Summary
Work History
Skills
Hobbies and Interests
Timeline
Hi, I’m

Rosemary E. Rodriguez

Houston,TX
Rosemary E. Rodriguez

Summary

Motivated, detail-oriented and well-versed professional with 20+ years of experience in fast-paced environments. Demonstrates excellent customer service, accuracy, and results-driven performance. Collaborative team player with expertise in accounting, finance, real estate, title insurance, and retail mortgage lending. (NMLS 2009370)


Skilled relationship builder and consultant who can generate excitement and long-term partnerships. Self-starting, resilient, and loyal with a focus on winning. Excellent team player and communicator with strong problem-solving abilities. Practical solution seller with a hands-on approach and a drive to achieve results. Strong knowledge of the real estate industry, including navigating complex situations and making informed decisions. Professional presence and demeanor with the ability to represent the brand at networking and social events. Strong relationship building, persuasion, and negotiating skills. Excellent written and verbal communication skills.

Work History

Frontier Title Company

Escrow Title Processor

Job overview

  • Conducted searches, analysis, and evaluation of land, home, and building titles
  • Analyzed contracts and legal documents related to closings, including title commitments, deed transfers, and property liens
  • Proficient in handling complex transactions, resolving title issues, and ensuring compliance
  • Maintained effective communication with all parties involved, including buyers, sellers, agents, lenders, insurance agents, home warranty, and surveyors
  • Conducted weekly trainings for 20-30 Real Estate Agents to educate them and deepen professional referral partner relationships.
  • Strengthened communication skills through regular interactions with others
  • Developed and maintained relationships with customers, lenders and other third parties

CMG Financial

Mortgage Production Partner

Job overview

  • Maintained knowledge of real estate market trends and lending regulations, ensured compliance with mortgage loan regulations and privacy laws
  • Assessed applicants' credit history and capacity to repay loans
  • Developed and maintained relationships with real estate professionals
  • Utilized financial software and banking regulations knowledge
  • Strong analytical, decision-making, and time management skills
  • Attention to detail and excellent written and communication skills
  • Managed client pipeline and CRM database, assisted with marketing efforts
  • Gathered and interpreted data to support mortgage loan application.
  • Stayed updated on FHA, VA, Conventional, and USDA guidelines
  • Strong computer skills and proficiency in mortgage math and rate locks.

Eagle Dental

Registered Dental Assistant/Administrative Assistant

Job overview

Helped patients complete necessary medical forms and documentation

  • Managed patient billing processes for timely, accurate payments
  • Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation
  • Supervised and led team of dental hygienists and support staff of 12, Managed employee payroll and human resources.
  • Reviewed flash reports, prepared bank deposits and posted daily revenues to stay on top of administrative demands
  • Generated patient referrals and promoted monthly specials through social media advertising
  • Conducted team meetings to discuss operational performance and set goals.

Applus Velosi

Operations Coordinator

Job overview

  • Utilized performance data to enhance operational efficiency, forecast requirements, and uphold meticulous record-keeping
  • Established key relationships with team members, upper management, customers and partners through well-developed communication and interpersonal skills
  • Maintained accurate documentation regarding accounts payables and accounts receivables in accordance with company policies
  • Entered journal updates to balance general ledger accounts
  • Prepared working papers, reports and supporting documentation for audit findings
  • Oversaw global travel arrangements and facilitated seamless logistical operations

National Oilwell Varco

Executive Accounting Assistant

Job overview

  • Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments
  • Handled day-to-day accounting processes to drive financial accuracy
  • Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records
  • Processed travel expenses and reimbursements for executive team and senior management group, updated spreadsheets and databases to track, analyze, and report on performance and sales data
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable, prepared month-end closing entries for detailed reporting and recordkeeping
  • Updated accounting ledgers and journals to balance statements and maintain consistent records

Wells Fargo Home Mortgage

Home Mortgage Consultant/Mortgage Assistant

Job overview

  • Built strong relationships with customers to help them achieve homeownership goals
  • Developed extensive knowledge of products, policies, procedures, and underwriting requirements
  • Analyzed financial and credit data to match customer needs with appropriate loan programs
  • Conducted Home Buyer seminars and maintained high visibility in the marketplace
  • Reviewed and edited loan documentation to ensure accuracy and efficiency.

Skills

  • High energy, personable, and capable of building and promoting company culture and "vibe"
  • Strong relationship building, persuasion, and negotiating skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook), CRM Management,
  • Customer Relationship Management
  • Effective prioritization and time management skills Excellent written and verbal communication skills
  • Financial Planning Expertise

Hobbies and Interests

Hobbies and Interests

  

*Healthy Lifestyle *Gardening *Military and Veterans Charities *Yoga/Meditation *Bird Watching *Journaling and Meditation *Thrifting *Fashion *Pickleball

Timeline

Escrow Title Processor
Frontier Title Company
Mortgage Production Partner
CMG Financial
Registered Dental Assistant/Administrative Assistant
Eagle Dental
Operations Coordinator
Applus Velosi
Executive Accounting Assistant
National Oilwell Varco
Home Mortgage Consultant/Mortgage Assistant
Wells Fargo Home Mortgage
Rosemary E. Rodriguez