Bernice Platz Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

• Support the Homeownership Program Director with development, overseeing program offerings and project initiatives to achieve organizational goals.• Designed, implemented, and launched PHC’s beta Post-Purchase Program in 90 days aligning with Portland Housing Bureau’s Homeowner Retention performance measures. Managed the full lifecycle of program design, including identifying eligible participants, onboarding process, program content, and counselor training. Re-engaged partnerships with community organizations to provide post-purchase related workshops; assisting in the drafting and finalization of MOUs to ensure a seamless collaboration.• Managed and delegated tasks to Housing Counselors, administrative staff, and Data Analyst, ensuring efficient execution of the Post-Purchase Program. Defined roles, set priorities, and fostered collaboration to achieve program goals and enhance team performance.• Coordinated with Housing Counselors, HOB Admin, and Data Analysts to address challenges related to client circumstances and departmental issues during staff transitions. Provided guidance, facilitated collaboration, and escalated critical situations to the HOB Program Director for timely resolution• Manage relationship with our existing Framework partnership, reviewing updated contracts and addendums (for HOB Director approval) – adding additional course offerings to clients who have achieved homeownership, at no additional cost to PHC.

Portland, Oregon, United States

• Partner closely with the Homeownership Program Manager and/or Director to meet business plan goals, contractual obligations, and national standards for homeownership education and counseling.• Collaborate with the Data Analyst to develop and transition to a new CRM system (VistaShare to Salesforce-Homekeeper), contributing to successful implementation, testing, and ongoing refinements. • Continually develop and refine HOB Department processes, with the most recent project being process changes in relation to our new CRM system – and consequently, a complete overhaul of our HOB Operations Manual which was last updated in 2019.• Mentor, train, and support Housing Counselors, fostering a collaborative environment, sharing institutional knowledge and experience to accelerate their effectiveness and quality of services rendered.• Actively participate in community outreach events and engage in targeted outreach efforts to our community expanding our organization’s reach.• Lead quality control efforts, conducting regular compliance checks to ensure adherence to HUD requirements and HUD Handbook and maintaining data accuracy with high attention to detail.• Consistently achieved high client conversion rates to the Lending Department while ensuring HUD compliance.• Manage a caseload to 150+ households, providing comprehensive guidance to our pre-purchase clients.

Portland, Oregon

• Guided aspiring homebuyers through the complexities of financial literacy and mortgage financing, delivering clear, actionable advice tailored to individual circumstances.• Conducted in-depth financial assessments, analyzing client income, assets, budget, credit, and debt-to-income ratio to identify readiness for homeownership and make appropriate and successful referrals to the Lending Department.• Pre-screen and inform clients of various down payment assistance programs they are eligible for, such as the IDA Matched Savings Program, DPAL, and other city, county, and/or state-funded assistance while maintaining realistic expectations for clients.• Consistently demonstrated productivity and client successes: facilitated 462 counseling sessions in FY 19-20, helping 66 households achieve homeownership, including 27 IDA graduates.• Maintained relationships with partner realtors, lenders, and community partners to provide clients with access to valuable resources.

Portland, Oregon Area

• Engage in correspondence with potential donors and patrons through phone and email communication.• Manage financial operations, including maintaining the general ledger, updating the production budget, processing donations and ticket sales, and handling other financial tasks.• Lead the promotion and marketing efforts for the Fall 2017 Production of 'Two Yosemites' across multiple platforms, such as print, radio, website, and social media (creating and publishing content).• Maintain donor and mailing lists for fundraising initiatives and upcoming productions.• Offer consistent administrative support, taking care of various tasks and projects.

New York, New York

Womankind (formerly New York Asian Women’s Center) is the largest Asian American focused domestic violence agency in the country, a premier human trafficking serving organization, and a national demonstration project that provides model services to survivors of sexual assault.• Managed a caseload of survivors of human trafficking, sexual assault, and domestic violence, delivering trauma-informed assessment, crisis intervention, and financial empowerment counseling.• Advocated for client access to remedies and benefits, providing accompaniment and support in family and criminal courts and legal consultations.• Represented Womankind in outreach and community events to increase awareness and promote services.• Co-led agency-wide anti-human trafficking initiatives, including quarterly meetings and moderating Womankind’s 2016 annual anti-human trafficking conference, “Working for Change.”• Provided clients with referrals for legal, immigration, entitlement and housing resources while ensuring compliance with agency polices and government protocols.

Portland, Oregon Area

Sibling Interaction and Behavior Study (SIBS Research Project)(Remote Work from Aug. 2013 onward)The Sibling Interaction and Behavior Study (SIBS) is a research project aimed at evaluating a program designed to enhance sibling relationships among children in foster care, whether they reside together in the same placement or are separated.Responsibilities:• Recruited, trained, and supervised a team of eight interns, enhancing their behavioral coding proficiency on the SIBS Video Coding Program.• Facilitated bi-weekly coding team meetings to ensure consistent coding practices and address challenges.• Increased inter-rater reliability by creating and refining the behavioral rubric to prioritize objectivity.• Performed research assessments with participants, contributing to data accuracy and the overall success of research objectives.

Portland, Oregon Area

As an International Student Mentor at Portland State University (PSU), I have been dedicated to supporting F-1 and J-1 international students in their transition to a new culture and fostering their independent living skills. I have provided guidance on various aspects of student life while ensuring their compliance with educational requirements and procedures at the university.Responsibilities:• Advised incoming F-1 and J-1 visa international students on cultural adaptation and independent living, fostering a supportive and inclusive environment.• Cofacilitated the 2011 International Student Orientation for 400+ participants, showcasing strong organizational and communication skills.• Featured at the 2012 NCORE Conference for contributions to the PSU International Student Mentorship Program, demonstrating leadership in mentoring activities.

Sandin Insurance Group is a trusted insurance agency offering a wide range of personalized coverage solutions for businesses with a specialty in hotels, restaurants, auto-body shops and more. They provide competitive rates and comprehensive insurance options. With their expertise and commitment to customer satisfaction, Sandin Insurance Group ensures clients have the right coverage to protect their assets and manage risks effectively. Responsibilities:• Offered comprehensive administrative support, utilizing Salesforce and other software for efficient data management and organization.• Compiled insurance leads, tailored applications to meet specific client needs, and provided general operational assistance to contribute to the success of the company's start-up phase.• Took charge of promotion and marketing efforts by developing an online presence. This involved creating a website to showcase the company's offerings and managing accounts on various social media platforms to engage with potential clients and increase brand visibility.

Bachelor Of Science (B.S.), Psychology, 3.76, Cum Laude

Activities and Societies: Psi Chi, Organization of International Students, PSU Bouldering Team, Women for Women International PSU Chapter

Bachelor Of Science (Bs), Psychology

Education record

Education record