Shannon Rodriguez
Cincinnati
Summary
Motivated and detail-oriented professional with a strong background in project coordination, inventory control, and documentation. Skilled in strategic planning, market analysis, and customer relationship management. Eager to leverage financial experience and a proactive approach to support business needs while honoring company ethics and preserving confidentiality.
Overview
17
17
years of professional experience
Work History
Sales & Marketing Representative
MassMutual Ascend
04.2023 - Current
- Utilize comprehensive knowledge of annuity products to effectively support advisors by clearly communicating product features, rates, and benefits.
- Collaborate with Operations and New Business teams to ensure a smooth sales process, promptly resolving issues related to applications and policy processing.
- Assist in the onboarding and training of new team members, sharing product knowledge and best practices.
- Provide reliable support to team members as needed, maintaining high levels of advisor assistance.
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
Vendor Manager
Online Design
01.2019 - 01.2023
- Issued invoices to vendors, project teams, and shipping contacts for the shipment of all items.
- Ensured compliance with Bag & Tag procedures and facilitated on-time payments.
- Reviewed and approved supplier invoices for Accounts Payable.
- Addressed blocked invoices and tracked credit and invoice corrections.
- Managed vendor performance to maximize profitability and achieve financial objectives.
- Reduced costs by identifying opportunities for consolidation of services and strategic partnerships with key suppliers.
AVP Manager, Operations Support
US Bank
01.2016 - 01.2019
- Managed a team of 22 staff members, providing support across various departments within the mortgage default sector.
- Planned and executed departmental changes to enhance process efficiency and accuracy.
- Developed and implemented a new employee evaluation process, resulting in significant performance improvements.
Default Management Support Supervisor
US Bank
01.2013 - 01.2016
- Supervised a team of 20, providing constructive feedback and promoting career growth.
- Conducted day-to-day auditing for accounts requesting workout options.
- Managed documentation processing, including copying, logging, and scanning.
Retention Supervisor
US Bank
01.2012 - 01.2013
- Oversaw a team of 23, providing feedback and supporting long-term career development.
- Compiled reports to ensure timely processing of workout options and verified data integrity.
Collections Supervisor
US Bank
01.2011 - 01.2012
- Led a team of 11, achieving company goals within the 60-149 delinquency status.
- Offered and guided customers through workout options, including modifications and repayment plans.
M.A.P. Supervisor
US Bank
01.2010 - 01.2011
- Managed a team of 25, contributing to the establishment of a new department through hiring and procedural implementation.
- Ensured comprehensive review and reporting of accounts and customer interactions.
Collections Specialist
US Bank
01.2008 - 01.2010
- Collected on delinquent accounts, providing customers with options to prevent foreclosure.
Education
High School Diploma -
Western Hills High School
Cincinnati, OH01.1997
Skills
- Project Coordination
- Inventory Control
- Team Leadership and Training
- Customer Relationship Management (CRM)
- Financial Analysis
- Process Improvement
- Target market identification
Timeline
Sales & Marketing Representative
MassMutual Ascend
04.2023 - Current
Vendor Manager
Online Design
01.2019 - 01.2023
AVP Manager, Operations Support
US Bank
01.2016 - 01.2019
Default Management Support Supervisor
US Bank
01.2013 - 01.2016
Retention Supervisor
US Bank
01.2012 - 01.2013
Collections Supervisor
US Bank
01.2011 - 01.2012
M.A.P. Supervisor
US Bank
01.2010 - 01.2011
Collections Specialist
US Bank
01.2008 - 01.2010
High School Diploma -
Western Hills High School
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