Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Mayra Rodriguez

Antioch,CA

Summary

Dynamic Mortgage Broker with a proven track record at United Mortgage Co, excelling in client engagement and strategic marketing. Leveraged strong negotiation skills to secure favorable financing terms, enhancing client satisfaction. Developed tailored mortgage solutions, streamlining processes for faster approvals and fostering lasting relationships within the industry.

Ambitious Real Estate Broker and client advocate skilled in establishing buyer and seller partnerships to foster stress-free real estate sales transactions. Proven success in contract negotiation and housing market monitoring. Strong focus on sales marketing to increase clientele.

Professional tax professional with strong focus on delivering results. Skilled in tax compliance, financial analysis, and regulatory reporting. Known for effective team collaboration and adaptability to changing needs. Dependable and detail-focused with advanced problem-solving abilities.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Overview

48
48
years of professional experience
1
1
Certification

Work History

Mortgage Broker

United Mortgage Co
07.2021 - Current
  • Analyzed client financial profiles to recommend suitable mortgage products.
  • Facilitated communication between lenders and clients to streamline loan processing.
  • Evaluated market trends to provide informed advice on mortgage options.
  • Developed tailored mortgage plans addressing individual client needs and preferences.
  • Mentored junior brokers on best practices and compliance standards in mortgage transactions.
  • Led negotiations with lenders to secure favorable terms for clients' financing solutions.
  • Implemented process improvements to enhance operational efficiency within the brokerage team.
  • Conducted thorough reviews of loan applications, ensuring accuracy and adherence to regulations.
  • Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Explained entire mortgage loan process to borrower.
  • Assessed clients' financial data to determine loan suitability.
  • Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
  • Advised clients on loan process and specialized topics in home purchasing such as [Topic] and [Topic].
  • Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
  • Streamlined the loan application process for faster approvals and increased customer retention.
  • Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
  • Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
  • Presented, explained and processed home loan documents such as [Document] and [Document] to borrowers.

Advanced Tax Analyst

HR Block
01.2013 - Current
  • Analyzed complex tax scenarios to ensure compliance with regulations and identify potential savings.
  • Developed comprehensive tax strategies that minimized liabilities and optimized financial outcomes for clients.
  • Reviewed and interpreted federal, state, and local tax laws to provide accurate guidance on tax implications.
  • Collaborated with cross-functional teams to streamline reporting processes and enhance data accuracy in filings.
  • Collaborated with cross-functional teams to ensure accurate and timely filing of tax returns.
  • Enhanced tax compliance by conducting thorough research on federal and state tax regulations.
  • Led initiatives to automate tax preparation workflows, improving efficiency by reducing manual data entry errors.

Real Estate Broker

Realty Executives
02.2006 - Current
  • Negotiated contracts and facilitated transactions between buyers and sellers.
  • Conducted market analysis to determine competitive pricing strategies for listings.
  • Developed marketing materials and strategies to promote property listings effectively.
  • Guided clients through the buying/selling process, ensuring compliance with regulations.
  • Established strong relationships with local lenders and service providers for client referrals.
  • Led team meetings to strategize on improving sales techniques and client engagement.
  • Mentored junior brokers, enhancing their negotiation skills and market understanding.
  • Implemented digital tools for tracking leads, resulting in improved follow-up efficiency.
  • Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
  • Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Facilitated successful negotiations between buyers and sellers to reach mutually beneficial agreements in a timely manner.
  • Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Increased property sales by developing and implementing innovative marketing strategies for residential and commercial properties.
  • Conducted competitive market analysis to determine optimal pricing for properties.
  • Boosted referral business by establishing a strong network of professional contacts in the real estate industry.
  • Enhanced client satisfaction by providing comprehensive market analysis, tailored to their individual needs and preferences.
  • Generated new leads through strategic prospecting efforts, including cold calling, door knocking, and community events participation.

Real Estate Agent

Better Homes and Gardens Real Estate
06.1984 - 03.2006
  • Facilitated property showings, effectively showcasing features to potential buyers.
  • Negotiated contracts, ensuring favorable terms for clients while maintaining compliance with regulations.
  • Developed and maintained strong relationships with clients, enhancing referral opportunities and repeat business.
  • Conducted market analysis to provide clients with informed pricing strategies based on current trends.
  • Coordinated property marketing efforts through digital platforms, increasing visibility and attracting prospective buyers.
  • Implemented streamlined processes for client communication, improving response times and overall satisfaction ratings.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Communicated with clients to understand property needs and preferences.
  • Advised clients on market conditions and property value for informed decision-making.
  • Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
  • Presented purchase offers to sellers for consideration.
  • Consulted with homeowners on appropriate listing prices based on extensive comparative market analysis, resulting in faster sales and satisfied clients.
  • Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
  • Reviewed market research data and changed sales plans accordingly.

Administrator

United California Bank
02.1978 - 08.1986
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Generated reports detailing findings and recommendations.
  • Purchased and Sold stocks depending on the evaluation of the stock market on a daily basis.
  • Review gains and losses for customers accounts on a daily basis.

Education

High School Diploma -

Leonor Moreira De Oviedo
Chinandega, Nicaragua

No Degree - Law

UCA
Managua, Nicaragua

Skills

  • Strong negotiation skills
  • Customer service and support
  • Superior customer service
  • Collaborative teamwork
  • Effective problem solving
  • Ethical business practices
  • Goal-oriented mindset
  • Residential mortgage lending regulations
  • Accurate documentation
  • Training and coaching
  • Client engagement and assistance
  • Client service
  • Detail-oriented approach
  • Loan applications
  • Client confidentiality
  • Documentation and reporting
  • Advanced math skills
  • Skilled in [software]
  • Strategic marketing
  • Refinancing options
  • Loan application processing
  • Decision making aptitude
  • Proficient in [software]
  • Brand development
  • Loan terms
  • [Type] counseling
  • Organized record keeping
  • Ethical business conduct
  • Conducting financial assessments
  • Loan process advice
  • Proactive lead generation

Certification

  • CPM - Certified Property Manager
  • ABR - Accredited Buyer's Representative
  • CRB - Certified Real Estate Brokerage Manager

Languages

Spanish
Full Professional
English
Full Professional

Timeline

Mortgage Broker

United Mortgage Co
07.2021 - Current

Advanced Tax Analyst

HR Block
01.2013 - Current

Real Estate Broker

Realty Executives
02.2006 - Current

Real Estate Agent

Better Homes and Gardens Real Estate
06.1984 - 03.2006

Administrator

United California Bank
02.1978 - 08.1986

High School Diploma -

Leonor Moreira De Oviedo

No Degree - Law

UCA

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Mayra Rodriguez