Summary
Overview
Work History
Education
Skills
Timeline
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Celia Rodriguez

Tucson

Summary

Experienced with managing individual retirement accounts, ensuring compliance, and handling complex transactions. Utilizes advanced financial analysis and customer service skills to provide top-tier support. Track record of fostering team collaboration and adapting to evolving financial environments.

Overview

14
14
years of professional experience

Work History

IRA Specialist

Discover Financial Services, DFS
02.2022 - 05.2024
  • Played an integral role in annual audits by gathering necessary documentation and responding promptly to requests.
  • Streamlined IRA account management processes for improved efficiency and reduced errors.
  • Facilitated successful resolution of account discrepancies by working closely with clients and internal stakeholders.
  • Managed high volumes of accounts, ensuring timely processing of contributions, distributions, and rollovers.
  • Monitored legislative changes affecting IRAs, updating procedures accordingly to maintain compliance.
  • Improved overall team productivity by developing training programs focused on best practices for managing IRAs.
  • Consistently met or exceeded established goals related to new account acquisition and asset growth within existing accounts.
  • Enhanced client satisfaction by providing efficient and accurate IRA services.
  • Expertly navigated complex tax regulations to ensure compliance in all IRA transactions.
  • Achieved high client retention rates through proactive outreach and exceptional customer service.
  • Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
  • Educated clients on the benefits of various IRA types, assisting them in making informed decisions about their retirement savings options.

Rental Sales Agent

Budget Avis Group
03.2017 - 06.2021
  • Maximized revenue by recommending appropriate rental products and upselling services to customers.
  • Collaborated with team members to improve sales strategies and meet monthly targets.
  • Navigated computer systems effectively to manage bookings, customer information, and record-keeping tasks.
  • Coordinated vehicle availability with other departments to accommodate last-minute requests or reservation changes.
  • Assisted in the maintenance of rental vehicles, ensuring they were clean and well-presented for each client use.
  • Increased customer satisfaction by providing excellent service and addressing client needs promptly.
  • Established strong rapport with clients, leading to repeat business and referral opportunities.
  • Maintained a high level of professionalism, ensuring positive experiences for clients during interactions.
  • Managed reservations efficiently, reducing wait times for customers upon arrival at the location.
  • Handled customer complaints professionally, resolving issues swiftly to maintain satisfaction levels.
  • Educated clients on rental policies and procedures, minimizing misunderstandings and disputes.
  • Contributed to company growth by achieving individual sales goals while supporting overall team objectives consistently.
  • Processed rental transactions accurately, ensuring timely billing and minimal discrepancies.

Rental Sales Agent

Hertz Dollar Thrifty Car Rental
02.2010 - 04.2019
  • Maximized revenue by recommending appropriate rental products and upselling services to customers.
  • Collaborated with team members to improve sales strategies and meet monthly targets.
  • Navigated computer systems effectively to manage bookings, customer information, and record-keeping tasks.
  • Coordinated vehicle availability with other departments to accommodate last-minute requests or reservation changes.
  • Assisted in the maintenance of rental vehicles, ensuring they were clean and well-presented for each client use.
  • Increased customer satisfaction by providing excellent service and addressing client needs promptly.
  • Established strong rapport with clients, leading to repeat business and referral opportunities.
  • Maintained a high level of professionalism, ensuring positive experiences for clients during interactions.
  • Resolved customer disputes to maintain positive relationships and increase customer base.
  • Developed in-depth knowledge of rental inventory to provide expert advice on product selection.
  • Managed reservations efficiently, reducing wait times for customers upon arrival at the location.
  • Drafted quotes, confirmed orders, and managed transfers to handle rental needs efficiently.
  • Handled customer complaints professionally, resolving issues swiftly to maintain satisfaction levels.
  • Educated clients on rental policies and procedures, minimizing misunderstandings and disputes.
  • Complied with governmental and other regulatory agencies by following policies and documenting transactions.
  • Performed regular inventory checks, ensuring accurate stock levels for smooth rental operations.
  • Contributed to company growth by achieving individual sales goals while supporting overall team objectives consistently.
  • Processed rental transactions accurately, ensuring timely billing and minimal discrepancies.
  • Implemented rental asset processes and cleanliness standards.
  • Executed sales and marketing initiatives to increase revenue for company.

Education

High School Diploma -

Pueblo Magnet High School
Tucson AZ

Skills

  • Strong analytical skills
  • Continuous improvement mindset
  • Risk assessment
  • Ethical conduct awareness
  • Sales and marketing acumen
  • Compliance and reporting
  • Customer service
  • Problem-solving

Timeline

IRA Specialist

Discover Financial Services, DFS
02.2022 - 05.2024

Rental Sales Agent

Budget Avis Group
03.2017 - 06.2021

Rental Sales Agent

Hertz Dollar Thrifty Car Rental
02.2010 - 04.2019

High School Diploma -

Pueblo Magnet High School

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Celia Rodriguez