to ensure compliance with ADP data management and administration. Full-cycle recruiting for various roles, including sourcing candidates, conducting interviews, negotiating offers, and ensuring a positive candidate experience.

Talent Acquisition HR Operations Onboarding