Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Tracy Ruiz

Corpus Christi,Texas

Summary

Results-oriented Marketing Representative / Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

North American Senior Benefits
06.2023 - Current
  • Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
  • Boosted policy sales through proactive client outreach and effective marketing strategies.
  • Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
  • Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.

Marketing Processor II

Rally Credit Union
10.2020 - 06.2023


  • Streamlined mortgage processing procedures by implementing an efficient document management system.
  • Reduced loan application processing time by diligently reviewing and verifying applicant information.
  • Marketed all bank products to cross sell, by phone and business social media.

Mortgage Loan Officer

First Commerce Mortgage
07.2007 - 11.2009
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Loan Officer

Family Tree Mortgage
07.2004 - 01.2007
  • Responsibilities include being out in the field recruiting real estate agents, builders, and customers to get a pipeline
  • In addition, taking applications, reviewing credit, and analyzing the scenarios based on debt to income ratios
  • Furthermore, making sure the customer is happy and closing the loan.

Education

3 years of college -

Skills

  • Business Development
  • Program marketing
  • Self-Directed
  • Email Marketing
  • Insurance Policy Sales
  • Building Relationships
  • Business Development
  • Skilled multitasker
  • Referral management
  • Insurance sales expertise
  • Upselling strategies
  • Underwriter Collaboration
  • Client Service

References


  • Blaine Nix, 281-979-3013
  • Polly, 361-815-7579
  • Ashley Benavides, 361-425-2440

Certification

  • Life Insurance Agent - 06/2023- Present
  • NMLS License 2004

Timeline

Life Insurance Agent

North American Senior Benefits
06.2023 - Current

Marketing Processor II

Rally Credit Union
10.2020 - 06.2023

Mortgage Loan Officer

First Commerce Mortgage
07.2007 - 11.2009

Loan Officer

Family Tree Mortgage
07.2004 - 01.2007

3 years of college -

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Tracy Ruiz