Joshua Dodge
Wentzville,MO
Summary
Highly analytical and versatile professional with solid educational background and progressive work experience in financial operations, transactional processing, and customer service. Extensive knowledge in marketing, methods for promoting, and selling services and products, with the ability to conceptualize and execute sales promotion schemes to increase brand visibility.
Overview
12
12
years of professional experience
Work History
Loan Closing Analyst
CITIBANK, N.A.
06.2021 - Current
- Work daily with bankers and underwriters on gathering the corresponding documents for real estate or non-real estate small business loans.
- The small business loans I work with are SBA 7a, SBA 504 1st and 2nd, SBA RRC Express, Commercial Mortgages, Term Loans, RRC’s, SBLC, and ACH's.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges..
- Cultivated relationships with industry leaders and within company to share tips and information.
- Validated results and performed quality assurance to assess accuracy of data.
Ops Support Assistant 4
Citigroup Inc
05.2017 - 06.2021
- Operations processor position completing daily operations for a group performing complex processes and requiring good processing skills
- Individual and team responsibilities include timely and accurate completion of complex tasks, data validations of products in support of operations, audit and agency initiatives
- Cultivated strong working relationships with clients by delivering personalized service tailored to their specific needs and preferences.
- Assisted in the development of training materials and resources for the support team to enhance overall performance levels.
- Achievements:
- Have received multiple “Thank You” Rewards in house for helping when I went beyond my daily processes
- Demonstrated a strong record of accomplishment for working collaboratively with cross-functional teams
- Consistently met performance and quality benchmarks for professionalism and problem resolution.
Manager
GOODCENT’S DELI FRESH SUBS
11.2011 - 02.2019
- Managed and motivated employees to be productive and engaged in work.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Onboarded new employees with training and new hire documentation.
- Improved marketing to attract new customers and promote business.
Group Benefits Account Manager
THE DANIEL AND HENRY COMPANY
01.2016 - 12.2016
- Developed RFPs for the Account Executives resulting in volume growth, market share increase and profitability
- Formed account teams and coordinated team activities while minimizing sales and marketing costs
- Actively updated account plans based on changing market, customer conditions, and competitive activity
- Developed and implemented strategic initiatives to optimize the performance of key accounts while securing relationships with key internal contacts
- Coordinated open enrollment periods for multiple accounts simultaneously, ensuring smooth transitions between plan years.
- Managed a diverse portfolio of accounts, ensuring timely and accurate benefits enrollment and administration for all clients.
Customer Service II Representative
SCOTTRADE, INC
09.2014 - 10.2015
- Provided excellent customer service, resolved issues and responded to clients’ inquiries regarding bank and brokerage
- Ensured proactive customer service and sales techniques with the highest degree of courtesy
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
Education
Bachelor of Science Business Administration, Marketing -
UNIVERSITY OF MISSOURI–ST. LOUIS
12.2014
Skills
- Analytical Thinking
- Team Collaboration and Leadership
- Documentation And Reporting
- Compliance Analysis
- Workflow Analysis
- Regulatory Compliance
- Audit Support
- Deadline Adherence
- MS Excel, Word, Powerpoint, OneNote
- SBA CAFS
- AFS
Timeline
Loan Closing Analyst
CITIBANK, N.A.
06.2021 - Current
Ops Support Assistant 4
Citigroup Inc
05.2017 - 06.2021
Group Benefits Account Manager
THE DANIEL AND HENRY COMPANY
01.2016 - 12.2016
Customer Service II Representative
SCOTTRADE, INC
09.2014 - 10.2015
Manager
GOODCENT’S DELI FRESH SUBS
11.2011 - 02.2019
Bachelor of Science Business Administration, Marketing -
UNIVERSITY OF MISSOURI–ST. LOUIS