Monica Ortiz
Warrior Run,PA
Summary
With experience ranging from frontline retail to financial services and hands-on patient care, I’ve developed a unique set of transferable skills: I know how to remain calm under pressure, communicate clearly, and go above and beyond to meet people’s needs — whether it's a customer in a store, a client managing their finances, or a patient needing daily support. I bring empathy, reliability, and professionalism to every interaction. That combination makes me well-suited for roles that require trust, teamwork, and a strong focus on service. Having worked in both customer-facing banking and healthcare roles, I aim to grow in the financial services industry by leveraging my communication skills, attention to detail, and commitment to client satisfaction. I am looking to build a long-term career that blends service excellence with operational support or client relationship management.
Overview
12
12
years of professional experience
1
1
Certificate
Work History
Certified Nursing Assistant
Birchwood Rehab center
01.2025 - Current
- Provided compassionate, hands-on care to patients by assisting with daily activities such as bathing, grooming, dressing, feeding, and mobility.
- Monitored and recorded vital signs including blood pressure, temperature, pulse, and respiration, reporting changes to nursing staff.
- Maintained accurate patient records and ensured timely communication with nurses and medical teams.
- Assisted in the safe transfer, repositioning, and transportation of patients using proper lifting techniques and equipment.
- Supported emotional well-being of patients by building trust, offering companionship, and promoting dignity and respect.
- Ensured a clean and safe environment by following infection control protocols and proper sanitation procedures.
- Worked collaboratively with RNs, LPNs, and other healthcare professionals to deliver high-quality patient care.
Certified Nursing Assistant
Eshyft
01.2022 - 01.2025
- Provided compassionate, hands-on care to patients by assisting with daily activities such as bathing, grooming, dressing, feeding, and mobility.
- Monitored and recorded vital signs including blood pressure, temperature, pulse, and respiration, reporting changes to nursing staff.
- Maintained accurate patient records and ensured timely communication with nurses and medical teams.
- Assisted in the safe transfer, repositioning, and transportation of patients using proper lifting techniques and equipment.
- Supported emotional well-being of patients by building trust, offering companionship, and promoting dignity and respect.
- Ensured a clean and safe environment by following infection control protocols and proper sanitation procedures.
- Worked collaboratively with RNs, LPNs, and other healthcare professionals to deliver high-quality patient care.
Client Specialist
Bank of America
01.2019 - 01.2020
- Delivered exceptional client service in a fast-paced financial environment by assisting with account inquiries, transactions, and service requests across various channels.
- Built and maintained strong client relationships by providing personalized solutions and proactive financial guidance.
- Supported bankers and financial advisors by preparing documentation, scheduling appointments, and ensuring a seamless client onboarding experience.
- Educated clients on digital banking tools, helping increase adoption of mobile and online services.
- Ensured compliance with bank policies, regulations, and privacy standards in all client interactions.
- Resolved client issues efficiently and professionally, often serving as the first point of contact for escalations.
- Maintained detailed knowledge of banking products, services, and procedures to provide accurate information and recommendations.
Retail Associate
JC Penny
01.2014 - 01.2016
- Provided exceptional customer service by assisting shoppers, answering questions, and resolving concerns, resulting in increased customer satisfaction and loyalty.
- Processed sales transactions quickly and accurately using POS systems.
- Maintained visual merchandising standards by organizing displays, stocking shelves, and ensuring cleanliness throughout the store.
- Met and exceeded daily and monthly sales targets through upselling and product knowledge.
- Handled returns and exchanges professionally while adhering to company policies.
- Worked collaboratively with team members to achieve store goals and improve customer experience.
- Trained new employees in sales techniques, store procedures, and product information.
Education
B.A - ACCOUNTING
South University
12.2025
Skills
- Creativity
- Leadership
- Organization
- Problem solving
- Teamwork
- HIPAA compliance
Certification
- CNA - Certified Nurse Assistant
Languages
Spanish
Professional Working
Timeline
Certified Nursing Assistant
Birchwood Rehab center
01.2025 - Current
Certified Nursing Assistant
Eshyft
01.2022 - 01.2025
Client Specialist
Bank of America
01.2019 - 01.2020
Retail Associate
JC Penny
01.2014 - 01.2016
B.A - ACCOUNTING
South University
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