Rachel Rodriguez
Lehigh Acres,FL
Summary
Welcoming clerical professional experienced in processing, managing, and maintaining data. Creates, records, and analyzes information, to assist with meeting compliance and retention guidelines for district mandates. Provides detailed written and verbal correspondence to assist team with records requests and assigned tasks. Expertise in customer service, technical understanding, documentation, reporting, and process improvement.
Overview
12
12
years of professional experience
Work History
Information Specialist
Lee County School District
03.2019 - Current
- Organized information by studying, analyzing, interpreting and classifying data.
- Prepared reports by collecting, verifying, updating and imputing summarized information.
- Prepared, processed, and submitted all incoming and outgoing requests for records
- Verified gradebook and attendance reports for completion, accuracy, and compliance.
- Maintained daily attendance submissions for all students
- Worked closely with support staff to assist with daily clerical duties to create cohesive daily routine in executing tasks and help teachers, students, and parents with any questions or issues.
- Collected and distributed messages to team members, admin, and department heads to support open communication and high customer service
- Helped office staff prepare reports and presentations for internal or related use
Principal Secretary/ Office Manager
Gateway Charter Schools
02.2016 - 04.2020
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for school database.
- Managed office operations while scheduling appointments for department managers.
- Coached new hires on company processes
- Coordinated special projects and managed schedules.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Assisted in organizing assignments to drive operational excellence.
- Developed detailed plans based on broad guidance and direction.
Senior Bank Teller
Wells Fargo Bank
08.2011 - 09.2015
- Assisted customers with setting up accounts, completing loan applications, compliance, and signing up for new services in both English and Spanish.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Enforced compliance with bank regulations and policies to enhance and maintain federal guidelines.
- Processed wide variety of retail/personal banking transactions, loans, and correspondence for residential and commercial customers.
Education
No Degree - Paralegal Studies
Southwest Florida College
Fort Myers, FlHigh School Diploma -
Riverdale High School
Fort Myers, FL05.1998
Skills
- Written/ verbal correspondence and communication
- Regulatory Compliance
- Records Management Systems
- Administrative Support
- Reading Comprehension
- Social Perceptiveness
- Speaking
- Systems Analysis
- Coordination
- File management
- Microsoft Office
- Records organization, preparation, and distribution
- Retention Requirements
- Customer Service
- Data Communications
- Clerical and admin support
- File Documents
- Information Updates
- Spreadsheet Tracking
- Customer Service
- Verbal and written correspondence
- Sorting and labeling
- Documentation and reporting
- Professional demeanor
- Multi-line Telephone Systems
- Critical Thinking
- Mail handling
Languages
Spanish
Native or Bilingual
Timeline
Information Specialist
Lee County School District
03.2019 - Current
Principal Secretary/ Office Manager
Gateway Charter Schools
02.2016 - 04.2020
Senior Bank Teller
Wells Fargo Bank
08.2011 - 09.2015
No Degree - Paralegal Studies
Southwest Florida College
High School Diploma -
Riverdale High School
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