Summary
Overview
Work History
Education
Skills
Timeline
Generic

Isabel Montorello

Round Rock ,TX

Summary

Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships and cultivating partnerships. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability.

Overview

31
31
years of professional experience

Work History

Customer Service Representative

Brushy Creek MUD
04.2023 - Current
  • .Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and company alike.
  • Responded to customer requests for products, services, and company information.
  • Provided information about facilities, entertainment options and rules and regulations to visitors.
  • Assisted in planning and execution of special events, leading to memorable experiences for guests.
  • Oversaw daily opening and closing procedures, ensuring accurate cash handling processes were followed.
  • Trained new staff members on policies, procedures, and best practices to uphold consistent service standards across the team.
  • Performed cash handling duties, provided change and balanced money at end of shift
  • Welcomed and greeted customers, answered questions, and provided excellent customer service to contribute to memory-making experience.
  • Maximized customer service and satisfaction by providing directions to visitors regarding requested locations, events and landmarks.
  • Addressed and resolved customer complaints and answered subsequent customer service questions.
  • Improved customer satisfaction by efficiently addressing and resolving utility service inquiries and concerns.
  • Fostered a positive work environment by actively engaging with colleagues and promoting teamwork in all aspects of daily operations.
  • Processed customer billing invoices and payments daily for monthly billing cycle.
  • Contributed to ongoing training programs for new hires improving overall team competency levels within the organization.
  • Prepared work order requests for new service, outages and maintenance actions.
  • Input data into spreadsheets and databases.
  • Processed incoming and outgoing mail and packages according to established procedures.
  • Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
  • Utilized office management software to record and track customer information.

Teller

Citizens National Bank
02.2018 - 05.2019
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Maintained friendly and professional customer interactions.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Received loan and utility payments, sending funds to correct destinations.

Teller Specialist

United Heritage Credit Union
01.2017 - 02.2018
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained friendly and professional customer interactions.
  • Handled various accounting transactions.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Wrote and distributed customer correspondence.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Received loan and utility payments, sending funds to correct destinations.

Real Estate Agent

Keller Williams Realty
02.2014 - 07.2017
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Presented purchase offers to sellers for consideration.
  • Used realtor databases to find properties for clients.
  • Created and implemented marketing plans to drive sales and coached staff on new strategies for maximum results.
  • Maintained inventories and records of sales collaterals and closings.

Real Estate Agent

Golden Real Estate
02.2008 - 08.2013
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Advertised client properties through websites, social media and real estate guides.
  • Presented purchase offers to sellers for consideration.
  • Used realtor databases to find properties for clients.
  • Maintained inventories and records of sales collaterals and closings.
  • Created and implemented marketing plans to drive sales and coached staff on new strategies for maximum results.
  • Reviewed market research data and changed sales plans accordingly.
  • Negotiated, facilitated and managed real estate transactions.
  • Assisted clients in financial planning for purchase.
  • Collected fees and documented payment processes for property transactions.
  • Communicated with clients to understand property needs and preferences.
  • Represented buyers and sellers of developed and undeveloped properties.

Real Estate Agent

Century 21 The Edge
03.2003 - 02.2008
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Created and implemented marketing plans to drive sales and coached staff on new strategies for maximum results.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Used realtor databases to find properties for clients.
  • Advertised client properties through websites, social media and real estate guides.
  • Collected fees and documented payment processes for property transactions.
  • Negotiated, facilitated and managed real estate transactions.
  • Assisted clients in financial planning for purchase.
  • Presented purchase offers to sellers for consideration.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Maintained inventories and records of sales collaterals and closings.
  • Communicated with clients to understand property needs and preferences.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Reviewed market research data and changed sales plans accordingly.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.

Teller

Montwood National Bank
02.1996 - 08.1999
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Handled various accounting transactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.

Cashier/Hostess

Cappetto's Italian Restaurant
04.1993 - 02.1996
  • Performed store opening, closing and shift change actions, including completing accurate shift change logs, to keep operations efficient and current.
  • Processed checks, cash and credit purchases or refunds.
  • Educated employees on all job tasks, including register use, merchandising and customer service.
  • Resolved escalated customer disputes with special actions such as discounts.
  • Received and processed customer payments.
  • Developed standard operating procedures.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Assisted customers by answering questions and fulfilling requests.

Education

Real Estate

Academy of Real Estate in El Paso, Texas
04.2003

Bilingual Education

The University of Texas At El Paso
El Paso, TX

High School Diploma -

Austin High School
El Paso, TX
05.1992

Skills

    • Report preparation
    • Inbound and Outbound Calling
    • Teamwork
    • Computer skills
    • Customer service
    • Cash Drawer Management
    • Spanish Speaking
    • Cash Handling
      • Property marketing
      • Property tours and inspections
      • Negotiation
      • Purchase contracts
      • Open house preparations
      • Follow-up skills
      • Staff Training

Timeline

Customer Service Representative

Brushy Creek MUD
04.2023 - Current

Teller

Citizens National Bank
02.2018 - 05.2019

Teller Specialist

United Heritage Credit Union
01.2017 - 02.2018

Real Estate Agent

Keller Williams Realty
02.2014 - 07.2017

Real Estate Agent

Golden Real Estate
02.2008 - 08.2013

Real Estate Agent

Century 21 The Edge
03.2003 - 02.2008

Teller

Montwood National Bank
02.1996 - 08.1999

Cashier/Hostess

Cappetto's Italian Restaurant
04.1993 - 02.1996

Real Estate

Academy of Real Estate in El Paso, Texas

Bilingual Education

The University of Texas At El Paso

High School Diploma -

Austin High School

Similar Profiles

  • Matthew Dixon

    Matthew DixonMatthew Dixon

    Lead Swim Instructor at Brushy Creek MUDLead Swim Instructor at Brushy Creek MUD

    View Profile
  • Kaelum Armstrong

    Kaelum ArmstrongKaelum Armstrong

    Youth Ministry Intern at Brushy Creek Baptist ChurchYouth Ministry Intern at Brushy Creek Baptist Church

    View Profile
  • Victoria Smith

    Victoria SmithVictoria Smith

    Assistant Manager/Head Housekeeper at Cottages at Brushy CreekAssistant Manager/Head Housekeeper at Cottages at Brushy Creek

    View Profile
Isabel Montorello