Experience

WESST
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Money Learning Lab Program Manager

  • Sep 2021 - Present


Homewise Inc.

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Home Buyer Coach

  • Aug 2020 - Apr 2021

  • Assisted customers with the process of becoming home buyer ready by establishing trusting, non-judgmental and supportive relationships, creating action plans and providing ongoing coaching. Managed a pipeline of approximately 325+ clients. • Assisted customers with the process of becoming home buyer ready by establishing trusting, non-judgmental and supportive relationships, creating action plans and providing ongoing coaching. Managed a pipeline of approximately 325+ clients.



Rio Grande Credit Union

• United States
• Banking
• 1 - 100 Employee

• Financial Coach

  • Apr 2018 - Aug 2020

  • Contributed to credit union membership growth and product development by creating and managing internal and external coaching policies, procedures, plans, and programs. • Conducted financial education seminars and interactive fairs, in collaboration with community organizations and businesses, to increase community financial capability and credit union partnerships. Event attendance ranged from groups of 5-25 to groups of 150-250 people. • Developed training curriculum for New Hire Orientation and facilitated trainings.



Youth Development Inc

• South Africa
• Wellness and Fitness Services

• Youth Development Practitioner

  • Jun 2017 - Apr 2018

  • Increased youth employability and education by providing job and life skills training. • Provided knowledge of community resources, assessment, service planning and service coordination in working with adolescents and families. • Oversaw a caseload of about 180+ clients. • Increased youth employability and education by providing job and life skills training. • Provided knowledge of community resources, assessment, service planning and service coordination in working with adolescents and families. • Oversaw a caseload of about 180+ clients.



Guadalupe Credit Union

• United States
• 1 - 100 Employee

• Member Services Representative III/Marketing Intern

  • Aug 2014 - Jun 2017

  • Assisted members with financial transactions, processed disputes, wires, payments, deposits and other negotiable instruments. • Provided friendly, professional, and personal service by effectively listening, building rapport, identifying member needs and providing resources and solutions. • Managed and opened personal and business accounts and processed loan applications. • Assisted with outreach events and member engagement. • Conducted financial literacy classes for middle schools and high schools. • Assisted with website design and social media management.