Jose Rodriguez
Brentwood,US
Summary
Proven achiever in the banking sector, notably with Citizens Bank, where I enhanced mortgage closing efficiency and fortified client relations. Expert in document review and credit analysis, my proactive approach and goal-oriented mindset have consistently driven performance improvements and client satisfaction, exceeding targets and fostering trust across key stakeholders.
Overview
8
8
years of professional experience
Work History
Senior Mortgage Loan Closer
Citizens Bank
10.2019 - 09.2023
- Improved efficiency of mortgage closings through regular communication with borrowers, brokers, and legal counsel.
- Negotiated favorable terms on behalf of clients during mortgage negotiations with external partners such as title companies.
- Served as primary point of contact for all parties involved in the mortgage closing process, fostering trust and strong relationships among stakeholders.
- Contributed to overall company growth through diligent work ethic, consistent achievement of performance goals, and commitment to professional development opportunities within the field.
- Overcame complex challenges during the loan closing process by leveraging extensive industry knowledge and problem-solving skills.
Personal Banker
Bethpage Federal Credit Union
01.2017 - 10.2019
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Personal Banker
Teacher Federal Credit Untion
06.2015 - 01.2017
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
Education
Bachelor of Science - Business Administration And Management
Farmingdale State College
Farmingdale, United States05.2014
Associate of Science - Business Administration And Management
Suffolk County Community College
Selden, NY06.2012
Skills
- Document Review
- Credit analysis
- Loan Processing
- Property Evaluation
- Closing procedures
- Escrow management
- Goal-Oriented
- Underwriting knowledge
Timeline
Senior Mortgage Loan Closer
Citizens Bank
10.2019 - 09.2023
Personal Banker
Bethpage Federal Credit Union
01.2017 - 10.2019
Personal Banker
Teacher Federal Credit Untion
06.2015 - 01.2017
Bachelor of Science - Business Administration And Management
Farmingdale State College
Associate of Science - Business Administration And Management
Suffolk County Community College
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