Experience

Jamaica Plain Neighborhood Development Corporation

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Director of Economic Mobility Services

  • Jan 2022 - Present

• Senior Financial Coach and Data manager

  • Oct 2018 - Oct 2022

  • Supervise Financial Coaching delivery (staff, interns and volunteers)• Develop teaching materials for financial education • Develop and Facilitate, group trainings and instructional opportunities to generate program awareness and individual one-on-coaching clients.• Assess client financial needs via financial health assessment and develop individual action plans.• Provide with one on one financial coaching to participants of diverse backgrounds in the areas of income, budgeting, credit, asset management and more.• Manage data for internal and external reports. Outcome oriented.• Assist with the preparation of grant proposals and data support.• Manage the implementation of the outcome tracker software system and data reports

• Financial Coach

  • Oct 2015 - Oct 2018

  - Conduct outreach activities and develop strategies- Supervise interns and volunteers- Develop and Facilitate, group trainings and instructional opportunities to generate programawareness and individual one-on-coaching clients.- Assess client needs via financial health assessment and develop individual action plans with each client.- Provide individualized financial coaching sessions.- Make appropriate referrals and integrate other services available in the community.- Maintain program client’s files.- Engage in ongoing follow-up with clients on a predetermined schedule.- Collect, input, track and report required client data using client management database.- Pull, review and understand credit reports to assist program clients.- Prepare credit bureau dispute letters and settlement letters for program clients.- Develop curriculum materials- Lead the development of a new database system and outcome tracker

• Program Associate

  • Jan 2013 - Sep 2015

  • Assist with planning and coordination activities for the financial workshop series• Assist with program outreach activities in the community • Assist during the implementation and teaching of the financial workshops• Develop a resource book for the workshop participants• Assist with the developing of teaching materials • Translate the teaching materials and other documents from English to Spanish and vice versa.• Develop a close relationship with participants assisting them in different areas



Banco Los Andes ProCredit-Bolivia

• Banking
• 1 - 100 Employee

• Micro Loan Credit Officer

  • Jan 2009 - Dec 2009

  • Worked on small business assessment and provided technical assistance• Evaluated business plans and projects viability • Prepared, analyzed and evaluated financial statements• Monitored delinquent credit and offered Credit Counseling• Coordinated and taught banking and credit management workshops • Worked on small business assessment and provided technical assistance• Evaluated business plans and projects viability • Prepared, analyzed and evaluated financial statements• Monitored delinquent credit and offered Credit Counseling• Coordinated and taught banking and credit management workshops