Juan Medina
Jersey City
Summary
Accomplished leader with a proven track record at SBDC Small Business Development Center, enhancing client relationships and spearheading strategic growth initiatives. Expert in strategic planning and team leadership, I've successfully managed high-stakes projects, significantly expanding client bases. Recognized for exceptional problem-solving abilities and fostering team development, consistently delivering beyond expectations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Consultant
SBDC Small Business Development Center
09.2023 - Current
- Managed and supervised administrative and daily program operations, complying with policies and regulations for the $1.2 million grant for New Jersey.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Managed team of consultants through regular check-ins and updates on project progress.
- Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Delivered high-quality presentations to federal and state agencies, effectively communicating proposals, project objectives and results.
- Designed tailored training programs for consultants at various levels within the organization, boosting overall skillsets.
- Collaborated with teams to define, strategize, and implement overall strategies.
- Streamlined communication processes for clients.
- Coordinated with external partners and vendors to deliver comprehensive solutions that meet clients' diverse needs.
- Led cross-functional teams in execution of strategic projects, fostering collaboration and ensuring alignment with deliverable goals.
- Created and managed project plans, timelines and budgets.
Program Manager
SBDC Small Business Development Center
03.2021 - 09.2023
- Managed and supervised administrative and daily program operations, complying with policies and regulations for the $5 million Coronavirus Aid, Relief, and Economic Security (CARES) Act grant.
- Established strong relationships with the Small Business Administration (SBA), ensuring support for program initiatives.
- Developed strategic plans, setting clear objectives and achievable milestones for the team.
- Managed cross-functional teams for successful project completion within deadlines and budgets.
- Facilitated workshops and conducted one-on-one training to educate team members on Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL).
- Conducted comprehensive program evaluations, identifying areas for improvement and recommending actionable solutions.
- Managed multiple strategic projects with numerous sub-projects or workstreams.
- Ensured regulatory compliance by closely monitoring adherence to grant terms and conditions throughout the program lifecycle.
- Built teams to address project goals and objectives for multiple projects.
Operations Director
SBDC Small Business Development Center
07.2019 - 03.2021
- Developed strategic plans for business growth, enabling the SBDC at NJCU to expand its client base and increase awareness.
- Reviewed financial and operational reports on regular basis to make effective decisions.
- Led, supervised and provided strategic direction for workforce of 12 consultants and interns.
- Initiated change management strategies that effectively addressed employee concerns while driving forward organizational transformation efforts.
- Designed training programs for the team that resulted in increased skills proficiency and higher workplace morale.
- Established quality client relationships through consistent delivery on commitments.
- Mentored team members, providing guidance and support that led to enhanced professional development and increased job satisfaction.
- Managed budgets with accuracy, consistently staying within allocated funds without sacrificing operational goals or objectives.
Community Outreach Officer
SBDC Small Business Development Center
01.2017 - 06.2019
- Increased community engagement by organizing and conducting outreach events.
- Developed targeted outreach strategies to reach underserved populations in the community.
- Promoted organizational mission by facilitating and attending networking events, conferences, and workshops.
- Developed and maintained relationships with community organizations and agencies such as banks, Chambers of Commerce and consulates.
Senior Small Business Consultant
SBDC Small Business Development Center
01.2010 - 12.2016
- Assisted small business owners in obtaining conventional and SBA financing from lenders by assessing their business, personal needs, and cash flow capabilities.
- Acquired new business and expanded client base by developing and managing relationships.
- Conducted business plan seminars to educate entrepreneurs and small business owners.
- Designated as a team member by the SBA to aid in special projects for Hurricane Sandy relief.
Account Executive - Field Sales
First Data
11.2010 - 11.2011
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Consumer Banker, Small Business Specialist
HSBC Bank
06.2006 - 07.2009
- Managed high-value client relationships, maintaining trust and exceeding expectations with exceptional service levels.
- Enhanced customer satisfaction by providing personalized financial solutions and expert advice.
- Consistently delivered exceptional service, earning recognition as a top-performing Consumer Banker and contributing to overall team success, specifically ranked #2 in New Jersey in 2008
- Identified opportunities for sales growth, successfully promoting banking products to prospective customers.
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- MS office
- Analytical thinking
- Strategic planning
- Project leadership
- Goal setting
- Time management
- Best practices implementation
- Risk assessment
Certification
- Foundations of Cybersecurity
Awards
- 40 Under 40 - Chosen by the America's SBDC having demonstrated impressive career achievements and unparalleled network involvement
Languages
Spanish
Timeline
Consultant
SBDC Small Business Development Center
09.2023 - Current
Program Manager
SBDC Small Business Development Center
03.2021 - 09.2023
Operations Director
SBDC Small Business Development Center
07.2019 - 03.2021
Community Outreach Officer
SBDC Small Business Development Center
01.2017 - 06.2019
Account Executive - Field Sales
First Data
11.2010 - 11.2011
Senior Small Business Consultant
SBDC Small Business Development Center
01.2010 - 12.2016
Consumer Banker, Small Business Specialist
HSBC Bank
06.2006 - 07.2009
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