Rogelio Rodriguez Email and Phone Number

Review all loans for secondary before closing. Ensure that all documents necessary for loan closing are attached. Review all products available for loans (insurance products) and ensure that staff if soliciting products to customers to meet company standards. Collect past due accounts and get maintain company standards in renewals and collections.

Approve and deny loan applications. Provide excellent customer service. Renew customers when renewal is available. Review daily manager reports to ensure that bank account is in balance. Ensure that employee is working accounts as per policy both inside and outside office to meet company standards.

As a Manager responsible for the training and development of assistant managers. Responsible for approval of applications. Responsible to review activity and assist with collections. Responsible to review employees work in a branch level to make sure that policy is being followed and that no theft is involved.

As a Manager responsible to grow office by approving loan applications. Control delinquency by collecting accounts thru inside and outside collections. Provide excellent customer service and make sure employees are doing daily routine as per policy. As a Manager responsible to witness all accounts that are open and renewed to make sure that not only are employees are following policy but that no customers identity is being used without their consent. As a Manger responsible to make sure deposits are done as needed to avoid the risk of theft from outside source and internal. As a manager responsible to make sure that files are locked daily to make sure that all information to include social security copies and I.D copies are secured to avoid theft.

As a supervisor responsible for a territory up to a average of 55 employees to include 10 to 11 office managers. Responsible for conducting interviews and hiring, responsible for preparing presentations and conducting training clinics to meet the needs of the territory. Responsible for conducting office audits to determine the needs of the branch training. Responsible for keeping each bank account for office in balance. Responsible to review all daily closing reports, all deposit slips and all transfers between employees to make sure that policy is followed and to make sure the risk of theft is very minimal. Responsible for over 10’000 accounts total and over 9 million dollars in ledger as a territory. As a supervisor responsible for verifying loans directly with customers every month to make sure that customers are satisfied with customer service and to make sure that customer identity is not being stolen by someone other than customer or employees.