Julissa Cavazos
North Aurora,IL
Summary
A highly motivated, forward thinking, accomplished and results-driven business professional with superior leadership experience. I strive to give the attention and details to clients in providing great customer service and building to maintain relationships. Excellent communication and people skills with extensive strategic planning capabilities. Committed to continuous growth and development within a dynamic team.
Overview
27
27
years of professional experience
Work History
Customer Service Advocate
Smurfit Westrock FKA Victory Packaging
Aurora, IL
07.2023 - 02.2025
- Collaborated with production, warehouse, and dispatch teams to facilitate swift resolution of shipment delays.
- Maintained transparent communication to address and resolve customer concerns effectively.
- Generated tailored stock status reports to facilitate inventory insights.
- Streamlined prioritization of essential daily routines and responsibilities.
- Managed customer communications via telephone, email, and in-person interactions.
- Ensured timely payment by processing credit card transactions and mailing corresponding invoices.
- Reviewed replan reports daily to ensure manufacturing order details were accurate.
- Established new SLEA accounts and ensured seamless system integration.
- Entered RFQs and QPTs quotes into ServiceNow for efficient processing.
- Collaborated on high-priority projects requiring focused execution.
- Maximized sales gains by maintaining thorough tracking of both orders and product availability.
- Analyzed weekly manual price entry data to ensure accuracy.
Mortgage Retail Sales Coordinator NMLSR 422652
Wells Fargo Home Mortgage
Naperville, IL
11.1997 - 04.2023
- Recognized clients' financial needs and offered tailored advice.
- Ensured superior client satisfaction during loan processes for new construction and purchases.
- Met targets set in purchase production by Home Mortgage Consultant and Branch Manager.
- Delivered administrative support to mortgage consulting team by organizing client documentation.
- Collaborated with internal teams and business partners to enhance customer experience.
- Implemented strategic sales plans, raising organizational customer survey scores from 23% to 90%.
- Conducted warm-calls to engage existing and former customers for finance-related needs.
- Established and maintained business relationships with Realtors and Attorneys for loan opportunities.
- Implemented effective strategies for identifying fraudulent activities.
- Identified needs of customers promptly and efficiently.
- Assisted and advised customers on using online and mobile banking systems.
Loan Officer Assistant and Customer Service Representative
Wells Fargo Home Mortgage
St. Charles, IL
Personal Banker and Teller
Old Second National Bank
Aurora, IL
- Entered new account information into computers and filed related forms and other documents.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Conducted account openings and closings for clients.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Maintained and built strong client relationships through quality, personalized interactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Associate Degree - Business Administration
Waubonsee Community College
Sugar Grove, IL12-2025
Skills
- Achieve Objectives
- Attention to Detail
- Adaptability
- Customer Satisfaction Management
- Building Professional Relationships
- Effective Communication
- Efficient Multi-Tasking
- Team Collaboration
- Consistently Meet Deadlines
- Client Relations
- Regulatory Standards Expertise
- Financial Qualification Review
- Taxes & Insurance
- Proficient in Execution
- Proficient in Task Organization
- CORE System & Workday
- Experience with CRM Software
- Mortgage Application Planning
- Strategic Problem Solving
- Skilled in Digital Tools
- Microsoft Office, Word, Excel
- Proficient in SiteXpro
- IBS and Ariba
- Notary
Experience with CRM Software
Websites
Accomplishments
- Award of Achievement, 25 million Dollar Club/Net Loyalty/Top New Construction Purchase for HMC, 2013
- Service Excellence Award, Service Stars Conference, 2005
- Customer Experience, Teamwork for Home Lending Nationwide Survey, 02/16/22, 02/14/20, 02/22/09
- Manager Spotlight Award, Making a Difference, 2022
- Manager Spotlight Award, Great at Execution, 2023
Timeline
Customer Service Advocate
Smurfit Westrock FKA Victory Packaging
07.2023 - 02.2025
Mortgage Retail Sales Coordinator NMLSR 422652
Wells Fargo Home Mortgage
11.1997 - 04.2023
Loan Officer Assistant and Customer Service Representative
Wells Fargo Home Mortgage
Personal Banker and Teller
Old Second National Bank
Associate Degree - Business Administration
Waubonsee Community College
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