Rosa Rodriguez

VP Relationship Manager at Fresno First Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Fresno, California, United States, US
Languages
  • English -
  • Spanish -

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Bio

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • VP Relationship Manager
      • Jun 2021 - Present

      Specializing in building and maintaining relationships with clients and partners. Dedicated to build rapport and provide quick responses to client and prospect inquiries. In addition to offering deposit accounts, responsibilities include identifying, analyzing and supporting cash management products and additional banking services to established new business clients.

    • AVP, Relationship Manager
      • Jan 2018 - Present

      Dedicated to finding the best financial solutions for local businesses, professionals and entrepreneurs. In addition to offering deposit accounts, responsibilities include identifying, analyzing and supporting cash management products and additional banking services to established new business clients. Actively participant in community affairs, business and service organizations and public speaking. Bringing People and Possibilities Together!

    • Business Banking Officer
      • Jan 2017 - Dec 2017

      I identified and develop new deposit clients, loans and merchant business for a specific target market of small to medium size businesses and business professionals. I met with clients to discuss needs and outline appropriate Bank services and to resolve problems as necessary. Engage in business development activities, participate in community affairs, business and service organizations.

    • Netherlands
    • Banking
    • 700 & Above Employee
    • Loan Process Coordinator II
      • Oct 2014 - Dec 2016

      Served the Deal Team as single point of contact for all internal business partners, counsel, and specifically with CLAS Loan Documentation and Loan Closing departments. Insured that all of the due diligence process was accurate and complete. Prepared supporting documentation packages and sent to documentation team or legal counsel. Assisted the relationship team with any customer services issues. Served the Deal Team as single point of contact for all internal business partners, counsel, and specifically with CLAS Loan Documentation and Loan Closing departments. Insured that all of the due diligence process was accurate and complete. Prepared supporting documentation packages and sent to documentation team or legal counsel. Assisted the relationship team with any customer services issues.

    • Loan Operation Specialist II
      • Sep 2009 - Oct 2014

      Assembled and analyze information but not limited to preparing reports, agendas, meeting notes, correspondence and credit memorandums. Tracked and reviewed loan restrictions on an ongoing bases. Monitored processes to ensure timely and accurate reporting of loan payments and advances. Provided administrative support to the Bank’s Relationship Managers and underwriters in processing all phases of loan activity in assigned division. Assembled and analyze information but not limited to preparing reports, agendas, meeting notes, correspondence and credit memorandums. Tracked and reviewed loan restrictions on an ongoing bases. Monitored processes to ensure timely and accurate reporting of loan payments and advances. Provided administrative support to the Bank’s Relationship Managers and underwriters in processing all phases of loan activity in assigned division.

Education

  • California State University, Fresno
    Bachelor of Science, Business Administration
    2012 - 2013

Community

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