REALTOR® RodolfoTabares, P.A. Manager of Asset Building / Certified Financial Counselor (NACCC)(CPFinCap)

• Assist Director of Financial Wellness Services in implementing key components of the asset-building programs at Branches, including Ways to Work, VITA, Workplace Financial Wellness.• Manage site operations at all Branches VITA sites, which will include a mobile VITA valet site.• Supervise a team of VITA Site Coordinators.• Work with Financial Capability Manager to coordinate volunteer placement for VITA volunteers at Branches sites.• Financial coaching participants to qualify for housing, vehicles, and other financial products to allocate their financial stability.• Develop and implement a technology plan for VITA sites at Branches and across 25 Coalition Partners.Oversee the implementation and ongoing relationships for new and established initiatives.• Work with bank partners to keep track of new and existing products, update product matrix, and serve as an everyday point of contact for banks, credit unions, and lending companies.• Work with employer partners to implement employer tax days for VITA.• Serve as point of contact for asset-building program partners including Ways to Work National, Code for America, Microsoft, and Appointment Booking Software.• Serve as Technology point of contact for all VITA Coalition Partners.

• Management: Managing the Ways To Work car loan program. • Partnership: Supporting partnership engagement for the VITA-IRS program. • Coaching: Financial coaching participants to qualify towards housing, vehicles, and other financial products to allocate their financial stability.

• Management: Manage staff by analyzing work development and daily duties, monitoring client's critical financial development • Coaching: Educating and encourage clients to take specific steps towards achieving their financial goals through developingfinancial stability plans and many other financial tools available• Administration: Develop and draft policies and procedures related to new trainings and services as they are created • Customer Service: Follow-up and analyze progress with clients to determine financial needs to target• Data Management: Prepare, analyze and provide and reports on a regular basis to directors• Coordinate: Plan and coordinate events for clients and partners to create strong alliances • Stakeholder Development: Regularly communicate with community and partner stakeholders to promote and expand the offerings of the organization, plan and coordinate events for clients and partners• Outreach: Attend community or partner events to market the services, recruit clients and build relationships withpartners or prospect partners • Taxes: Advanced certified tax preparer and site coordinator to provide free tax preparation to our community.

• Counselor: Counsel former students and graduates and help them manage their federal student loans.• Student loans managing: Assisting student on how to manage their student loans.• Data analyst: Analyzing all types of loans to determine rate of interest & projections of APR. • Calls: Substantial volume of calls done to reach prospects and new business. • Advisor: Advice students & parents of financial aid options, policies & procedures to complete forms.• Customer service: Service to comprehend their needs, providing properly and correct guidance towards their education loans.• Sales: Responsible to meet and exceed the goal of the company.• Data entry: Responsible to input proper information to organize and keep track of all procedures.• Qualify; provide a valuable evaluation to determent financial support to students.• Inventory: Verify completion of files & finalizing documentation.

• Financial portfolios: Financial assets such as stocks, bonds and cash of military personal.• Benefits/entitlements: Support families to obtain benefits guaranteed to the beneficiary.• Data analyst: Analyzing financial projections, Charts of outcomes, Development of savings. • Insurance consultant: Guide to procedures and requirements.• Money management: Process of managing money like investment, budgeting, banking and taxes.• Credit/debt advocacy: Protection against debt collectors using Acts that protects the consumer.• Retirement planning: Financial independence for future projected expenses and cost of leaving.• Estate planning: Anticipating process and arranging for disposal of estate involving wills and trusts.• Education planning: Support with career orientation, applications and scholarships.• Investment planning: Supporting widows allocate their benefits to increase their income • Sales: Contacting the industry and community by performing events to obtain clients to enter the military financial program also presenting to clients options where they could benefit. • Calls: Substantial volume of calls done to reach prospects and new business. • Customer service: Service to families at a high level to comprehend their needs and provide them with properly and correct guidance towards their finance.