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Sep27

Microsavings Employee Spotlight

Posted on Sep 27, 2013 by Gwendy Donaker Brown

Opportunity Fund Employee Spotlight

Fritzie Loria, Senior Savings Associate, Microsavings Team

 

Q. What is a ‘typical’ day for you?

A. Every day I respond to emails and phone calls from our clients – questions about their accounts. At the beginning of the week I handle all our saver requests for checks – for things like college tuition and books and citizenship application fees. I have to make sure that each client’s request is meeting all the requirements – such as what they are using the money for and whether they have been saving consistently. Later in the week I handle all our automatic savings deposits – we offer a free service for clients to make transfers from any checking account into their special savings account.

 

Q. What is one thing about your job that might surprise your co-workers?

A. All the work that goes on after a client has joined our savings program. For example, last month we managed deposits for 635 clients actively saving with us, and we provided 130 checks to help them invest in their goals. Also, even though I am quiet, I like to joke around.

 

Q. What is one of the most challenging parts of your job?

A. Saying no to a client, if they want to use the funds for something that’s not approved by our federal funding source, such as room and board or parking.

 

Q. What is one of the most rewarding parts of your job?

A. When a client calls me to tell me that they are becoming a citizen or graduating college, and without our program they wouldn’t have been able to make it. Or all of a sudden a long time client checks in to let you know how they are doing or ask for advice. These calls let me know that we’ve made a real difference in their lives.

 

Q. In your opinion, what makes Opportunity Fund a unique place to work?

A. When I am getting ready for work, I don’t feel like I’m coming to work, it feels like an extension of my house, the people that work here feel like family.

 

Q. When you were a kid, what did you want to be when you grew up?

A. First I wanted to be a nun, because I went to an all Catholic school. Then later on I wanted to be a nurse. Even though I didn’t do either of those things, I know I am helping people every day.

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