JOJO RODERICK

• Conducted financial reviews for existing customers to identify beneficial products and services.
• Provided financial advice, enabling clients to make informed savings, loan, and investment decisions.
• Ensured compliance with banking laws while delivering exceptional client service.
• Assisted customers in opening new accounts and processing deposits, withdrawals, and loan payments.

• Analyzed clients' financial situations to propose solutions aligned with long-term goals.
• Established relationships with key contacts at insurance carriers to expedite application processes.
• Educated clients on significance of life insurance and financial planning.
• Developed tailored life insurance plans catering to diverse client needs.
• Prepared detailed quotes based on individual customer requirements and budget constraints.
• Implemented comprehensive marketing strategies to boost life insurance sales.

Oversaw nursing students from CTC, FCC, and Hood College to ensure clinical training effectiveness.

• Monitored vital signs and documented changes in patient health status.
• Provided companionship and emotional support to enhance resident well-being.
• Assisted nurses with wound care for pressure ulcers, bed sores, and surgical site wounds.
• Supported residents with daily living activities and personal care needs.

Built strong rapport with caregivers, residents, and families to enhance client satisfaction.

Executed administrative and clerical tasks to support clinical operations efficiently.

Coordinated staff schedules for team members in assigned areas to optimize workflow.

Managed payroll processing for all employees to ensure timely compensation.

Audited and organized medical charts for improved accuracy and accessibility.

Timely invoicing of providers and residents to maintain financial accountability.