Technical Assistance

FINANTA offers comprehensive technical assistance to entrepreneur, consumer, and first-time homebuyer borrowers in several languages.  Our technical assistance services are client-centered and address each client individual financial needs.

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About

Technical assistance is offered to all FINANTA borrowers and includes help navigating financial institutions, accessing business and personal financial resources, managing personal and business budgets, and resolving credit and financial issues. 

A key component of technical assistance at FINANTA is the Financial Action Plan, which outlines a client’s current financial situation, business and personal budgets, credit score changes, and an approach for credit improvement.  Borrowers are given crucial lessons on and insight into the importance and impact of credit, credit as an asset, what credit means in the short- and long-term, and how past behaviors or issues may have impacted financial success, along with specific strategies for change. 

 

“FINANTA has been there for us 100%. Our lender has been so helpful, and the technical assistance has been essential every step of the way.”

Santiago and Margarita
Lechonera Principe

 

Technical Assistance Options

For Entrepreneurs

For entrepreneur borrowers

Includes project management, business budgeting assistance, business coaching, help applying for grants, credit building services, and resource referrals

For Consumers

For consumer borrowers

Includes personal budgeting assistance, financial coaching, help navigating financial institutions, credit building services, debt remediation, and resource referrals

For Homebuyers

For mortgage borrowers

Includes homeownership counseling, homebuyer budgeting assistance, home buying training, help saving money, financial coaching, and resource referrals

Technical Assistance Team

Melissa Taina Santiago

Vice President of Technical Assistance

Taina oversees the Technical Assistance Department, which provides financial coaching and technical assistance to clients.

Dayiana Garcia

Financial Capability Officer

Dayiana provides technical assistance to entrepreneurs, consumers, and homebuyers, and teaches them how to access resources, improve their credit, and build their assets. 

Gabrielle Lantieri

Project Manager

Gabrielle supports entrepreneur clients’ financial goals through financial coaching, educational workshops, and grant application management.