Summary
Overview
Work History
Education
Skills
Affiliations
Work Availability
Timeline
Hi, I’m

Yajaira Lugo

Atlanta,GA
I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.
John Cage
Yajaira Lugo

Summary

Committed to financial empowerment and successful outcomes for all. Proven in operations management with strong personal responsibility. A skilled motivator and leader, adept at aligning teams with the organization's vision and mission to achieve production and impact goals. Experienced in team management and development, fostering innovation and collaboration. Proficient in cross-geographical teamwork, dedicated to quality programs and data-driven evaluations. Detail-oriented, organized, and an effective communicator, deeply dedicated to Operation HOPE's mission and principles.

Overview

13
years of professional experience

Work History

Operation HOPE
Atlanta, GA

Senior Financial Wellbeing Coach
11/05/18 - Current (6 years & 6 months)

Job overview

  • To reduce pandemic-related turnover in Team Truist, I fostered a strong culture that reflects our core values and emphasizes the importance of each coach. This was achieved by celebrating achievements, milestones, birthdays, anniversaries, and organizing virtual team-building events
  • As the credit lead, I provide ongoing support and guidance for the development of each financial coach through regular communication, collaborative problem-solving, relevant education, and one-on-one meetings to implement best practices.
  • As Senior Team Lead, I aid coach development to improve the client experience through role-play, workflow assessment, and recommended improvements.
  • Regularly discuss production and impact goals for every FWC with David to devise strategies for enhancing the Truist partnership.
  • Helped create and implement a new team structure, providing continuous guidance and role-specific training for financial coaches, promoting interdepartmental communication, streamlining the coach transition process, and supporting subject leads in their professional development at Operation HOPE. .
  • Facilitated marketing information comprehension and communicated updates to Team FIRE to ensure Operation HOPE branding and collateral standards are met.
  • Supported the Learning Department in creating educational content and resources relevant to a FWC's role and success within their roles.
  • Collaborate with David and other Team FIRE Leads to set training objectives that align with the strategic plan, aiming for an ambitious yet attainable balance.

MiLEND
Atlanta, GA

Licensed Mortgage Loan Officer
03.2017 - 10.2018

Job overview

  • Advised borrowers on the various types of loans available, including fixed-rate mortgages, adjustable-rate mortgages, government-insured loans.
  • Prepared closing documents such as promissory notes, deeds of trust and mortgages, Truth In Lending Statements, Good Faith Estimates and other required paperwork.
  • Built relationships with referral partners such as real estate agents, builders, attorneys and financial planners in order to generate more business opportunities.

AidAdvantage
Miami, FL

Federal Student Loan Collector
02.2016 - 02.2017

Job overview

  • Researched customer inquiries for repayment plans, balances due and other related questions.
  • Reviewed and updated loan accounts to ensure accuracy of information.
  • Processed paperwork for deferment and forbearance requests from customers.

Education

Georgia State University
Atlanta, GA

Bachelor of Science from Public Policy - Non-Profit Leadership
05.2025

Miami Dade College
Miami, FL

Associate of Arts from English
05.2013

Skills

  • Program Leadership
  • Team Motivation
  • Team Training and development
  • Process Improvements
  • Interdepartmental cross-Functional Collaboration
  • Coaching and mentoring initiatives
  • Key performance indicators
  • Performance improvement
  • Daily workflow improvement
  • Staff training/development

Affiliations

  • Member of the Career Path Recommendations Committee, Hispanic Committee, and most recently Operation Restore HOPE - Maui.
  • Registered volunteer with the American Red Cross in the Disaster Recovery Response Team.
  • Strategic Partnerships with GA Coalition Against Domestic Violence, Gateway Center for Survivors of Domestic Violence, JC Freedom House, and Smart Pathways Immigrant Resource Center.
Availability
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Timeline

Licensed Mortgage Loan Officer

MiLEND
03.2017 - 10.2018

Federal Student Loan Collector

AidAdvantage
02.2016 - 02.2017

Senior Financial Wellbeing Coach

Operation HOPE
11/05/18 - Current (6 years & 6 months)

Georgia State University

Bachelor of Science from Public Policy - Non-Profit Leadership

Miami Dade College

Associate of Arts from English
Yajaira Lugo