Roda Jimenez
Summary
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
10
10
years of professional experience
Work History
Direct Consumer Lending Loan Consultant
U.S Bank N.A
01.2021 - 10.2024
- Serve as a key member of departmental management, actively assisting with resolving customer issues and complaints
- Designed a proficient Excel sheet for sales tracking purposes that elevated organizational revenues and pinpointed discrepancies in applications
- Developed an informative FAQ Word document to support team members in acquiring product knowledge
- Facilitate the growth of the sales team through mentoring, coaching, and developing their understanding of products and services
- Develop strong rapport with clients to ensure repeat business and encourage customer loyalty
- Proficient in providing guidance on the range of US Bank's mortgage options
- Provided support to clients navigating the process of applying for home equity, smart refinance, personal loans and lines of credit
- Generate various types of consumer loans which included home equity loans, unsecured personal loans and lines of credit
- Manage client interactions to gather necessary documents and finalize loan applications
- Assess and analyze complex client applications and profiles to effectively apply credit risk policy, enhancing decision making
- Analyze customers' profiles in QMEN, look at risk factors, credit reports, and full history to increase the approval process
- Ensure the accuracy of customer data by utilizing various platforms including Fusion, Sales Force, and Hogan to prevent potential fraud incidents
- Enhance department productivity through efficient policy management on SharePoint
Licensed Client Relationship Consultant
U.S Bank N.A
01.2019 - 01.2021
- Established and maintained trust with customers by personally connecting with them and educating them, leading to stronger relationships
- Collaborated with specialists to facilitate connections between clients and financial experts who address diverse financial requirements
- Delivered tailored and personalized solutions by proactively engaging clients in meaningful conversations and addressing their business and personal requirements
- Resolved client issues in a courteous and urgent manner, escalating when necessary and advocating for clients
- Leveraged banking expertise and extensive product knowledge to attract new mass affluent households by facilitating in/out of branch meetings with Business and High Net Worth clients
- Developed employee skillsets for identifying mass affluent opportunities in the retail segment through mentoring sessions
Relationship Banker
Chase Bank
06.2014 - 12.2018
- Established and maintained trust with customers by personally connecting with them and educating them, leading to stronger relationships
- Collaborated with specialists to facilitate connections between clients and financial experts who address diverse financial requirements
- Delivered tailored and personalized solutions by proactively engaging clients in meaningful conversations and addressing their business and personal requirements
- Resolved client issues in a courteous and urgent manner, escalating when necessary and advocating for clients
- Leveraged banking expertise and extensive product knowledge to attract new mass affluent households by facilitating in/out of branch meetings with Business and High Net Worth clients
- Developed employee skillsets for identifying mass affluent opportunities in the retail segment through mentoring sessions
Education
Bachelor of Business Administration - Concentration on Management
Rober Morris University
Orland Park, ILSkills
- Loss Mitigation and Risk evaluation
- Portfolio Management
- Complex Problem-Solving
- Real Estate Loans
- Documentation Review
- Loan Processing
- Relationship Management
- Sales leadership development
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Languages
Arabic
Full Professional
Timeline
Direct Consumer Lending Loan Consultant
U.S Bank N.A
01.2021 - 10.2024
Licensed Client Relationship Consultant
U.S Bank N.A
01.2019 - 01.2021
Relationship Banker
Chase Bank
06.2014 - 12.2018
Bachelor of Business Administration - Concentration on Management
Rober Morris University
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