Claudia Ramos Cruz
Weslaco
Summary
Highly skilled Mortgage Banking Professional with more than 14 years working in cross- functional environments. Successful at building relationships, creating strategies and multitask between several projects at once. Skilled in Project, Product management and Marketing.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Vendor Performance Analyst, Mortgage Servicing
Freedom Mortgage
11.2021 - 09.2023
- Responsible for analyzing vendor performance for Servicing department
- Evaluate quality of customer service experience by building data management systems to track performance at different vendor's level
- Collaborate with cross-functional teams to ensure execution of servicing projects and ongoing vendor development
- Monitor performance on consumer saving opportunities and suggest implementation of new strategies for Mortgage refinance or purchases
- Build and maintain necessary performance tracking dashboards to enable all stakeholders to monitor key metrics in the appropriate platform including Tableau, Google Analytics, Microsoft Access and Excel
- Drive process roadmaps; assess the suitability of products and providing direction to vendors and IT to ensure their process meet Freedom Mortgage goals.
Mortgage Project Manager
BBVA Houston Tower
02.2017 - 08.2021
- Managed projects for Mortgage Originations on Applications, Marketing, Production Tracking, HMDA and Fair Lending
- Planned, designed and scheduled Marketing Campaigns for Mortgage Call Center and Mortgage Originators.
- Responsible for coordinating marketing campaigns with Customer intelligence team, Legal & Compliance and other vendors.
- Served as an administrator to create and schedule Marketing Campaigns through salesforce and automate leads for Mortgage Bankers.
- Monitored and analyzed marketing campaigns performance by extracting data production from different applications such as SQL and Microsoft Access and Salesforce.
- Prepared and presented Marketing Training Materials for Mortgage Originators, Call Center and Upper Management.
- Assisted during onboarding process of vendors, system enhancements and track usage of different tools such as Salesforce to ensure effectiveness of Campaigns.
- Worked with vendors such as Experian, Corelogic, Salesforce and other Marketing partners to for campaigns innovations and creations.
- Served as subject matter expert on updates of Campaign production, Marketing Material, System Administration and Reporting
- Accountable for tracking government product production, allocate funds and analyze action plan for production increase.
Workplace Solutions Officer
BBVA Compass
08.2015 - 02.2017
- Supported 32 Retail Banking Centers with new, active and profitable customer acquisition
- Presented special pricing and benefits on retail banking products and services to the employees of companies, ranging from small businesses to large corporations
- Responsible for effectively building a prospect pipeline, prospecting/targeting companies and non-profits, gaining the commitment of the businesses’ decision makers
Assistant Sales Manager
BBVA
10.2012 - 08.2015
- Supervised branch’s operating profit; analyze P&L to maximize profit, analyze financial data
- Responsible for expanding bank’s profit with large deposits, lending, cross sell and business relations
- Managed sales, operations, customer service and associate development to maximize individual and branch goals
Financial Sales Advisor
BBVA
12.2010 - 09.2012
- Helped customers succeed financially by profiling, analyzing financial needs, and building customer relationships while increasing bank's profit by cross selling new opportunities
- Assisted clients by lending, consolidating, saving, establish credit or re-establishing credit
- Experienced in Home Equity Loans, Lines of Credits, Credit Cards, Mortgages, Secured or Unsecured Loans
Education
MBA -
The University of Texas Rio Grande Valley
Edinburg, TX12.2024
BBA - Business Management
The University of Texas Rio Grande Valley
Edinburg, TX05.2014
Skills
- Proficient in Microsoft Office and Google Drive (Excel, PowerPoint, Access, Word)
- Excellent listener, great communication skills, fast learner, anxious of implementing knowledge and data analysis skills
- Skilled in UI Improvements and User Acceptance Testing environments
- Committed Achiever where strengths include excellent planning and organizational skills
- Responsible, meticulous and able to adapt to adverse situations Analytical Skills, Computer literate; expert at 10 speed key
- Project Management
- Product Development
Languages
Spanish
Native or Bilingual
Certification
- Certified Product Manager, Scrum Alliance - February 2023
Timeline
Vendor Performance Analyst, Mortgage Servicing
Freedom Mortgage
11.2021 - 09.2023
Mortgage Project Manager
BBVA Houston Tower
02.2017 - 08.2021
Workplace Solutions Officer
BBVA Compass
08.2015 - 02.2017
Assistant Sales Manager
BBVA
10.2012 - 08.2015
Financial Sales Advisor
BBVA
12.2010 - 09.2012
MBA -
The University of Texas Rio Grande Valley
BBA - Business Management
The University of Texas Rio Grande Valley
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