Monee Cheney Email & Phone Number

• Consult and coach clients towards financial stability through change principles.
• Enter client data into agency database to track client progress and provide information for quarterly reports.
• Manage a caseload of a 100+ clients, conduct monthly and quarterly follow up calls, track clients’ successes, and continually assess clients’ needs.
• Create financial literacy presentations, schedule, and facilitate in-person and virtual monthly financial literacy presentations for local community partners.
• Attend monthly agency meetings to discuss program outcomes.
• Attend monthly networking meetings to market program services and build relationships with other local service providers.

Houston, Texas Area

" " Assess clients' employment goals and needs for assistance, such as employment readiness skills, financial aid, or additional vocational training, and refer clients to the appropriate services. " Assist clients in identifying employment barriers and how to troubleshoot employment challenges." Manage caseload of a 100+ clients, conduct monthly and.

Houston, Texas Area

" Responsible for loan application process which includes collecting and reviewing client loan application documents, creating loan application packet for loan committee underwriting, and contacting clients about loan approvals or denials." Meet biweekly with banking executives to review and approve loan applications." Manage caseload of 50+ clients.

Houston, Texas Area

"Conduct initial telephone inquiries, schedule and facilitate loan orientations, schedule clients for loan orientation and interviews. "Prescreen clients during initial telephone call to determine eligibility for program enrollment."Assist in marketing and recruiting strategies to increase community awareness and recruit ideal clients."Responsible for all.

Houston, Texas Area

" Provide customers with high quality sales service exceeding quarterly customer service goals by performing a wide variety of automated transactions. " Analyze customers' needs and make judgments consistent with banking policies." Exceeded quarterly sales and customer services goals by offering banking products based on customers' needs.

Houston, Texas Area

" Provide customers with high quality sales service and perform a wide variety of automated transactions. " Organize the sales floor and maintain inventory. As well as create product displays and oversee price changes." Process bank deposits of store sales receipts. Close and balance registers for next morning opening. " Assist other cashiers and issue.

Master Of Business Administration (M.B.A.)

Bachelor'S, Psychology

Activities and Societies: Campus Activity Board