Rodrigo Beltran
San Tan Valley,AZ
Summary
Highly accomplished Bilingual Mortgage Loan Originator with over 19 years of experience in sales, banking, insurance, and consumer finance. Proven ability to build strong client relationships, consistently achieve top performance, and educate clients, particularly within the Spanish-speaking community. Adept at both retail and wholesale lending, with a robust track record in mortgage origination, refinancing, and providing financial solutions. Fluent in Spanish and experienced in leveraging social media platforms for self-promotion and client education.
Overview
18
18
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 a personal marketing strategy 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 the 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
Inspiration Logistics LLC
11.2022 - Current
- Founded and operate a successful logistics company, managing all aspects of the business, from client acquisition to financial management
- Demonstrate strong operational management skills, ensuring the reliability and efficiency of cargo transport services
- Oversee financial accounting, maintaining the profitability and growth of the business.
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
- Mortgage Loan Origination (Conventional, FHA, VA, USDA, Non-QM Products)
- Home Equity Lines of Credit (HELOCs)
- Client Relationship Management
- Bilingual Communication (Spanish/English)
- Sales and Revenue Growth
- Social Media Marketing & Content Creation
- Prospecting and Lead Generation
- Customer Education & Financial Literacy- Regulatory Compliance
- Loan Origination Systems (LOS): Encompass, LendingPad
- CRM Systems: Zoho, Cliq
- Microsoft Office Suite
- Social Media Platforms: YouTube, Facebook
- Refinancing options
- Problem-Solving
- Time Management
- Organizational Skills
- Relationship Building
- Self Motivation
Educationandcertifications
- NMLS ID: 761285
- AZ Mortgage Loan Originator License: Active
- Former Property and Casualty Insurance License (Expired)
Timeline
Mortgage Loan Originator
Nexa Mortgage | Fast Mortgage Closings
12.2023 - Current
Owner, Operator, and CEO
Inspiration Logistics LLC
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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