Summary
Overview
Work History
Skills
Educationcertifications
Languages
Timeline
Receptionist
RODRIGO BELTRAN

RODRIGO BELTRAN

San Tan Valley,AZ

Summary

Dynamic and Results-Driven Bilingual Sales Professional

Experienced Mortgage Loan Originator with 20+ years in sales, banking, insurance, and consumer finance. A proven leader in building strong client relationships, consistently exceeding performance targets, and educating clients—particularly within the Spanish-speaking community. Expertise spans retail and wholesale lending, specializing in mortgage origination, refinancing, and tailored financial solutions.

Fluent in Spanish and adept at leveraging social media for client engagement and business growth. A personable and driven professional with a natural ability to connect with clients, foster trust, and deliver exceptional service. Strong sales strategist with deep product knowledge, persuasive communication, and expert negotiation skills. Committed to driving revenue growth, surpassing sales goals, and providing value-driven solutions through consultative selling.

Overview

20
20
years of professional experience

Work History

Mortgage Loan Originator

Nexa Mortgage | Fast Mortgage Closings
12.2023 - Current
  • Manage end-to-end mortgage processes, including new purchase loans, HELOCs, investment loans, and government-backed and non-QM products
  • Develop and execute personal marketing strategies through social media platforms like YouTube and Facebook, creating educational content to attract and inform potential clients
  • Cold call real estate agents to build relationships and attract new leads, expanding client base
  • Leverage organizational skills to balance prospecting, lead management, and pipeline maintenance, ensuring consistent productivity
  • Operate within a self-employed structure, working remotely, and meeting with agents and clients as needed to generate and close mortgage deals.

Owner, Operator, and CEO

Self Employed
11.2022 - Current
  • Founded and operate a successful Logistics company.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

Home Advisor / Mortgage Loan Originator

Mr. Cooper
07.2020 - 10.2022
  • Consistently ranked in the top 10% of Mortgage Loan Originators, averaging over 20 mortgages per month
  • Specialized in refinancing, helping clients utilize their home equity for cash-out, debt consolidation, home improvement, and investment purposes
  • Developed strong client relationships by identifying financial opportunities and educating clients on mortgage products and financial strategies
  • Utilized Encompass for efficient loan processing and client management within a retail lending environment.

Lead Insurance Underwriter / B2B Relationship and Services

Assurant | American Bankers Insurance of Florida
01.2016 - 12.2019
  • Oversaw a team of underwriters, ensuring adherence to NFIP rules and regulations
  • Played a key role in new business development, maintaining high-volume accounts and ensuring policy compliance
  • Recognized for problem-solving abilities and attention to detail, contributing to company-wide efficiencies.

Insurance Sales & Retention Specialist

Esurance
01.2013 - 01.2016
  • Promoted to Retention Specialist due to consistent high performance in insurance sales
  • Achieved top 10 ranking among nationwide retention specialists and met incentive goals for over two years
  • Built strong client relationships by identifying insurance needs and providing tailored solutions across auto, homeowners, and renters insurance products
  • Transitioned to a virtual role, demonstrating reliability and consistent results while working remotely.

Lead Teller, Banker, and Insurance Agent

Wells Fargo Bank N.A. / Wells Fargo Insurance
01.2007 - 01.2012
  • Rapidly advanced through roles of increasing responsibility due to excellence in performance
  • Ranked as a top banker and teller in the North Metro Phoenix market, consistently exceeding sales and service expectations
  • Developed financial solutions for clients, including loans, credit, and insurance products, contributing to client financial wellness
  • Managed leads and appointments to maintain high conversion rates and top-level performance.

Skills

  • Time Management
  • Organizational Skills
  • Relationship Building
  • Referral generation
  • Sales development
  • Client account management
  • Goal oriented
  • Data interpretation
  • Relationship selling
  • Marketing expertise
  • Negotiation tactics
  • Regulatory compliance
  • Business referral management
  • Customer relations
  • Customer service
  • Decision-making
  • Attention to detail
  • Client counseling
  • Microsoft office
  • Problem-solving
  • Multitasking

Educationcertifications

  • NMLS ID: 761285
  • AZ Mortgage Loan Originator License: Active
  • Former Property and Casualty Insurance License (Expired)

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Mortgage Loan Originator

Nexa Mortgage | Fast Mortgage Closings
12.2023 - Current

Owner, Operator, and CEO

Self Employed
11.2022 - Current

Home Advisor / Mortgage Loan Originator

Mr. Cooper
07.2020 - 10.2022

Lead Insurance Underwriter / B2B Relationship and Services

Assurant | American Bankers Insurance of Florida
01.2016 - 12.2019

Insurance Sales & Retention Specialist

Esurance
01.2013 - 01.2016

Lead Teller, Banker, and Insurance Agent

Wells Fargo Bank N.A. / Wells Fargo Insurance
01.2007 - 01.2012

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RODRIGO BELTRAN