Lauren Simon
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Lauren Simon Email & Phone Number

Regional Partnership Manager at GreenPath Financial Wellness at GreenPath Financial Wellness
Location: Dewitt, Michigan, United States 16 work roles 2 schools
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Role
Regional Partnership Manager at GreenPath Financial Wellness
Location
Dewitt, Michigan, United States
Company size

Who is Lauren Simon? Overview

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Lauren Simon is listed as Regional Partnership Manager at GreenPath Financial Wellness at GreenPath Financial Wellness, a company with 348 employees, based in Dewitt, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Lauren Simon.

Lauren Simon previously worked as Regional Partnership Manager at Greenpath Financial Wellness and Partner Experience Manager at Greenpath Financial Wellness. Lauren Simon holds Bachelor Of Arts (Ba), Double Major In Spanish And Economics & Management, 3.89 from Albion College.

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GreenPath Financial Wellness

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Profile bio

About Lauren Simon

My goal is to make improving your members' financial wellness easy.

Current workplace

Lauren Simon's current company

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GreenPath Financial Wellness
Greenpath Financial Wellness
Regional Partnership Manager at GreenPath Financial Wellness
farmington hills, michigan, united states
Website
Employees
348
AeroLeads page
16 roles

Lauren Simon work experience

A career timeline built from the work history available for this profile.

Regional Partnership Manager

Current

Connecting with and creating new partnerships with credit unions across the country.

Sep 2024 - Present

Partner Experience Manager

Mid-Michigan

- Manage and cultivate relationships with 60+ partners, consistently driving referral volume and revenue growth year over year- Analyze partner activity data to identify trends and implement strategic initiatives to enhance partnership effectiveness- Conduct regular reviews with key partner contacts, including collections, lending, and marketing.

Aug 2022 - Sep 2024

Financial Counselor

Farmington Hills, MI

- Rated Exceptional overall for the last three years, with notable achievements in Teamwork and Quality- Actively participating in several groups in the organization including the Spanish Group, Inclusion Diversity Equity & Access Group, and Philanthropy, all while maintaining Strong performance in all Key Performance Indicators- Effectively led the.

Apr 2017 - Aug 2022

Client Advocacy Manager

Farmington Hills, MI

- Led a team of 15 Client Advocates and manage daily call center operations, including employee training and development, scheduling, and service level management- Handled all employee issues including time cards and PTO approval, disciplinary actions, employee hiring, employee dismissal, training and disputes - Provided regular coaching, quality reviews.

Feb 2016 - Apr 2017

Financial Counselor

Farmington Hills, MI

- Trained in PostMod coaching in April of 2015 to assist clients for a key line of business- Served on the Activity Committee to promote teamwork and recognition amongst peers

Mar 2015 - Feb 2016

Member Service Center Manager

Lathrup Village

- Responsible for staffing, scheduling, training and developing 40 team members to effectively assist credit union members by phone, chat and email in 24/7/365 call center environment- Developed and refined Member Service Center processes and procedures to be carried out by team members- Ensure Member Service Center standards and service levels were met.

Nov 2014 - Mar 2015

Call Center Operations Counseling Manager

Farmington Hills, MI

- Lead a team of 15 Financial Counselors and managed daily call center operations, including employee training and development, scheduling, and service level management- Handled all employee issues including time cards and PTO approval, disciplinary actions, employee hiring, employee dismissal, training and disputes- Provided regular coaching, quality.

Jul 2013 - Oct 2014

Financial Counselor

Farmington Hills, MI

- Entered department as a Bankruptcy & Education Counselor, and demonstrated extremely high quality standards including 100% in quarterly quality evaluation for 3rd Quarter of 2010- Promoted to Housing Counselor (11/2010) then Debt Issue Counselor (1/2011) based on outstanding performance - Set up a total of 205 new Debt Management Programs in 2012, with.

Apr 2010 - Jul 2013

Customer Care Representative

Farmington Hills, MI

- Completed customer intake calls and chats to answer questions and schedule counseling sessions - Offered support and mentoring to new team members as a team mentor- Served as team leader for the writing and compiling the FCC procedures manual- Achieved consistently high quality and metrics in the Exceeds Expectations range or higher

Jun 2009 - Mar 2010

Administrative Assistant/Medical Interpreter/Bilingual Secretary

Northwest Michigan Health Services

Traverse City, MI

- Wrote program grant proposals to secure funds for the clinic's Language Services Program- Completed in person medical interpretation in both the clinic and at patients’ appointments with other healthcare providers in the community- Served part-time as the clinic’s secretary, scheduling appointments, organizing charts, processing payments and answering.

Aug 2008 - Nov 2008

Project Puente Community Outreach Intern

Northwest Michigan Health Services

Traverse City, MI

- Completed daily outreach in the migrant farmer community to spread awareness of available clinic services- Conducted surveys with the patient population and presented findings to clinic administration- Successfully established a partnership with Michigan Migrant Schools to present educational health programs to students and parents

Jun 2008 - Aug 2008

First Year Experience Mentor

Albion, MI

- Completed a week of leadership training and workshops in preparation for the role- Prepared and led weekly meetings with a group of First Year students to learn skills to adapt to college living- Met with students in one-on-one sessions as needed to address their concerns and develop plans to adapt to personal concerns such as substance abuse.

Aug 2007 - May 2008

Spanish Tutor

Albion, MI

- Met regularly with Spanish students of all levels to assist with homework, practicing language skills and test preparation- Regularly participated in Language Lunches to help others practice speaking skills

Aug 2007 - May 2008

Bilingual Teacher'S Assistant

Migrant Education

Elk Rapids, MI

- Worked in a classroom with 6-8 year old students, some of whom did not speak English- Assisted the teacher in preparing lesson plans and assuring that subject matter could be conveyed in both English and Spanish- Worked one-on-one with students struggling to improve reading, writing, math and critical thinking skills- Created games, activities and.

Jun 2007 - Aug 2007

Spanish 102 Teacher'S Assistant

Albion, MI

- Held weekly tutorials with Spanish 102 students to review grammar lessons, vocabulary, and practice oral communication skills- Developed and executed weekly activities and worksheets to help reinforce topics taught in lecture

Jan 2007 - May 2007

Student Research Partner

Albion, MI

- Performed field work that included netting and banding chickadees, as well as feeder observation with supervising professor- Completed lab analysis of blood samples of captured birds to determine gender- Co-wrote and presented a poster at the Student Research Symposium in 2006

Aug 2004 - May 2006
Team & coworkers

Colleagues at GreenPath Financial Wellness

Other employees you can reach at greenpath.org. View company contacts for 348 employees →

2 education records

Lauren Simon education

Bachelor Of Arts (Ba), Double Major In Spanish And Economics & Management, 3.89

Activities and Societies: Prentiss M. Brown Honors Institute, First Year Experience Mentor, Alpha Lamba Delta Honorary Society, Phi Beta.

Semester Abroad, Spanish And Business, 4.0

Ciee Alcalá De Henares, Spain

Activities and Societies: Language Exchanges with International StudentsSemester abroad in Spain, just outside of Madrid. Complete.

FAQ

Frequently asked questions about Lauren Simon

Quick answers generated from the profile data available on this page.

What company does Lauren Simon work for?

Lauren Simon works for GreenPath Financial Wellness.

What is Lauren Simon's role at GreenPath Financial Wellness?

Lauren Simon is listed as Regional Partnership Manager at GreenPath Financial Wellness at GreenPath Financial Wellness.

Where is Lauren Simon based?

Lauren Simon is based in Dewitt, Michigan, United States while working with GreenPath Financial Wellness.

What companies has Lauren Simon worked for?

Lauren Simon has worked for Greenpath Financial Wellness, Greenpath Debt Solutions, Michigan First Credit Union, Northwest Michigan Health Services, and Albion College.

Who are Lauren Simon's colleagues at GreenPath Financial Wellness?

Lauren Simon's colleagues at GreenPath Financial Wellness include Aj M., Victor Ruiz, P.T. Phan, Katie Bryant, and Kimberly Prickett.

How can I contact Lauren Simon?

You can use AeroLeads to view verified contact signals for Lauren Simon at GreenPath Financial Wellness, including work email, phone, and LinkedIn data when available.

What schools did Lauren Simon attend?

Lauren Simon holds Bachelor Of Arts (Ba), Double Major In Spanish And Economics & Management, 3.89 from Albion College.

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