Rosa Fernandez

Rosa Fernandez

Opportunity Corps Member

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location of Rosa FernandezBuffalo, New York, United States

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  • Timeline

  • About me

    Mission-Driven Housing Counselor and Customer Success Manager

  • Education

    • Brooklyn College

      2005 - 2009
      Theatre/Theater
  • Experience

    • The Service Collaborative

      Dec 2013 - Dec 2014
      Opportunity Corps Member

      ● Assisted clients with Application process for Social Services● Worked with clients on a one-on-one capacity with a focus on financial literacy and self-sufficiency

    • Catholic Charities of Buffalo

      Dec 2014 - Jun 2017
      Program Assistant

      ● Pioneered and implemented a Financial Empowerment Workshop for agency● Applied for and awarded grant to provide incentive for workshop attendees● Responsible for facilitating workshops for over 200 individuals ● Collected and compiled data to earn grant (doubled) for a second year in a row● Provided Emergency Assistance screenings and referrals for clients in crisis● Responsible for representing the agency at outreach events

    • Belmont Housing Resources for WNY, Inc

      Jul 2017 - May 2021
      Housing Counselor

      ● Certified HUD Housing Counselor● Facilitated Financial Education Workshop for over 400 individuals● Taught Financial Education classes for United Way Works sites to over 500 individuals● Updated Financial Education Workshop to meet best practices nationally● Family Self-Sufficiency (FSS) Coordinator/Coach with a caseload of over 100 individuals● Provided rental counseling to over 200 individuals

    • Popmenu

      May 2021 - Nov 2021
      Client Success Manager

      ● Client Success Mananger (CSM) with a portfolio of over 600 clients; lowered churn rates, increased engagement with Popmenu platform across portfolio● Facilitated virtual (Zoom) Workshops for SaaS feature adoption and created instructional resource videos for use internally and externally● Utilized Zoho and Churnzero to manage account health and recognize ongoing needs and build systems to benefit Popmenu and its clients

    • NeighborWorks® Community Partners

      Jul 2023 - now
      Housing Counselor
  • Licenses & Certifications

    • NFCC Certified Credit Counselor

      National Foundation for Credit Counseling (NFCC)
      Jun 2023
    • FCRA Certificate Program for CRAs

      Consumer Data Industry Association
      Jun 2023
    • Certified Customer Success Manager (CCSM) Level 1

      SuccessHACKER
      Oct 2021
      View certificate certificate
    • HUD Certified Housing Counselor

      U.S. Department of Housing and Urban Development
      Nov 2019
    • NFCC Certified Housing Counselor

      National Foundation for Credit Counseling (NFCC)
      Jun 2023