Rosely Molina Arreola
Fresno,CA
Summary
Financial Services Professional with over 10 years of experience in consumer lending, insurance services, branch operations, and leadership roles. Extensive experience in loan processing, credit review, collections, compliance, and customer relationship management. Proven ability to manage branch operations, lead teams, improve performance, and resolve complex financial situations for clients. Licensed Life Insurance Agent with experience managing applications, underwriting requirements, and financial protection solutions. Bilingual in English and Spanish with strong communication, organizational, and client service skills.
Overview
10
10
years of professional experience
2020
2020
years of post-secondary education
1
1
Certification
Work History
Assistant Manager
Mariner Finance
Fresno
08.2023 - Current
- Assisted in managing daily operations and workflow for finance services.
- Supported staff training and development to enhance team performance.
- Coordinated customer interactions to ensure satisfaction and service quality.
- Identified needs of customers promptly and efficiently.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Utilized various software and tools to streamline processes and optimize performance.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Life Insurance Agent
Primerica
Fresno
03.2023 - 01.2026
- Educated clients on life insurance policies and financial solutions.
- Developed personalized financial plans based on client needs.
- Conducted regular follow-ups to ensure client satisfaction and engagement.
- Utilized CRM software to track client interactions and document activities.
- Assisted clients in completing insurance applications and documentation accurately.
- Provided ongoing support for policyholders regarding claims and inquiries.
- Prepared quotes for prospective customers based on their individual needs.
District Manager
Apoyo Financiero
Fresno
01.2021 - 08.2023
- Managed daily operations across multiple branches to ensure compliance and efficiency.
- Developed training programs for staff to enhance customer service skills and knowledge.
- Coordinated marketing initiatives to promote financial products and services effectively.
- Processed loan applications and reviewed credit reports to determine whether customers met the criteria for loan approval.
- Issued final loan approval after verifying all required documents were received.
- Utilized automated underwriting systems (AUS) to expedite loan approval decisions.
- Collaborated with lenders, brokers, and other stakeholders throughout the loan approval process.
- Conducted market research to identify target audiences and trends.
Branch Manager
Apoyo Financiero
Fresno
07.2020 - 03.2021
- Managed daily branch operations and ensured compliance with financial regulations.
- Trained and developed staff to enhance customer service skills and productivity.
- Oversaw cash handling procedures and maintained accurate financial records.
Assistant Branch Manager
Apoyo Financiero
Fresno
03.2018 - 03.2019
- Assisted in managing daily branch operations and customer service activities.
- Coordinated staff scheduling and training programs for new employees.
- Implemented branch policies and procedures to enhance operational efficiency.
- Managed account collections through effective communication with clients.
- Reviewed account details to identify outstanding debts and payment arrangements.
- Negotiated payment plans with clients to facilitate debt recovery.
- Resolved client inquiries regarding their accounts and payment options promptly.
- Maintained detailed records of collections efforts for reporting purposes.
Jr Customer Service
Apoyo Financiero
Fresno
01.2016 - 03.2018
- Processed loan applications, payments, collections, and provided high-volume customer service support.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Bachelor of Science - Business
Clovis Community College
Clovis, NM 03.2024 - 03.2026
Associate of Arts - Chaplain Ministry
Georgia Theological University
Florida City, FL 01.2024 - 03.2025
Fresno Unified
FresnoSkills
- Financial analysis
- Customer service
- Project management
- Team collaboration
- Time management
- Training development
- Collections best practices
- Case investigation
Languages
English
Professional
Spanish
Professional
Certification
- Life Insurance
Timeline
Bachelor of Science - Business
Clovis Community College
03.2024 - 03.2026
Associate of Arts - Chaplain Ministry
Georgia Theological University
01.2024 - 03.2025
Assistant Manager
Mariner Finance
08.2023 - Current
Life Insurance Agent
Primerica
03.2023 - 01.2026
District Manager
Apoyo Financiero
01.2021 - 08.2023
Branch Manager
Apoyo Financiero
07.2020 - 03.2021
Assistant Branch Manager
Apoyo Financiero
03.2018 - 03.2019
Jr Customer Service
Apoyo Financiero
01.2016 - 03.2018
Fresno Unified