Summary
Overview
Work History
Education
Skills
Program and Licenses
Languages
Timeline
Generic
Britanny Rodriguez

Britanny Rodriguez

Phoenix,AZ

Summary

Results-oriented banking professional with extensive experience in relationship banking, sales, mortgage loan management, fraud detection, and banking operations. Proven track record of achieving high sales targets, passing audits with 100% compliance, and providing exceptional customer service. Adept at identifying and mitigating fraud, managing mortgage portfolios, and fostering strong client relationships.

Overview

3
3
years of professional experience

Work History

RELATIONSHIP BANKER

Bank of America
06.2023 - Current
  • Developed and maintained strong client relationships, leading to a significant increase in customer retention and satisfaction
  • Drove client retention through personalized financial solutions, exceeding sales targets and maintaining impeccable regulatory compliance
  • Achieved and exceeded sales targets consistently, contributing to the branch's overall success
  • Ensured all banking operations were conducted efficiently and in compliance with regulatory standards.
  • Optimized operational processes, reducing transaction times and enhancing customer experience while ensuring 100% audit compliance.

MORTGAGE LOAN OFFICER

Premier Mortgage Resources
11.2022 - 06.2023
  • Sole representative managing all mortgage loan operations across the Island of Oahu
  • Established and maintained client referral relationships with potential and existing customers, realtors, and other business partners.
  • Analyzed clients' financial data to determine loan eligibility, providing tailored mortgage solutions and navigating complex credit scenarios.

MORTGAGE LOAN OFFICER

Mann Mortgage
05.2022 - 10.2022
  • Recommended loan solutions in line with lending guidelines and clients' requirements.
  • Reviewed documentation to ensure compliance with regulatory standards. Orchestrated tailored loan solutions, aligning with lending guidelines and client needs, while fostering strong customer relationships for retention and growth.
  • Conducted thorough documentation reviews, ensuring strict compliance with regulatory standards and mitigating risks in mortgage loan processes.
  • Partnered with internal teams to streamline loan approval processes, enhancing efficiency and significantly reducing turnaround times for clients.

FRAUD DISPUTE SPECIALIST

First Hawaiian Bank
08.2021 - 01.2022
  • Maintained thorough understanding of operating regulations including Regulation E and Regulation Z.
  • Prepared detailed analyses and reports on chargeback activities based on dispute types
  • Conducted thorough investigations of merchant disputes, leveraging regulatory knowledge to make informed decisions on case approvals or denials
  • Compiled comprehensive reports on chargeback activities, categorizing by dispute types to identify trends and improve fraud detection processes

Education

B.S. PROJECT MANAGEMENT -

Arizona State University
05.2026

Skills

  • Sales Expertise
  • Mortgage Loan Management
  • Fraud Detection
  • Financial Analysis
  • Risk Management
  • Regulatory Adherence
  • Team Leadership
  • Relationship building and management
  • Customer Service-Oriented
  • Cash Handling
  • Communication

Program and Licenses

  • RELATIONSHIP BANKER DEVELOPMENT PROGRAM, 01/01/24, Bank of America
  • MORTGAGE LOAN ORIGINATOR LICENSE - 2321102, Nationwide Mortgage Licensing System (NMLS)
  • Notary Public Commissions, STATE OF ARIZONA

Languages

Spanish
Native or Bilingual

Timeline

RELATIONSHIP BANKER

Bank of America
06.2023 - Current

MORTGAGE LOAN OFFICER

Premier Mortgage Resources
11.2022 - 06.2023

MORTGAGE LOAN OFFICER

Mann Mortgage
05.2022 - 10.2022

FRAUD DISPUTE SPECIALIST

First Hawaiian Bank
08.2021 - 01.2022

B.S. PROJECT MANAGEMENT -

Arizona State University

Similar Profiles

CREATE PROFILE
Britanny Rodriguez