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Yemassee
Anna Middleton

Anna Middleton

Talented Asset Manager

Accounting / Finance

Yemassee, Hampton

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Services offered

I’m a seasoned finance professional with a strong background in asset management, financial operations, and strategic process improvement. With over 20 years of experience in financial services, I have developed a reputation for delivering results through a deep understanding of financial systems, risk mitigation, and client-focused solutions.

Throughout my career, I’ve successfully led teams, optimized operational workflows, and partnered across departments to drive initiatives in areas such as credit adjustments, customer refunds, compliance alignment, and data reporting. I’m especially passionate about connecting the dots between finance, policy, and customer experience—transforming complex financial procedures into streamlined, impactful processes that build trust and efficiency.

Whether leading asset audits, overseeing reimbursement strategies, or collaborating with senior stakeholders on process redesigns, I approach each challenge with analytical rigor and a dedication to operational excellence.

I’m currently exploring new opportunities to bring my skills to organizations that value strategic thinking, cross-functional collaboration, and a commitment to improving both internal systems and customer-facing experiences. I would be happy to connect and share more about how I can add value to your team.

Asset manager
Financial operations
Process improvement
Data analysis
Client success
Approximate rate: USD$ 45 per hour

Experience

 ANNA MIDDLETON

  

SUMMARY

 Client Success and Asset Management professional with over 10 years of experience driving strategic partnerships, improving client ROI, and aligning operational solutions with business goals. Proven ability to lead cross-functional teams, analyze performance metrics, and deliver data-driven insights. Passionate about live events and relationship building, with experience presenting to stakeholders and advocating for customer needs. 

WORK EXPERIENCE 

The Hunt Companies – American Community Lending, Dallas, TX Loan Asset Manager | Jul 2021 – Mar 2025 • 

Served as a primary liaison to internal stakeholders, aligning lending solutions with client investment strategies. 

• Delivered risk, market, and performance reports to leadership, using data to guide capital and operational decisions

. • Identified areas for growth and process improvement, increasing efficiency by over 90%.

 • Developed action plans from data insights, contributing to measurable business outcomes.

 • Collaborated across departments to enhance service quality and optimize performance metrics. 

 

MTAG Services – Mt. Pleasant, SC 

Client Success & Call Center Supervisor | Jun 2017 – Jun 2021

 • Managed a portfolio of servicing clients and served as the primary point of contact for high-impact accounts.

 • Led client success initiatives, including renewals, satisfaction surveys, and usage analysis using internal platforms. 

• Acted as MTAG’s Tax Lien Conference Representative, building strategic relationships and representing the brand at national industry events. 

• Planned and facilitated client-facing meetings, QBRs, and trainings, coordinating domestic travel and presentation logistics. 

• Used operational data to present actionable insights that improved compliance and boosted retention by 30%. 

• Advocated for client needs internally to influence process design and service enhancements. 

Servicing Team Manager | Jun 2015 – Jun 2021

 • Supervised a team of 10 servicing specialists, aligning support strategies with client SLAs and regulatory standards.

 • Analyzed servicing data to streamline operations and enhance onboarding across client portfolios. .

• Coordinated multi-region travel for staff training and remote support deployment. 

.• Facilitated stakeholder meetings and client events to reinforce brand value and foster long-term relationships.  

SKILLS

 • Client Success & Relationship Management: Renewals, Upselling, Product Adoption, Stakeholder Communication

 • Data Analysis & Strategy: Performance Dashboards, Business Reviews, Actionable Insights, Looker (basic), Zendesk 

• Project & Event Planning: QBRs, Conference Coordination, Remote Meeting Facilitation, Executive Travel • Cross-Functional Collaboration: Product Advocacy, Customer Journeys, Feedback

Education

Bachelor of Science in Business Management

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