
Roberto Antonio Hernandez
Business Lending Officer

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About me
Senior Manager, Community Development Group at Charles Schwab
Education

San Francisco State University
2008 - 2013BS Business Management
Pacific Coast Banking School
2022 - 2024Masters Certification Banking
Experience

Working Solutions CDFI
Jan 2013 - Aug 2018Business Lending OfficerWorking 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 - nowCharles 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 - nowManager and Product Owner, Community Development Group
Aug 2018 - Sept 2021
Licenses & Certifications

Salesforce Certified Administrator (SCA)
Salesforce
Honors & Awards
- Awarded to Roberto Antonio Hernandez40 Under 40 Award Winner North Bay Business Journal Apr 2024
Volunteer Experience
Marketing Committee Member
Issued by Working Solutions CDFI on Apr 2024
Associated with Roberto Antonio HernandezInvestments Committee Member
Issued by Impact Ventures on May 2022
Associated with Roberto Antonio HernandezBoard Treasurer
Issued by Canal Welcome Center on Aug 2015
Associated with Roberto Antonio HernandezOpportunity Fellow
Issued by Opportunity Finance Network on Mar 2017
Associated with Roberto Antonio HernandezExpenditure Plan Advisory Committee Member
Issued by Transportation Authority of Marin on Jun 2017
Associated with Roberto Antonio Hernandez
Languages
- spSpanish
- enEnglish
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