Investigates, evaluates and analyzes financial statements, tax returns and all other available sources of credit and financial information including but not limited to accounts receivable and accounts payable aging reports, equipment schedules, bank and brokerage account statements, trade and personal credit reports, industry reports, equipment and real estate appraisals. ·         Responsible for managing an existing portfolio of clients for periodic reviews and needs assessments ·        Coordinates, markets/promotes, and facilitates periodic pre- and post-loan Training and Technical Assistance Workshops in communities throughout Access Plus Capital’s service area. ·        Provides program orientation meetings with existing and prospective borrowers, conduct in-depth needs assessments, and develop individualized technical assistance plans for meeting those needs. ·        Maintains and expands relationships  customers and prospects by conducting site visits, providing intake, client screening and recruitment, provision of training and technical assistance, referrals, and follow-up support comprising of one-on-one business consulting in a range of topics including business operations, management, marketing, technology, and financial management. ·        Presents curriculum for financial and business growth education modules..·        Provide business follow-up services, including periodic check-in calls/visits, to monitor the business’ progress toward achieving stated goals. ·        Responsible for maintaining and fostering relationships with business service providers within the community. ·        Maintains a current understanding of all relevant (Internal, State, Federal etc.) policies and procedures, including regulatory compliance guidelines. ·        Runs and analyzes credit reports on companies and individuals to assist in the analysis process.

• Ensures excellent client service, makes sure client needs are served and is met with a high level of customer satisfaction. Assists with continuous improvement of the client management process. • Greets visitors, answers phones, responds to client inquires, creates and maintains client activity files, databases and generates reports. Schedules client meetings. • Registers clients and others for workshops, events, classes, and Brown Bags. Receives and accounts for client payment of fees to MCSC. Prepares all necessary forms, reception materials, graduation certificates. • Utilizes social media platforms including Facebook and others, as deemed necessary to assist MCSC in communication, advertising, and outreach. • Provides administrative support to the Program Director.• Represents MCSC in agreed-upon outreach opportunities, explains and markets programs. • Assist Program Director to develop and implement center marketing strategy. Tracks and reports source of clients/students to guide marketing efforts.• Utilizes Constant Contact to effectively communicate and promote activities. Creates e-newsletters. Creates flyers and forms. • Creates and disseminates communications and media releases promoting classes, sponsors, and events. • Coordinates the “Brown Bag” and other workshops. Includes researching and obtaining speakers, media promotion, room locations, and set up for both onsite and offsite workshops and classes. • Writes client success stories for quarterly submission to the SBA. • Learns MCSC’s relationship and reporting to grantors and sponsors. Supports fosters and helps grow these relationships. Upon request, assists Deputy Program Director in researching, writing, and submittal of grants.

• Collect and sort invoices and checks• Mail checks to both other businesses and employees• Keep a thorough record of business transactions and enter data from daily work logs into the company’s general ledger system• Supporting supervisory staff by performing any assigned accounting and clerical tasks• Match work orders to invoices• Process invoices/bills so that they can be paid• Arrange for money stores within the business to be delivered to the bank on a daily• Forming and maintaining employee records• Updating databases internally, such as sick and maternity leave• Preparing and amending where necessary HR documents, i.e. employment contracts and recruitment guides• Reviewing and renewing company policies and legal compliance• Communicating with external partners• Being the first point of contact for employees on any HR-related queries• Assisting with payroll by providing the department with relevant employee information, i.e. holiday and sick days have taken • Collect and verify timekeeping information for all employees• Calculate pay according to hours worked incorporating leaves and overtime• Calculate bonuses and commissions • Update paper and electronic payroll records by entering adjustments on pay rates, employee status changes etc.• Calculate unemployment and severance payments• Deal with complaints and questions regarding payroll from employees and upper management• Investigate and resolve any discrepancies in payroll• Prepare and submit reports with payroll information

• Assist trainer as a liaison between Adobe training rooms.• Monitor time and attendance through associate spot checks• Monitor associate phone calls, deescalate customer complaints, mentor new hires• Manage departmental adherence to policy and procedures• Audit associate progression between module completions• Proctor classes when needed and document associate performance• Communicate effectively through various sources (ex: Skype, e-mail, phone, meeting space)• Report and present class completion feedback to stakeholders when requested• Complete other duties as assigned

• Communicate with customers regarding order processing handling 50 to 60 calls per day• Calculate and issue credits for promotions at customer request• Provide quality service to customers on extended specials for benefits • Work with 5 to 6 major departments across the country to get customer resolution • Check inventory, process returns, issue replacements and credits for damaged or defective merchandise• Articulate negotiation tactics to appease customers based on William-Sonoma standards • Verify and check-in inventory using company multiple databases to follow through with customer satisfaction

• Prepared all daily bank deposits and reports• Prepared all Department Monthly Commission meeting materials • Maintain office supplies for usage within the company, ordered supplies when needed • Maintained and created all department files • Review all insurance policy within the department for proper compliance • Utilize all Microsoft application (Outlook, Word, Excel, and Access) • Create incentive programs for employees regarding employee relations • Assist Human Resource Department by preparing all payroll forms for over 80 employees• Perform clerical duties • Copied data and compiled records and reports• Operated computer terminal to input and retrieve data from C-IV system• Complete special projects as directed. • Provides support to Executive Assistant.• Designated payroll specialist assisting employees with time sheets, policies, procedures, forms and any related payroll questions.

• Perform a wide variety of duties including but not limited to opening, sorting and distributing mail. • Mark, tabulate, file and maintain all general correspondence and files. • Answer phones, distribute calls or take messages. • Utilize Outlook, Word, Excel, and Access to perform job duties. • The first point of contact with the public and provide general information about and explained county programs, policies, and procedures when needed. • Prepared and reviewed resumes for clients• Assisted in preparing clients for job interviews• Answer all questions regarding assistance program applications, reviewed for completeness.

• Coordinate student and community volunteer service programs• Conducted 1 to 2 training meetings with administrators and staff regarding volunteer services monthly. • Established training programs for new volunteers for proper training on assignments • Create and update informational station with brochures for monthly and weekly changes• Served as a liaison between administrators, staff, and volunteers • Held monthly community meeting to explain the organization’s activities and the role of volunteer programs. • Maintain personnel records • Prepared statistical reports on extent, nature, and value of volunteer services

• Opened, sorted and distributed incoming mail. Collected, sealed and stamped outgoing mail. • Responded to written and telephone requests for more information.• Handled all incoming calls and delivered oral and written messages. • Created, organized and decorated all social events for the congregation. • Interviewed applicants and recipients to determine eligibility for Financial assistance programs.• Explained rules governing eligibility, grants, and legal rights to applicants and recipients. • Wrote, designed and produced monthly newsletters, weekly bulletins and information brochures. • Interpreted organization policies to workers and enforced safety regulations.• Interpreted specifications and job orders to volunteers and assigned duties. • Trained new volunteers. • Created and edited forms used in Microsoft Office Word