Business Fundamentals
The Year Up United training program for Business Fundamentals focuses on equipping graduates with practical skills in administrative support, human resources, debt collection, and loan/mortgage processing, preparing them for versatile career paths in the business sector.
Explore below the roles that the graduates of this program are ready for and the competencies they have been trained in.
Role pathways for graduates of the Business Fundamentals program
General Administrative Assistance
- Providing various types of assistance to employees across departments including accounting, data entry, billing, inventory, record-keeping, correspondence, and sales.
- Carrying out tasks for one or multiple individuals within a department or across different departments.
Human Resources Administration
- Administering a range of human resources activities and programs, including staffing, compensation, benefits, training, and workplace safety.
- Managing new hire orientations, HR events, and open enrollment for benefits like health insurance.
Interdepartmental Support and Coordination
- Providing support to company employees and serving as a link between departments, vendors, and staff members.Organizing, supervising, and facilitating work among employees, as well as providing specialized support.
Debt Collection Specialist
- Specializing in the collection of debt owed to the company.
- Using various methods to contact individuals with defaulted debts or unpaid bills.
Loan/Mortgage Administration
- Managing administrative tasks associated with loans or mortgages.
- Ensuring all required documentation and signatures are in place before loan submission.
- Working closely with mortgage loan supervisors, appraisers, underwriters, and others involved in the loan process.
Summary of the key competencies developed during the one-year training
Business Foundations & Navigation
- Business Concepts Navigation: Understanding business terminology, functions, ethical and social responsibilities, and their value to the marketplace and shareholders.
- Marketing Concepts Navigation: Grasping the role of marketing within business, including aspects like promotion, selling, merchandising, distribution, and production.
- Business Operations: Applying principles of accounting and finance, identifying technology solutions for business information management, and understanding human resource management and motivation.
Customer-Based Communications
- Customer Written Communications: Effective communication strategies for various text-based virtual mediums.
- Customer Verbal Communications: Managing tone, pitch, and voice; projecting confidence and clarity; adapting communication style as needed.
- Customer Relationship Building: Using empathy and professional etiquette to develop trust, credibility, and rapport with customers.
- Navigation of Challenging Customer Behaviors: Handling objections and responding to challenging behaviors empathetically.
- Customer Problem Identification: Effective inquiry, problem-solving, and research to understand customer needs.
- Customer Solution Delivery: Guiding customers through solutions and providing self-service resources.
Team-Based Project Coordination
- Team Dynamics Navigation: Managing dynamics within a team context, including facilitating meetings and documenting notes.
- Problem Analysis: Breaking down complex problems, identifying assumptions, and developing solutions.
- Team-Based Project Execution: Collaboratively executing a team-based project plan.
- Team Communications: Creating well-formatted business artifacts like forms, reports, and meeting notes.
Data Management, Analysis & Reporting
- Data Loading, Cleaning & Organizing: Preparing business data sets using Excel.
- Intermediate Data Analysis: Making inferences from data by identifying trends and patterns using Excel tools.
- Data Reporting & Storytelling: Developing reports that effectively convey stories with data using visualization and business tools.
