Angie Rodriguez
Undergraduate Student at Baruch College
- Role
- Member Service Representative at Urban Upbound
- Location
- Queens, NY, US
- LinkedIn followers
- 500 followers
Experience
Member Service Representative
Jun 2024 — Present · Queens, NY, US
Opened and managed 70+ new member accounts, verifying eligibility and collecting documentation to ensure compliance and a smooth onboarding experience.Managed and reconciled high-volume transactions, including deposits, withdrawals, and loan payments, maintaining 100% accuracy and reducing operational risk.Conducted daily vault balancing and monitored transactions, strengthening internal controls and preventing discrepancies.Processed NYCHA rent payments, ensuring accurate allocation, timely posting, and proper documentation to support compliance and efficient financial operations.Assisted members with digital banking tools, providing guidance to improve their online banking experience.Collected and validated financial documentation for personal and business loans.Oversaw transactions for licensed cannabis businesses, ensuring compliance with federal, state, and internal regulations, conducting due diligence on high-risk accounts, and escalating suspicious activity to mitigate financial risk.
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