Ryan Hanson
Program Liaison - Matched Savings & Bridge to Homeownership @Indianapolis Neighborhood Housing Partnership Inhp
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WORK HISTORY
Program Liaison - Matched Savings & Bridge to Homeownership @Indianapolis Neighborhood Housing Partnership Inhp
Indianapolis, IN, US
Advise a pipeline of Homebuyer Preparation Program clients to identify barriers to homeownership and execute a plan to remove them within 20 months or less-Manage referrals from 14 partner accounts selected by the Lilly Endowment-Onboard new partner accounts within all phases of program adoption-Engage prospective clients to determine eligibility for the Matched Savings, Bridge to Homeownership, and Rental Bridge programs -Sell programming to prospects via virtual, phone, and in-person presentations-Build SOPs and maintain best practices for assigned programs-Commission ad hoc reporting via Microsoft Excel to display the progress of each assigned program-Maintain CRM database of all client files. We\'ve utilized Microsoft Dynamics 365 and Salesforce.
EDUCATION
Indiana University Bloomington
Bachelor of Science - BS, Sport Marketing & Management
Pike High School
Core 40 Academic Honors, Business
SKILLS
ABOUT RYAN HANSON
I have a keen interest in retirement planning and financial advising, driven by a desire to help individuals secure their financial futures. Although my experience has been in homeownership advising, I\'m eager to learn and understand the intricacies of personal finance. Everyone deserves to feel confident about their financial decisions, and I\'m committed to educating myself on best practices to assist others in achieving their retirement and broader economic goals. With a proactive approach and a passion for helping people, I will continue to make a positive impact in the world of financial advising.
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