Diane Rodriquez
Brighton,CO
Summary
A versatile and experienced professional providing extraordinary results by leading & motivating organizations while promoting synergistically through innovation, accountability, and performance.
Overview
14
14
years of professional experience
Work History
Sr. Personal Banker/Branch Manager
First Interstate Bank
Louisville, CO
08.2021 - 03.2024
- Responsible for processing transactions as well as working as a member of the management staff
- Maintaining focus on acquiring new customer accounts and/or deepening existing customer relationships through a variety of activities and consulting
- Establishing close working relationships with assigned business partners (mortgage, business banking officers and investment executives), referring customers when appropriate to provide timely financial solutions
- Processed and managed customer accounts; opened, closed and performed account maintenance and all teller transactions
- Executed customer transactions, including deposits, withdrawals, money orders, and checks.
- Provided comprehensive financial advice and solutions to customers, including investments, mortgages, loans and insurance.
- Used product knowledge and abilities to execute consumer loans and other services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Cultivated relationships with local businesses by offering customized business banking packages.
Commercial Loan Document Specialist 4
Wells Fargo N.A.
07.2018 - 05.2021
- Systems: Loan IQ, AFS, E‐Trac, WLIS and WBRS.
- Reviewed customer accounts to determine on-time payments and loan terms compliance.
- Presented loan and repayment schedules to customers.
- Reviewed and verified loan documentation to ensure accuracy of information.
- Assisted in the preparation of commercial loan documents including promissory notes, security agreements, and other related documents.
- Responded promptly to inquiries from external sources such as auditors or regulators regarding loan documentation.
- Processed incoming requests from customers for changes or updates on existing loan documents.
- Maintained detailed records of all customer transactions involving commercial loans.
Contractor, loan document specialist
Aerotec
01.2018 - 07.2018
- Maintain a pipeline of accounts requesting evidence of property insurance and reviewing accord 27 and 28 insurance certificates
- Researching moderately complex commercial loan documentation problems
- Review loan documents to identify commercial collateral
- Systems: Loan IQ, AFS, E‐Trac, WLIS and WBRS.
Mortgage Loan Processor
Freedom mortgage Corporation
11.2016 - 07.2017
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
- Completed closing process by collaborating with attorneys, title companies and government clerks.
- Checked applicant credit, personal references and employment histories.
- Worked with third-party vendors to address and clear loan closing requirements.
- Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
- Submitted completed loan packages to underwriting department for approval or denial decisions.
- Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
International Teller
Wells fargo bank
07.2015 - 07.2016
- Balanced cash drawers on a daily basis.
- Explained account information to customers in detail as needed.
- Reported any operational issues or system problems that occurred during shift promptly.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Provided exceptional customer service while accurately processing routine transactions.
- Received and counted daily inventories of cash, drafts and checks.
- Identified and reported suspicious behavior to security personnel as appropriate.
Branch Manager
EZCorp
04.2010 - 07.2015
- Developed strategies to increase customer satisfaction and loyalty.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Analyzed business performance data and forecasted business results for upper management.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Enforced customer service standards and resolved customer problems to uphold quality service.
Education
GED -
Mesa State
General education -
Mesa State University
Skills
- Superb customer interaction, personally, and over the phone
- Superior presentation, training, curriculum development, and supervisory skills
- Familiar with residential and commercial mortgage lending practices
- Loan Application Advisement
- Relationship Building
- Highly creative, self‐motivated individual with 7 years of high paced experience
- Demonstrates high attention to detail skills and accuracy with time sensitive tasks
- Cross-Selling and Upselling
- Banking Policies and Procedures
Leadership Experience
As a leader for all of my teams put together while working for EZCorp I had 100%retention rate. My outlook as a leader or manager is you are not a leader without ateam. Apart of all extracurricular activities with all company's‐ Newsletters, Fun Committee's, Automation and Production projects Multiple recognition awards for client and vendor partnerships Maintain reporting, and projects for my managers in all prior positions
Communication Skills
In my role as a Manager for EZCorp, I was able to take locations that had not profited in two or more years and exceed in expected budgets.
Timeline
Sr. Personal Banker/Branch Manager
First Interstate Bank
08.2021 - 03.2024
Commercial Loan Document Specialist 4
Wells Fargo N.A.
07.2018 - 05.2021
Contractor, loan document specialist
Aerotec
01.2018 - 07.2018
Mortgage Loan Processor
Freedom mortgage Corporation
11.2016 - 07.2017
International Teller
Wells fargo bank
07.2015 - 07.2016
Branch Manager
EZCorp
04.2010 - 07.2015
GED -
Mesa State
General education -
Mesa State University