Keith Combs Email & Phone Number

Richmond, Va, Us

Remote - Richmond, Va

• Develop and lead HIAS’ programmatic and policy work to build financial capability services into refugee resettlement programs.• Oversee and build the capacity of a network of 27 affiliates to participate in financial capability programs; identify and introduce funding opportunities to support these programs and provides technical assistance necessary to help with their implementation.• Develop a structural training plan/curriculum, conduct quarterly network--‐wide trainings and manage the development of tools and resources with the aim of building affiliates’ anti-poverty and financial education programs, and increasing their familiarity with benefits and income security education.• Conduct on-site monitoring and assessment visits to affiliate sites for training purposes, ensuring high quality programming.• Lead the design, development, implementation, management and evaluation of the IDA and other similar programs, including conducting needs assessments, developing program plans, and monitoring local programs to ensure they meet the objectives.• Through community outreach and partnership building, connect HIAS affiliates with programs or services that support the facilitation of skills development and help refugees on a pathway to new and sustainable lives.• Ensure that HIAS clients understand how to access financial resources, connect to safe and affordable financial products and services, build savings and wealth, and protect themselves in the financial system.• Develop and maintain knowledge on poverty intervention strategies, financial literacy programs, and tax benefits available to refugees and other financial tools and services that enable families to build wealth‐build financial capability.• Serve as primary liaison with government funders, resettlement partners and other stakeholders for the IDA’s and other similarly funded programs.

Washington, Dc

Vice President of Operations, Northeast National Program Manager, Credit Counseling Program Management:• Oversee and manage Credit Counseling and 700 Credit Score Communities (CSC) program, providing vision, strategy, and on-going program development, support, and enhancement• Track, analyze, and report data compared to goals and expectations of programs - Program Analysis to senior management and partners• Create partner reports to ensure that data and deliverables are met according to Grant agreements• Participate in partner calls reporting on outcomes of the Credit Counseling and 700 CSC Programs• Conduct monthly audits on counselor client files to ensure compliance with policy and procedure, providing feedback as to findings of audits • Work closely with Homeownership and Small Business Program Managers for clients that can benefit from all of Operation HOPE's programs and services• Provide ongoing program and industry updates during monthly Credit Team meetings• Participate in implementation meetings for new partnerships, explaining the Credit Program and componentsStaff Management:• Screen, interview, train, and onboard new Financial Management Counselors, increasing the size of the team from 10 to 26 counselors in one year. • Manage, coach, and assess performance of Financial Management Counselors according to goals and expectations, including performance appraisals and corrective action for performance im-provement • Lead national team of Financial Management Counselors in different markets to provide credit and money management counseling and education• Provide regular performance feedback on bi-weekly check in calls with direct reports

Washington D.C. Metro Area

- Manage, coordinate, and build partnerships with Federal, State, and Local community leaders to expand the mission of the organization- Research and analysis of trends in financial literacy and education - Ensure accuracy of information in all NDI generated materials and communications with and between national partners/funders and state and local level partners- Assist with grant writing and development activities, as needed - Develop training to include webinars, curriculum, and supportive materials on financial capabilities for people with disabilities which include creating online financial education curriculum

Sacramento, Ca

Operations:• Oversee logistics of branch operations including site visits to ensure compliance; including managing and monitoring daily activities and productivity of a team of up to 30 counselors • Conduct annual branch audits to ensure compliance with company expectations• Assist other departments in the development of operational procedures• Responsible for the adherence of all company policies and procedures for the region• Manage the planning and delivery of over 35 First Time Homebuyer Workshops in CA and OR• Assist in actively planning, participating, and monitoring educational efforts including training, conduct regularly scheduled team meetings• Develop and adhere to annual regional budget and regional service goals • Evaluate branch location effectiveness to ensure locations meet community needs Staff Management:• Hire, train, coach, and mange Counselors, Area Managers, Community Outreach Specialists, • including performance appraisals • Monitor phone calls of Financial Specialists and provide quality feedback regarding meeting compliance and company expectationsOutreach and Development:• Develop regional outreach plan while maintaining relationships with other community leaders to maximize educational opportunities, including actively coordinating and leading quarterly Re-gional Advisory Committee meetings, creating strategic partnerships; secured 11 Memorandums of Understanding in 2012• Pursue financial support opportunities for regional financial education from financial institutions and foundations • Identify and communicate to the Regional President additional educational efforts that are fo-cused on educational mission • Grant management - oversee grants deliverables and reporting

Richmond, Virginia Area

- Investigate and settle automobile and bodily injury claims in a fast paced environment with limited supervision- Independently operate a drive-in inspection to appraise automobile damages

Richmond, Va

- Daily reconciliation of bank accounts for 5 companies- Maintain accounts through use of Quickbooks - Human Resources Manager, new staff orientation, manage 401K accounts as well as health insurance for all employees- Track inventory and order stock/supplies as needed, package and ship retail items- Prepare reports for owner and general manager regarding the financial status of the company

Wilmington, North Carolina Area

- Evaluate and negotiate settlement of first and third party automobile, property, and bodily injury claims with check writing authority of $20,000.00- Complete full investigation and make liability decisions- Customer service, sales- Evaluate customer risk to company profitability- Represent the company in Small Claims Court

Raleigh-Durham, North Carolina Area

- Advise students and parents on eligible programs and loan debt management- Process and verify Federal grant and loan applications- Disburse funds in a timely manner, and review, interpret, and apply Federal regulations- Assist in hiring and training new Financial Aid Officers throughout the campuses in North Carolina

Richmond, Virginia Area

- Receive inbound sales calls from existing and potential customers offering a wide variety of financial products, including checking and savings accounts, CDs, and money market accounts

Richmond, Virginia Area

- Sales Department: Make outbound calls to existing and potential customers - Special Project: Manage the due diligence portion for the sale of the home equity portfolio- Home Equity Department: Sales/loan specialist - sell loan/lines of credit to current and potential customers - Collections Department: Arrange for debt repayment or establish repayment schedules, advise customers of necessary actions and strategies for debt repayment, persuade customers to pay amounts due on credit accounts; confer with customers by telephone to determine reasons for overdue payments and to review the terms credit contracts, answer customer questions regarding problems with their accounts, record information about financial status of customers and status of collection efforts, trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through other means