Omni Platform
Jennifer Rodriguez
Senior Operations Analyst
Colorado Springs,CO
Summary
Detail-oriented Operations Analyst experienced in Retirement Plan Services and knowledgeable about transactional corrections. Passionate about business optimization and workflow improvements. Ready to take on new professional challenges with growth-oriented company.
Overview
18
18
years of professional experience
10
10
years of post-secondary education
Work History
Senior Operations Analyst
Fidelity Information Services (FIS)
Colorado Springs, CO
09.2011 - 04.2022
- Participated in high-level strategy meetings, contributing to financial and logistical framework planning.
- Utilized Excel extensively for macros, spreadsheets and models.
- Directed and supervised team of 5 engaged in technical development and 99.8% accuracy rate.
- Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
- Assisted with employee and manager inquiries and routinely handled complex questions and resolutions.
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Delivered services to internal business partners within specific timeframes.
- Evaluated transaction output reports to identify errors
- Developed strategic plans for day-to-day financial operations.
- Supported senior management with special projects and additional job duties.
Shift Supervisor
TCF Bank
Colorado Springs, CO
05.2010 - 09.2011
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Calculated fees due, interest and change for customer transactions.
- Maintained friendly and professional customer interactions.
- Supervised opening and closing procedures for office and vault.
- Coached associates to boost sales and service goals.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Complied with established internal controls and policies.
Personal Banker III
Peoples National Bank
Colorado Springs, CO
01.2004 - 02.2010
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Education
Some College (No Degree) - Psychology
University of Colorado At Colorado Springs
Colorado Springs, CO 08.2003 - 12.2009
High School Diploma -
Centennial High School
San Luis, CO 09.1999 - 05.2003
Skills
Trend modeling
Forecasting skills
Process updates
Reporting abilities
Operational Forecasting
Employee training
Data analysis
Microsoft Office
Cross-functional teamwork
Software
Microsoft Office
Timeline
Senior Operations Analyst
Fidelity Information Services (FIS)
09.2011 - 04.2022
Shift Supervisor
TCF Bank
05.2010 - 09.2011
Personal Banker III
Peoples National Bank
01.2004 - 02.2010
Some College (No Degree) - Psychology
University of Colorado At Colorado Springs
08.2003 - 12.2009
High School Diploma -
Centennial High School
09.1999 - 05.2003