Chad Rafol

Payment Operations Analyst at TrueML

Chad Rafol has a diverse work experience spanning various industries. Chad currently works at TrueML as a Payment Operations Analyst, responsible for managing payment operations. Prior to that, they held the role of Account Services Specialist at the same company.

Before joining TrueML, Chad worked at RTS Financial as a Financial Account Representative, where they assisted clients in factoring their invoices to improve cash flow. Chad successfully managed a portfolio of clients ranging from $500K-$1.5MM in accounts receivables.

Chad also had experience at Commerce Bank, where they held the positions of Personal Banker II Utility and Personal Banker II. In these roles, they exceeded quarterly sales goals, recommended banking solutions, and opened various financial accounts for customers.

Additionally, Chad worked at Ascensus as a Client Services Representative, where they processed checks and handled client information. Chad also gained experience as a Financial Representative at Northwestern Mutual, where they presented insurance policies and acquired new business through referrals and networking.

Early in their career, Chad worked at UPS as a Warehouse Supervisor. Chad supervised work groups, trained new hire employees, and efficiently handled a high volume of packages.

Overall, Chad Rafol has a strong background in finance, banking, client services, and operations. Chad has consistently achieved sales goals, demonstrated flexibility in adapting to different environments, and developed expertise in various financial products and services.

Chad Rafol's education history includes attending Metropolitan Community College-Longview from 2011 to 2015, where they pursued a General Studies program. In 2011, they briefly attended the University of Missouri-Kansas City, studying for a BS in Civil Engineering but did not complete the degree. Prior to that, from 2010 to 2011, they attended Missouri State University with an intention to pursue a BS in Computer Science, which they also did not complete.

In addition to their formal education, Chad Rafol has obtained several certifications. In 2015, they obtained NMLS Certification from the Nationwide Mortgage Licensing System. Chad also obtained a Notary Public credential from the State of Missouri in the same year. In 2014, they acquired a Life & Accident and Health Producer License from Northwestern Mutual. Furthermore, they earned a Frontline Supervisor Training School (FSTS) Certification from UPS, although the specific month of attainment is not provided.

Links

Previous companies

UPS logo
Northwestern Mutual logo

Timeline

  • Payment Operations Analyst

    March, 2022 - present

  • Account Services Specialist

    December, 2021