Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Edith Gomez Fletes

Sacramento

Summary

Analytical problem-solver, team building, leading and motivating, and excellent customer relations aptitude building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.

Overview

7
7
years of professional experience

Work History

Assistant Director

Hispanic SBDC Regional Center
02.2020 - Current
  • Average hours work per week: 40 hours
  • Collaborative partnerships:
  • Able to build and maintain a local network of collaborative partnerships with small business such as economic development practitioners, chambers of commers, business associations, small business lending programs, educational institution, and civic/community organizations
  • Current collaborative partner agencies: Sacramento Better Business Bureau, Small Business Majority, Opportunity Funds, California Capital, Working Solutions, Local and Regional Chambers of Commerce, General Consulate of Mexico in Sacramento (San Francisco, Fresno, San Bernardino, and Los Angeles), County of Sacramento and Yolo, KIVA, Main Street Launch, TMC Community Capital, SAFE Credit Union, Alliance for Hispanic Advancement (AHA), SMUD, State of California DGS, CALTRANS – District 3, and Sacramento Regional Transit District, Socotra Capital, California Statewide CDC, Marble Bridge Funding Group, Northern CA Small Business Development Centers Network, CALASIAN Chamber of Commerce, Minority business Development Agency Business Center
  • Marketing program (outreach):
  • Created and develop all marketing material for the SBDC Program
  • Material created flyers, presentations templates, presentation material, program educational pamphlets (postcards promotion, services, advisors’ area of expertise, etc.)
  • Responsible for the CA Hispanic website, making sure to update training information with upcoming event, update resources available for small business owners, business advisors’ area of expertise, and promote success stories form our local businesses
  • Mange social media platforms (Facebook, Instagram, YouTube Channel)
  • Utilized the social media platforms to promote upcoming events, virtual webinars, networking events, success stories, the promote SBDC program and services
  • On YouTube channel a library of pre-recorded webinars (English and Spanish) is store for small business owners that are not able to attend the event during business hours
  • Contact information is provided for those individuals that has questions after reviewing the pre-recorded webinar
  • A monthly newsletter is created and updated each month with upcoming virtual webinars, in-person workshops, local grants and other the SBDC program
  • The newsletter is not limited to only SBDC program services
  • In addition, local partner virtual webinars, in-person workshops, networking events, and other resources are promoted in the newsletter to educate our business client in additional resources available for them
  • Currently, the CA Hispanic SBDC newsletter is being distribute to 4,000+ clients, the newsletter was created in May 2023
  • Spoke person for TV interviews for Univision19 (Sacramento), Univision 34 (Los Angeles), Univision 14 (San Jose), Telemundo (Bay Area) and Estrella TV (Sacramento) and KCRA3
  • During the TV interview the audiences are being educated about the SBDC program and services available for small business owner or future business owners
  • In addition, local or federal grants or loans opportunities were promoted such as the Dream Fund, Sac for Small Biz, Paycheck Protection Program (COVID-19), Economic Injury Disaster Loans (COVID-19) among other programs
  • Audience learned the application requirements and how the SBDC program can help them to apply for the grants or loans at no cost.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Trained and mentored new employees on industry practices and business operations.
  • Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
  • Created and updated records and files to maintain document compliance.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Developed and implemented program goals and objectives, establishing specific and measurable outcomes aligned with organization's overall mission.
  • Supervised media programming team and provided feedback to drive quality programming.

Financial Advice Window Administrator

Health Education Council
05.2017 - 02.2020
  • Average hours work per week: 40 hours
  • Responsible for organizing, promoting, collecting data for Business Seminar and business administration workshops
  • Establish a foster positive relationship between the General Consulate of Mexico in Sacramento and local financial institutions throughout 24 counties
  • Responsible for supplying culturally and linguistically proper financial aid and education for the Hispanic community in the Mexican Consulate of Sacramento district
  • Provide one-on-one coaching sessions on how to improve financial goals, improve lifestyle and start-ups business
  • Create and develop marketing strategies for the delivery of business training, program information and services
  • Coordinate meeting planning for financial literacy and entrepreneurship workshops including recruitment, agenda development, event management, volunteer coordination, securing guest speakers, and program facilitation
  • Finance and accounting
  • Oversee prompt, exact transaction processing complicated with SBDC contract, funder rules, and university procedures
  • Prepare monthly financial invoices and verify accuracy before sending them to SBDC.
  • Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
  • Coached and trained staff on fraud prevention techniques to increase awareness and reduce risk.
  • Liaised with government officials, international organizations and public media.
  • Handled external communications with media and public relations professionals.
  • Streamlined operational processes and workflow to increase efficiency of team performance and resource allocation.
  • Developed advertising strategies and converted ideas into concrete tasks and delegating tasks to appropriate individuals and departments.
  • Conducted meetings with staff to discuss production progress and to attain production objectives.
  • Maintained company compliance with local, state, and federal laws, in addition to established organizational standards.
  • Monitored and handled employee claims involving performance-based and harassment incidents.
  • Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
  • Worked with managers to achieve compliance with organizational policies, providing clarifying information and recommending necessary changes.

Education

Bachelor of Science - Business and Global Management

University of Phoenix
Sacramento, California
09.2014

Skills

  • Strategic Planning
  • Data Analysis
  • Operations Management
  • Grant Proposals
  • Customer Relationship Management
  • Performance Evaluations
  • Budget Administration
  • Managing Operations and Efficiency
  • Performance Tracking and Evaluation
  • Employee Development
  • Policy implementation
  • Cross-functional collaboration
  • Recruitment and hiring
  • Community outreach
  • Marketing strategy
  • Market research
  • Program coordination
  • Media relations
  • Financial Management
  • Business Planning
  • Risk Analysis
  • Regulatory Compliance
  • Project Management

Accomplishments

  • Participate at local community event to promote the SBDC program and services for small business owners and other local resources
  • During the outreach events we talked to the potential clients about the SBDC direct services at no cost and how the business advisors can guide them through the process of getting a business licenses requesting a business loan or create a strategic marketing campaign among other topics
  • In addition, we connect potential clients with other local agencies based on their business needs
  • The CA Hispanic SBDC had conducted outreach at the following events: local Chambers (Sacramento, Solano, San Francisco, Oakland, Yuba City, Stockton Counties), SMUD meet the buyers (Sacramento), Annual Caltrans DBE Summit (South Richmond)
  • A key activity for the CA Hispanic SBDC program is to partner with local, non-profit, federal, or state agencies to host educational community events for small business owners
  • Events that we had organized in collaboration with other agencies: SACPAC government contracting (SMUD, State of California DGS, CALTRANS – District 3, and Sacramento Regional Transit District), Capital Access (SOLANO SBDC, Socotra Capital, California Statewide CDC, TMC Community Capital, SAFE Credit Union, Marble Bridge Funding Group and US Air Force Veteran), Economic Outlook and Business (SAFE Credit Union, Northern CA Small Business Development Centers Network, Small Business Administration, California Statewide CDC), and Navigating Foreign Trade event (Port of Stockton, San Joaquin, SBDC, Small Business Administration, CALASIAN Chamber of Commerce, Minority business Development Agency Business Center US Department of Commerce, CA Hispanic Chambers of Commerce, San Joaquin Partnership and World Trade Center Northern California)
  • Presentations/Trainings/consulting:
  • In collaboration with business experts, we tailer our presentation and trainings to address the important topics that truly matter in the entrepreneurial journey
  • Delivered formal virtual and in person presentation/trainings to small business owners and/or future business owners on topic that will educate, provided resources to have a successful business
  • Topics included but not limited to access to capital business startup, business plan, understanding your credit, business marketing, business administration, how to understand contract, import and export, how to contract with the government, ecommerce, Human Resources, disaster preparedness, recovery strategies among other topics.

Timeline

Assistant Director

Hispanic SBDC Regional Center
02.2020 - Current

Financial Advice Window Administrator

Health Education Council
05.2017 - 02.2020

Bachelor of Science - Business and Global Management

University of Phoenix

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Edith Gomez Fletes