1. Retail Service and Customer Interactions● Served as a temporary supervisor as needed. This included delegating tasks, expediting service needs and managing inventory.● Provided excellent service to customers by providing friendly service and guaranteeing consistently high-quality merchandise to customers.

1. Competitive Landscape Research, Data Collection, and Analysis● Using data from peer platform databases, internal credit files, and competitor websites, supported the business development team by updating Root Capital's annual competitor analysis presentation, highlighting recent trends in competitor products and activities, including COVID responses.2. Information Management Support● Supported the Lending Operations team by reviewing old Salesforce reports and connecting with key users to determine whether reports needed to be maintained, updated, moved, or deleted.● Reviewed Buyer Due Diligence folders and Client Credit Files in Box to ensure compliance with Root Capital's filing structure protocols. Coordinated with Loan Officers and Analysts to confirm necessary changes.Technologies used: Excel, PowerPoint, Salesforce, Box

1. Marketing Research Support● Developed a social media presence for a credit union client, researching and creating targeted content for different demographics within the Buffalo market.● Participated in the decision-making process for a small business chain in the Alleghany region to develop a retail lottery campaign.Technologies used: PowerPoint, Facebook.