Michelle Rodriguez
Kissimmee
Summary
Experienced Relationship Manager with a strong track record in effectively managing clients' accounts. Skilled in establishing and maintaining productive relationships with clients, vendors, and colleagues at all levels of the organization. Highly dedicated and focused, able to prioritize and complete multiple tasks without compromising quality. A self-directed and energetic professional who is flexible and adaptable, possessing excellent interpersonal skills. Proficient in managing multiple projects and delegating tasks effectively. Offers expertise in financial reporting, accounting, and billing. Analyzes account payment histories, schedules payment timelines, and communicates with clients to minimize aging accounts and increase revenue flow. Identifies the cause of short- and non-paid items and collaborates with various departments to resolve issues. Maintains regular communication with internal and external contacts to ensure current accounts. Additionally, produces daily and monthly reports for clients and senior management team.
Overview
20
20
years of professional experience
Work History
Payment automation – Media Relationship Manager
Eden Red Pay
10.2021 - Current
- Managed and provide all necessary customer services, including product delivery, supplier enablement, supplier
support, and ongoing account support - Knowledgeable of all accounts payable options and processes
- Accurately answered customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or
engagement of other departments - Educated customer on best practices and processes regarding accounts payable processing
- Confidently lead customers through conference calls and training
- Proactively managed vendor enablement campaigns and databases
- Provide necessary reporting to customers timely
- Built excellent client relationships by providing top tier service with exceptional turn around and response time
- Processed high volume vendor invoices accurately and within timely manner
- Handled administrative tasks for the Finance Department
- Reports, Refunds, Reconciliation
- Competent with spreadsheets and databases
- Actively participated in team enhancement by offering ideas and input to support and enhance current
Company products, processes, and programs, and work collaboratively to ensure customer success - Provide training and assisted with coaching and development of new and existing team members
- Performed all duties within assigned timeline and effectively communicate progress of assigned tasks
- Took ownership of other special projects and assignments to support the business as needed
- Brought energy and a positive attitude to ensure positive excellent overall customer experience
- Collaborated with cross-functional teams to identify opportunities for upselling and cross-selling financial products and services
- Acted as the main point of contact for all client inquiries, resolving issues promptly and ensuring customer
satisfaction - Delivered presentations on market trends, investment strategies, and economic outlooks to educate clients on
potential opportunities and risks - Participated in industry conferences and networking events to expand professional network and stay updated on
industry trends.
Front Desk Agent
Hilton
05.2021 - Current
- Greet and welcome guests in person and on the phone; answer and direct inquiries to designated department
- Maintain logbooks, including sign-in/out logs, front desk expenditures, and calls received
- Pick up and sort daily incoming correspondence and deliver sorted mail to addresses
- Maintain executive managers’ calendars by planning and scheduling conferences, teleconferences, and travel
- Develop and utilize effective filing and retrieval systems and maintain office supplies by placing orders and evaluating new products
- Manage front office reception area by cleaning and organizing desk and visitor lobby
Operations Manager
BMO Harris Bank
02.2019 - 11.2021
- Ensured compliance with state and federal banking regulations
- Provided ongoing feedback to staff
- Tracked loan payments and addressed late payment issues
- Assisted customers with the loan application process
- Performed quarterly internal audits
- Monitored staff performance and provided biweekly evaluations
- Maintained inventory of banking supplies
- Supervised all banking operations
- Developed efficient training procedures
- Hired and trained banking staff
- Maintained staff payroll information and ensured timely disbursements
- Ensured that all client account information was kept confidential
- Maintained ongoing relationships with local businesses
Assistant Operations Manager
JPMorgan Chase & Co
02.2005 - 01.2019
- Overseeing daily banking operations: This involves managing the day-to-day operations of the bank, ensuring that all processes are running smoothly and efficiently
- Setting and achieving sales targets for the bank's products and services and ensuring that these targets are met
- Managing bank staff: This includes hiring, training, and supervising bank staff to ensure that they are performing their duties effectively and providing excellent customer service
- Ensuring compliance with banking laws and regulations: This involves staying up to date with the latest banking laws and regulations and ensuring that the bank follows these rules
- Managing customer relationships: This includes handling customer complaints, resolving disputes, and ensuring that customers are satisfied with the bank's services
- Monitoring financial performance and making necessary adjustments to improve profitability
- Implementing risk management processes: This involves identifying potential risks and implementing strategies to mitigate these risks
- Conducting regular audits
- Process Wires, Audit Safe deposit boxes, ATMS, Vault and audit all tellers to ensure compliance is met
Education
High School Diploma -
Boys And Girls High School
Brooklyn, New YorkSkills
- Relationship Building
- Fluent and literate in Spanish
- Account Management/Retention
- Accounting software
- Office Management
- Organizational skills
- Sage
- B2B (5 years)
- SaaS (5 years)
- Bank Reconciliation
- Computer skills: Advanced proficiency in Microsoft
Office, Salesforce, Database Management,
Paysystem, Outlook, QuickBooks - Accounts Receivable
- Accounts Payable
- ERP systems
- Jira
- Time management
Communication
Implemented new procedures and technologies that improved efficiency and streamlined operations.
Leadership
Successfully led a team to exceed sales goals while maintaining excellent customer satisfaction scores.
Timeline
Payment automation – Media Relationship Manager
Eden Red Pay
10.2021 - Current
Front Desk Agent
Hilton
05.2021 - Current
Operations Manager
BMO Harris Bank
02.2019 - 11.2021
Assistant Operations Manager
JPMorgan Chase & Co
02.2005 - 01.2019
High School Diploma -
Boys And Girls High School
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