Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Emily Rodriguez

Lock Haven,PA

Summary

Detail-oriented, organized and meticulous employee. Works at fast pace to meet tight deadlines. Enthusiastic team player ready to contribute to company success. I am very goal driven and have a passion for serving customers to the best of my abilities.

Overview

6
6
years of professional experience
1
1
Certification

Work History

CSS II

Woodlands Bank
10.2021 - Current
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Updated account information to maintain customer records.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Loan Specialist

OneMain Financial
01.2021 - 10.2021
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Developed strong relationships with customers through high levels of customer service.
  • Submitted loan applications to underwriter for verification and recommendations.

Head Teller/Customer Service Representative

Jersey Shore State Bank
05.2018 - 01.2021
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Introduced customers to other bank team members to help meet financial needs.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Provided customers with appropriate literature on banking products and services.

Education

High School Diploma -

Rockledge Senior High School
Rockledge, FL
05.2014

Skills

  • Organization
  • Call Management
  • Report Generation
  • Scheduling
  • Account Updating
  • Product Knowledge
  • Complaint Resolution
  • Client Relations

Certification

  • 440 Agent License - 2014-2018

Timeline

CSS II

Woodlands Bank
10.2021 - Current

Loan Specialist

OneMain Financial
01.2021 - 10.2021

Head Teller/Customer Service Representative

Jersey Shore State Bank
05.2018 - 01.2021

High School Diploma -

Rockledge Senior High School
Emily Rodriguez