Overview
Work History
Education
Skills
Timeline
Generic

Ivan Rodriguez

Overview

7
7
years of professional experience

Work History

Private Banking Client Service Associate

First Republic Bank Now Part Of JPMorgan Chase
10.2021 - Current
  • Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
  • Helped large volume of clients every day with positive attitude and focus on customer satisfaction.
  • Processed domestic and international wires transfers, stop payments, book transfers and assisted in account closures.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.

Customer Service Coordinator II

Warner Bros. Discovery Plus
10.2020 - 08.2021
  • Handled escalated customer issues with empathy and patience, working closely with management to reach satisfactory resolutions.
  • Conducted regular quality assurance checks on customer service interactions, providing constructive feedback to team members as needed.
  • Enhanced customer satisfaction by addressing and resolving complaints in a timely manner.
  • Handled escalated client cases and provided solutions or corrected them on the back end.

Claims Administrator

Midway Car Rental
02.2017 - 04.2020
  • Reduced claim processing time by streamlining workflows and implementing efficient practices.
  • Contributed to risk management strategies by identifying trends in claim types or emerging risks requiring further investigation.
  • Conducted thorough investigations into potentially fraudulent claims, reducing company losses.
  • Built sustainable relationships with luxury hotels, high end clients, body shops and corporate accounts.
  • Oversaw fleet management for designated branch.
  • Assisted CSR colleagues with sales and rental agreements.

Education

No Degree - Communications

California State University - Dominguez Hills
Carson, CA

Skills

  • Data entry proficiency
  • Salesforce
  • Global PayPlus
  • Zendesk
  • IBS Insight
  • Bilingual
  • Client Relationship Management
  • Call center experience
  • Administrative and Office Support
  • Risk management mindset

Timeline

Private Banking Client Service Associate

First Republic Bank Now Part Of JPMorgan Chase
10.2021 - Current

Customer Service Coordinator II

Warner Bros. Discovery Plus
10.2020 - 08.2021

Claims Administrator

Midway Car Rental
02.2017 - 04.2020

No Degree - Communications

California State University - Dominguez Hills
Ivan Rodriguez