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Ursula Smith has extensive experience in the financial and client services sectors, currently serving as a Benefits Specialist at Lincoln Financial Group since January 2018 and as an Early Intervention Specialist at ClearPoint Credit Counseling Solutions since October 2013. In the current role, Ursula maintains a 96% adherence rate in workforce management, proactively contacts 250-300 clients daily regarding financial solutions, and exceeds key benchmarks for client engagement and support. Previous experience includes roles at CredAbility, where Ursula contributed as a Document Submission Assistant and Debt Management Plan Specialist, managing documentation and client communications related to foreclosure prevention and debt management. Throughout the career, Ursula has demonstrated strong organizational and mentoring skills, effectively managing client interactions and supporting team performance.