EDGAR RODRIGUEZ
Heartland,TX
Summary
Banking professional with 10+ years of experience in credit union and retail banking environments, with a strong focus on transaction processing, account research, and operational support. Experienced in resolving account discrepancies, performing balancing and reconciliation, and assisting with fraud-related inquiries. Proven ability to support daily operational workflows while maintaining accuracy, compliance, and a high level of member service. Quick to learn new systems and processes, with growing exposure to electronic banking and payment services.
Overview
11
11
years of professional experience
Work History
Member Service Representative III
Advancial Federal Credit Union
Dallas, TX
02.2024 - Current
- Balance operational responsibilities with consistent achievement of monthly loan and referral goals, demonstrating strong member engagement and attention to detail.
- Support daily branch operations, including transaction processing, account maintenance, and member servicing.
- Research and resolve account discrepancies, transaction issues, and member inquiries in a timely manner.
- Perform cash balancing, audits, and internal control procedures to ensure operational accuracy.
- Assist with fraud-related concerns and account reviews, escalating issues as needed.
- Provide support for digital banking services, including transfers, Zelle, and bill pay inquiries.
- Collaborate with internal teams to resolve payment-related issues and service requests.
- Delivered exceptional member service by addressing inquiries and resolving concerns promptly.
Banking Center Assistant Manager
American National Bank of Texas
Seagoville, TX
05.2023 - 02.2024
- Oversaw daily branch operations, ensuring accuracy in transaction processing and account servicing.
- Performed and reviewed branch balancing, general ledger entries, and reconciliation processes.
- Resolved account discrepancies, returned items, and transaction-related issues.
- Supported fraud prevention efforts, identifying and escalating suspicious activity.
- Ensured compliance with internal controls, audit requirements, and regulatory standards.
- Assisted in improving operational workflows and overall efficiency.
Bilingual Relationship Banker II
Bank of Texas
Dallas, TX
09.2022 - 05.2023
- Managed member accounts and handled transaction research, adjustments, and issue resolution.
- Assisted clients with digital banking services and payment-related inquiries.
- Supported daily operations through accurate transaction processing and compliance adherence.
- Maintained strong member relationships while resolving account concerns.
Senior Accountant
FreeLife Church
Forney, TX
07.2021 - 09.2022
- Managed accounts payable/receivable, reconciliations, and financial reporting.
- Performed account analysis and discrepancy resolution to ensure financial accuracy.
- Strengthened internal controls and improved financial processes.
- Assisted leadership with budgeting and variance analysis.
Mortgage Loan Officer / Account Executive
Advancial Federal Credit Union
Dallas, TX
02.2021 - 07.2021
- Processed loan applications and ensured accuracy and completeness of documentation.
- Coordinated with internal teams to resolve loan-related discrepancies and conditions.
- Maintained compliance with lending policies and regulatory requirements.
Processing Management Supervisor
Advancial Federal Credit Union
Dallas, TX
11.2018 - 02.2021
- Supervised processing workflows, ensuring timely and accurate completion of tasks.
- Managed pipeline queues and workflow distribution to maintain efficiency.
- Assisted in resolving processing issues, discrepancies, and internal requests.
- Ensured adherence to policies, procedures, and compliance standards.
- Trained and supported staff on operational processes and systems.
Business Relations Officer
Advancial Federal Credit Union
Dallas, TX
03.2015 - 11.2018
- Developed business relationships and supported organizational growth initiatives.
- Collaborated with internal teams to support financial services and member engagement.
- Represented the organization at community and business events.
Education
Associate of Science -
Dallas College – Eastfield Campus
Mesquite, TX 05-2028
Skills
- Core Banking Systems (Credit Union & Retail Banking Platforms)
- Digital Banking Platforms (Zelle, iPayment, Transfers)
- Card Processing & Dispute Support Systems
- Microsoft Excel (Reconciliation & Reporting)
- Friendly, positive attitude
- Teamwork and collaboration
- Problem-solving
- Multitasking
- Organization and time management
LANGUAGES
Spanish – Native / Bilingual
CORE COMPETENCIES
- Transaction Processing & Exception Handling
- Account Research & Discrepancy Resolution
- General Ledger (GL) Balancing & Reconciliation
- Debit/Credit Card Disputes & Adjustments
- Fraud Detection & Escalation Support
- Digital Banking Support (Zelle, Transfers, iPayment)
- Compliance, Audit & Risk Controls
- Operational Workflow Support
- Member Account Servicing & Issue Resolution
Timeline
Member Service Representative III
Advancial Federal Credit Union
02.2024 - Current
Banking Center Assistant Manager
American National Bank of Texas
05.2023 - 02.2024
Bilingual Relationship Banker II
Bank of Texas
09.2022 - 05.2023
Senior Accountant
FreeLife Church
07.2021 - 09.2022
Mortgage Loan Officer / Account Executive
Advancial Federal Credit Union
02.2021 - 07.2021
Processing Management Supervisor
Advancial Federal Credit Union
11.2018 - 02.2021
Business Relations Officer
Advancial Federal Credit Union
03.2015 - 11.2018
Associate of Science -
Dallas College – Eastfield Campus