Gabriela Rodriguez
Huntington Park,CA
Summary
Resourceful Program Coordinator with a background in Customer Success Specialist, coordinating all phases of multi million dollar projects across Southern California's Public Power Authority projects. Adept at administrating and executing complex projects with exceptional ability to meet deadlines and exceed goals.
Overview
10
10
years of professional experience
Work History
Program Coordinator
Richard Heath & Associates, INC
2022.10 - Current
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Managed $1.5 mil budget with Riverside, Anaheim, and Burbank Public Utilities for the energy efficiency program.
- Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
- Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
- Executed billing and invoicing tasks and recorded information in company databases.
- Conducted thorough market evaluations and analyzed energy usage patterns to determine potential savings.
Senior Customer Success Specialist
Wells Fargo
2020.11 - 2022.11
- Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Quickly answering customer inquiries via phone, responding to routine to moderately complex inquiries and resolving customer issues on a variety of more complex financial products.
- Utilized customer service software to manage interactions, order debit cards, and track customer satisfaction.
Personal Banker
Wells Fargo
2014.05 - 2020.11
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Skills
- Database Management System Software
- Time and Budget Management
- Quality Assurance
- Microsoft 365
- Documenting and Reporting
- Team Collaboration
Timeline
Program Coordinator
Richard Heath & Associates, INC
2022.10 - Current
Senior Customer Success Specialist
Wells Fargo
2020.11 - 2022.11
Personal Banker
Wells Fargo
2014.05 - 2020.11
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