Jodi Rogers
Goodsoil,SK
Summary
High performing Consumer Advisor with extensive personal and business banking and lending knowledge, incredible relationship building skills, and a drive to consistently learn as much as possible. Knowledgeable and dedicated customer service professional with extensive experience in the consumer lending and mortgage industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
Work History
Consumer Advisor
Innovation Federal Credit Union
11.2021 - Current
- Building on previous skills learned in my Member Advisor position, my primary focus is now on consumer lending, short and long term financial goals, investments, and building lasting business relationships in the community
- By leading a team of lenders through realtor visits and partnering with large employers in the area to bring our brand to the people who work in our communities, I’ve been incredibly successful at increasing the volume of mortgage applications and consumer loans for the Meadow Lake area
- More recently, I became involved in the first brokerage partnership involving acreage and small farm mortgages and I was instrumental in developing the process and procedure while venturing out into uncharted territory
- I am still a valued member of the Diversity & Inclusion Committee and I’m currently studying toward CUIC Consumer and Residential Mortgage Lender Accreditation
- I have led financial literacy sessions in the local communities and employee training sessions to help my teammates develop a higher working knowledge of the business online banking system I was well versed in.
Member Advisor
Innovation Federal Credit Union
05.2020 - 11.2021
- I provided outstanding customer service, sound financial advice, and exemplary knowledge on products and services available to current Credit Union Members/Potential Members while embracing an Agile mindset and becoming a founding and active member of the organization’s Diversity & Inclusion committee
- During my short tenure, I became the resident expert of Innovation’s business online banking system.
- Participated in community events to build brand awareness and strengthen connections with local organizations.
- Promptly responded to inquiries and requests from prospective customers.
- Responded to customer calls and emails to answer questions about products and services.
Red Seal Journeyed Partsperson
Lazar Equipment Ltd.
02.2015 - 09.2018
- Provided incredibly accurate and courteous service to members of the agriculture and construction communities (B2B sales) while building my reputation as one of the best parts sales representatives in the local area
- Exemplary skills in inventory control, procurement, solution selling.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Cultivated interpersonal skills by building positive relationships with others.
- Excellent communication skills, both verbal and written.
Education
Red Seal Journeyed - Partsperson -
Sask Polytechnic
Skills
- Customer Relations
- Policies and Procedures Adherence
- Product Recommendations
- Needs Assessment
- Relationship selling
- Credit
- Collections Management
- Prospect targeting
- Sales Program Coordination
Professional References
- Jenny Dennis, VP of Consumer Advisors, Innovation Federal Credit Union, 306-236-5619
- -Erin Chmiel, Team Lead - Doorstep banking & Mortgage Specialist, Innovation Federal Credit Union, 306-291-3674
- Patrick Loughins, Parts Manager, Lazar Equipment, 306-236-5222
Timeline
Consumer Advisor
Innovation Federal Credit Union
11.2021 - Current
Member Advisor
Innovation Federal Credit Union
05.2020 - 11.2021
Red Seal Journeyed Partsperson
Lazar Equipment Ltd.
02.2015 - 09.2018
Red Seal Journeyed - Partsperson -
Sask Polytechnic
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