Summary
Overview
Work History
Skills
Timeline
Generic

Alfonso Ortiz

Gonzales,Ca

Summary

Dedicated to professionally create and implement successful strategies to improve organizational efficiency. Adept at utilizing data analysis to provide insights into HR initiatives. Strong communication and interpersonal skills and committed to pursuing best practices related to employee development and retention.

Overview

7
7
years of professional experience

Work History

HR Generalist (Traveling)

Church Brothers Farms
09.2023 - Current
  • First point of contact for Employee Relations matters
  • Collect initial information and share immediately with Director of HR and Payroll Compliance
  • Assure harvesting and farming employees understand CB/CBH/Farming benefits applicable to them
  • Conduct trainings to cover topics related to Human Resources, policies and procedures, payroll and payroll compliance
  • Complete onboarding for Ag Ops and Farming employees from start to finish execution of the hiring process, in compliance with all applicable internal policies, state and federal laws and regulations
  • Liaison between Ag ops leadership team, HR team and employees
  • Conduct sensitive employment separation meetings when needed
  • Conduct random check audits within all harvest crews

Payroll Lead

Church Brothers Farms
06.2021 - 09.2023
  • Help management lead and coordinate payroll processing for special operations
  • Meeting payroll operational standards by contributing information to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; resolving problems; identifying system improvements
  • Prepare assigned payroll projects for upper management
  • Work closely with Human Resources to ensure all payroll is in compliance with state and company policies
  • Ensure daily tasks are completed in order to deliver accurate payroll cycles
  • Responsible to properly fund all net pay once payroll cycle has been completed
  • Review, audit and submit payroll different company entities.

Lead Teller

Central Coast Federal Credit Union
10.2020 - 06.2021
  • Supervise staff in the absence of Assistant Branch Manager/Branch Manager ensuring all Credit Union policies and procedures are followed accurately
  • Assist Branch Manager with team development by encouraging open communication, coaching, and acts as the branch mentor for new hires
  • Assist with more complex issues, questions, complaints, and ensure these are handled in a timely, proficient, and professional manner
  • Prepare IRS Currency Transaction Reports
  • Oversee City Payroll
  • Responsible for Bank Secrecy Act, Suspicious Activity Reporting, Customer Identification Program, Office of Foreign Asset Control, and any additional compliance issues
  • Responsible for weekly Branch Cash Orders, balancing and replenishments for ATM’s and cash dispense machine reports.

Lead Member Service Specialist

Golden 1 Credit Union
05.2017 - 10.2020
  • Required to run the branch in the absence of the Associate Branch Manager/Branch Manager
  • Train and coach employees on sound operational compliance requirements across all areas of the branch
  • Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certification in compliance with all current regulatory requirements
  • Assist in marketing the Credit Union to outside potential fields of membership in their specific field and location
  • Process consumer loan applications and complete the fulfillment of loan when appropriate
  • Open specialty accounts (e.g., Roth IRA) and identify members' financial service needs to ensure they are provided with meaningful financial solutions.

Member Service Representative

Golden 1 Credit Union
03.2017 - 05.2019
  • Identifying members financial needs and open new accounts and cross sell products and services and refer members to appropriate areas
  • Processes and audits financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries internal resources and following up with members with their answers and resolutions
  • Provide services including but not limited to negotiable items, savings bonds, wire transfers, additional shares, and Visa card issuance while maintaining a cash drawer
  • Investigating and responding to member concerns by using internal resources and following up with members with their answers and resolutions

Skills

  • Communication
  • Conflict Resolution
  • Leadership
  • Negotiating
  • Adaptability
  • Collaboration

Timeline

HR Generalist (Traveling)

Church Brothers Farms
09.2023 - Current

Payroll Lead

Church Brothers Farms
06.2021 - 09.2023

Lead Teller

Central Coast Federal Credit Union
10.2020 - 06.2021

Lead Member Service Specialist

Golden 1 Credit Union
05.2017 - 10.2020

Member Service Representative

Golden 1 Credit Union
03.2017 - 05.2019

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Alfonso Ortiz