Kaitlan Nichols

Innovative Programs Manager at Momentus Capital
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Languages
  • American Sign Language -

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5.0

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Susan Lamping

Kaitlan worked with me at CDC Small Business Finance for two years and was a great asset to our company and our department. On all levels she contributed. Professionally she was innovative and creative, coming up with creative ways to solve problems. She was a joy to be around and always brought laughter and fun to meetings and interactions. She was one of the most dependable, trustworthy and reliable people I know. And she has a level of compassion and understanding that is unmatched.

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Innovative Programs Manager
      • Jul 2022 - Present

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Relationship Manager
      • Dec 2021 - Jun 2022

      * Evaluate pre-qualified loan packages to make credit decisions and recommendations* Prepare credit memorandums with in-depth written financial analysis, an outline of business operationalrisks and strengths, guarantor information, and other relevant factors* Manage client relationships and expectations, acting as a liaison between various functions of the business lending team to result in efficient delivery of services

    • PPP Forgiveness Processor
      • Jan 2021 - Dec 2021

      * Responsible for submitting accurate and complete PPP Forgiveness Applications on behalf of small business owners, according to SBA guidelines.

    • United States
    • Food Production
    • Bakery Manager
      • Jun 2017 - Jan 2021

      • Directed bakery retail operations including managing labor, inventory, and operations • Recruited, hired, supervised, scheduled, and motivated a team of 20+ employees with a focus on cross-training and consistent service delivery • Oversaw Human Resources functions including executing employment lifecycle, ensuring compliance with state and federal regulations, and policy development and implementation • Implemented operational improvements across multiple locations to streamline processes and increase profitability (ex: POS upgrade, development of production analysis tools) Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Programs Manager
      • Oct 2015 - Apr 2017

      • Managed service delivery and directed the strategic priorities of the Fiscal Sponsorship Practice, serving 35 early-stage non-profit projects with over $5 million in combined annual revenues. • Conducted in-depth one-on-one training sessions with non-profit entrepreneurs in the areas of finance, human resources, operations, and business plan development • Managed service delivery and directed the strategic priorities of the Fiscal Sponsorship Practice, serving 35 early-stage non-profit projects with over $5 million in combined annual revenues. • Conducted in-depth one-on-one training sessions with non-profit entrepreneurs in the areas of finance, human resources, operations, and business plan development

    • Advisory Board Member
      • Mar 2011 - Mar 2016

      The San Diego Microfinance Alliance (SDMFA) was a consortium of local microfinance practitioners, donors, educators, students and professionals. The SDMFA provides useful tools to local microfinance organizations and supports efforts to bring awareness about microfinance to the public. • Annual San Diego Microfinance Summit Planning Committee: 2011 - 2015 • Business Resource Committee: 2011 - 2012 • Responsible for website maintenance and social media presence The San Diego Microfinance Alliance (SDMFA) was a consortium of local microfinance practitioners, donors, educators, students and professionals. The SDMFA provides useful tools to local microfinance organizations and supports efforts to bring awareness about microfinance to the public. • Annual San Diego Microfinance Summit Planning Committee: 2011 - 2015 • Business Resource Committee: 2011 - 2012 • Responsible for website maintenance and social media presence

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Microenterprise Program Manager
      • Apr 2013 - Oct 2014

      • Directed program activities to provide business training and lending services to refugee entrepreneurs • Supervised team of six business advisors to achieve program goals: 70+ businesses launched, 20+ businesses expanded and improved, over $90,000 in business loans ranging in size from $600 - $10,000 • Assisted in development and implementation of policies to normalize lending practices across multiple locations and reflect changes in credit standards • Managed combined annual grant budget of $550,000 from six unique grants and ensured timely and complete submission of regular grant reports Show less

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Community Loan Officer
      • Mar 2011 - Apr 2013

      • Evaluated applicants' creditworthiness for loans ranging from $20,000 to $250,000 • Completed initial underwriting and present loan requests to internal committee for approval • Conducted outreach to business owners through training presentations • Implemented social media marketing strategy for community development loan programs • Designed and implemented new CRM software to enhance reporting capabilities • Process Leadership Committee Member (Jan - Dec 2012) - Assessed current loan processes to implement improvements and increase efficiency • Management Award Recipient: “Making A Difference” (Nov 2012) Show less

    • United States
    • Retail
    • 1 - 100 Employee
    • E-Commerce Manager / Operations Administrative Assistant
      • Jan 2008 - Nov 2010

      E-Commerce Manager (June 2009 - November 2010) • Supervised staff of eight for internet auction site (shopgoodwill.com) with average annual revenue budget of $500,000 • Exceeded budgeted revenue for the year 2009. • Directed multi-day Kaizen training events resulting in increased production efficiency and sales revenue for multiple retail locations Operations Administrative Assistant (January 2008 - May 2009) • Assisted Retail Director in strategic planning and project execution for Retail Division • Supervised maintenance and repair of warehouse equipment and negotiated contracts with vendors • Compiled, edited, and maintained updates to Retail Operations Manual to facilitate uniformity in processes and procedures within the Retail Division • Appointed to Safety Committee Vice Chair, assisted in the implementation of safety measures throughout the organization Show less

    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • Intake / Placement Specialist
      • Oct 2006 - Jun 2007

      • Created and implemented employment training workshops for low-income individuals • Selected to sit on an exclusive Customer Service Committee • Received promotion from Intake Specialist to Placement Specialist within three months • Created and implemented employment training workshops for low-income individuals • Selected to sit on an exclusive Customer Service Committee • Received promotion from Intake Specialist to Placement Specialist within three months

    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • Volunteer (Kibera, Kenya)
      • Jan 2006 - May 2006

      • Evaluated the influence of cultural values and norms on long-term assistance • Partnered with local leaders to provide various needs for residents within Kibera • Mentored Kenyan youth living in Kibera, a large slum area located outside of Nairobi, Kenya • Evaluated the influence of cultural values and norms on long-term assistance • Partnered with local leaders to provide various needs for residents within Kibera • Mentored Kenyan youth living in Kibera, a large slum area located outside of Nairobi, Kenya

Education

  • Miami University
    Bachelor of Science, Anthropology
    2001 - 2005

Community

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