Rosa Sam

Inquirer
DISC Type : cd

Officer Cash&Trade Proc IntAssoc. Anallyst at Citi

Riverview, Florida, United States

Overview

Rosa Sam is a results-driven, bilingual mortgage loan officer with over six years of experience in client operations, risk management, and financial services. She is proficient in managing the full loan lifecycle and ensuring regulatory compliance. She holds a Bachelors Degree and is a certified Spanish Teacher.

Originally from Lima, Peru, Rosa embraces her heritage and bilingual skills in her professional life. Her social media activity suggests she values celebrating holidays and connecting with family and loved ones, sharing well-wishes for Christmas and the Fourth of July.

Unique fact: Despite her successful career in banking and finance, Rosa is also a certified Spanish Teacher.

Personality Overview

Hard To Convince

Judgemental

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Mortgage Lending
Her entire career revolves around mortgage loan origination and processing, with expertise in platforms like Encompass and ensuring TRID compliance.
Risk & Compliance
Focuses on identifying control gaps, validating loan documentation, and ensuring adherence to internal and regulatory standards to reduce risk exposure.
Bilingual Services
Highlights her bilingual capabilities in her professional title, leveraging her background as a certified Spanish teacher to better serve clients.

Media Appearances

Rosa has no verified media appearances

Work History

4-2023 - 12-2025
Officer Cash&Trade Proc IntAssoc. Anallyst at Citi
4-2023 - 12-2025
Officer, Cash & Trade Processing / Internal Controls Analyst. at Citi
12-2021 - 3-2023
Mortgage Loan Officer at First Home Bank
1-2020 - 12-2021
Mortgage Loan Officer NMLS # 1632350 at Seacoast Bank
8-2017 - 11-2019
Loan Modification Experience, Analist, Customer service and management operations. at GTE Financial

Education

1989 - 1996
Bachelor's Degree from Spanish Teacher certified
1989 - 1996
Bachelor's Degree from Lima Peru

More Information

Social Presence :

Prographics :

Exp : 15 Location : Riverview, Florida, United States Job Level : N/A Designation : Officer Cash&Trade Proc IntAssoc. Anallyst at Citi
URL has been copied!

Insights For Selling To Rosa

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch

DONT's

  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rosa is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Rosa

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rosa move?

  • Their decision making speed is somewhere in the middle.
  • Can Rosa take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Rosa

Personality Compatibility


Other Citi Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.