Joseph V. Roddye
Knoxville,TN
Summary
Financial services professional with strong analytical and problem-solving skills. Known for a collaborative approach and adaptability to changing needs. Proven ability to analyze financial data, develop strategies, and drive results. Recognized for reliability and focus on achieving team goals. Skilled in financial planning, risk assessment, and client relationship management.
Overview
5
5
years of professional experience
Work History
Financial Service Representative
Lending Solutions Inc
06.2025 - Current
Works with multiple credit unions and banks, managing approximately 50 incoming calls and dealing with a myriad of financial questions from customers.
- Successfully managed a diverse range of client accounts while maintaining strict adherence to regulatory guidelines.
- Developed a thorough understanding of underwriting procedures and guidelines.
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
- Assisted clients in understanding loan options and financial products.
Floor Worker
Little Caesars
06.2024 - 09.2024
Cashier/Bagger
Publix Supermarket
03.2021 - 06.2021
Education
High School Diploma -
L and N STEM Academy
Knoxville, TN05.2022
Skills
- Know your customer
- Cash flow management
- Sales and marketing
- Customer relationship building
- Certificates of deposit
- Strong work ethic
- Cash management
- Financial services
- Sales goals
- Financial product sales
- Problem-solving abilities
Leadership
- Key Club, Webmaster 2021-2022
- L and N STEM Yearbook Council, Lead Page Designer 2021-2022
Timeline
Financial Service Representative
Lending Solutions Inc
06.2025 - Current
Floor Worker
Little Caesars
06.2024 - 09.2024
Cashier/Bagger
Publix Supermarket
03.2021 - 06.2021
High School Diploma -
L and N STEM Academy
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