Summary
Overview
Work History
Education
Skills
Timeline
Generic

John Rodriguez

San Antonio

Summary

Proven expert in data entry and customer communication, I enhanced billing accuracy and client satisfaction at Mission Wrecker Service. My knack for resolving disputes and managing accounts, coupled with a commitment to precision, propelled financial reporting efficiency. Adept at fostering professional relationships, my skills in invoice processing and dispute resolution stand out.

Overview

8
8
years of professional experience

Work History

Billing Clerk

Mission Wrecker Service
09.2023 - Current
  • Executed billing tasks and recorded information in company databases.
  • Verified accuracy of billing data and corrected discrepancies.
  • Improved billing accuracy by diligently reviewing invoices and reconciling discrepancies.
  • Managed high volume of invoices while maintaining attention to detail, resulting in improved financial accuracy.
  • Handled account payments and provided information regarding outstanding balances.
  • Assisted with month-end closing procedures, contributing to an organized and punctual financial reporting process.
  • Interacted with customers to resolve billing disputes and respond to inquiries.
  • Maintained confidentiality of sensitive customer information by adhering to strict privacy guidelines, upholding the company''s reputation for professionalism in handling personal data.
  • Demonstrated excellent time management skills by prioritizing tasks and meeting deadlines in a fast-paced, high-volume work environment.
  • Managed invoicing and payment processing operations.
  • Developed strong relationships with clients by providing exceptional customer service during phone calls or email communications regarding billing matters.
  • Processed customer invoices, credit memos and payments within established timelines.
  • Adapted quickly to changes in company policies or procedures, maintaining consistent performance levels during periods of transition.

Loan Officer

Benchmark Mortgage
12.2020 - 09.2023
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Examined customer loan applications for loan approvals and denials.
  • Developed strong relationships with customers through high levels of customer service.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.
  • Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.

Dispatcher

Mission Wrecker Service
03.2017 - 12.2020
  • Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
  • Communicated with drivers and personnel to coordinate timely delivery of goods and materials.
  • Directed dispatching, routing, and tracking of Number fleet vehicles.
  • Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
  • Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
  • Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
  • Tracked delivery progress to identify possible delays and provide real-time updates to customers.
  • Trained new dispatchers on company protocols, contributing to a well-prepared team of professionals.
  • Demonstrated adaptability in evolving situations by adjusting strategies in real-time as new information became available.

Education

Harlandale High School
San Antonio, TX

Skills

  • Data entry
  • Data entry proficiency
  • Invoice processing
  • Customer service
  • Customer communication
  • Accuracy and precision
  • Data inputting
  • Payment transactions
  • Account management
  • Accounting support
  • Auditing
  • Deadline oriented
  • Invoicing prowess
  • Dispute resolution
  • Database updates

Timeline

Billing Clerk

Mission Wrecker Service
09.2023 - Current

Loan Officer

Benchmark Mortgage
12.2020 - 09.2023

Dispatcher

Mission Wrecker Service
03.2017 - 12.2020

Harlandale High School

John Rodriguez