Hi, I’m
ARIANA D. ORTIZ
Wildomar,CA
Summary
Self-motivated and ambitious professional with banking and mortgage industry experience. Highly organized, proactive and punctual with team-oriented mentality. Works effectively on teams, as well as independently, in fast-paced environments. 10 Years of experience in customer service and working with the public. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Eager to provide top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
Overview
13
years of professional experience
Work History
Choice Nationwide Notaries
Closing Coordinator
10.2021 - 05.2022
Job overview
- Coordinated with escrow, lenders, and clients to set up closing appointments for notary assignment.
- Thoroughly screened notary/signing agent candidates to ensure most experienced agent was assigned to file.
- Upheld company standards to assign appointments in timely manner.
- Ensured escrow and lenders were regularly provided status updates on all active files.
- Prioritized providing exceptional customer service to vendors by way of consistent communication.
- Negotiated notary/signing agent fees to ensure margins were not exceeded.
- Ability to work under extreme pressure due to deadlines and heavy volume of orders.
- Managed over 50+ calls per day including escrow officers, loan officers, signing agents, and clients.
- Coordinated and oversaw 350+ orders monthly.
Notarized Inc.
Operations Manager (REMOTE)
05.2020 - 10.2021
Job overview
- Delivers high level of service to clients in effort to build upon relationships for future.
- Provides exceptional client experience through communication and displaying empathy.
- Assigns quality signing agents to meet with clients to sign documents.
- Facilitates clear and effective communication between escrow, borrowers and lenders when organizing loan signing appointment.
- Completes quality control check of documents received by escrow or lenders before releasing to signing agent on file.
- Works with signing agents when errant item is found on file to ensure it is corrected appropriately and in timely manner.
- Collaborates with others to discuss new clientele opportunities.
- Established positive and effective communication among staff and organization leadership, reducing miscommunications and missed deadlines.
- Assisted in recruiting, hiring and training of team members.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Trained and guided team members to maintain high productivity and performance metrics.
- Observed each employee's individual strengths and initiated mentoring to improve areas of weakness.
- Managed, trained and motivated closing coordinators and schedulers to continuously improve knowledge and abilities.
Self Employed
Notary Public I Certified Signing Agent
11.2012 - 12.2020
Job overview
- Provides excellent service and attention to customers when face-to-face or through phone conversations.
- Thoroughly identifies borrowers/loan applicants/sellers via valid Government issued ID
- Guides client through signing process while maintaining role as disinterested third-party
- Meticulously checks for signatures, dates, and initials required by client during and after signing.
- Quality control checks performed after each signing to ensure no signatures, dates, and initials are missing.
- Packages documents for shipment via FedEx, UPS, GSO to escrow or lenders
- Ability to carefully split documents when necessary
- Maintains solid rapport with clientele and repeat customers.
- Exceeds expectations when providing customer service during loan signing.
- Updated journal with names and dates for permanent record.
- Looked for signs of fraud or coercion and refused notarization.
- Completed on average 75+ signings per month.
- Worked flexible hours across night, weekend and holiday shifts
DocPros Nationwide Notaries
Closing Coordinator
03.2012 - 04.2019
Job overview
- Fills and assigns orders placed by Escrow Officers for notary services.
- Contacts notaries nationwide, negotiating fees and pricing purchase orders accordingly to notarial services required.
- Receives emailed documents from Escrow, proceeding with page counting and posting to website.
- Efficient with QuickBooks, creating notary purchase orders and customer invoices.
- Ensures superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
- Ability to work at high volume accurate and efficiently.
- Reviewed escrow/loan documents, identified problems and sought out resolutions to smooth title process.
Chase Bank
Teller
05.2009 - 06.2012
Job overview
- Greeted and welcomed customers upon entrance to branch.
- Executed customer transactions, including deposits, withdrawals, loan payments, and checks.
- Sold cashier's checks, traveler's checks and money orders.
- Processed and participated in quarterly Vault, TCD, and ATM audits.
- Organized, stocked and maintained teller window area.
- Executed wire transfers audits, stop payments and account transfers.
- Maintained friendly and professional customer interactions.
Education
Fashion Institute of Design And Merchandising Irvine, CA
Some College (No Degree) from Beauty Industry Merchandising And Marketing
Paloma Valley High School
High School Diploma from General Education
2008
Skills
- Exceptional verbal and writing communication
- Customer-facing communication
- Client rapport building
- Problem resolution aptitude
- Client service excellence
- Professional and mature
- Strong problem solver
- Administrative support
- QuickBooks proficiency
- Organization
Timeline
Closing Coordinator
Choice Nationwide Notaries
10.2021 - 05.2022
Operations Manager (REMOTE)
Notarized Inc.
05.2020 - 10.2021
Notary Public I Certified Signing Agent
Self Employed
11.2012 - 12.2020
Closing Coordinator
DocPros Nationwide Notaries
03.2012 - 04.2019
Teller
Chase Bank
05.2009 - 06.2012
Paloma Valley High School
High School Diploma from General Education
Fashion Institute of Design And Merchandising
Some College (No Degree) from Beauty Industry Merchandising And Marketing