Rudy Tabares Email & Phone Number

Florida, United States

United States

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

United States

• 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.

• 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.

Miami, FL

• 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

Hialeah, FL

• 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.

Doral, FL

• 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.

Bachelor’S Degree, 4.0

Associate’S Degree, 4.0