Rodney Patrick

• Directed and influenced by a team of 100+ individuals to complete a specific task for a daily process assisting warehouse production; Accommodated associates on warehouse compliance and basic self-improvements; Corresponded with management and HR about associate issues or complaints; Completed timely and accurate daily logs to keep internal reporting accurate and effectively track materials movements in a fast-paced environment; Prepared orders for shipment by systematically picking, packing and labeling merchandise; Maintained accurate inventory records to provide data for use in audits and completion of order requests; Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies; Weekly motivational and inspirational messages; Coaching new team members on maintaining a strong mindset and creative tips to be the leader they are from within; Direct inbound & outbound logistics operations, such as transportation or warehouse activities, safety performance, or logistics quality engagement; Provided directional leadership for staff coaching skills, development, and technical support; Identified root cause of service level agreement misses and provided analysis and corrective actions that resulted in a 42% improvement in the first three months of hire; I also took on the Safety Chairman job at my building; My building injuries was at a all time high of 89% I put in a plan, added employees to my safety team, work with our building cleaning team, maintenance department in up-keeping; Working with our senior manager on creating a safe workplace; Goal was to reduce injuries to 31% I was able to get it down to 12%.
• Assessed employee development needs and provided feedback on their progress towards meeting goals.
• Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
• Implemented innovative strategies that reduced operating costs while maintaining high levels of customer satisfaction.
• Ensured compliance with safety regulations and maintained a safe work environment for all personnel.
• Developed key performance indicators to measure effectiveness of operational processes.
• Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
• Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
• Monitored and improved efficiency of processes, team performance, and customer service.
• Managed scheduling, training and inventory control.

• Tracked company inventories and ordered new products to replenish equipment levels; Conducted regular audits of processes to ensure compliance with regulations and industry standards; Conducted regular walk throughs and inspections of company facilities to verify adherence to safety standards; Identified opportunities for increasing productivity through increased automation or other strategies; Utilized problem solving skills to anticipate potential risks or obstacles within the organization; Provided leadership in creating innovative methods for streamlining business processes; Managed the daily operations of multiple departments to maximize efficiency; Strategized with leadership to stay ahead of changing customer needs and labor planning concerns; Analyzed financial data to identify trends and develop solutions that improved profitability; Receiving incoming calls from clients with questions about their investment's portfolio, web access, account maintenance; Helping clients with the correct paperwork, for estate processing documents, showing clients step by step process of filing out the correct forms for moving cash, adding beneficiaries along with correcting any documents that have come into our center; Solve questions for the clients who have different types of IRA accounts, 401k rollover, brokerages cash vs standard brokerages accounts, mutual fund investments, tax issues, tax questions, tax reporting cost basis, open and close tax lots, cd's, & different bonds; Giving client guidance and showing them the options of online access on how to move funds from checking & savings accounts, also with website navigation guidance; Educating management when there are new steps in place within the guide, reaching out to the financial advisors when their client needs help with their accounts, family issues, and other investments matters; Focus on Community Awards, Volunteerism Awards, Excellence First notifications I have received from my team members; I really believe we must give back to our community and revise our company; I also was promoted to Services & Operations Field Implementation Project Analysis where I completed metrics and status reports to report progress against project objectives and milestones, including writing project charters and statements of work; Created implementation project plans; provided issue tracking, resolution, and escalation of critical issues; Created the governance model required to manage and oversee all functional areas involved in the project and implementation process, operations, conversion teams, product, technology, client service, legal, risk, tax, local market experts; Contributed to multiple process improvements including updating client-facing tools and resources; Working with the financial advisors on personal communication data systems with clients; Responded to telephone inquiries and complaints following standard operating procedures; Maintained knowledge of company products to provide helpful suggestions and recommendations to customers; Conducted regular follow-up calls with customers after resolving their issues; Developed positive relationships with customers through friendly interactions; Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
• Maintained accurate records of customer interactions and transactions.
• Researched best practices within the industry in order to stay up-to-date on trends related to contact centers.
• Assisted agents with complex customer inquiries by providing guidance or escalating issues to appropriate departments when necessary.
• Assigned tasks according to individual strengths in order to optimize team performance.

• Collaborated closely with other team members to develop innovative solutions for challenging problems facing the firm's clients; Researched industry sectors to identify emerging growth areas that could yield attractive returns; Coordinated activities between internal departments and external vendors; Organized conferences with industry experts to facilitate dialogue among clients regarding market conditions and trends; Participated in meetings with portfolio company management teams to discuss operational issues affecting performance; Developed financial models to analyze investment opportunities and assess risk and return dynamics; Maintained up-to-date knowledge of regulatory developments impacting the brokerage industry; Prepared detailed reports summarizing key metrics related to current holdings or prospective investments; Liquidation Underwriting Mortgage Servicing Short Sales and Deed in Lieu Negotiator Educated clients on the current real estate market and answered any questions they had; Counseled Customers on market current status for residential and land markets Educating home buyers and sellers through the process of short sales; Verified that the legal formalities were completed prior to closing dates; Negotiated contracts and coordinated with lenders, attorneys and investors; Updating clients, realtors, sellers and buyers through written communication regarding the status of their file and any additional document requests/information that the lender may ask for; Responsible for maintaining an accurate record of progress in files of communication from lenders relating to requests or updates on client files team oriented in that it takes the cooperation of clients, title companies, lenders, realtors, the processor, as well as the attorney all working together to make the short sale process successful; Reviewed, edited and proofread legal documents for proper grammar, spelling, and punctuation and formatting income calculations; Working with Freddie Mac, Fannie Mae on all short sale and deed in lieu deals; Ability to work on various loan products and complex loans such as FHA, VA, MHDC, USDA, Conventional, ability to analyze, validate, review investor's guidelines, credit, Income, assets, appraisals for loan submission; Effectively pays great attention to accuracy and details to reduce loan errors, potential fraud and loan deficiencies; Submit loan to underwriting for initial, conditional and final approval in timely manner; Review loan documentation for accuracy and address any red flags; Coordinate with loan processor, loan officer and settlement agent to acquire all documentation needed for initial closing disclosure; Ensure weekly Kept Informed Routines are completed with customer Generate initial closing disclosure, working loans from start to finish; Assist manager with daily loan assignments as well as ensure out of office associate pipelines were covered; Analyze credit report and customer documents to calculate income, assets and debts to ensure loan and debt ratios fit within product and program guidelines; Complete audits on loans prior to going to closing to ensure quality standards were met Enter loan application and obtain required documentation needed for loan approval Created and maintain excel spreadsheets to track progress on current loans in process.
• Assisted with preparing documents necessary for transferring ownership of assets being sold.
• Facilitated communication between various stakeholders involved in the asset liquidation process.
• Reviewed financial statements and other documents to identify potential buyers of liquidated assets.
• Identified potential tax implications associated with asset dispositions and recommended appropriate strategies to minimize taxes owed.
• Provided support in developing procedures for identifying, evaluating, and disposing of surplus or obsolete inventory.
• Analyzed financial data related to asset dispositions and provided recommendations for future actions.

• Managed multiple projects simultaneously while adhering to strict deadlines.
• Maintained accurate records of customer interactions, transactions and inquiries.
• Resolved customer complaints quickly and efficiently.
• Answered incoming calls promptly and professionally.
• Collecting funds back from the U.S Treasury Department and placing the funds into a Bank of America special account that we have across the USA If the customer is due for reclamation, I reach out to them by phone or email or postal mail to collect the funds back from the deceased customer family members & give it back to the Treasury Department so Bank of America will not get a fine

• I also have security clearance with the treasury office. Coordinated with stakeholders to identify potential issues related to land use, water quality, air quality and other environmental concerns.

• Engaged local communities in discussions about land use planning initiatives intended to protect natural resources while promoting economic growth.

• Developed and implemented reclamation plans in accordance with applicable regulations and standards.

• Researched new technologies related to reclamation operations that could improve efficiency or reduce costs.

• Reviewed data from monitoring systems used to track site conditions over time.

• Ensured that all necessary permits were obtained prior to initiating any work onsite.

• Identified trends in customer issues and provided recommendations for resolution.
• Followed up with customers after purchases to ensure satisfaction.
• Evaluated team performance metrics against established standards on a regular basis.
• Monitored customer feedback surveys to identify areas of improvement.
• Coordinated with suppliers regarding delivery dates, product availability.
• Ensured compliance with applicable laws and regulations related to customer service.
• Collaborated with other departments such as Sales, Marketing, and Technical Support.
• Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
• Strengthened customer retention by offering discount options.
• Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
• Liaised between customers and retail buyers to expedite orders and meet customer demands.
• Prepared and evaluated CRM reports to identify problems and areas for improvement.
• Provided top quality control and eliminated downtime to maximize revenue.