Alex Ortiz
Chicago,IL
Summary
Driven Relationship Office focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 3 years experience in finance, and 5 years in relationship management.
Overview
7
7
years of professional experience
Work History
AWM/Relationship Officer
JPMorgan Chase & Co
06.2021 - Current
- Serves as a primary point of contact for AWM/PB/LATAM clients throughout their account opening journey, ensuring timely updates and prompt resolution of any concerns
- Builds and maintains strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
- Manages high volumes of client inquiries, offering prompt assistance on account-related issues
- Exercises leadership capabilities by being market point of contact and subject matter expert to all other officers and operation's team
Paralegal/Legal Assistant
Law Offices of Angela M. Tricoci P.C.
12.2019 - 05.2021
- Real Estate: draft and review contracts; monitor all deadlines; draft and deliver correspondence; order and review HOA documents; draft closing documents including all forms of deeds; prepare and calculate closing figures
- Title: order and review title commitments; assist in title clearance; order mortgage payoffs, village utilities and inspections, paid assessment letters and review and order surveys
- Estate Planning: assist in drafting and edit trusts, wills, power of attorney and land trust documents
- Corporate: assist in drafting and edit operating agreements, articles of organization, articles of incorporation
Real Estate Agent
Business Owner
04.2017 - 11.2019
- Conducted comprehensive market analysis to identify opportunities for investors
- Advised clients on market conditions and property value for informed decision-making
- Expanded client base through consistent networking events, maintaining a high level of customer service and professionalism
- Advised clients on staging techniques to enhance property appearance and increase buyer interest during showings
- Negotiated, facilitated, and managed real estate transactions
Education
Associate of Science -
Waubonsee Community College
Sugar Grove, ILSkills
- General knowledge of Treasury Products and Services
- Risk Assessment
- Asset Management
- Regulatory Compliance
- Customer Relationship Management
- Know Your Customer
- CRM Software
- Public Speaking
Licenses Skills
Illinois Licensed Real Estate Agent, Certified Paralegal, Languages: Fluent in English and Spanish, Technical: Smokeball Attorney Software, Microsoft Office, Adobe Acrobat and Adobe Edit, Quickbooks, AutoCAD
Languages
Spanish
Native or Bilingual
Timeline
AWM/Relationship Officer
JPMorgan Chase & Co
06.2021 - Current
Paralegal/Legal Assistant
Law Offices of Angela M. Tricoci P.C.
12.2019 - 05.2021
Real Estate Agent
Business Owner
04.2017 - 11.2019
Associate of Science -
Waubonsee Community College
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