Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Paulina Rodriguez

Anaheim,CA

Summary

Dedicated professional with over 18 years of experience in different banking roles, providing excellent customer service and high-quality financial guidance.

Overview

11
11
years of professional experience

Work History

Op Specialist Merrill Account Control Terminations

Merrill
04.2024 - Current
  • Review Merrill account's for CIP updates.
  • Determine human error in failed to update profiles properly.
  • Add proper notes to each account based on termination.
  • Send Merrill accounts to the liquidation department.
  • Send Merrill account to the closure department.
  • Create email and request outbound call to Financial Advisor and client .
  • Followed all company policies and procedures to deliver quality work.
  • Review daily 70 plus accounts.

Credit Solution Advisor II

Bank of America
08.2020 - 04.2024
  • Provide Pre-Qualification and Pre-Approval letters to clients to acquire there loan starting process.
  • Collect and read financials to be able to provide the client a purchase loan amount.
  • Recommended specific loan products to help clients meet there financial goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Calculate debit to income ratios.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Proactively reach out to realtors.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Consistent communication with clients in there loan process.
  • Stay up to date with guidelines and Gov programs.

Relationship Manager Business Owner Specialist

Bank of America
07.2013 - 08.2020
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Keep up with updated training and compliance in a timely manner.
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs.

Education

High School Diploma -

Buena Park High School
Buena Park, CA
06.2005

Skills

  • Great communication skills
  • Problem solver
  • Certified Spanish speaker
  • Ability to multi task
  • Being able to work under pressure

Languages

Spanish
Full Professional

Timeline

Op Specialist Merrill Account Control Terminations

Merrill
04.2024 - Current

Credit Solution Advisor II

Bank of America
08.2020 - 04.2024

Relationship Manager Business Owner Specialist

Bank of America
07.2013 - 08.2020

High School Diploma -

Buena Park High School

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Paulina Rodriguez