Rodrigo Olvera
Finance Specialist at Stream Financial LLC- Claim this Profile
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Bio
Experience
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Stream Financial LLC
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United States
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Financial Services
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1 - 100 Employee
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Finance Specialist
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Feb 2023 - Present
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Manager/Inventory Specialist/Bookkeeper
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Sep 2016 - Present
-Restaurant supply chain management, developing and managing relationships with food suppliers to produce products. -Responsible for all bookkeeping tasks for the business. -Restaurant inventory, controlling the process of managing foods and other stock to avoid spoilage and other losses. -Maintain, review, and track an Excel spreadsheet to track all monthly expenses. -Provide training and leadership to all associates. -Restaurant supply chain management, developing and managing relationships with food suppliers to produce products. -Responsible for all bookkeeping tasks for the business. -Restaurant inventory, controlling the process of managing foods and other stock to avoid spoilage and other losses. -Maintain, review, and track an Excel spreadsheet to track all monthly expenses. -Provide training and leadership to all associates.
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Costco Wholesale
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Wholesale
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1 - 100 Employee
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Merchandiser
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Nov 2020 - Feb 2023
-Receiving fresh product deliveries from vendors or suppliers, keeping them in storage spaces until needed, and then displaying them up for sale. -Ensuring that Costco is well stocked with products that members wish to buy by keeping records of inventory levels at all times. -Supporting many areas of the warehouse as needed; providing a positive attitude towards Costcos members. -Receiving fresh product deliveries from vendors or suppliers, keeping them in storage spaces until needed, and then displaying them up for sale. -Ensuring that Costco is well stocked with products that members wish to buy by keeping records of inventory levels at all times. -Supporting many areas of the warehouse as needed; providing a positive attitude towards Costcos members.
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WSFS Bank
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United States
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Banking
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700 & Above Employee
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Personal Banker Internship
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Jun 2021 - Aug 2021
- Responsible for generating new consumer and business loans by completing entire loan process, including loan application documentation, light financial analysis, and review of the collected documentation, and closing process. - Perform over 30+ cold calls daily, build client relationships, and successfully maintain and expand a consistent pipeline of prospective business. - Responsible for driving successful sales through effective customer engagement. - Serve as a trusted financial advisor for a diverse customer base; continual development of strong relationships with existing customers and prospects to drive business in a needs-based ethical sales model. - Performing branch audits and reviewing transaction processing reports such as consumer loan production, small business loan production, and core growth reports. Show less
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Walmart
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United States
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Retail
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700 & Above Employee
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Fresh Production Associate
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Jul 2019 - Jul 2020
- Arranging products on shelves in accordance with corporate policies, such as alphabetically by product category or client needs. - Obtaining fresh shipments of goods from the shipping department and properly storing them. - Determining item prices in accordance with departmental standards. - Stocking inventory in storage spaces after unloading deliveries and before placing them for Walmart shoppers. - Arranging products on shelves in accordance with corporate policies, such as alphabetically by product category or client needs. - Obtaining fresh shipments of goods from the shipping department and properly storing them. - Determining item prices in accordance with departmental standards. - Stocking inventory in storage spaces after unloading deliveries and before placing them for Walmart shoppers.
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Giant Food
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United States
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Retail
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700 & Above Employee
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Merchandise Stocker
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May 2018 - Jul 2018
- Stocking shelves with items in a manner consistent with business regulations, such as alphabetically by product category or in response to customer demands. - Purchasing new shipments of merchandise from the shipping division and storing them appropriately. - Setting item pricing in line with departmental requirements. - Stocking supplies in storage areas following delivery unloading and before setting them out for Walmart customers. - Stocking shelves with items in a manner consistent with business regulations, such as alphabetically by product category or in response to customer demands. - Purchasing new shipments of merchandise from the shipping division and storing them appropriately. - Setting item pricing in line with departmental requirements. - Stocking supplies in storage areas following delivery unloading and before setting them out for Walmart customers.
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Education
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Millersville University of Pennsylvania
Bachelor's degree, Business Administration and Management, General -
Delaware County Community College
Bachelor of Business Administration - BBA, Business Administration and Management, General