CYNTHIA RODRIGUEZ
Summary
Insurance professional with extensive experience, excelling in policy management and client relations. Proven expertise in mortgage loans and compliance documentation, coupled with strong analytical skills. Cross-selling insurance and financial products, ensuring client satisfaction and retention. Bilingual communicator committed to delivering exceptional service in fast-paced environments.
Overview
1
1
Language
10
10
years of professional experience
Work History
Insurance Agent
Farmers
San Antonio , TX
10.2025 - Current
- Explained policy features, quotes, and premium details to clients, ensuring understanding and informed decision-making.
- Coordinated policy changes, renewals, and addressed billing questions for existing customers, enhancing client satisfaction and retention.
Bilingual Insurance Broker
AHIA
San Antonio, TX
07.2023 - Current
- Developed life and health insurance plans to meet client needs.
- Facilitated enrollment in Medicare Advantage and Part D plans.
- Created vision and dental plans tailored to client requirements.
- Administered prescription drug plans for optimal client health.
Mortgage Construction Loan Officer Support
WORKWAY / RANDOLPH-BROOKS FEDERAL CREDIT UNION
San Antonio, TX
06.2022 - 06.2023
- Demonstrated fluency in English and Spanish
- Managed correspondence and notifications to facilitate timely communication with borrowers
- Pulled credit reports to assess borrower eligibility and risk for loan approvals
- Completed Construction Draw Schedules
- Ensured compliance with regulatory disclosures
- Reviewed and organized documents to ensure smooth transition of loans into closing process
Client Service Coordinator
H&R BLOCK
San Antonio, TX
01.2017 - 04.2023
- Assisted with income taxes and amendments for previous years
- Maintained daily financial ledgers and journals to ensure accurate record-keeping. / Production Data
Mortgage Lending & Processing
SOLOMON EDWARDS / PENTAGON FEDERAL CREDIT UNION
San Antonio, TX
05.2020 - 11.2021
- Loan Setup Coordinator
- Requested and Verified appraisals and titles
- Verified Appraiser's invoices and W-9s for Accounts Payable
- Reviewed legal documents to move loans into closing stage
- Contacted Title companies, Attorneys, Settlement Agents, and Appraisers for missing information
- Assisted with HELOC loans, LNOV (Virginia lenders), Refinance, Amortization
- Familiar with tax forms, VA Form 1805, Calculations
- Form 1003 -Fannie Mae /Applications forms
- Jumbo Loans, Conventional, VA Loans, Refinancing, FHA, New Construction
Education
Master - Organizational Development
UNIVERSITY OF INCARNATE WORD
San Antonio, TXBachelor - Business Administration and Management
UNIVERSITY OF INCARNATE WORD
San Antonio, TXSkills
- Accounting
- Taxes
- Mortgage Loans
- Real Estate
- Housing Development
- Insurance
- Medical Terminology
- Education
- Fraud & Risk
- Compliance documentation
- Cross selling
Languages
Spanish
Native/ Bilingual
Timeline
Insurance Agent
Farmers
10.2025 - Current
Bilingual Insurance Broker
AHIA
07.2023 - Current
Mortgage Construction Loan Officer Support
WORKWAY / RANDOLPH-BROOKS FEDERAL CREDIT UNION
06.2022 - 06.2023
Mortgage Lending & Processing
SOLOMON EDWARDS / PENTAGON FEDERAL CREDIT UNION
05.2020 - 11.2021
Client Service Coordinator
H&R BLOCK
01.2017 - 04.2023
Master - Organizational Development
UNIVERSITY OF INCARNATE WORD
Bachelor - Business Administration and Management
UNIVERSITY OF INCARNATE WORD