Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Mark Rodriguez

Walla Walla,WA

Summary

Skilled Assistant Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Overview

9
9
years of professional experience

Work History

Assistant Branch Manager

Columbia State Bank
Walla Walla, WA
09.2018 - Current
  • Started off as a Personal Banker recommending and explaining banking services and products to clients based on their needs
  • Managing client bank accounts, including opening and closing accounts, and overseeing transactions
  • Presenting and selling banking services and products to existing and prospective clients
  • Wrote and administered employee performance reviews to monitor customer service and personal sales of two-member team.
  • Later became the Assistant Branch Manager, manage the bank staff members, provide customer service when situations require your insight, watch for compliance issues in our daily operations, act as manager when the branch manager is not present, support the staff and encourage them to meet goals, and assist the branch with production goals
  • Passed two yearly audits.
  • Developed sales strategy to meet established sales objectives.
  • Managed branch size of over $40 million in deposits and team of 3 full and part-time employees.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Wrote and administered employee performance reviews to monitor customer service and personal sales of 3-member team.

Mortgage QA Specialist II

Banner Bank
Walla Walla, WA
02.2016 - 09.2018
  • Worked with underwriters to fix application problems and resolve issues.
  • Remained updated with latest information related to mortgage products and services being offered.
  • Reviewed loan files and updated to match current standards.
  • Reviewed Closing Disclosures before they are mailed out for accuracy.
  • Reviewed loan files before they are signed for accuracy.
  • Ran Reports to verify HMDA is being done correctly.
  • Reviewed unclosed loans for both denials and withdraws to verify they were processed correctly.
  • Ran Reports to verify there were no foul play happening with the mortgage department.

Line Production Laborer

Keystone RV
Pendleton, OR
06.2012 - 02.2015
  • Drilled floors, hung plywood to achieve production requirements.
  • Fast Paced Production Line that produced RVs from start to finish. I worked in several departments along the production line including cabinet shop, electrical, slide outs, and final finish.
  • Assembled products according to changing daily work orders and specific customer needs.
  • Inspected finished products for quality and adherence to customer specifications.
  • Maintained organized work area by cleaning and removing hazards.
  • Used coordination and planning skills to achieve results according to schedule.

Education

High School Diploma -

McLoughlin High School
Milton-Freewater, OR
05.2010

Skills

  • Good interpersonal skills:
  • Able to work with others as a team
  • Motivated person with quick learning abilities
  • Sales Support
  • Proactive and Focused
  • Operational Reporting
  • Audit Preparation
  • Computer skills: such as Office Word, Excel, typing 60 wpm
  • Adaptable to Changing Conditions

Accomplishments

  • Repeatedly received recognition from superiors for excellence in service.
  • Collaborated with team of 25 in the development of PPP Loan Program.
  • Supervised team of 3 staff members.
  • Received the "Bronze Star Emerging Leader Award” for exemplary performance and recognition for extraordinary leadership
  • Received several promotions, annual reviews, and merit increases.
  • Passed several audits within the bank.

Timeline

Assistant Branch Manager

Columbia State Bank
09.2018 - Current

Mortgage QA Specialist II

Banner Bank
02.2016 - 09.2018

Line Production Laborer

Keystone RV
06.2012 - 02.2015

High School Diploma -

McLoughlin High School
Mark Rodriguez