Oscar Rodriguez-Marin

As a Critical Account Specialist I worked closely with FHA /VA / USDA accounts in underwriting applications for various loan products including modifications, short sales, and deed-in-lieu. I would work with set guidelines set by the investors and review borrowers financials to verify qualification for mortgage assistance programs, during this same time I was also processing COVID partial claims during the foreclosure moratorium, as well as became a lead in the HAF COVID assistance program in which I was responsible for communicating with states and coordinating wires from state to help cure delinquent mortgages.

As a Customer Resolution Specialist I work on helping homeowners complete mortgage assistance requests in Modification, Short Sale, and Deed-In-lieu, Responsible for portfolio management, Document collection and verification, Meeting application deadlines, Staying up to date with investor requirements for borrowers, as well as working with other processing departments to make sure applications are submitted and followed thru in a timely manner.

As a Mortgage Closer, my main responsibility is to prepare the closing package for our clients, I work closely with title companies to coordinate closing dates and finalize closing costs. As a closer I am also responsible to stay on top of my pipeline, keeping attention to detail, meet strict deadlines to finalize packages, as well as ensure we are in compliance with state and federal regulations.

Work closely with loan investors by presenting settlement offers on properties that are past due, my job duties include working closely with Realtors, Loan Investors, Attorneys, and homeowners to Negotiate Short Payoffs, and get
all necessary documents to present offer. Was also responsible for following up on the files from the point of application to closing. Responsible for

daily pipeline management, meeting strict deadlines, working with outside companies to complete Home Valuations/ Inspections, as well as stay up to date with all mortgage regulations.

As a personal banker I was responsible for meeting and exceeding customer expectations and sales quotas by driving revenue through direct sales of personal accounts, Loans and lines of credit, Investment products while meeting with clients on a daily basis to assess customers financial needs and goals.