Alexandra Ruiz
Burleson,TX
Summary
Proven professional with a robust background in financial and administrative roles, notably at City of Fort Worth, where I enhanced record-keeping accuracy and customer satisfaction. Expert in risk management and exceptional at customer service, I consistently deliver results by leveraging my problem-solving abilities and strong work ethic. Skilled in money handling and de-escalating conflicts, my approach boosts efficiency and client trust.
Overview
11
11
years of professional experience
Work History
Municipal Court Clerk
City of Fort Worth
Fort Worth, TX
05.2023 - Current
- Tracked cases and managed electronic and physical records, creating new case files, entering filings, hearings, trials and judgments and closing cases when complete.
- Answered face-to-face and telephone requests for information about warrants, citations and other court documents or procedures.
- Acted as court cashier, processing billing and payments for fines, bonds, bail and other court fees, also recording details of payment and reporting missed deadlines or delinquency.
- Wrote error-free and professional correspondence on behalf of court system.
- Followed policies and procedures to meet or exceed established performance requirements.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Answered inbound calls, chats and emails to facilitate customer service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Delivered high-quality customer service through deep commitment to knowledge and performance.
- Maintained and updated filing, inventory and database systems, manually or using computer.
- Typed, formatted and edited correspondence and other documents.
Teller
Wells Fargo & Company
BURLESON, TX
08.2017 - 02.2023
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Kept teller window areas clean, organized and fully stocked.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Entered transactions into computer and issued customer receipts.
- Explained bank services, financial products and applicable fees to customers.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Increased knowledge of banking products and services by actively participating in available training offered to employees.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Welcomed customers and offered pleasant service during entire transaction.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Tax Preparer
Variety Tax Services
Dallas, TX
11.2016 - 07.2017
- Stored copies of completed returns and related documents according to company procedures and business regulations.
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Finalized and processed paperwork with local, state government authorities.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Liaised between clients and tax authorities such as IRS representatives.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
Transaction Coordinator's Assistant
Real Estate Market Experts, LLC.
Duncanville, TX
05.2015 - 10.2016
- Followed up with prospects throughout sales processes to offer assistance.
- Supported efficient operations by managing errands like dropping off lockboxes and clerical tasks such as business correspondence.
- Organized and maintained systems to track leads coming from social media, website and other funnels.
- Created and distributed outbound print marketing materials and advertisement copy to promote new properties.
- Wrote purchase agreements, disclosures and other contractual documents, using DocuSign to obtain signatures and complete paperwork.
- Coordinated sales listings through each stage and tracked completion for broker.
- Provided quick and accurate calculations for percentages, commissions and discounts.
- Successfully guided home buyers and sellers through sales and purchase of properties.
- Answered phone calls and emails from potential and existing customers.
- Responded quickly to customer inquiries, asking questions to better understand needs.
- Scheduled appointments and office visits, prepared client files and documented case notes.
Tax Preparer Assistant/Secretary
APS Financial Group
Irving, TX
01.2014 - 04.2015
- Stored copies of completed returns and related documents according to company procedures and business regulations.
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Liaised between clients and tax authorities such as IRS representatives.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Greeted customers
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Filed paperwork and organized computer based information.
Education
High School Diploma -
St Augustine Catholic Church
Fort Worth, TX05.2012
Skills
- Excellent communication skills
- Risk management evaluation background
- Exceptional customer service
- Strong sense of banking ethics
- Energetic
- Friendly
- Strong work ethic
- Money handling
- Teller background
- De-escalating conflicts
- Problem-Solving
Languages
English
Native/ Bilingual
Spanish
Limited
Timeline
Municipal Court Clerk
City of Fort Worth
05.2023 - Current
Teller
Wells Fargo & Company
08.2017 - 02.2023
Tax Preparer
Variety Tax Services
11.2016 - 07.2017
Transaction Coordinator's Assistant
Real Estate Market Experts, LLC.
05.2015 - 10.2016
Tax Preparer Assistant/Secretary
APS Financial Group
01.2014 - 04.2015
High School Diploma -
St Augustine Catholic Church
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