Cody Charles
Jacksonville,FL
Summary
Personable and dedicated individual with extensive experience in the finance industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
Work History
Originations Specialist
SoFi
05.2021 - Current
- Maintains as top performer QTD and MTD across the team metrics averaging past 100%
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
- Cross-trained in different internal databases and service positions to help team members meet coverage demands.
- Reviewed new account applications to verify eligibility of prospective members.
- Leveraged software and systems to research and resolve member inquiries.
- Initiated and led conversations to identify and assess member needs.
- Maintained knowledge of company products, services and procedures to better serve customers and meet company goals.
- Involved in projects to promote member satisfaction and exceed company goals.
Supervisor
Bj's Wholesale Club
10.2019 - 04.2021
- Established and enforced clear goals to keep employees working collaboratively.
- Identified and corrected performance and personnel issues to reduce impact to business operations.
- Monitored employee productivity weekly to provide constructive feedback and coaching.
- Identified member needs of customers promptly and efficiently.
- Responded to employee concerns or complaints by coordinating with the Human Resources team to solve issues.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Student Manager Intern
VyStar Credit Union
06.2015 - 05.2018
- Resolved customer issues efficiently to build loyalty.
- Developed understanding of quality assurance processes and requirements.
- Maintained inventories through spot checks, complete physical inventory and reordering.
- Enhanced leadership abilities through training and hands-on task completion.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Balanced cash drawer daily and performed opening and closing duties.
Education
Associate of Arts -
St. Johns River State College
Palatka, FL12.2020
High School Diploma -
Orange Park High School
Orange Park, FL06.2018
Skills
- Issue Research
- Attention to Detail
- Organizational Skills
- Customer Focus
- Leadership
- Critical Thinking
- Account Management
- Customer Support
- Conflict Mediation
- Cross-functional Collaboration
- Call Center Operations
Timeline
Originations Specialist
SoFi
05.2021 - Current
Supervisor
Bj's Wholesale Club
10.2019 - 04.2021
Student Manager Intern
VyStar Credit Union
06.2015 - 05.2018
Associate of Arts -
St. Johns River State College
High School Diploma -
Orange Park High School