Ahtziri Ortiz
Laveen,AZ
Summary
Motivated bilingual professional with 9+ years of operations experience. Strong interpersonal skills for effective collaboration in diverse environments. Committed to achieve daily goals and making valuable contributions to organizational success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Officer; Financial Data and Reporting Ops Rep
Bank of America
05.2024 - Current
- Perform researches, follow-ups, and resolutions of financial data requests.
- Provide quality phone service and support to English and Spanish speaking clients, as well as external and internal associates.
- Validate financial data and reports against system of record.
- Perform tax reporting and activities supporting escalations while following procedures and guidelines in an accurate and timely delivery.
- Validate 75-130+ IRS Form W-9's, IRS Form W-8's and Signature Cards for interest bearing consumer and business deposit accounts in adherence to IRS and bank guidelines daily and have maintained 98%+ in accuracy.
Officer; Sr Claims Analyst
Bank of America
05.2022 - 06.2024
- Adaptive to day to day updates and changes of the business and its responsibilities with supporting multiple processes within LOB.
- Learned and mastered different functions, systems and programs, to meet and exceed goals monthly.
- Provided side by side peer assistance to help associates achieve performance and quality goals.
- Prioritized daily volumes in support of different processes and distribution of work based on aging/compliance procedures.
Mortgage Loan Originator
Rocket Mortgage
06.2021 - 12.2021
- Provided financial advise for mortgage transactions in 13 states.
- Evaluated customer's financial needs, presented and sold valuable financial solutions to help our customers succeed financially.
- Achieved sales goals and customer satisfaction monthly and became top 10% performer.
- Worked closely with upper management and initiated discussions to increase production.
Personal Banker
Wells Fargo
10.2016 - 02.2021
- Served as the key associate and customer advocate related to customer escalations and complaints, negotiated mutual agreements between all parties involved.
- Developed meaningful and long-lasting relationships with every single client.
- Educated clients on online tools, credit products, consumer and business accounts available to them.
- Paid attention to detail by creating individual assessments to help clients succeed financially.
- Assisted upper management with daily reports, opening/closing procedures, vault and ATM duties.
Education
Associates of General Studies -
South Mountain Community College
Phoenix, AZ05.2018
Associate of Arts - undefined
South Mountain Community College
Phoenix, AZ05.2018
Skills
- Computer Skills
- Communication Skills
- Risk Management
- Leadership Skills
- Initiative and Problem-solving Abilities
- Analytical Thinking
- Detail Oriented
- Critical Thinker
- Collaborative and Individual Abilities
Professional Accomplishments
- Awarded with The Operational Excellence July 2023, for positive attitude and willingness to adapt to business needs.
- Give back to our community with over 155 hours volunteered.
- Lead multiple virtual training classes via Skype and Web Ex.
- Work in conjunction with leadership by communicating procedure updates and identifying procedure gaps to maximize production and minimize risk.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
Spanish Verbal Proficiency Certificate
Timeline
Officer; Financial Data and Reporting Ops Rep
Bank of America
05.2024 - Current
Officer; Sr Claims Analyst
Bank of America
05.2022 - 06.2024
Mortgage Loan Originator
Rocket Mortgage
06.2021 - 12.2021
Personal Banker
Wells Fargo
10.2016 - 02.2021
Associate of Arts - undefined
South Mountain Community College
Associates of General Studies -
South Mountain Community College
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