Edwin T. Rodriguez Email and Phone Number

• Created marketing solutions for insurance needs in protecting customer both personal and business ensuring consistent premium growth by 30%• Evaluated all leads attained through direct referrals, lead databases and company shared files and converted them into customers• Created excel spreadsheets to maintain logs of spending and transfers of funds on monthly statements and a separate excel sheet for yearly accrual and submitted to my accountant• Analyzed sales reports for retention and loss ratio trends to ensure volume of business and improvement• Received cash and check payments from customers weekly and monthly in person and by mail • Payments processed on day received and deposits were made daily to ensure proper credit for our customers to prevent lapse in insurance coverage• Marketed services via Business to Business meetings resulting in new policies and premium increase by 25% year over year• Performed verification of payments received from customer for accuracy of posting and credit, as needed communicated with our billing department for online payments from customers• Purchased all supplies for office and equipment as needed for monthly use through company system and outside venders online and in person if needed• Performed annual reviews with customers to discuss policy changes, fee updates and retention • Managed staff training and scheduling for agency improvement and utilized incentive programs • Forged strong relationships with customers resulting in added policies through referrals by 6 per month• Engaged in community events to encourage company brand awareness and services resulting in 2-4 business customers

My responsibilities include managing monies from donations and sponsorship. Ensuring correct postings are applied in our general accounting ledger. Communication with team to ensure sponsors are updated with contracts and credits are given to aid them on their donations to our organization.

• Analyze client's financial situation, ensuring they have the best information to make good financial decisions through a personalized approach while building rapport • Assist clients in offering planning for their futures with products such as health and life insurance, retirement planning and investing• Market different avenues to meet new people and create relationships to promote my business and branding for success• Participate in community events for branding, relationship building through network growth • Create integrity and trust with every client to understand their needs and value their insight to prepare for retirement and gave suggestive planning with matching products• Involvement within the community with a “Giving Back” mentality offering my services for the purpose of educating individuals with programs at Phoenix Dream Center, Decafio, Mana House and Golden Gate Community Center

• Oversaw six locations, coaching, training and identifying areas of improvement • Managed store operations resulting in increased sales and lowered expenses by 20%• Supervised title loan operations, loans, verifications, filing documents and mitigated delinquency • Reviewed Profit and Loss statements monthly to ensure ROI of our departments and mitigate expenses of the store(s) with all management personnel• Cash exchange for loans (both pawn and title) and sales in excess of $15,000 weekly and deposits were made daily to prevent losses • Improved productivity resulting in store growth from $263,000 to $630,000 in loan base• Analyzed weekly sales and loan reports for weekly meeting with employees• Encouraged open communication to establish well rounded knowledgeable employees and facilitated a positive company culture• Trained and mentored new employee resulting in 4 management promotions• Encouraged customer feedback during communication for improvement of service to boost customer base• Performed supply checks monthly and ordered as needed and walked the store for any repairs or maintenance and submitted documentation for request

• Identified student interests, career goals and skills to understand the student’s objectives and concerns• Registered new students by internet communication and phone offering online programs with support leading to enrollment and exceeding quarterly goals by 2-3 new students • Provided guidance and counseling regarding admissions and degree programs to prospective students with complete assistance in enrollment, finance and start of the first class• Built rapport, instilled confidence and retaining students within chosen programs resulting in exceeded goals by 1-2 students per month• Recruited and mentored 67 new students throughout employment resulting in increased program retention

• Managed and directed teams of Underwriters, Collectors, Title Clerks and Office Personnel• Reviewed and managed Profit and Loss statements to ensure ROI on a monthly basis and discussed information with management personnel to focus on needs of the business• Created training modules and facilitation for improved productivity resulting in 8.5% loan delinquency against company goal of 12.99%• Payments from customers received daily in excess of $5,000 - $8,000 in a mix of cash and checks and deposits were made daily to prevent loss• Reviewed payment reports daily to ensure proper credit to customer accounts and accurate posting in the system• Maintained customer retention through employee training resulting in portfolio growth from $2.6 mil to $10 mil• Verified reports of payments taken to ensure accuracy of customer accounts to mitigate delinquency and validation of our collection team’s performance and productivity • Daily communication with each collector, enhancing customer communication resulting in weekly delinquency reduction by 4.5%• Formed cross-functional teams for support in each department for retention of customers• Implemented checks and balance systems for accuracy of applications and employee productivity• Reviewed with assigned team member all supplies needed and stability of outside venders to ensure strong relationships to ensure best pricing and service

• Oversaw center operations ensuring all employees met and exceeded established goals• Ordered and verified cash funds needed for the bank in excess of $250,000 weekly to prepare for incoming customers requesting check cashing • Reviewed Profit and Loss Statement with District Manager and management personnel each month to determine new direction to exceed ROI and areas of improvement• Ordered supplies as needed monthly to ensure all employees had the items needed to perform their duties and offer exceptional customer servie• Verified at closing all teller cash handling and balancing of their tills to ensure monies and checks match the total transactions completed for the day• Performed daily walks of the facility for repairs and maintenance and reached out to established approved venders to set scheduling for services• Implemented strategic planning utilizing market analysis reports resulting in increased sales of new business by 25 new accounts weekly • Coached and trained employees resulting in confidence and opportunities for advancement by assisting with set goals of 3 new customer accounts weekly per employee• Retained business customer through weekly outbound calls and building relationships to discuss business changes and direction • Directed customers toward proper channels improving customer experience and wait times by 20%

HR Director and Corporate Trainer; Phoenix Market, ensured adherence to new policies and procedures, all new hires, personnel recruiting, hiring practices of new hiresUtilized P&L statements to minimize and control expenses to increase revenuesAnalyzed sales and loan reports to establish daily goals to meet and exceed targeted goals Encouraged associate confidence and trust for future growth resulting in management promotionsTrained employees in all aspects of business to develop well rounded, knowledgeable associates to maximize business potential for continued growthUtilized online information for marketing and promotion resulting in +10% new customers Created printed advertisement mailers and handouts used to increase customer base and salesAssistant to the District Manager, 2nd in command for ten stores to ensure productivity and sales goals were met daily to drive the initiative of the expected goals

Developed team building strategies and motivated team resulting in store retail growth from $2.2 million to over $3.0 million in sales with continued growth year after yearMaintained focus utilizing P&L statements to increase sales and minimize lossesDeveloped and implemented plans of action for both professional and personal growth of employees resulting in various promotions including managementCross trained employees from various departments, creating well rounded individuals to maximize potential while offering outstanding customer service