Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Catherine Ortiz

20 Enka Pine St Candler,NC

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Operations Manager Trainee

Mariner Finance
Asheville, NC
09.2023 - Current
  • I will successfully complete a comprehensive Branch Manager Training Program and learn all aspects of Branch Operations during the training period, which ends in July 2024. I plan on relocating to a new area to become a Branch Manager. I have attended BAM and DACC training as well as participated in a few Branch Manager relief assignments in Rock Hill, SC, Marion, NC and Asheville, NC.

Assistant Branch Manager

Mariner Finance
Asheville, NC
11/20/22 - 09/28/23
  • I helped in promoting branch operations by providing exceptional customer service and meeting or exceeding my individual sales and delinquency targets/goals. I assisted potential customers, collected delinquent accounts, and supported the manager in overseeing daily operations when needed. I also assisted in coaching teammates for improved results and took point in daily administrative tasks to ensure proper completion.

Server

5 Points Restaurant
Asheville, NC
4/28/21 - 11/19/22
  • My responsibilities for this role included taking orders, serving food, running a cash register, and taking to go orders. I was also made to make sure the restaurant was clean and sanitary.

Account Representative I

Mariner Finance
Asheville, NC
11/21/18 - 4/1/21
  • I supported the branch operations by learning functions of consumer finance and demonstrating proficiency by meeting or exceeding my individual sales and delinquency targets/goals. I primarily supported sales and collections efforts of the branch through respectful, compassionate, and efficient customer service.

Inside Sales Representative

FRS
Asheville, NC
02/01/17 - 11/1/18
  • This position was an inside sales job for a restaurant supply company. I assisted customers over the phone, in person and at their place of business with essential supplies and equipment to outfit their restaurant. Part of the job was to apply payments to accounts by cash, check and credit card. I reviewed orders and issued special orders.

Practice Specialist II

Carolina Vascular
Asheville, NC
1/1/16 - 2/1/17
  • I started as a temp to hire for Mission Health. I had two months of training for the Mission Health databases and insurance verification. I was directly hired by Carolina Vascular in July 2016. I held the position of Practice Specialist II, which is equivalent to front desk office staff. I also schedule and cancel appointments, verify insurance through various websites and update all demographic information.

Front of the House Manager

Tommy's Family Restaurant
Weaverville, NC
12/01/14 - 04/15/15
  • I assisted the owner of this establishment in opening a new restaurant. I was the main point of contact for employees, from employee relations to hiring and firing. I did advertising for said positions, created social media pages, oversaw 20 employees, made bank deposits, and ran a cash register and all financial business for front of the house. Left in April 2015 for maternity leave

Assistant Manager of Operations

Aspire Telecom
Asheville, NC
2/1/00 - 6/1/10
  • I worked closely with the President and Vice President of the company to ensure that everything was running smoothly within the company. I also oversaw the bills payable department. I did the front office accounting for the company. Included in my job responsibilities were the assistance of qualifying customers for Lifeline/Linkup credits towards the phone bill. The company closed due to the economy in June 2010.

Education

Associates in Business - Business

University of Phoenix
Tempe, AZ
02-2007

Skills

  • Employee Motivation
  • Professional Spanish speaking and writing skills
  • Customer relations specialist
  • Team Building/Leadership
  • Microsoft Office Suite expert
  • Production
  • Performance monitoring
  • Business Planning
  • Customer Service
  • Business Development
  • Customer Retention
  • Client Relationships
  • Planning and Implementation
  • Business and Operations Management
  • Microsoft Office expertise
  • Staff Management

Certification

  • Credit Agent (A&H, Life, Personal Property, Unemployment and Home and Auto)

Languages

Spanish
Professional
Greek
Limited

References

References available upon request.

Timeline

Operations Manager Trainee

Mariner Finance
09.2023 - Current

Assistant Branch Manager

Mariner Finance
11/20/22 - 09/28/23

Server

5 Points Restaurant
4/28/21 - 11/19/22

Account Representative I

Mariner Finance
11/21/18 - 4/1/21

Inside Sales Representative

FRS
02/01/17 - 11/1/18

Practice Specialist II

Carolina Vascular
1/1/16 - 2/1/17

Front of the House Manager

Tommy's Family Restaurant
12/01/14 - 04/15/15

Assistant Manager of Operations

Aspire Telecom
2/1/00 - 6/1/10

Associates in Business - Business

University of Phoenix

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Catherine Ortiz