EDGAR RODRIGUEZ
Heartland,USA
Summary
Dedicated financial professional with over 10 years of progressive experience in banking and credit union operations, specializing in mortgage origination, wholesale account management, and member relationship development. Proven success driving loan production, exceeding performance goals, and ensuring regulatory compliance while delivering exceptional service in both retail and wholesale environments. Known for building trusted partnerships, optimizing branch performance, and leading teams to surpass targets. Fluent in English and Spanish.
Overview
11
11
years of professional experience
Work History
Member Service Representative III
Advancial Federal Credit Union
02.2024 - Current
- Consistently meet and exceed monthly production goals for loans, deposits, and digital service enrollments.
- Promote mortgage, consumer loan, and deposit products while maintaining compliance and service standards.
- Support leadership in branch operations, audits, and performance tracking to ensure readiness and efficiency.
- Provide consultative guidance to members to enhance financial literacy and satisfaction.
- Collaborate with cross-functional teams to support lending growth and digital solutions adoption.
Banking Center Assistant Manager
American National Bank of Texas
05.2023 - 02.2024
- Oversaw daily branch operations, ensuring compliance and superior customer service delivery.
- Coached team members on achieving sales goals and improving service metrics.
- Strengthened risk management practices and maintained audit readiness.
Mortgage Loan Officer / Account Executive
Advancial Federal Credit Union
02.2021 - 07.2021
- Originated, processed, and managed a diverse pipeline of mortgage loans, ensuring accuracy, compliance, and timely closings.
- Cultivated strong relationships with brokers, members, and industry partners to drive mortgage production.
- Educated borrowers on loan options, qualification criteria, and homeownership readiness.
- Partnered with underwriting and processing teams to streamline the loan origination process.
Processing Management Supervisor
Advancial Federal Credit Union
11.2018 - 02.2021
- Supervised lending operations and staff within mortgage and auto processing departments.
- Implemented workflow improvements reducing turnaround time and improving loan quality.
- Led training and professional development initiatives to enhance team performance and compliance adherence.
Business Relations Officer
Advancial Federal Credit Union
03.2015 - 11.2018
- Expanded corporate and community partnerships to increase membership.
- Represented Advancial at business events, building relationships with key partners and industry contacts.
- Collaborated with internal teams to deliver financial education and promote lending programs.
Education
Associate of Science -
Dallas College – Eastfield Campus
Mesquite, TX12-2026
Skills
- Mortgage Origination & Wholesale Lending
- NMLS Registration & Regulatory Compliance (RESPA-TILA)
- Client relationship management
- Experience with LOS and CRM integration
- Negotiation proficiency
- Member Experience & Retention Strategies
- Coaching and mentoring
- Risk evaluation and audit support
LANGUAGES
Spanish – Native / Bilingual
Timeline
Member Service Representative III
Advancial Federal Credit Union
02.2024 - Current
Banking Center Assistant Manager
American National Bank of Texas
05.2023 - 02.2024
Mortgage Loan Officer / Account Executive
Advancial Federal Credit Union
02.2021 - 07.2021
Processing Management Supervisor
Advancial Federal Credit Union
11.2018 - 02.2021
Business Relations Officer
Advancial Federal Credit Union
03.2015 - 11.2018
Associate of Science -
Dallas College – Eastfield Campus
HIGHLIGHTS FOR ADVANCIAL ROLE FIT
- Over 7 years directly within Advancial’s culture and systems
- Proven track record in mortgage origination, compliance, and relationship management
- Member-focused and team-driven approach aligned with Advancial’s mission and values