Erika Rodriguez
Everett,MA
Overview
15
15
years of professional experience
Work History
Associate of Operations & Recruitment
La Vida Scholars
Lynn, USA
07.2024 - Current
- Led recruitment and enrollment of 200+ high school students in Lynn, MA and Chelsea, MA
- Interview and enroll students plus their families
- Managed recruitment coordinator and operations intern roles to support recruitment efforts
- Oversaw daily office operations to ensure efficiency
- Provide administrative and program support for staff, students and outside vendors
- Planned and executed events for program students, staff, and families to enhance community engagement
- Manage outside vendor relationships and office alike
Development Assistant
Museum of African American History
Boston, USA
11.2023 - 12.2023
- Assisting Director of Development in planning, tracking sponsorship and donations for the Living Legends Annual Gala 2023
- Update sponsorship online request forms using information provided by the MAAH
Direct Endorsement Underwriter
Reverse Mortgage Funding LLC
Boston, USA
11.2020 - 11.2022
- Review and evaluate mortgage loan applications to ensure they adhere to FHA and other applicable guidelines
- Assess the borrower's creditworthiness, income, employment history, and the property's value
- Examined supporting documentation from borrowers and transaction parties, including pay stubs, tax returns, bank statements, and property appraisals, to confirm accuracy and compliance with FHA requirements
- Ensured accuracy of loan applications and associated documents, identifying discrepancies and issues for resolution
- Make underwriting decisions based on the information gathered during the evaluation process
- Approve, deny, or conditionally approve loan applications in accordance with FHA guidelines and company policies
- Participated in quality control meetings to reinforce accuracy and consistency of underwriting decisions
Administrative Coordinator - Sociology, Psychology and Education Department
Suffolk University
Boston, USA
01.2020 - 10.2020
- Provided confidential secretarial and administrative support to department Chair and faculty, ensuring smooth operations and effective communication
- Serve as a primary point of direct administrative contact and liaison with other offices, individuals, and external institutions and agencies on a range of specified issues
- Assists with project development and planning to ensure more efficient service and organization of the office
- Supervised Work Study personnel, overseeing hiring recommendations, performance evaluations, training, and task allocation to optimize office functionality
- Maintain gift card inventory and report all gift card distributions to the Institute's HR Payroll team/Finance department
Direct Endorsement Underwriter
MCM Holdings, Inc dba MCM Capital Solutions
Boston, USA
05.2015 - 10.2020
- Review and evaluate mortgage loan applications to ensure they adhere to FHA and other applicable guidelines.
- Evaluate the borrower's creditworthiness, income, employment history, and the property's value
- Assess the level of risk associated with each loan application, considering factors like the borrower's credit score, debt-to-income ratio, and the loan-to-value ratio of the property.
- Assisted in developing and refining CRM software features to enhance user experience and functionality.
Reverse Mortgage Loan Processor - Pipeline Manager
MCM Holdings, Inc.
Miami, USA
11.2014 - 05.2015
- Responsible for all reverse mortgage loans from submission until the clear to close is issued
- Analyze and prepare active monthly and weekly pipeline spreadsheets intended for sales and closing projections
- Trained 5-10 new employees on loan processing and review of how to use systems
Senior Loan Account Manager
MCM Holdings, Inc.
07.2012 - 11.2014
- Managed up to 32 active loans monthly, ensuring compliance with lending standards
- Obtain and verify information and documentation provided such as credit reports, lease summaries, employer information, debt-to-income ratios, collateral assessment, title reports, financial statements and the loan applicant's income
- Managed client relationships, ensuring satisfaction and retention.
- Developed account strategies to enhance customer engagement and loyalty.
Intake Coordinator/ Receptionist
04.2012 - 07.2012
- Evaluated reverse loan files against intake checklist to determine eligibility for intake processing or transition to underwriting
- Received and verified timely delivery of documents from courier services to ensure all departments have necessary time-sensitive materials
Skills
- Project management
- Event planning
- Compliance assessment
- Microsoft Office Suite
- Workday
- Google Docs
- Data entry
- Attention to detail
- Fluent Spanish speaker
- Fast-paced adaptability
- Work under pressure
- Team collaboration
- Reverse Vision
Timeline
Associate of Operations & Recruitment
La Vida Scholars
07.2024 - Current
Development Assistant
Museum of African American History
11.2023 - 12.2023
Direct Endorsement Underwriter
Reverse Mortgage Funding LLC
11.2020 - 11.2022
Administrative Coordinator - Sociology, Psychology and Education Department
Suffolk University
01.2020 - 10.2020
Direct Endorsement Underwriter
MCM Holdings, Inc dba MCM Capital Solutions
05.2015 - 10.2020
Reverse Mortgage Loan Processor - Pipeline Manager
MCM Holdings, Inc.
11.2014 - 05.2015
Senior Loan Account Manager
MCM Holdings, Inc.
07.2012 - 11.2014
Intake Coordinator/ Receptionist
04.2012 - 07.2012