CRF is thrilled to announce the addition of three new staff to its team.
Lisa Xiong, Customer Success Manager – Connect2Capital
As a small business customer success manager, Lisa Xiong is responsible for guiding small business customers to the resources they need. Day-to-day, Xiong interfaces with small business applicants and develops tools and resources for the Connect2Capital website.
Xiong is an experienced leader focused on strategic planning and execution in the nonprofit, business and government sectors. Her work has touched workforce/career development, economic development, stakeholder engagement, fundraising, coaching and more. Prior to joining CRF, Xiong worked in leadership roles with Goodwill Easter Seals of Minnesota, the Neighborhood Development Center and the Hmong American Partnership.
Daniel Moret, Program Manager – Connect2Capital
Connect2Capital program manager Daniel Moret is responsible for managing and cultivating CRF’s growing community of nonprofit lending partners on the Connect2Capital platform. As part of his leadership duties, Moret recruits new nonprofit partners, on-boards and trains new partners, provides customer service and optimizes program performance.
Moret has more than ten years of experience in public affairs, nonprofit leadership and strategic implementation. Prior to joining the CRF team, Moret was a consultant with Pioneer Management Consulting, director of Reve Academy Chicago and communications consultant with Thrivent Financial. He holds a Master of Business Administration from the Carlson School of Management at the University of Minnesota.
Kelly Polson, Special Assets Administrator
As special assets administrator, Kelly Polson works directly with our borrowers, investors, the Small Business Administration (SBA) and others to maintain/improve portfolio performance. Kelly also provides early contact to clients to prevent delinquencies and works to mitigate/recover any financial losses.
Polson has more than fifteen years of experience in accounting, credit analysis and business to business risk management. Prior to joining CRF, she was a credit manager with Dalco Enterprises, Inc. and held multiple positions at Target Corporation. Polson attended North Hennepin Community College.
Welcome aboard Lisa, Daniel, and Kelly! We’re excited to have you on the CRF team!