Matthew Rogers

(385)226-4711
1rogers.matthew3@gmail.com

WORK EXPERIENCE

October 2014 Present

Fidelity Investments

High Net Worth Representative

Provide an incredible service experience for Fidelitys prosperous clients by establishing
and building rapport, identifying current as well as future needs, consistently exceeding
customer service score goals by consistently delivering high level of service. attention
to details when reviewing and placing customers stock and mutual fund trades as to
disclose any fees and nuances.

January 2014 October 2014

Prestige Financial Services

Collection Account Manager

Manage a portfolio of subprime auto loans worth 8 million dollars in principle balance.
Make and receive calls to and from cliental. Build report, manage, negotiate, collect and
educate clients through outbound and inbound means of communication. Priority is to
prevent loss for the company. The portfolios 3-month loss average was ranked 93 rd in
February, when I took over. For the month of June, I ranked 2 nd in the company. Achieved
through consistent and effective time management and prioritizing skills.

January 2013 - December 2013

Discover Financial Services

Customer Care Specialist Discovers Elite Service Team

Specialized customer service made up of highest performing representatives (recruited
internally). Taking inbound Discover IT calls and creating the best and easiest customer
service experience by building rapport, analyzing accounts, and anticipating needs to
provide WOW moments for the customer.

November 2009 January 2013

Allstate Insurance Company

Customer Account Representative

Gather client Intel, and produce Insurance quote. Make outbound phone call to build
rapport, confirm Intel and discuss quote and coverage needs, meanwhile selling other
offers and benefits.

2004-2007, 2009

Marie Callenders Restaurants

Host/Server/Prep Cook
Worked with a team using communication and problem-solving skills to resolve conflicts
and ensure customer satisfaction. I significantly increased efficiency and helped
production through consistency, and evaluating ways to increase productivity and
efficiency. Eager to learn, I was cross trained in several areas and was often contacted on
busy days for my expertise and skills.

SKILLS

Build report, manage, negotiate, collect and educate cliental in financial matters.
Extensive knowledge and experience in customer service and sales.
Proficient with numbers and math
Detail oriented, multitasking, time efficient
Self-Motivated, goal oriented, and competitive
Proficient in Microsoft Word, Excel, Power Point, and Outlook; Can type 50 WPM.
10 years customer service and communication

EDUCATION/CERTIFICATES
2015

Obtained Series 7 & 63 Licenses.

2014 Salt Lake Community College

Majoring in Accounting

2006 West Jordan High School

Sophomore Class President and Soccer Team Captain 2 years

BUSINESS REFERENCESkyle horrocks --- fidelity high net worth team manager ---- 435-671-6213
Nicholas Widener Prestige Assistant Vice President ---- 801-897-6189
Autumn Rich --- Discover Team Leader ---- 801-808-1655
Scott Davis --- Allstate Agency Owner ---- 801-386-1210

LEADERSHIP

2012-2014 young men's President for church youth group

2007-2009 Full-Time church Mission
Demonstrated leadership as a Zone Leader, District Leader and Trainer.

2006 Eagle Scout Award

attained through personal goals and various volunteer service