Rene Alexander Cruz
Kansas City,MO
Summary
I have over ten years of experience in customer services (seven in financial services) where I held positions in sales, CRM/pipeline management, retention and marketing. I held several state licenses as a mortgage loan originator which allowed me to become very efficient in high lead volume management using CRM systems and an expert in prospecting, underwriting, and communicating with clients. I am also experienced with FB/Google ads, marketing funnels, APIs, and how to automate for better communication and a better client experience. The last year Ive been self employed providing marketing services to small companies and independent brokers.
Overview
10
10
years of professional experience
Work History
Mortgage Advisor, Lock Desk Management
Credible Operations
09.2020 - 06.2022
- Collaborated with upper management to developed standard operating procedures for our pricing lock desk. After implementation policy exceptions in regards to service failures were reduced by an average of 25% month over month. Managed to save the company thousands in monthly costs.
- Maintained a sales pipeline of 60+/monthly files through the entire sales cycle averaging eight monthly closings
- Held mortgage originator licenses in 16 state
- Proficient with Salesforce automation to improve interdepartmental communication
Marketing Specialist
Independent Mortgage Broker
07.2019 - 06.2020
- Created bilingual Facebook and Google marketing campaigns and channels to drive awareness, traffic and conversion.
- Developed workflow automation campaigns that generated hundreds of leads through long and short forms.
- Became proficient with multiple CRM systems, Zapier and WordPress. Implemented Facebook, Meta Pixel and Google Analytics reports to track lead activity.
Loan Officer
Edge Home Finance
12.2018 - 12.2019
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Recommended loan approvals and denials based on customer loan application reviews.
- Worked with underwriters, title agents, and realtors to ensure the customer received the best and most transparent experience
- Maintained strict confidentiality of bank records and client information.
Loan Specialist
Mortgage Lenders Of America (Now Zillow)
03.2018 - 11.2018
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
Education
Financial Planning
University of Missouri - Columbia
Columbia, MOSkills
- Fluent in Spanish
- Telephone Sales
- High Proficiency with CRM Systems and Salesforce reporting metrics
- Strong Communication and Interpersonal Skills
- Application Review
- Leveraging automation systems and Developing Marketing Funnels
- Salesforce Quality Control Reports
- Developed Operating Procedures and Policies
- Interdepartmental Collaboration
- Strong Communication and Interpersonal Skills
- Compliance Specialist
Timeline
Mortgage Advisor, Lock Desk Management
Credible Operations
09.2020 - 06.2022
Marketing Specialist
Independent Mortgage Broker
07.2019 - 06.2020
Loan Officer
Edge Home Finance
12.2018 - 12.2019
Loan Specialist
Mortgage Lenders Of America (Now Zillow)
03.2018 - 11.2018
Financial Planning
University of Missouri - Columbia
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