Vanessa Soto
Gregory
Summary
Analytical professional with a strong background in data analysis and project management. Recognized for effective communication skills and attention to detail, contributing to successful product development and enhanced customer satisfaction.
Overview
3
3
years of professional experience
Work History
Central Operations Product Coordinator
RBFCU
Live Oak
12.2025 - Current
- Supported product development by coordinating with cross-functional teams.
- Monitored market trends to identify potential product opportunities.
- Maintained project timelines and communicated updates to stakeholders regularly.
- Prepared presentations for internal meetings outlining ideas for improving existing products or launching new ones.
- Assisted in the development of new product lines by researching market trends and competitor offerings.
- Created detailed reports on product performance and presented findings to senior management.
- Defined and analyzed product metrics to facilitate growth of product.
Asset Protection Specialist
RBFCU
Live Oak
04.2024 - 12.2025
- Managed client accounts to ensure satisfaction and retention.
- Coordinated communication between clients and internal teams effectively.
- Analyzed client needs to recommend appropriate services and solutions.
- Conducted regular follow-ups with clients to maintain strong relationships.
- Prepared reports on account performance for management review.
- Provided exceptional customer service by responding promptly to phone calls and emails from customers.
- Received, prioritized and responded to multiple points of customer communication.
- Collaborated with other departments to resolve problems related to customer accounts.
Member Service Representative
RBFCU
Live Oak
07.2023 - 04.2024
- Provided exceptional customer service to members in a friendly and professional manner.
- Resolved member concerns promptly, ensuring a positive experience at all times.
- Assisted members with account inquiries and transaction processing efficiently.
- Educated members on various financial products and services available.
- Maintained knowledge of credit union policies and procedures for effective support.
- Handled cash transactions securely, ensuring compliance with financial regulations.
Education
BBA - Business Administration
University of The Incarnate Word
San Antonio, TX05-2023
Skills
- Product research
- Market trend analysis
- Data analysis
- Trend analysis
- Customer relationship management
- Stakeholder communication
- Visual communication
- Microsoft office
- Relationship management
- Time management
- Collaboration
- Effective communication
- Project coordination
Timeline
Central Operations Product Coordinator
RBFCU
12.2025 - Current
Asset Protection Specialist
RBFCU
04.2024 - 12.2025
Member Service Representative
RBFCU
07.2023 - 04.2024
BBA - Business Administration
University of The Incarnate Word