Experience

Community First Fund

• United States
• Banking
• 1 - 100 Employee

• Senior Microlender

  • Apr 2023 - Present

  Philadelphia, Pennsylvania, United States

• Microlender

  • Dec 2021 - Apr 2023

  Philadelphia, Pennsylvania, United States • Develop and execute annual plan for borrower recruitment from start to finish: information session, intake, underwriting, determining eligibility, loan approval, processing, pre-closing, closing, post-closing, and technical assistance. • Manage portfolio of current micro-lending clients and service approved loans by coordinating payments and supporting defaults. • Create, maintain, and update loan packages in e-folder using SPARK, CRM, and CommonGoals TEA. • Analyze and oversee… Show more • Develop and execute annual plan for borrower recruitment from start to finish: information session, intake, underwriting, determining eligibility, loan approval, processing, pre-closing, closing, post-closing, and technical assistance. • Manage portfolio of current micro-lending clients and service approved loans by coordinating payments and supporting defaults. • Create, maintain, and update loan packages in e-folder using SPARK, CRM, and CommonGoals TEA. • Analyze and oversee delinquent portfolio: recommend charge-off and compile risk reports for loan administration department, determine loan loss and coordinate loan loss escrow. • Document and report on action plan progress semi-annually, including documenting program impact, maintaining program success stories, implementing customer exit surveys, assessing future eligibility, and ensuring all files are maintained for grants and audit. • Participate in internal departmental meetings, including those addressing operational objectives, loan delinquency and new business opportunities, in addition to external events to promote the community lending program and other lending products.



New Jersey Citizen Action (NJCA)

• United States
• Public Policy Offices
• 1 - 100 Employee

• Financial Coach

  • Jan 2019 - Dec 2021

  Newark, NJ • Promote coaching services by meeting with representatives from partner organizations and developing, scheduling and conducting on-site financial education workshops. • Provide one-on-one coaching for program participants, support them in their financial goals and provide necessary tools to jointly construct a detailed action plan to achieve them. • Collect, verify, and maintain all participant data utilizing the data collection and storage software Salesforce, for both in-house analysis… Show more • Promote coaching services by meeting with representatives from partner organizations and developing, scheduling and conducting on-site financial education workshops. • Provide one-on-one coaching for program participants, support them in their financial goals and provide necessary tools to jointly construct a detailed action plan to achieve them. • Collect, verify, and maintain all participant data utilizing the data collection and storage software Salesforce, for both in-house analysis and outside reporting. • Identify additional resources and evaluate participants for referral to outside departments when needed. Show less



J. Shotmeyer

• Bilingual Import Coordinator

  • Sep 2018 - Jan 2019

  New Jersey • Identified best cotton suppliers for socially conscious, start-up clothing brand. • Conducted independent market research into the landscape of Peruvian cotton and textile manufacturing. • Developed and maintained professional, culturally sensitive relationships between Peruvian manufacturers and American employers. • Acted as liaison between Spanish-speaking suppliers and English-speaking company buyers on all matters regarding measurements, quantity and design of garments as well… Show more • Identified best cotton suppliers for socially conscious, start-up clothing brand. • Conducted independent market research into the landscape of Peruvian cotton and textile manufacturing. • Developed and maintained professional, culturally sensitive relationships between Peruvian manufacturers and American employers. • Acted as liaison between Spanish-speaking suppliers and English-speaking company buyers on all matters regarding measurements, quantity and design of garments as well as delivery timeline. Show less



UNIQLO

• Japan
• Retail
• 700 & Above Employee

• Sales Associate

  • Nov 2016 - Jan 2019

  Paramus, NJ • Engaged effectively with customers from the time they entered the store (greeter) up through closing the sale. • Provided comprehensive customer support by addressing inventory and pricing inquiries and assisting in fitting rooms. • Processed customer payments and coordinated returns at the cash register. • Cooperated with fellow team members to conduct quarterly storewide inventory. • Managed the flow of merchandise by unloading, tagging, organizing and replenishing displays of… Show more • Engaged effectively with customers from the time they entered the store (greeter) up through closing the sale. • Provided comprehensive customer support by addressing inventory and pricing inquiries and assisting in fitting rooms. • Processed customer payments and coordinated returns at the cash register. • Cooperated with fellow team members to conduct quarterly storewide inventory. • Managed the flow of merchandise by unloading, tagging, organizing and replenishing displays of products. Show less



Walmart

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Mar 2013 - May 2016

  North Bergen, NJ • Exercised attention to detail by creating and maintaining product displays, and replenishing merchandise as necessary. • Ensured that prices were accurate and up-to-date by scanning products on the sales floor and reticketing when necessary. • Maintained a high level of organization in the delivery room by binning and sorting products by department. • Provided support in customer service and sales as required.



Saga Falabella

• Peru
• Retail
• 700 & Above Employee

• Sales Representative

  • Dec 2009 - Apr 2012

  Miraflores, Lima, Peru • Helped set company goals goals by advising store buyers on the purchase of merchandise for the store. • Demonstrated leadership by supervising colleagues who worked as sales boosters in the store. • Successfully met quotas for the sale of merchandise and extended warrantees. • Educated customers by answering their questions, teaching them how to use the products and assisting them in choosing the right model for them. • Ensured high standards of quality control by regularly… Show more • Helped set company goals goals by advising store buyers on the purchase of merchandise for the store. • Demonstrated leadership by supervising colleagues who worked as sales boosters in the store. • Successfully met quotas for the sale of merchandise and extended warrantees. • Educated customers by answering their questions, teaching them how to use the products and assisting them in choosing the right model for them. • Ensured high standards of quality control by regularly testing, maintaining and keeping inventory of merchandise. Show less