Adriana Martínez Guzmán, Pmp Email & Phone Number

Albuquerque, NM, US

• 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.

• 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.
• Developed training curriculum for New Hire Orientation and facilitated trainings.

• 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.

• 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.