Summary
Overview
Work History
Education
Skills
Timeline
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ROBERTO GODINEZ

San Diego,CA

Summary

Analytical and solution-oriented customer experience professional with 15+ years of experience supporting clients in high-stakes financial and service environments. Known for exceptional communication skills, sound judgment, and a proactive approach to solving complex customer issues. Proven success owning customer interactions from start to resolution while collaborating cross-functionally to improve tools and processes. Excited to bring my strong work ethic and people-first mindset to a fast-paced, mission-driven startup like Ramp.

Overview

15
15
years of professional experience

Work History

Junior Underwriter

Summit Funding
07.2020 - 04.2025
  • Served as contact for clients, providing clear and professional support across the loan lifecycle
  • Communicated complex financial decisions in a client-friendly way, often during high-pressure or time-sensitive situations
  • Investigated investor guidelines and federal regulations to ensure accuracy and compliance across loan files
  • Demonstrated strong time and task management by independently handling urgent files and shifting priorities
  • Trained new team members on systems and procedures
  • Maintained a courteous, service-oriented mindset while juggling multiple responsibilities

Mortgage Loan Processor and Underwriter

Wells Fargo
09.2010 - 07.2020
  • Helped clients navigate tech platforms, troubleshooting upload issues and document access
  • Managed full-cycle loan files with ownership from intake to closing, communicating directly with borrowers
  • Supported clients via phone and email with updates, issue resolution, and documentation guidance
  • Worked closely with closing, lending managers, and underwriting to resolve roadblocks quickly
  • Created an internal checklist that reduced team-wide errors and eliminated need for second-level reviews
  • Assisted distressed customers in HARP/HAMP program, often de-escalating high-emotion calls
  • Routinely escalated platform and portal issues to tech and operations teams with improvement suggestions

Host and Busser

Buca Di Beppo
11.2009 - 09.2010
  • Delivered friendly and fast-paced guest experiences
  • Handled customer feedback and multitasked under pressure
  • Promoted menu items to boost sales

Education

Associate of Science -

Seattle Central Community College
Seattle, WA

Skills

  • Phone & Email Support
  • Problem Solving & Root Cause Analysis
  • Cross-Functional Collaboration
  • Fast Learner & Tech Adaptability
  • CRM & Document Portals (Encompass, proprietary tools)
  • Bilingual Communication (Spanish-English)
  • Process Optimization & Ownership
  • Start-up Agility & Customer Advocacy

Timeline

Junior Underwriter

Summit Funding
07.2020 - 04.2025

Mortgage Loan Processor and Underwriter

Wells Fargo
09.2010 - 07.2020

Host and Busser

Buca Di Beppo
11.2009 - 09.2010

Associate of Science -

Seattle Central Community College

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ROBERTO GODINEZ