ADRIAN GABRIEL RODRIGUEZ PORTIELES - Assistant Loan Officer / Mortgage Broker Assistant - KBA Group LLC

Summary

Bilingual finance student and mortgage banking professional with 2+ years of hands-on experience supporting residential mortgage transactions from application through closing. Experienced in client relationship management, financial document review, loan pipeline coordination, compliance-focused processes, and communication with borrowers, lenders, and title companies. Currently completing a Bachelor of Science in Finance at the University of South Florida after two years of study at State College of Florida. Seeking to bring a client-first mindset, financial services experience, and Spanish-English communication skills to a banking career with Bank of America.

Overview

2

years of professional experience

Work History

Assistant Loan Officer / Mortgage Broker Assistant

KBA Group LLC

, Florida

05.2024 - Current

Support residential mortgage loan files throughout the full loan process, from initial application and document collection through closing.
Collect, review, and verify financial documentation including tax returns, pay stubs, bank statements, employment information, and supporting loan documents.
Build and maintain strong client relationships by communicating with borrowers, lenders, title companies, and other transaction partners.
Identified client needs, addressed process-related questions, resolved documentation issues, and connected clients with appropriate loan officer or lending resource for seamless support.
Tracked loan pipelines, followed up on outstanding items, maintained accurate CRM and digital records, and ensured timely progression of transactions toward closing deadlines.
Follow established lending procedures with careful attention to accuracy, confidentiality, compliance, and the overall client experience.
Assisted with outbound client follow-up, managed database, nurtured referral relationships, and supported marketing initiatives for business development.

Education

Bachelor of Science - Finance

University of South Florida (USF)

01-2027

Associate of Arts -

State College of Florida (SCF)

Bradenton, FL

Skills

Mortgage lending
Loan processing
Loan Pipeline Management
Financial Document Review
Documentation Management
Compliance & Risk Awareness
Client management
Client Needs Discovery

Customer Service
Business development
Database management
Microsoft Office Suite
Multilingual Communication
Critical thinking
Credit Analysis

PROFESSIONAL DEVELOPMENT

Mortgage lending and residential financing experience
Ongoing academic concentration in Finance, financial markets, and financial services
NMLS SAFE Mortgage Loan Originator Exam - planned professional development

ADDITIONAL INFORMATION

Languages: Spanish (Native); English (Professional Proficiency) | Technology: Microsoft Office, CRM platforms, mortgage software, digital communication tools

Timeline