Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Amy Ortega

Fond du Lac,WI

Summary

Goal-oriented manager with distinguished experience in sales industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

12
12
years of professional experience

Work History

Consumer Lending Market Manager FDL/FOX Valley

Marine Credit Union
04.2020 - Current
  • Increased market share by identifying and capitalizing on emerging market trends.
  • Analyzed competitor strategies and developed countermeasures to maintain a competitive advantage.
  • Enhanced product offerings by collaborating with cross-functional teams to identify gaps in the market.
  • Managed annual budget allocations, ensuring effective resource utilization for maximum ROI.
  • Developed strong relationships with key industry partners, fostering collaboration and mutual growth opportunities.
  • Conducted regular market research to stay informed of industry trends and inform business strategy decisions.
  • Built relationships with customers and community to establish long-term business growth.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Held one-on-one meetings with sales team members, and department meetings to identify selling hurdles and offered insight into best remedy.
  • Organized promotional events and interacted with community to increase sales volume.
  • Lead Business Development Officers in our community to maintain over 150+ active partners in both 2022 and 2023.
  • Lead lenders that ranked overall number one and number 3 in the department.

Branch Manager

Marine Credit Union
02.2020 - 04.2020
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Lead multiple positions in branch including, deposit operations, member service, lending department and mortgage loan officers.

Senior Consumer Loan Officer

Marine Credit Union
08.2019 - 02.2020
  • Improved loan processing times by streamlining documentation and application procedures.
  • Increased customer satisfaction levels through prompt, accurate, and friendly service in the loan process.
  • Reduced loan delinquency rates with thorough credit analysis and risk assessment for potential borrowers.
  • Developed strong relationships with clients, resulting in increased repeat business and referrals.
  • Achieved sales targets consistently, contributing to overall branch growth and profitability.
  • Collaborated with underwriters to expedite approvals for qualified applicants, increasing efficiency of the approval process.
  • Facilitated clear communication between all parties involved in the loan transaction, minimizing potential issues or delays.
  • Managed pipeline of loans from origination to closing, ensuring timely completion of each step in the process.
  • Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Lead and assisted team with OYM, to help achieve their goals with partner establishment.
  • Piloted OYM strategies with Branch and District.

Consumer Loan Officer

Marine Credit Union
11.2017 - 08.2019
  • Increased customer satisfaction levels through prompt, accurate, and friendly service in the loan process.
  • Reduced loan delinquency rates with thorough credit analysis and risk assessment for potential borrowers.
  • Developed strong relationships with clients, resulting in increased repeat business and referrals.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.

Product Specialist

Holiday Automotive
12.2016 - 11.2017
  • Enhanced product performance by conducting thorough market research and competitor analysis.
  • Developed innovative product strategies for increased sales and customer satisfaction.
  • Collaborated with cross-functional teams to streamline product development processes.
  • Boosted customer retention by providing exceptional product support and addressing user concerns.
  • Spearheaded successful product launches, generating widespread brand awareness and interest from potential customers.
  • Established strong relationships with key industry influencers to promote products through various channels.
  • Supported sales representatives during client meetings by providing expert knowledge on specific features or functionalities of the given product line.
  • Maximized profitability through strategic pricing models based on detailed market analyses.

District Manager

PLS Loan Store
02.2012 - 12.2016
  • Increased district sales by implementing effective marketing strategies and fostering strong relationships with key partners.
  • Developed and executed comprehensive training programs for store managers, resulting in improved employee performance and customer satisfaction.
  • Streamlined operations by establishing efficient processes and communication channels between stores, leading to reduced costs and increased productivity.
  • Enhanced company reputation through community involvement, developing partnerships with local organizations and participating in charitable events.
  • Oversaw successful store openings, coordinating logistics, staffing, training, and promotional efforts to ensure smooth transitions for new locations.
  • Evaluated store performance regularly using data analysis tools to identify areas of improvement and implement targeted action plans for continuous growth.
  • Collaborated with senior management on strategic planning initiatives aimed at maximizing profitability while maintaining high standards of quality across the district.
  • Ensured compliance with company policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location within the district.
  • Managed budget development process for the district, allocating resources effectively to drive growth while remaining fiscally responsible.
  • Negotiated favorable lease agreements for new store locations, resulting in reduced overhead costs and increased profitability for the company.
  • Supervised 12 locations to enforce high-quality standards of operation.
  • Modeled best practices for sales and customer service.
  • Exceeded sales targets with well-developed sales strategy and empowering team coaching.
  • Held meetings with director to identify techniques to overcome sales obstacles.

Education

High School Diploma -

Lomira High School
Lomira, WI
06.1999

Skills

  • Lead Prospecting
  • Strategic Planning
  • New Product Launch
  • Product Management
  • Project Management
  • Promotional Planning
  • Marketing Strategy
  • Public Relations
  • Budget Management
  • Event Planning
  • Sales Reporting
  • Business Needs Assessment
  • Customer Service
  • Team Recruiting and Onboarding
  • Sales Coordination
  • Relationship Building
  • Change Management
  • Direct Sales
  • Business Development and Planning
  • Performance Evaluations
  • Goal Setting and Achievement
  • Time Management
  • B to B Sales
  • Data Confidentiality
  • Sales Process

Additional Information

Community organizations participant: Envision of Fond du lac leadership Group, Salute the Troops Fond du lac WI, Salvation Army Fond du lac WI, The Arc of Fond du lac, Open Road Harley Davidson Event Planner, Co-Chair of Volunteer Committee (MCU) Women's connection group (MCU), Belonging & Inclusion (MCU), Recipient of Special Contributor Award.

Current Projects/Events I built and/or directed within Marine Credit Union: Back to School Event for 3years ( annual event ), Purple Chair Project , Warm Up with Marine Credit Union Foundation, Co-Founded Volunteer Committee ( VolunTeam) with Carly, Co-Founded Women's Connection Group.

Timeline

Consumer Lending Market Manager FDL/FOX Valley

Marine Credit Union
04.2020 - Current

Branch Manager

Marine Credit Union
02.2020 - 04.2020

Senior Consumer Loan Officer

Marine Credit Union
08.2019 - 02.2020

Consumer Loan Officer

Marine Credit Union
11.2017 - 08.2019

Product Specialist

Holiday Automotive
12.2016 - 11.2017

District Manager

PLS Loan Store
02.2012 - 12.2016

High School Diploma -

Lomira High School

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Amy Ortega