Roberto Antonio Hernandez

Roberto Antonio Hernandez

Business Lending Officer

Followers of Roberto Antonio Hernandez964 followers
location of Roberto Antonio HernandezSan Francisco Bay Area

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  • Timeline

  • About me

    Senior Manager, Community Development Group at Charles Schwab

  • Education

    • San Francisco State University

      2008 - 2013
      BS Business Management
    • Pacific Coast Banking School

      2022 - 2024
      Masters Certification Banking
  • Experience

    • Working Solutions CDFI

      Jan 2013 - Aug 2018
      Business Lending Officer

      Working Solutions is a San Francisco based non-for-profit organization geared towards providing start-up and existing businesses with micro loans between $5,000-$50,000 across the nine Bay Area counties.-First form of contact with potential clients seeking micro loans. -Speak directly with small business owners and future entrepreneur to understand their product.-Analyze loan application packets and documentations.-Meet with clients to help provide them with more insight in understanding their own financial statements and projections-Attend networking events as a Working Solutions representative to promote our organization to local small businesses who are seeking financial assistance.-Involved deeply with the loan closing process subsequent to loan approval. Show less

    • Charles Schwab

      Aug 2018 - now

      Charles Schwab’s Community Development Group specializes in making multimillion investments throughout the bank’s CRA assessment area with a focus on affordable housing, small business development, and financial inclusion.

      • Senior Manager and Product Owner, Community Development Group

        Sept 2021 - now
      • Manager and Product Owner, Community Development Group

        Aug 2018 - Sept 2021
  • Licenses & Certifications

    • Salesforce Certified Administrator (SCA)

      Salesforce
  • Honors & Awards

    • Awarded to Roberto Antonio Hernandez
      40 Under 40 Award Winner North Bay Business Journal Apr 2024
  • Volunteer Experience

    • Marketing Committee Member

      Issued by Working Solutions CDFI on Apr 2024
      Working Solutions CDFIAssociated with Roberto Antonio Hernandez
    • Investments Committee Member

      Issued by Impact Ventures on May 2022
      Impact VenturesAssociated with Roberto Antonio Hernandez
    • Board Treasurer

      Issued by Canal Welcome Center on Aug 2015
      Canal Welcome CenterAssociated with Roberto Antonio Hernandez
    • Opportunity Fellow

      Issued by Opportunity Finance Network on Mar 2017
      Opportunity Finance NetworkAssociated with Roberto Antonio Hernandez
    • Expenditure Plan Advisory Committee Member

      Issued by Transportation Authority of Marin on Jun 2017
      Transportation Authority of MarinAssociated with Roberto Antonio Hernandez