Marjorie

Rodriguez

**** ********* ****** ***** *******, TX 77087

281-***-****

adg66l@r.postjobfree.com

Summary

Strong planner and problem solver who readily adapts to change, works independently and enhanced ability to juggle multiple priorities and meet tight deadlines. Business support professional offering versatile office management skills and proficiency in Microsoft office programs. Excellent written and oral communication skills, problem resolution abilities and high level of confidentiality.

Strengths

Office Management

Spreadsheets /Reports

Event Management

Project Management

Real Estate Liaison

Executive Support

Share Point

Tech Ambassador

Exceptional Organizational Skills

Staff development and Training

Experience

J.P. MORGAN CHASE BANK, N.A. MARCH 2008 – PRESENT

Business Management Analyst April 2018 – Present

Commercial Bank Administration

Provide support on key projects and initiatives as well as managing certain ongoing business needs with a focus on analytics and data control. My role also offers high visibility into treasury services and commercial banking business strategy.

Develop a strong understanding of systems, data and reporting leveraged by the business

Develop strong working knowledge of Treasury Services -specific dashboards and scorecard and be positioned to provide research and answer questions from both TS Sales and Bankers.

Prepare presentation materials to be utilized in senior management meetings

Address ad hoc data requests and perform data analysis to support the business on key initiatives

Leverage broad understanding of the business to identify areas for continued process improvement and enhanced efficiencies

Support CB TS business managers on various initiatives related to data quality and control:

oPipeline deal control: assess entries in the pipeline for adherence to published booking guidelines; identify exceptions and work with Business Management and field to update/correct.

oPortfolio Maintenance and Coverage control: assess TS client assignments for adherence to standards; identify exceptions and work with Business Management and field to update/correct.

oLiaise with offshore analyst to execute on data quality initiatives and remediation, and ad hoc requests

oRevenue Realization research and resolution: Demonstration of revenue in financials from the sales pipeline booked is a key area of focus. Deals must be researched to determine if data quality is the reason revenue is not flowing through appropriately. Candidate will utilize Sales tools and reports to research issues and work with Sales to resolve.

OTHER DUTIES AS ASSIGNED

Sr. Administrative Assistant April 2010 – April 2018

Treasury Services Sales

Provide administrative support to Commercial Banking Middle Market South - Managing Director of Treasury Services and a team of 2 Market Group Managers, 17 Treasury Sales Officers, 7 Sales Associates covering Texas, Oklahoma, Kansas, and Louisiana.

Coordinate internal and external meetings, and travel arrangements.

Manage travel and expense reports.

Assist in the production of client Request for Proposals, Pitch books, and Relationship Reviews.

Engaged with the planning and coordination of Annual Sales and Training Conference.

Maintain business related reports, such as Bi-monthly Sales Forecast report, and as needed pipeline reports, monitor past due data integrity reports.

Proficient using the Manager’s Dashboard, CB Scorecard, and Client Wellness to extract data and produce “ad hoc” reports.

Host Tech talk sessions with Team Members and Admins

Collaborate with Commercial Bank Marketing team in planning of industry conferences such as Texpo and AFP.

On board new employees and coordinate any necessary training.

Time keeper for team, maintain time away balances for South Segment team.

Assist with Risk and Compliance group to complete a “clean desk” sweep of our area and report any inaccuracies or possible risks for our team.

Coordinator of our Business Resiliency emergency contact data,

Serve as the Fire Warden, Real Estate Liaison and Tech Ambassador for our team.

Sr. Administrative Assistant March 2008 – April 2010

CMWL

Assistant to the Division Manager of Commercial Banking Mortgage Warehouse Lending.

Maintain daily calendar and travel schedule, prepare travel arrangements, and travel expenses.

Coordinate and plan annual offsite meeting and any business related Conferences and Conventions.

Maintain different business unit reports, such as Pipeline Reports, Bi-Monthly Past Due Reports, Bi-Monthly RSM Reports.

Maintaining customer information in CKC and Client Central database.

On board new employees and coordinate any necessary training

WASHINGTON MUTUAL March 2000 – March 2008

Sr. Administrative Assistant January 2004–March 2008

Mortgage Banker Finance

Assistant to the National Sales Manager. Maintain daily calendar and travel schedule, prepare travel arrangements, and travel expenses.

Provide administrative support to Eastern and Western Regional Sales Managers and team,

Coordinate and plan Annual Relationship Planning meeting in Dallas.

Maintain different business unit reports.

Manage and distribute custom legal bills and invoices for approval and payment.

On board new employees and coordinate any necessary training

LOAN COORDINATOR Oct 2002–Jan 2004

HOUSTON LENDING OPERATIONS CENTER

Loan Coordinator-Closer Dec 2000 – Oct 2002

SPECIALTY FINANCE GROUP/CREL/CLOSING

Secretary III March 2000 - Dec 2000

HEALTH CARE LENDING

Secretary III Feb 1998 –March 2000 U.T.M.D. Anderson Cancer Center/Blood Bank

Office Administrator Sept 1996 –June 1997

U Of H Downtown/Dept of Cont. Ed / Applied Business & Technology Center/The English Language Institute

Technical Proficiencies

Microsoft Office 2010/2013

PitchPro+

Adobe Connect/Webex

Adobe Acrobat Professional

GredlPro

SharePoint

Education

MAY 2000

Associate of Arts / Associate of Science

NHMCCD, Kingwood, TX

Community Leadership

Committed to community service. Extensive volunteer history which includes serving as HOA Board secretary, Chairperson for Annual Gala for the Companions of the Cross, 14 year volunteer for the Houston Livestock Show and Rodeo. President of Parish Pastoral Council. Fun fact: in 2014, I hiked 165 miles in 10 days across Spain via El Camino de Santiago de Compostela.

References

Angela Martin 972-***-****

Treasury Services – Middle Market South Managing Director

Brad Rushing 713-***-****

Treasury Services Executive Director

Mike McAuley 281-***-****

Garrett/McAuley & Co. Managing Director

Contact this candidate