Wendy M Cruz
Katy,TX
Summary
Results-driven customer service professional dedicated to delivering exceptional service and enhancing client satisfaction. Demonstrates strong interpersonal skills and excels in effectively addressing customer concerns, leading to improved outcomes. Proven track record of fostering positive relationships and cultivating a customer-centric environment.
Overview
11
11
years of professional experience
Work History
Real Estate Agent
KW
Katy, TX
03.2020 - Current
- Maintained current and accurate CRM database of prospective customers.
- Attended industry events such as conventions and seminars.
- Conducted property inspections to ensure compliance with applicable regulations and standards.
- Managed real estate transactions from initiation to closing.
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Facilitated real estate purchases by reviewing listings, accompanying clients to properties and communicating sale conditions.
- Drafted contracts, purchase agreements, closing statements and leases.
- Promoted active listings through social media marketing, open houses and newsletters.
- Established and maintained positive relationships with owner banks, non-owner banks, attorneys, mortgage lenders and builders.
- Coordinated property tours and communicated with buyers to assist with inspections and appraisals.
Loan Officer
TDECU
KATY, TX
08.2017 - 10.2019
- Explained various types of loans available to customers and their associated terms and conditions.
- Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Identified valuable solutions for customers with credit problems.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Met with applicants to obtain information for loan applications and answer questions about processes.
Teller
FCCU
Katy, TX
04.2014 - 08.2017
- Maintained confidentiality of all customer records and information according to company policies.
- Verified customers' identification to ensure compliance with laws and regulations.
- Explained the features of various banking products available to customers.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Built and maintained client relationships through quality, personalized interactions.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Education
Some College (No Degree) - Hospitality
Universidad Autonoma De N L
Monterrey, N LSkills
- Customer service
- Relationship building
- Interpersonal communication
- Teamwork and collaboration
- Computer skills
- Problem-solving
- Microsoft Word
- Negotiations expert
- Property sales
- Buyers' agent
- National association of realtors
- Client needs assessment
- Contract preparation
- Bilingual in Spanish and english
References
References available upon request.
Timeline
Real Estate Agent
KW
03.2020 - Current
Loan Officer
TDECU
08.2017 - 10.2019
Teller
FCCU
04.2014 - 08.2017
Some College (No Degree) - Hospitality
Universidad Autonoma De N L
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