Carly Rodriguez
Fulshear,TX
Summary
Senior Loan Originator at Texas Farm Credit with a proven track record in financial transaction management and exceptional customer service. Demonstrates expertise in analyzing complex financial profiles and building strong relationships, consistently generating new lending opportunities while ensuring a seamless loan process for clients. Committed to delivering tailored financing solutions that address diverse needs, leveraging extensive industry knowledge to drive client satisfaction and business growth. Recognized for strategic thinking and problem-solving abilities, contributing to successful outcomes in a dynamic financial environment.
Overview
8
8
years of professional experience
Work History
Loan Originator
Texas Farm Credit
02.2025 - Current
- Originate and structure agricultural and rural land loans for clients purchasing, refinancing, or improving rural properties.
- Analyze borrower financials, credit profiles, and property values to determine loan eligibility and loan structure.
- Develop relationships with landowners, real estate professionals, and agricultural partners to generate new lending opportunities.
- Guide borrowers through the entire loan process from application to closing while ensuring excellent customer service.
- Provide financing solutions for raw land, rural homesites, ranch properties, and agricultural operations.
- Work closely with underwriting and processing teams to ensure timely loan approvals and closings.
Business Development
Frontier Title
Katy, TX
05.2022 - 01.2025
- Built and maintained relationships with real estate agents, brokers, and industry professionals to generate new title business.
- Developed strategic marketing plans to grow market share and expand brand awareness.
- Organized and hosted networking events, educational classes, and client appreciation events.
- Analyzed market trends and competitor activity to identify new opportunities for growth.
- Provided exceptional client service to real estate partners and customers throughout the transaction process.
- Collaborated with escrow teams to ensure smooth closings and client satisfaction.
- Managed a large book of business and consistently worked to grow referral partnerships.
Senior Loan Officer
PrimeLending
Katy, TX
07.2021 - 05.2022
- Originated residential mortgage loans including conventional, FHA, VA, and jumbo products.
- Analyzed borrower financial documentation including tax returns, income, and credit profiles.
- Structured loan scenarios to meet borrower needs while meeting underwriting guidelines.
- Educated borrowers on loan options, interest rates, and the home financing process.
- Worked closely with real estate agents to ensure smooth and timely closings.
- Managed loan files from application through closing while maintaining strong client communication.
- Consistently developed new referral relationships to grow business.
Senior Loan Officer
AMP Lending
Katy, TX
03.2020 - 09.2021
- Originated residential mortgage loans including refinance and purchase transactions.
- Analyzed borrower credit, assets, income, and financial documentation.
- Structured loan programs that met both borrower goals and lending guidelines.
- Maintained communication with borrowers, processors, and underwriters throughout the loan process.
- Educated clients on mortgage options and financial strategies for homeownership.
- Built referral relationships with real estate agents and industry partners.
Loan Officer
Movement Mortgage
Katy, TX
03.2020 - 09.2021
- Originated mortgage loans for purchase and refinance transactions.
- Guided borrowers through loan application, documentation, and approval processes.
- Maintained strong relationships with referral partners and real estate professionals.
- Provided exceptional customer service to ensure a smooth mortgage experience.
Loan Officer
Success Mortgage Partners
Katy, TX
03.2018 - 03.2020
- Assisted borrowers with mortgage applications and loan product selection.
- Reviewed borrower documentation including income, credit, and assets.
- Worked closely with processors and underwriters to move loans through approval.
- Developed relationships with real estate professionals to generate new business.
Education
Economics - Finance
University of Houston
05.2023
Skills
- Financial transaction management
- Service-oriented customer support
- Business development
- Financial analysis aptitude
Timeline
Loan Originator
Texas Farm Credit
02.2025 - Current
Business Development
Frontier Title
05.2022 - 01.2025
Senior Loan Officer
PrimeLending
07.2021 - 05.2022
Senior Loan Officer
AMP Lending
03.2020 - 09.2021
Loan Officer
Movement Mortgage
03.2020 - 09.2021
Loan Officer
Success Mortgage Partners
03.2018 - 03.2020
Economics - Finance
University of Houston