Summary
Overview
Work History
Education
Skills
Timeline
Generic

WENDY RODRIGUEZ

Tampa,FL

Summary

Highly dependable, seasoned business professional with 15+ years' successful experience in different capacities. Special talent for managing and marketing. Known for accepting consistently increasing responsibilities. Proven ability to increase sales under pressure in fast paced environments, while cultivating positive productive relationships. Excellent at making connections and providing team support.

Overview

32
32
years of professional experience

Work History

Loan Partner/Marketing Manager

Pioneer Mortgage Funding
2023.06 - 2023.10
  • Process mortgage applications, contracts, review, gather and organize client documents.
  • Branch Marketing Manger.
  • Order title, appraisals, and insurance on new contracts.
  • Register loans with lenders and send disclosures.
  • Maintain various tracker log spreadsheets for loan monitoring, real estate partnerships, and applicants.
  • Loan file auditing.
  • Encompass proficient.
  • Provide mortgage quotes to clients.
  • Send Friday updates to agents, title and clients on the status of the loan.

Loan Partner-Marketing-Personal Assitant

NFM Lending
2017.08 - 2023.06
  • Executive and Personal assistant to owner as needed.
  • Process mortgage applications, contracts, review, collect, and organize client documents.
  • Order insurance, and appraisals
  • Marketing event coordinator to multiple loan officers.
  • Created engaging creative content for social media.
  • Implement custom strategies to grow loan officer’s businesses on an individual basis.
  • Network with like-minded business professional to promote and grow each other’s reputation in the community.
  • Monthly expense reports, maintain excel logs for data tracking. Used Surefire a high profile CRM system for flyers, marketing, and data tracking.

Administrative Assistant/Billing Professional

USF Health
2014.09 - 2017.08
  • Assistant to the Hospital Director and Hospitalist Group of 16 Physicians, On-site hospital project management.
  • Coordinate admission and discharge documents, admission, and discharge data tracking.
  • Monthly percentages reports, fax daily medical records to pediatric offices. Various medical clerical duties.
  • Schedule events and meetings, take meeting minutes, project management.
  • Pediatric medical billing by codes.
  • Coordinate medical meetings with physicians and assist medical director in many aspects.
  • Executed record filing system to improve document organization and management.

Operations Manager

Gold's
2013.09 - 2015.09
  • Manage front desk staff, daycare staff and personal training staff; hire, train, schedule and develop staff.
  • Organize team building meetings.
  • Collections on past due memberships and personal training accounts; Pro-shop cash deposits, inventory control, maintain creative marketing displays.
  • Trouble shoot member issues, equipment issues and provide excellent customer service.
  • Plan, organize, and develop all monthly marketing events and create positive business relationship with vendors.

Leasing Agent

Blue Rock Partners
2013.03 - 2013.09
  • Responsible for the leasing, marketing, and maintaining positive resident relations of multi-family property & property maintenance.
  • Greet and qualify prospects - Maintain follow up calls -
  • Orient new residents to community.
  • Assist in monitoring renewals and past due accounts
  • Monitor advertising effectiveness - Gather information about market competition - Outside marketing events.
  • Accept rental payments and maintain current resident files - Maintain and record daily inspections for the community.
  • Toured property with prospective tenants and provided wealth of information in regards to its key features.
  • Performed background, reference and credit checks.
  • Kept records accurate, to meet state, local and federal housing requirements.

Manager

Club BodFit
1998.01 - 2013.03
  • Manage front desk staff, daycare staff and personal training staff; hire, train, schedule and develop staff.
  • Teach creative group training classes.
  • Plan, organize, and develop all monthly marketing events and create positive business relationship with vendors.
  • Collections on past due memberships and personal training accounts.
  • Pro-shop cash deposits, inventory control, marketing displays.
  • Life coach clients to improve their relationship with their health. Help them reach their wellness goals.

Tag & Title Representative

Enterprise Fleet Management
1998.01 - 2002.12
  • Renewed and Licensed tags to fleet vehicles in all US states daily and controlled fleet vehicle inspections.
  • Contacted Motor Vehicle Department to determine status of pending titles and tags.
  • Communicated with customers to resolve common tag and title issues.
  • Developed annual property tax appraisal reports and returns.


Patient Account Rep

Memorial/Transitional Hospital
1998.01 - 2002.12
  • Patient registration; in/outpatient check-ins and surgery scheduling.
  • Coordinate with doctors’ offices - scheduling of patients’ procedures.
  • Comfort patients and be compassionate during their times of stress. Liaison between patient and nurses.
  • Instruct patients on preparation procedures.
  • Verification of insurance and pre-certs


Market Researcher

Herron Associates
1992.01 - 1998.01
  • Phone survey analyst and focus group specialist.
  • Recorded accurate respondents' answers during interviews for future reference.
  • Manage focus group studies ie; the participants and executives.


Owner/Operator

Freedom Fitness Health & Wellness
2013.03 - Current
  • Master group fitness instructor since 1995.
  • Teach and choreograph group fitness classes weekly.
  • Lifestyle coaching & nutrition expert.
  • Marketing via events, social media, & networking.


Education

Associate of Science - Marketing/Management

Florida Metropolitan University
Tampa
06.1998

Skills

  • Excellent time management
  • Detail oriented
  • Strong problem solving capabilities
  • Marketing strategist
  • Driven
  • Extreme multi-tasker
  • Effective staff leader
  • Project execution by deadline
  • Organized and fast study
  • Word, Excel, PowerPoint, Canva, Adobe pro
  • Sales Strategies
  • Social Media Digital Marketing
  • Medical terminology proficient

Timeline

Loan Partner/Marketing Manager

Pioneer Mortgage Funding
2023.06 - 2023.10

Loan Partner-Marketing-Personal Assitant

NFM Lending
2017.08 - 2023.06

Administrative Assistant/Billing Professional

USF Health
2014.09 - 2017.08

Operations Manager

Gold's
2013.09 - 2015.09

Owner/Operator

Freedom Fitness Health & Wellness
2013.03 - Current

Leasing Agent

Blue Rock Partners
2013.03 - 2013.09

Tag & Title Representative

Enterprise Fleet Management
1998.01 - 2002.12

Patient Account Rep

Memorial/Transitional Hospital
1998.01 - 2002.12

Manager

Club BodFit
1998.01 - 2013.03

Market Researcher

Herron Associates
1992.01 - 1998.01

Associate of Science - Marketing/Management

Florida Metropolitan University
WENDY RODRIGUEZ