RAUL RODRIGUEZ
TUSTIN,CA
Summary
Seeking a career that benefits my extensive attention to detail, within an atmosphere that thrives on teamwork, challenge and personal growth.
Experienced with optimizing operational workflows to improve efficiency. Utilizes strong analytical skills to identify and resolve issues promptly. Track record of leveraging communication and teamwork for successful project execution. Qualified Servicing Specialist with proven ability to manage and enhance loan servicing processes. Successfully facilitated loan modifications and handled complex servicing issues, ensuring compliance and customer satisfaction. Demonstrated proficiency in problem-solving and customer relationship management.
Overview
21
21
years of professional experience
Work History
Central Operations Associate
Commercial Bank of California
01.2017
- Daily gl balancing, monthly gl certifications, processing overdraft/return items for the bank, processing Canadian funds via Wells Fargo, balancing cash vault account, ATM daily balancing gl, reconciling cashier's checks/interest checks, and verifying/monitoring all checks clearing the bank for proper endorsement
Note Servicing Specialist II
Commercial Bank of California
01.2021 - Current
- Train new employees, ensuring they quickly become proficient in their roles
- Assist colleagues with task, transactions, provide support where needed
- Lead loan boarded
- Serve as primary point of contact for core systems representatives, addressing issues and facilitating task that require systems knowledge or guidance
- Complete ongoing projects for department in a timely manner and without supervision
Note Department Specialist
Commercial Bank of California
01.2017 - 01.2021
- Lead loan boarder, monthly gl certifications, processing cashier's checks, demand letters, processing mail loan payments, email request from clients/loan officers, backup for daily gl balancing/daily rates, board participation loans/process loan payments, train new employees in department, contact core processing customer service when system to for assistance with new products, paying off loans, performing advances/paydowns, filing UCC's/obtaining UCC post searches, ordering tax service, and verifying borrowers via phone prior to giving any information via phone or email
Senior Customer Service Representative
Commercial Bank of California
01.2014 - 01.2017
- In charge of ordering kitchen/office supplies, processing wire request, cashier's checks, deposits, withdrawals, ordering debit cards for clients, filing dispute claims on unauthorized transactions, ordering cash for the branch, balancing the cash vault account, and filming daily work
Customer Service Representative
California United Bank
01.2012 - 01.2014
- Uploading new accounts into IBS insight on a weekly basis
- Process deposits, loan payment, cashier's checks, bank to bank wires
- Verify transactions, monitor deposit amounts and examines documents for endorsement
- Access to raise customer debit limit upon approval if requested
Customer Service Representative
Premier Commercial Bank
01.2008 - 01.2012
- Reconcile cashier's checks and interest checks
- Processed non-sufficient funds and returned items
- Prepare for audit of branch certification
- Review stop payment reports and non-post item reports
- Balance cash vault account (setron)
- Check in and out of courier deposits, and process deposits
Bank Teller
Wescom Credit Union
01.2006 - 01.2008
- Accept cash and checks for deposit
- Assist members with debit card ordering and repining
- Process cash withdrawals, transfers, and wires
- Prepared cashier's checks and traveler's checks upon request
- Record all transactions promptly, accurately and in compliance with procedures
Cashier, Paint Desk Representative
Home Depot
01.2004 - 01.2006
- Assist all customers with information and department locations
- Execute sales, returns, self-checkout and guest services
- Maintain inventory control and stock procedures
- Efficient paint desk mixologist
- Training of newly hired employees
Education
Sana Ana College - Communications
Sana Ana College
Santa Ana, CA01.2005
GED -
Salinas High School
Salinas, CA01.2001
Skills
- Microsoft Word
- Microsoft Excel
- Windows
- Outlook
- 10-touch keypad
- Interpersonal skills
- Communication
- Problem-solving
- Bilingual
- Customer service
- Adaptability
- Team player
- Ability to manage multiple priorities
- Fast-paced environment
- Deadline management
- Team support
- Operational efficiency
- Supply ordering
- Administrative support
- Workload prioritization
- Forecasting
- Proficient in Software
- Continuous improvement
Languages
Spanish
Native or Bilingual
Timeline
Note Servicing Specialist II
Commercial Bank of California
01.2021 - Current
Central Operations Associate
Commercial Bank of California
01.2017
Note Department Specialist
Commercial Bank of California
01.2017 - 01.2021
Senior Customer Service Representative
Commercial Bank of California
01.2014 - 01.2017
Customer Service Representative
California United Bank
01.2012 - 01.2014
Customer Service Representative
Premier Commercial Bank
01.2008 - 01.2012
Bank Teller
Wescom Credit Union
01.2006 - 01.2008
Cashier, Paint Desk Representative
Home Depot
01.2004 - 01.2006
Sana Ana College - Communications
Sana Ana College
GED -
Salinas High School
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