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Sales & Service Specialist

Specialist & Consultant

A business professional with 10 + years of experience within the financial services and mortgage industry, most notably 5 consecutive years as a top performer in all measured categories with one of the world’s most admired companies with a consistent tracked record for meeting or exceeding production goals and client expectations. Well-organized, assertive & efficient with great time management skills with the ability to work individually, in a collaborative team environment, alongside managers and executives. Adept at multi-tasking to solve problems both efficiently and effectively with the dexterity to develop and facilitate processes for efficiency with built-in checks and balances which directly correlates to an increase in production while eliminating the potential for errors. Areas of expertise span & core skills include a comprehensive range of functions. 


Responsible for greeting, servicing and selling to customers in the lobby and performing teller transactions. 
This includes functioning as a scheduled seller or teller depending upon the banking center's specific needs. 
Establishing, retaining and deepening relationships with banking center customers and potential customers to achieve team sales goals and provide quality customer service. Resolving complex service issues or referring to appropriate associate to guarantee customer satisfaction and retention .Providing proactive sales activities of basic products while referring more complex requests (e.g., complex small business accounts or mortgages) to an associate with more in-depth expertise 
Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies


Responsible for performing a variety of post-closing loan servicing tasks. Functions include: reviewing loan disbursement requests; processing disbursements; preparing loan demands, reconciled amounts, fees and reconveyance; maintaining loan and disbursement files; responding to routine vendor inquiries; coding and renewal processing; preparing and submitting documents, data and records according to department procedures and government regulations (HUD-1, VA, FHA, Freddy Mac & Fannie Mae); handling payments for hazard insurance premiums, property taxes and title research other special transactions such as wire set up and returns also verification of recording fees with less than 1% monthly error rate.


Escalation Resolution & Loss Mitigation Manager 
• Researched, resolved & documented internal conflicts, disputes and complaints made from borrowers, collection agents,    regulatory authorities, attorneys, and other third parties. 
• Was promoted to Escalation Specialist Manager after 

Loan Closer & Funder Specialist

• Providing a consistently excellent customer service experience. Maintaining strong knowledge of new wireless products, accessories, pricing plans, promotions and service features. Educating and engaging customers through product demonstrations. Meeting sales quotas for wireless, data services, smart tv, home security and accessories. Managing a cash drawer and daily deposits of funds. Maintaining store appearance including store opening and closing procedures.

Retail Sales Consultant

Responsible in making inbound/outbound calls via various marketing channels (internet leads, radio ads, networking etc.) as well analyzed clients’ specific financial situation and provided customized recommendations to enable clients to reduce/eliminate unsecured debt through consumer credit counseling, debt settlement and repayment plans as a result the client lifestyle changed drastically to improve their financial situation.

Certified Debt Consultant

Originated sales calls, presentations to prospective and existing mortgage borrowers in the company’s portfolio looking to refinance and ensures exceptional customer experience by overseeing loan process from origination to close also providing on-going communication to borrowers and vendors therefore achieving production goals as established by company averaging and surpassing quota 750k monthly

Loan Officer

Originated home loans to new and existing borrowers looking to refinance through different marketing channels as well presented different mortgage options, calculating monthly interest rate adjustments also terms and obtaining all of the necessary documentation to make the loan decision, eligibility to properly secure the collateral used to qualify for the loan and approve the loan as well surpassing monthly goals. 

Assisted customers in finding what they need regarding telecommunications offering, selling AT&T wireless data and wireless phone products by explaining the features, benefits and pricing available to individuals

Communication Specialist

Find out detailed information about Omar Rodriguez, Sales & Service Specialist in Huntington Beach, CA

Omar Rodriguez: Sales & Service Specialist in Huntington Beach, CA

Omar Rodriguez

College of Sciences and Humanities

National Autonomous University of Mexico