Summary
Overview
Work History
Skills
Extracurricular Activities
Certification
References
Languages
Timeline
Generic

JONATHAN CAMACHO RODRIGUEZ

Chandler,Arizona

Summary

Dynamic Business Leader with a proven track record at Arizona Financial Credit Union, excelling in project management and and strategic planning. Expert in Treasury Management and policy development, successfully leading integration efforts and enhanced operational efficiency, fostering strong stakeholder engagement and team leadership to drive impactful results.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Innovation Specialist II

Arizona Financial Credit Union
Chandler, USA
07.2016 - Current
  • Oversaw strategic planning and execution by PMO team for legal integration in Horizon Community Bank acquisition.
  • Established and instituted standardized operations processes for Residential, Commercial, and Construction Lending.
  • Formulated and enforced policies for the payments and online services tea focusing on the Treasury Management Team.

Project Administrator

Arizona Financial Credit Union
Chandler, USA
07.2016 - Current
  • Spearheaded project management efforts during critical integration phases for Legal day 1 for both Pinnacle Bank and Horizon Community Bank partnership journey.
  • Developed and executed policies to enhance our payment processing systems and online banking.
  • Spearheaded endeavors to obtain PPP funding in the initial round of loans.

Teleservices Consultant / Organizational Help Desk

Arizona Financial Credit Union
Chandler, USA
07.2016 - Current
  • Handled all phone-related tasks to uphold accurate service quality.
  • Ensured thorough familiarity with, and executed, routine transactions.
  • Supported members with various service inquiries in an efficient manner.

Contact Center Specialist

Arizona Financial Credit Union
Chandler, USA
07.2016 - Current
  • Performed comprehensive call evaluations for Teleservices and support departments.
  • Conducted individualized coaching sessions for Teleservices representatives.
  • Supported operational continuity across ACD phone lines.
  • Delivered reliable support to Online Services team during critical phases.

Business Banking Manager

Arizona Financial Credit Union
Chandler, USA
07.2016 - Current
  • Established and developed the business banking team from the initial concept to a fully functional department.
  • Actively lead the operations of the Business Banking Solutions department.
  • Formulate and execute updated policies tailored to Business Banking offerings, including Treasury Management.
  • Supervise team operations to maintain strong asset security and business practice integrity, with risk management principles.
  • Monitored legislative developments influencing bank regulations to ensure compliance.
  • Proficient in managing high-risk decisions within a fast-paced business environment.
  • Collaborate with support departments and branches to manage complex business scenarios and escalations effectively.
  • Perform risk mitigation and fraud analysis for elite business participants.

Treasury Management Operations Manager

Arizona Financial Credit Union
Chandler, USA
07.2016 - Current
  • Actively lead and manage the Treasury Management team, and serve as a liaison with other supporting departments.
  • Analyzed multifaceted scenarios, leveraging knowledge of Treasury Management policies, to ensure effective decision-making.
  • Developed and implemented new policies and procedures for our Business Banking online services team, focusing on Treasury Management services, ACH Origination, Wire Origination, Remote Deposit Capture, Account Analysis, and other services
  • Delivered expertise in Treasury Management regulations and policies.

Service Manager

Desert Financial Credit Union
06.2013 - 05.2016
  • Managed the branch by assigning tasks to staff, motivating and coaching employees, participating in the review process, and handling member issues.
  • Conducted comprehensive staff training in all aspects of branch operations to ensure a high level of service to members.
  • Monitored and kept up to date with state and federal regulations.
  • Executed secure branch operations using established protocols, and end-of-day balancing.
  • Conducted monthly cash audits, and compiled comprehensive end-of-month production reports.

Member Service Representative

Desert Financial Credit Union
06.2013 - 05.2016
  • Activated member-focused services to enhance financial success.
  • Ensured efficient processing of requests for various specialty account types.
  • Maintained comprehensive knowledge of diverse non-equity loan options, encompassing personal, share-secured, auto and recreational vehicle loans.
  • Processed and funded loan applications in a timely manner.
  • Provided financial education on effective money management techniques to optimize credit usage and budgeting strategies.

Skills

  • Project Management
  • Smartsheet
  • MS Suite Expert
  • Process Improvements
  • Communication
  • Regulatory compliance
  • Policy development
  • Treasury management
  • Risk assessment
  • Team leadership
  • Operational efficiency
  • Expert problem solving
  • Data analysis
  • Strategic planning
  • Stakeholder engagement

Extracurricular Activities

Employee Resource Group Lead for Arizona Financial's Young Professional ERG

Certification

W.P. Carey Certificate in Service Experience Management

References

  • Danny Imes, 480-275-9609, dimes@2riverschurch.org
  • Denise Allvord, 480-570-0267, dallvoard@cox.net

Languages

  • English
  • Spanish

Timeline

Innovation Specialist II

Arizona Financial Credit Union
07.2016 - Current

Project Administrator

Arizona Financial Credit Union
07.2016 - Current

Teleservices Consultant / Organizational Help Desk

Arizona Financial Credit Union
07.2016 - Current

Contact Center Specialist

Arizona Financial Credit Union
07.2016 - Current

Business Banking Manager

Arizona Financial Credit Union
07.2016 - Current

Treasury Management Operations Manager

Arizona Financial Credit Union
07.2016 - Current

Service Manager

Desert Financial Credit Union
06.2013 - 05.2016

Member Service Representative

Desert Financial Credit Union
06.2013 - 05.2016

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JONATHAN CAMACHO RODRIGUEZ