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

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

• 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.

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.

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

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