Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Rodriguez

San Leandro,CA

Summary

Detail-oriented financial services professional with a proven track record of effectively managing customer relationships to achieve sales goals. Excellent communication and analytical skills, along with an in-depth understanding of financial products and services. Committed to collaborating with the team to drive success and help the company achieve its goals.

Overview

6
6
years of professional experience

Work History

Class B Delivery Driver

Golden Brands
05.2024 - Current
  • Work effectively in fast-paced environments..
  • Enhanced vehicle quality by conducting thorough pre-delivery inspections and addressing any issues found.
  • Achieved high on-time delivery rates through careful route planning and time management skills.
  • Communicated clearly with dispatchers regarding potential issues or delays affecting scheduled deliveries.
  • Loaded and unloaded trucks safely, using appropriate techniques prevent any damages.
  • Maintained a clean driving record while operating Class B vehicles for safe transportation of goods.
  • Enhanced route efficiency by consistently analyzing and optimizing delivery routes throughout San Francisco.

Supervisor Underwriter

Upgrade
09.2021 - 03.2024
  • Oversaw daily operations of the team assigned, ensuring smooth workflow and timely completion of tasks.
  • Resolved conflicts among team members promptly, maintaining harmonious working environment conducive to productivity.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
  • Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.

Universal Agent

Provident Credit Union
03.2019 - 09.2021

Received NMLS # 1933552

  • Provide personal financial counseling, and assist with lending services.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Analyzes customer information to identify opportunities for growth and expansion of services.
  • Assist customers during loan and account application process, and closure.
  • Open checking accounts, processed auto loans, and qualified mortgage referral.

Corporate Social Responsibility (CSR)

Arvest Wealth Management- Arvest Bank
07.2018 - 03.2019
  • Managed high call volumes, maintaining professional demeanor during peak hours and effectively multitasking in fast-paced environment.
  • Demonstrated empathy and active listening skills, resulting in higher rate of customer satisfaction and repeat business.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.

Education

Class B Commercial Driver License -

A-1 Trucking
Hayward, CA
02.2024

Certificate - Accounting

Oklahoma City Community College
Oklahoma City, OK
08-2018

Accounting, Marketing and Business Communications

Chabot College
Hayward, CA
2016

Skills

  • Customer Service-oriented
  • Continuous professional development
  • Client relationship management
  • Prepare and present tailored live platform demonstrations
  • Strategic sales development
  • Problem-solving ability
  • Team collaboration
  • Time management
  • Branch operations
  • Banking software proficiency
  • Exceptional written and verbal communication skills
  • Strong organizational and prioritization skills
  • Analytical thinking
  • Operations management
  • Persuasive negotiator
  • Multi-tasking ability
  • Gather feedback from clients
  • Loan processing and approvals
  • Identify fraudulent documents
  • Knowledge of Traditional banking and Fintech
  • Portfolio management
  • Underwriting Process Expertise
  • 5 years of banking and/or digital experience preferred

Timeline

Class B Delivery Driver

Golden Brands
05.2024 - Current

Supervisor Underwriter

Upgrade
09.2021 - 03.2024

Universal Agent

Provident Credit Union
03.2019 - 09.2021

Corporate Social Responsibility (CSR)

Arvest Wealth Management- Arvest Bank
07.2018 - 03.2019

Class B Commercial Driver License -

A-1 Trucking

Certificate - Accounting

Oklahoma City Community College

Accounting, Marketing and Business Communications

Chabot College
Daniel Rodriguez