Rodolfo Jimenez-Palacios Email & Phone Number

Greater Seattle Area

Marketed high-end products to maximize sales, able to minimize time and cost while increasing productivity; 2018 company’s top producer. High degree of integrity and dedication to exceptional customer service• Endeavor to exceed guest needs to ensure repeated business. Handle guest-complaints objectively while upholding company’s profitability goals• Carried supervisory responsibilities; trained ~150 employees on company’s standards, products, and procedures

Greater Seattle Area

Responsible for maintaining 5 key accounts with annual revenues of $11MM. Developed and maintained excellent relationships with assigned accounts, and acted as a liaison between airlines, and customer service center• Trained 10 customers on the operating procedures of LSG products, provided 24/7 client support• Managed territory accounts and developed new accounts in conjunction with managers. Collaborated with internal teams to determine root causes of customer complaints. Lower customer complaints on a monthly basis; kept complaint count lower than 8%• Met and exceeded client’s expectations by communicating information clearly with internal and external stakeholder’s to make sure product expectations were constantly achieved• Monitored and ensured compliance with customer specifications and equipment, policies and safety procedures• Developed, documented and maintained flight attendant comment and delay database. Ensured par levels of customer inventory and customer specific goods

Greater Seattle Area

Ensured proper collection and submission of client financial documents were correctly completed before final approval for home loans. Responsible for educating client of banking laws and loan processing regulations• Responsible for checking up to 10 financial loan applications to ensure information provided by customers was accurate • Evaluated financial documents submitted by customers to ensure documents adhered with company policies and procedures • Maintained correspondence with customers and updated them with the development of their loan• Collaborated with 3 mortgage offices to ensure all loans were processed correctly

Greater Seattle Area

Prepared for registration exams, including series 7 and series 66, received online training regarding the firm’s rules and regulations• Planned and developed critical skills and knowledge necessary for building a successful wealth management practice