Summary
Overview
Work History
Education
Skills
Timeline
Generic

Leonson Rodriguez

Albuquerque,NM

Summary

Detail-oriented banking professional with four years of experience in managing general ledger accounts and expenses. Proven track record in enhancing processes through collaboration and thorough research, resulting in reduced outages. Recognized for exemplary teamwork and communication skills, contributing to the successful resolution of GL outages. Committed to furthering expertise in the financial and technical fields to drive continuous improvement and operational efficiencies. I am currently a student in business analytics, looking to increase my knowledge in business solution software and the analysis of business operations, to be able to fully assist in obtaining set goals for the company.

Overview

7
7
years of professional experience

Work History

Accounting Assistant

U.S Eagle Federal Credit Union
Albuquerque, NM
02.2023 - Current

• Complete daily balancing of general ledger accounts and expenses, while using internal and external financial reports and records.

• Assist in preparing monthly closings by creating journal entries and reconciling general ledger accounts and share accounts.

• Working with an internal auditor reviewing outage occurrences and outage reasons for branches, and Departments on outages or general ledger processes.

• Assist branch managers and leads on daily outages by researching accounts or shares in a timely and professional manner.

• Work and collaborate with external departments to improve processes with outage research, prevention and GL usage.

• Reconcile all corporate cards monthly by verifying all charges, and transactions are per policy and resolving any out-of- policy transactions.

• Soul Star Won in Q3 2024 by working with colleagues to resolve GL outages or answer any questions with a compassionate patient and understanding demeanor.

Member Experience Specialist II

U.S Eagle Federal Credit Union
Albuquerque, NM
07.2021 - 02.2023
  • Voted best customer associate in 2018
  • Assisted in training and developing new associates as a designated mentor.
  • Performed exceptionally well and composed when deescalating customer complaints and would also assist other departments and head cashiers in deescalating complaints in person and on the phone.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
  • Improved service quality and increased sales by developing strong knowledge of company's products and services.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Increased customer satisfaction ratings 20% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
  • Interacted with customers and retail buyers to follow-up on shipping statuses and expedited orders.

Merchandising Specialist

Lowes
Albuquerque, NM
09.2018 - 07.2021

• Worked on various projects that required accurate detail and exceptional organization

• Increased store project completion percentage by 30% by consistently meeting project deadlines on time or early.

• Increased sales by 10% in the first year as merchandiser.

• Configured and arranged up-to-date advertising and marketing displays, creatively placed merchandise on counters or tables to promote visibility and sales.

• Maximized potential for sales cycle success through effective promotion and product-display placement.

• Monitored and reordered inventory items to fulfill displays and executed design changes to align with available inventory.

• Taught sales staff to properly coordinate floor displays and counter displays to maximize promotional effectiveness.

• Collected, calculated and reported on expenditure and statistical data to inform senior management.

• Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and safety

Education

High School Diploma -

Rio Grande High School
Albuquerque, NM
05.2014

Some College (No Degree) - Business Analytics

Grand Canyon University
Phoenix, AZ

Skills

GL Reconciliations

GL Balancing

Financial Reporting

Fraud Detection

Bookkeeping

Process Improvement

Online Banking

Bilingual

Customer Service

Conflict Mediation

Project Management

Excel

Billing Processes

Timeline

Accounting Assistant

U.S Eagle Federal Credit Union
02.2023 - Current

Member Experience Specialist II

U.S Eagle Federal Credit Union
07.2021 - 02.2023

Merchandising Specialist

Lowes
09.2018 - 07.2021

High School Diploma -

Rio Grande High School

Some College (No Degree) - Business Analytics

Grand Canyon University
Leonson Rodriguez