Joseph Rodriguez
San Jose,California
Overview
8
8
years of professional experience
Work History
MEMBER SERVICE REPRESENTATIVE III
Navy Federal Credit Union
Santa Ana, CA
12.2023 - 08.2025
- Assisted members with the preparation and submission of consumer, mortgage, equity, retirement investment, and credit card applications.
- Delivered financial literacy presentations on college campuses and military organizations, providing education on financial planning, consumer protections, and informed decision-making.
- Managed administrative and compliance-related functions, including reviewing regulatory filings and internal recordkeeping procedures to support institutional compliance and audit preparedness.
PERSONAL FINANCE AND INVESTING INSTRUCTOR
Juni Learning
11.2021 - 07.2025
- Instructed students at the high school level on economics and other related subjects, including trigonometry, statistics and personal finance.
- Developed and introduced new course modules based on student interest and feedback, including cryptocurrency, investing in the stock market, and entrepreneurship.
LEGAL ASSISTANT
Furubotten Law, APC
01.2023 - 05.2023
- Provided administrative support to the attorney and paralegal by communicating with clients, handling intake responsibilities, managing schedules, organizing legal files, and filing basic legal documents.
- Drafted declarations and correspondence on behalf of clients, while receiving high praise for my thoroughness and efficiency.
STARBUCKS BARISTA/TRAINER
Starbucks
Fullerton, CA
01.2018 - 01.2022
- Trained new team members with positive reinforcement and respectful, encouraging coaching.
- Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management.
Education
Juris Doctorate -
Santa Clara University School of Law
06-2028
Bachelor of Arts - Economics
University of California, Irvine
06.2023
Skills
- Highly proficient in Microsoft Suite (Excel, Power Point, Word, Outlook)
- Highly proficient in Acrobat Adobe Pro
LANGUAGES
Spanish - Professional Working
Professional Working
Romanian - Professional Working
Professional Working
RELEVANT COURSES
Illegal Economics (Spring 2023), Economics of Law (Fall 2023), Criminal Law (Fall 2025), Tort Law (Fall 2025), Property Law (Spring 2026), and Legal Research and Writing II (Spring 2026).
Timeline
MEMBER SERVICE REPRESENTATIVE III
Navy Federal Credit Union
12.2023 - 08.2025
LEGAL ASSISTANT
Furubotten Law, APC
01.2023 - 05.2023
PERSONAL FINANCE AND INVESTING INSTRUCTOR
Juni Learning
11.2021 - 07.2025
STARBUCKS BARISTA/TRAINER
Starbucks
01.2018 - 01.2022
Juris Doctorate -
Santa Clara University School of Law
Bachelor of Arts - Economics
University of California, Irvine