BUSINESS ADVOCATE BANKER Cruz Navarro Cruz Navarro Professional Summary Highly ambitious professional background Financial Services Procurement Management. Expertise market analysis, forecasting client needs assessments. Highly ambitious professional background Financial Services Procurement Management. Expertise market analysis, forecasting client needs assessments. Skills account management, Business Development, business operations, CISCO, International Business, logistics, Oracle, purchasing, Sales, spreadsheets, tax law Skills Budgeting finance Strong verbal communication Conflict resolution Client assessment analysis Budgeting finance Strong verbal communication Conflict resolution Client assessment analysis Proficient level Microsoft Office Oracle CRM Strong verbal communication Client assessment analysis Conflict resolution Proficient level Microsoft Office Oracle Strong verbal communication Client assessment analysis Conflict resolution Proficient level Microsoft Office Oracle Work History 07/2016 Current Business Advocate Banker Company Name – City State Target identify affluent clients, analyze needs, provide financial solutions based relationship bank refer appropriate business line required. Company's advisor Small Business Development, provide financial wellness solutions new existing clients. Consultation credit products state regulations business origination ownership. Plan, develop execute office visits venues small business owners develop stronger relationships increase profitability. Participate weekly basis conference calls Small Business Segment leader Wells Fargo Work Program director better understanding direction. Create performance efficiency report, direct morning huddles team members provide feedback previous activities. Assist management operational activities: team member's schedules, cash shipments, random vault audits, dual control assignments, approvals, challenging situations customers, etc. 07/2016 Current Personal Banker Safe Company Name – City State Target identify affluent clients, analyze needs, provide financial solutions based relationship refer appropriate business department required. Partner Financial advisors, Mortgage consultants additional team member develop client acquisition plans. Consultation business owners banking credit solutions throughout Wells Fargo tools services business owners. Assist Wells Fargo international clients providing tailored recommendations suiting needs. Out office visits venues business owners develop stronger relationships increase bank profitability. Assist management operational activities: team member's schedules, cash shipments, random vault audits, dual control assignments, approvals, challenging situations clients, etc. Created strategies develop expand sales services existing customer resulted 24 increase annual revenue. Advised clients mortgage, educational personal loans. Maintained friendly professional customer interactions. 07/2016 Current Personal Banker Safe Company Name – City State Target identify affluent clients, analyze needs, provide financial solutions based relationship refer appropriate business department required. Partner Financial advisors, Mortgage consultants additional team member develop client acquisition plans. Consultation business owners banking credit solutions throughout Wells Fargo tools services business owners. Assist Wells Fargo international clients providing tailored recommendations suiting needs. Out office visits venues business owners develop stronger relationships increase bank profitability. Assist management operational activities: team member's schedules, cash shipments, random vault audits, dual control assignments, approvals, challenging situations clients, etc. Created strategies develop expand sales services existing customer resulted 24 increase annual revenue. Advised clients mortgage, educational personal loans. Maintained friendly professional customer interactions. 12/2015 07/2016 Licensed Service Advisor Company Name – City State Meet business goals proactively reaching existing new clients, cross-sell increase insurance coverage. Review profit metrics, analyze areas opportunity develop action plan successful goal achievement. Client outreach retention, insurance review, renewal leads new business high value account management. Create policy orders based Texas Insurance Law Homeowners, Renters, Flood (FEMA), Auto Commercial. Partnership Real Estate agents, Mortgage Consultants business aquisition referral program. Supported Chief Operating Officer daily operational functions. 12/2015 07/2016 Licensed Service Advisor Company Name – City State Meet business goals proactively reaching existing new clients, cross-sell increase insurance coverage. Review profit metrics, analyze areas opportunity develop action plan successful goal achievement. Client outreach retention, insurance review, renewal leads new business high value account management. Create policy orders based Texas Insurance Law Homeowners, Renters, Flood (FEMA), Auto Commercial. Partnership Real Estate agents, Mortgage Consultants business aquisition referral program. Supported Chief Operating Officer daily operational functions. 12/2015 07/2016 Licensed Service Advisor Insurance Broker Company Name – City State Meet business goals proactively reaching existing new clients, cross-sell increase insurance coverage. Review profit metrics, analyze areas opportunity develop action plan successful goal achievement. Client outreach retention, insurance review, renewal leads new business high value account management. Create policy orders based Texas Insurance Law Homeowners, Renters, Flood (FEMA), Wind Hale, Auto Commercial. Contact financial institutions assistance Escrow Accounts, payments, amendments requirements. Assist network events, develop partnership Real Estate, Mortgage insurance companies. 02/2013 12/2015 Office Manager II Company Name – City State Generate spreadsheets, reports correspondence use internally externally. Perform monthly financial estimations support financial transactions related business activities. Match invoices statements purchase orders optimum accuracy. Support calculating taxes purchasing activities, acquired services deductions might have. Revision lawful permits commercial invoices result transnational operations. Assist generating report past Import export transactions requested Federal Government tax law enforcement. Gather necessary data cross-reference generate required reports. Submit data entries required management company's system. Requisition information (invoices, forms, permits, etc.) requested management. Organize update cloud data files required Audit department. Record payments history, manage cashbox needed, deposit checks payments requested. Generate reports monthly operational expenses, revenue break-even point requested. Build rapport suppliers manage logistics process ensure business operations. 02/2013 12/2015 Office Manager Company Name – City State Established developed highly-efficient dependable administrative team delivering ongoing coaching motivation providing opportunities career acceleration achievements. Monitored evaluated personnel performance complete quarterly reviews, recommend advancement address productivity concerns. Held oversight office inventory activities, including ordering requisitions, stocking shipment receiving. Established efficient workflow processes, monitored productivity implemented modifications improve overall effectiveness office personnel activities. Match invoices statements purchase orders optimum accuracy. Revision lawful permits commercial invoices result transnational operations. Record payments history, manage cashbox needed, deposit checks payments requested. Build rapport suppliers manage logistics process ensure business operations. Administered CRM company database, maintenance updates. 02/2013 12/2015 Office Manager Company Name – City State Established developed highly-efficient dependable administrative team delivering ongoing coaching motivation providing opportunities career acceleration achievements. Monitored evaluated personnel performance complete quarterly reviews, recommend advancement address productivity concerns. Held oversight office inventory activities, including ordering requisitions, stocking shipment receiving. Established efficient workflow processes, monitored productivity implemented modifications improve overall effectiveness office personnel activities. Match invoices statements purchase orders optimum accuracy. Revision lawful permits commercial invoices result transnational operations. Record payments history, manage cashbox needed, deposit checks payments requested. Build rapport suppliers manage logistics process ensure business operations. Administered CRM company database, maintenance updates. 07/2010 01/2013 Buyer Company Name – City State Research requested product, review supplier's location, price, quality efficiency well rounded decision. Negotiate price, term payments, product specifications, shipment details, warranty policies assistance required. Quote inquired products services present least three ideal options business. Place requisition products ERP MRP Discuss budget specifications management required review reduction costs options. Weekly phone conferences management regarding financial market updates. Facilitated fast-paced dynamic entrepreneurial environment. Served executive staff liaison several committees. Reconciled business creative needs. Observed laws, regulations applicable obligations. 07/2010 01/2013 Order processing agent Company Name – City State Research requested product, review supplier's location, price, quality efficiency well rounded decision. Negotiate price, term payments, product specifications, shipment details, warranty policies assistance required. Quote inquired products services present least three ideal options business. Place requisition products ERP MRP Discuss budget specifications management required review reduction costs options. Weekly phone conferences management regarding financial market updates. Facilitated fast-paced dynamic entrepreneurial environment. Served executive staff liaison several committees. Reconciled business creative needs. Observed laws, regulations applicable obligations. 07/2010 01/2013 Order processing agent Company Name – City State In position I hired Infosys LTD México would work CISCO SYSTEMS direction,. providing internal support San José, CA office LATAM countries. Research requested product information, review supplier's location, reputation, prices, quality, efficiency well rounded decision. Negotiate price, term payments, product specifications, shipment details, warranty policies assistance required. Quote inquired products services present least three ideal options business. Place requisition products ERP MRP systems, usually working CISCO systems Oracle. Review performance indicators monthly, quarterly annually purchases. Discuss budget specifications upper management required review reduction costs options. Weekly phone conferences Internal upper management regarding financial market updates. Internal customer interaction Sales department. Weekly monthly spreadsheets report purchased materials costs. Education 2017 Houston Community College Leadership, account management, business Project Management Certification (on-going), development. 2018 On going Project Management Certification Management Houston Community College City State 2012 Bachelor International Business Management Universidad Autónoma de Nuevo León City State Emphasis Business development Management 2012 Universidad Autonoma de Nuevo Leon Oracle, ERP MRP systems, Salesforce.com, Bachelor's degree International Business CRM (Customer Relationship Management). Administration, Proficient Microsoft Office. Affiliations Chair member Wells Fargo Latin Connection Houston Chapter