Eduardo Rodríguez
Carolina
Summary
Dedicated and results-driven financial analyst with over 27 years of experience in financial modeling, data analysis, and forecasting. Proven track record of providing valuable insights and recommendations to drive strategic decision-
making and enhance financial performance. Skilled in analyzing complex financial data, developing marketing models, and performing comprehensive risk assessments.
Strong proficiency in financial software and marketing tools, including MS office package, and financial management systems. Adept at presenting findings and recommendations to senior management and stakeholders. Known for exceptional attention to detail, accuracy, and the ability to meet tight
deadlines. Seeking to leverage my expertise to contribute to the success of a dynamic organization.
Overview
27
27
years of professional experience
Work History
Advisor, Retail Banking
Oriental Bank
Guaynabo, Puerto Rico
12.2020 - Current
- The entire process that entails origination, processing and closing of mortgage loans.
- Developed and presented proposals to customers on loan products and services.
- Provided customer service and support to ensure customer satisfaction.
- Analyzed financial statements to identify risks and opportunities for customers.
- Processed mortgage loan applications, including collecting required documentation and verifying customer credentials.
Outside Sales Officer
Scotiabank
Guaynabo, Puerto Rico
02.2015 - 12.2020
- Developed and implemented strategies to attract and retain new mortgage customers.
- Developed and maintained relationships with current and prospective mortgage customers.
- Analyzed customer financial information to determine appropriate mortgage loan products.
- Communicated with clients regarding loan application status, loan terms, and other related topics.
- Ensured all mortgage loan documents were accurately completed and verified.
- Actively participated in loan closings and ensured all necessary paperwork was completed and signed.
- Provided customer service and support to ensure customer satisfaction.
- Analyzed financial statements to identify risksand opportunities for customers
Mortgage Loan Processor/Mortgage Direct Marketing
Doralbank
San Juan, Puerto Rico
04.1997 - 02.2015
- Answered customer inquiries and provided accurate information to clients regarding mortgage products.
- Proactively identified and resolved customer issues in a timely and efficient manner.
- Negotiated loan terms and conditions with clients to ensure their satisfaction.
- Maintained uptodate knowledge of mortgage products and services.
- Analyzed and monitored customer accounts to ensure accuracy and compliance with regulations.
- Managed customer accounts and updated records in accordance with information received.
- Utilized customer relationship management (CRM) software to enhance customer experience and increase customer loyalty.
Education
Mortgage Loan Process -
Mortgage Bankers School
San Juan, Puerto Rico06-2023
Analysis And Review of Appraisals -
Mortgage Bankers School
San Juan, Puerto Rico05-2004
Industrial Electronics And Telecommunications Associate Degree -
NUC
Bayamon, Puerto Rico07-1999
4 Years - Computer Programming
Universidad De Puerto Rico
Bayamon05-1998
Skills
- MS office package proficiency
- Financial and marketing analysis
- Accounting Knowledge
- Data Analysis
- Risk Management
- Financial Reporting
- Auditing
- Strong communication skills
- Problem-Solving
- Attention to Detail
- Adaptability
- Time Management
- Critical Thinking
- Strong analytical skills
Timeline
Advisor, Retail Banking
Oriental Bank
12.2020 - Current
Outside Sales Officer
Scotiabank
02.2015 - 12.2020
Mortgage Loan Processor/Mortgage Direct Marketing
Doralbank
04.1997 - 02.2015
Mortgage Loan Process -
Mortgage Bankers School
Analysis And Review of Appraisals -
Mortgage Bankers School
Industrial Electronics And Telecommunications Associate Degree -
NUC
4 Years - Computer Programming
Universidad De Puerto Rico
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