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Work Background
Community WarehouseOutreach Coordinator
Jan. 2025Portland, Oregon Metropolitan Area
Dryden Driggers, Financial CoachFinancial Coach
Oct. 2023Portland, Oregon Metropolitan Area
The ResourceressProfessional Organizer & Elder Helper
Oct. 2023Portland, Oregon Metropolitan Area• Organize their spaces by helping them hone a vision for their homes and create physical systems and routines to maintain that vision.
• Help clutter clear their spaces and route items they are getting rid of to the correct donation or recycling site including arranging donation pickups and making sure paperwork is shredded. • Help set up estate sales, yard sales, and give away events.
• Drive clients to and from doctor’s appointments and to the store.
• Housekeeping and home chores such as laundry, pet care, and house cleaning for clients with mobility issues.
• Running errands such as grocery shopping, returns, and making other purchases.
• Help clients with technology issues with their tvs, phones, computers, and iPads.
• Keeping shut-in clients company and engage in conversation.
The ResourceressOwner
Oct. 2023
Rivermark Community Credit UnionCompliance Generalist
Aug. 2022 - Oct. 2023Beaverton, Oregon, United StatesWhile supporting the Compliance Department, I provided administrative support including processing mail and incoming departmental documents, processing special letter requests and bulk mailings. I spearheaded document verification and clean-up projects, verifying that the organization had all documentation required by Federal Law and to streamline work processes and continuously improve service provided by the Credit Union. I answered operational questions via Teams, email, and phone, for staff relating to complex accounts and services such as IRAs, Trusts, deceased members, garnishments, etc, often reviewing complex documents and policies. Worked with members and their loved ones to help guide them through the claims process for both regular and IRA accounts after one or multiple owners' of the accounts had passed away. Performed quality review and auditing of W-88BEN immigration forms, new account openings, fiduciary, account paperwork, and IRA transactions. After performing these reviews and audits I provided friendly and thorough feedback on any issues that needed to be corrected to staff and when needed their management so that retraining opportunities could be identified. I also completed my FICEP financial coaching certification.
Rivermark Community Credit UnionMember Service Representative
Aug. 2020 - Aug. 2022Beaverton, Oregon, United StatesAs a Member Service Representative I provided customer service support in the form of account inquiries, payments, fraud monitoring, and technical assistance in an efficient, accurate, confidential, and professional manner using a variety of banking and software programs. I easily engaged with members and educated them about Rivermark's products and services including finding opportunities to provide members with new or underutilized products and services. As a customer service rep, I approached interactions with curiosity and patience to give the best customer service and solutions for our members within Credit Union policies and procedures. I consistently have a lower handle time than most of the other representatives because of my ability to see ahead to the next steps and anticipate needs. I discovered ways to utilize the Credit Union’s tools to better streamline my work process and share those ideas with management when appropriate. This also led to me continually improving my sales numbers by educating myself about our products and taking opportunities to ask for feedback from management on how to improve. I worked hard to support my team and the credit union at large by taking on a role as a trainer for new hires and aiding the update of training materials for the department. This strong desire to learn and be helpful was useful when I then decided to step up to help in the Video Banking department while they were short staffed.
Sacred Money Studios & Prosperity Pie ShoppeFinancial Empowerment Guru
Nov. 2016 - Mar. 2020Portland, ORMy main focus at Sacred Money Studios was acting as a Money Coach, teaching finance classes to adults of varying skill levels. I taught group classes and lead private coaching sessions on the topics of budgeting, debt payment strategies, savings and the emotional side of money. I also worked at their Studio Liaison, an administrative position. In this capacity, I booked classroom reservations, took class enrollments, created marketing materials and social media posts. I also wrote the newsletters using first Square newsletter and later Mailchimp programs. I was lead on retail boutique inventory and management, using both Excel and Square tracking system.
BerkadiaOffice Manager
Nov. 2014 - Jun. 2016Portland, Oregon AreaI maintained all office operations including redesigning the filing system, supply ordering, maintaining office equipment, acted as contact with building office and maintenance, coordinated all mail correspondence, and kept the office in shape for visiting clients and colleagues. I led team meetings to clarify weekly goals and facilitate communication between all the team members and make them aware of all the moving parts in each project. I helped keep the team on track throughout the week to maintain our goals and meet our deadlines. I also created marketing pieces such as packages for multifamily real estate listings, Just Listed and Sold postcards, email blasts, property website content, and press release drafts. I designed page layouts, wrote and edited copy, coordinated photography, and other design needs, as well as oversaw the approval process of all marketing pieces. I maintained records of all sales data for my team. I also acted as the hub of communication between my team, clients, the corporate office, and outside escrow officers concerning property closings, due diligence documents, and record maintenance. In addition to these duties, I did market research that could affect the apartment housing market including academic research tools, business journals, local news outlets, and other sources of reliable information.
SCRAP (School and Community Reuse Action Project)Retail and Volunteer Coordinator
Dec. 2012 - Nov. 2014Portland, OregonI managed the volunteer program of about 60+ volunteers in both the retail store and coordinating schedules for events. I maintained all daily operations of the volunteers including assigning tasks, communications, and task-specific training. I was also in charge of recruitment, scheduling, training and daily volunteer operations. I simplified a lot of the paperwork processes for intake, scheduling and time tracking and while working hands-on with the volunteers and in the store. I served on several committees including PR and Marketing as well as the Relocation committee particularly in regards to the needs of the volunteers and also set-up and help plan events. I also worked in the retail store aiding customers, keeping the store clean and organized, pricing and packaging materials, and offering exceptional customer service.
SCRAP (School and Community Reuse Action Project)Retail Specialist
Jul. 2011 - Dec. 2012Portland, ORI processed donations, priced and packaged materials, helped organize the store, worked the sales counter and assisted customers with questions and finding materials. I helped run the Re:Boutique, a consignment boutique with products made from 75% or more reuse materials. I also assisted with special events, fundraisers, birthday parties and other programs when needed.
Designated DrydenOwner
Oct. 2009 - Jul. 2012Portland, Oregon AreaHANDMADE GOODS
I coordinated design, pricing and production of all pieces working tediously to create unique and beautiful designs. I also managed all marketing, social media and other advertising, accounting and legal paperwork as well. DAY-OF WEDDING COORDINATION
Every wedding was different, but for most I lead rehearsal of ceremony for wedding party, coordinated vendors and contractors to make the event run smoothly, led set-up and tear down of the venue, and prevented and corrected any problems that arose. I also kept the wedding party on schedule during prep and photos, as well as coordinating transportation, while also remaining flexible with the schedule as needs changed. Cued key moments throughout the wedding such as processional, first dance, speeches, cake cutting, etc. to keep the energy moving.
AVINDY DESIGNS LLCOffice and Production Manager
Sep. 2008 - Oct. 2009Atlanta, Georgia, United StatesI was in charge of processing incoming sales orders through Peachtree accounting, as well as working with wholesale customers over the phone, email, fax and at sales shows. I coordinated the production schedule for a production team of seven, working to build strong relationships with the team to provide a fun and effective stream of production. I showed a demonstrated ability to multi-task including assisting other team members with questions, producing inventor I maintained high levels of customer service towards our customers, building rapport with our regulars through prompt responses to requests and my friendly demeanor. I also built relationships with our vendors to encourage prioritizing of orders. I was in charge of supply ordering including jewelry production, shipping and office supplies, often predicting the need weeks in advance to allow for processing. I organized supplies, inventory and orders in process in a manner that resulted in more efficient production. I revised outdated supply and vendor listings as well as hunted down and cataloged difficult to find supplies.
Bridget's Designs LtdSecretary
May. 2006 - Jun. 2008Dalton, GAI worked part-time and as needed for this Interior Designer's firm mostly handling data, including accounting information and confidential client and account details. I answered phone calls and appointment requests in order to help manage the designer's schedule. I installed, compiled and entered 2 years worth of accounting data into QuickBooks as well as handle other minor technological trouble-shooting. I also accompanied the designer and took solo trips to various showrooms around the Atlanta area to pull samples.
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