This amazing role included the effective administration of Windmill’s national loan portfolio of 2000+ active accounts nationwide, involving data analysis, internal reporting, and team management. Our small but mighty client-facing team performed risk assessments, client application support, data entry, and continuous problem solving for our clients. The team's responsibility was to ensure loans were paid back on time, but we achieved this by providing excellent customer service, flexible repayment terms, and guidance. My job was to guide this team, monitor the health of the portfolio, and provide reporting for the Leadership and Board Director levels of the organization. Facilitation, presentation, coaching, financial analysis, and project management were core aspects of this role.In addition to the core function of my role, I also lead the design and implementation of the organization’s entire CRM framework through Freshworks integration, project manager for the ongoing development of Windmill’s loan administration infrastructure (TurnKey), and work as an Asana power user.

IAF is a character-based micro lending program to assist immigrants in Canada access the funds to pursue their accreditation in Canada and return to their field pre-migration.This role is responsible for the effective maintenance of IAF loans and support IAF's connection with its existing loan recipients. Key responsibilities include supporting loan recipients in completing their learning plans, outcome monitoring and outreach.

High performance support role for the Trades Training Program at Momentum (www.momentum.org). Responsibilities include program administration, evaluation and reporting, marketing, intake, event planning, volunteer management, and database management (Mobius, Correlate and TEA).

A one year part-time contract position as a fund developer for the CCGC. Responsibilities include donor engagement, marketing, database management, volunteer management, event planning and creating several fundraising campaign initiatives. Compiled and designed the 2011 annual report.

Supported an independent consultant with growing a home-based consulting company in Calgary. Responsibilities include correspondence, file management, data management, travel arrangements, and invoicing clients.