Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
Languages
Timeline
Generic

Keylen J. Mora-Rubio

Detroit,MI

Summary

Seeking to join a dynamic team to contribute skills and grow professionally. Highly motivated team player with passion for helping others. Possesses excellent organizational and communication skills and provides individualized assistance and support. Experienced in delivering guidance and education on various topics such as academics, finances and technology.

Demonstrated ability as Paraprofessional to foster positive relationships with students, parents and colleagues. Committed to providing culturally responsive support, meeting diverse needs of students. Patient demeanor creates environment where students feel comfortable asking questions while learning new concepts.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Coach

MiSide
08.2021 - Current
  • Developed and delivered engaging group presentations and one-on-one coaching sessions.
  • Compiled success stories for internal and external program promotion.
  • Improved clients'' credit scores through credit counseling and ongoing support.
  • Implemented customized coaching sessions that resulted in increased client confidence in managing personal finances.
  • Developed strong relationships with clients resulting in long-term partnerships for ongoing financial management assistance.
  • Established trust with clients by maintaining confidentiality and providing exceptional customer service throughout the coaching process.
  • Educated clients on saving, investing, and retirement planning strategies to secure long-term financial success.
  • Increased overall client satisfaction by consistently monitoring progress towards goals and adjusting strategies as needed.
  • Empowered individuals to make informed financial decisions through workshops, webinars, and one-on-one consultations.
  • Assisted clients in reducing debt with effective budgeting techniques and expense tracking.
  • Assisted clients in understanding complex financial concepts using clear explanations and real-life examples.
  • Adapted coaching styles according to each client''s unique needs, preferences, and learning styles for optimal results.
  • Guided participants in development of realistic goals and enhanced accountability on financial matters.
  • Conducted comprehensive financial assessments for accurate goal setting and planning.
  • Enhanced client financial stability by developing personalized financial plans and strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Financial Coach

SER Metro Detroit
03.2019 - 06.2021
  • Facilitate financial education workshops
  • Financial counseling assistance
  • Conduct individuals counseling topics such as credit and debt management, savings, budgeting, special assistance programs for homeownership and others topics as appropriate
  • Assist the participant to develop personal financial plan
  • Expose to financial products and services (e.g
  • Checks and savings accounts)
  • Represent the organization in various community forums
  • Perform other duties that will contribute to the program’s team effort

Sales Representative

Di Maggio Tires Michigan
08.2018 - 01.2019
  • Present, promote and sell the company products (brand new tires and recap tires)
  • Opening, closing, maintenance of product stock, all operations
  • Act as assistant manager over four people
  • Established rapport with customers to uncover and solve their true needs
  • Introduced new products and service capabilities to customers and generated referrals through customer loyalty
  • Trained and mentored new hires in line with company standards and expectations

Travel Agent Manager

National Adventure Tours
03.2009 - 05.2016
  • Manager, Sales Executive, Tourism Advisor, Airline Reservations, Hotel Reservation, Tourist Guide, Online reservation system, creating a Sales System for Tourism Planning installment
  • Creating a categorization of Tourism Reservations for peak periods
  • Provided excellent customer service in assisting them on their issues, Accountant

Youth Leader

Centro Familiar Cristiano San Cristobal
11.2014 - 08.2015
  • Create a welcoming, fun, and enthusiastic environment for youth to connect with one another and growth in their faith
  • Recruit and train adult mentors to participate in youth activities
  • Collaborate with the pastor to lead a program that meets the needs and learning goals of the Christian Education program
  • Attend staff meetings as directed by the Senior Pastor to communicate and connect
  • Youth activities to the broader themes of the church

Worship Service Participant

Centro Familiar Cristiano San Cristobal
04.2015
  • Participation in developing the 'Mighty to Save' Worship Service, for our young community

Education

Bachelor’s Degree - Accounting And Finance

UCAT
Venezuela
07.2010

Associate's Degree - Business Administration

IUFRONT
Venezuela
07.2004

Skills

  • Effective Interpersonal Skills
  • Strategic Leadership
  • Reliable Adherence to Guidelines
  • Adaptable Learning Ability
  • Problem-Solving Ability
  • Customer Service Expertise
  • Budgeting and Financial Planning
  • Experienced with SABRE, AMADEUS, and KIU
  • Proficient in Microsoft Office
  • Positive Interpersonal Skills
  • Service Delivery
  • Teamwork and collaboration
  • Organizational skills
  • Calm under pressure
  • Active listening
  • Computer skills

Certification

  • Comprehensive Overview of Immigration Law (Fall 2024)
  • Effective Financial Counseling For People Receiving Social Security Disability Benefits, NDI, 08/02/2024
  • Case Management II, Workforce 180, 04/01/20
  • Case Management I, Workforce 180, 04/01/20
  • Credit as Asset, Credit Builders Training Institute, 11/01/19
  • Financial Coach, Central New Mexico, 11/01/19
  • Credit Counseling of Maximum Results, The NeighborWorks Center for Homeownership Education and Counseling, 07/01/19

Volunteer Experience

  • Food Distribution Volunteer, Centro Familiar Cristiano United Methodist Church, Melvindale, MI, 07/01/20 to Present.
  • Youth Leader, Centro Familiar Cristiano San Cristobal, Venezuela, 11/01/14 to 08/31/15, Create a welcoming, fun, and enthusiastic environment for youth to connect with one another and growth in their faith, Recruit and train adult mentors to participate in youth activities, Collaborate with the pastor to lead a program that meets the needs and learning goals of the Christian Education program, Attend staff meetings as directed by the Senior Pastor to communicate and connect, Youth activities to the broader themes of the church
  • Worship Service, Centro Familiar Cristiano San Cristobal, Venezuela, 04/01/15, Participation in developing the 'Mighty to Save' Worship Service, for our young community

Languages

Spanish
Native or Bilingual

Timeline

Financial Coach

MiSide
08.2021 - Current

Financial Coach

SER Metro Detroit
03.2019 - 06.2021

Sales Representative

Di Maggio Tires Michigan
08.2018 - 01.2019

Worship Service Participant

Centro Familiar Cristiano San Cristobal
04.2015

Youth Leader

Centro Familiar Cristiano San Cristobal
11.2014 - 08.2015

Travel Agent Manager

National Adventure Tours
03.2009 - 05.2016

Associate's Degree - Business Administration

IUFRONT

Bachelor’s Degree - Accounting And Finance

UCAT
Keylen J. Mora-Rubio