Summary
Overview
Work History
Education
Skills
Work Availability
Interests
Timeline
Hi, I’m

Crystal Ortiz-Contessa

Bloomfield Hills,MI

Summary

Approachable individual with excellent communication, problem-solving, and organizational skills. Passionate about helping others succeed with proven track record in developing successful relationships with students while fostering mutual respect and a sense of communal belonging. Continually showing a knack for handling daily residence hall life with empathy, common sense and efficiency while helping to support and maintain a safe and inclusive environment for all residents.

Overview

6
years of professional experience

Work History

RIVERSIDE MEDICAL SUPPLY, LLC

Operations Manager
03.2021 - 03.2022

Job overview

  • Working alongside sales team to define objectives, standardize business reporting, and create reports for management
  • Coordinated sales appointments and trainings weekly
  • Implemented an electronic filing system that streamlined the management and retrieval of confidential and sensitive information, reducing the time spent on administrative tasks by 40%
  • Increase sales productivity by simplifying processes and implementing sales automation
  • Developed and maintained relationships with external vendors and suppliers.
  • Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
  • Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Daily follow up with insurance payors for pending prior authorization requests to minimize delay in approval, as needed
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Creating and distributing delivery documents to all care tech/sales reps to ensure that patients are scheduled for a home equipment set up
  • Following up with insurance payors to gain claim status and updates
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Supervised operations staff and kept employees compliant with company policies and procedures.

RITEPITCH, LLC d/b/a ELIAS ORTIZ & COMPANY

Patient Care Coordinator
06.2020 - 06.2021

Job overview

  • Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
  • Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the clinic and with surgical staff
  • Streamlined communication between patients and healthcare providers, ensuring timely responses to inquiries and concerns.
  • Acted as main point of contact for patients, doctors, and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
  • Evaluated and optimized office workflows for peak efficiency, identifying areas of improvement and implementing necessary changes to better serve patients and staff alike.
  • Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
  • Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
  • Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
  • Gathered documents, data, and formulated analytics to prepare issues for discussion and reports for review.
  • Effectively building a social media campaign utilizing Facebook, Vlogs, Instagram.

JP MORGAN CHASE

Client Care Specialist II (Residential Processing)
09.2019 - 01.2021

Job overview

  • Responsible for a pipeline of government and conventional residential loans beginning with the conditional approval through final underwriting
  • Collaborated with underwriters for faster loan approval processes while maintaining high-quality standards in documentation review.
  • Contributed to company-wide initiatives by participating in special projects and interdepartmental teams as needed.
  • Optimized document management by implementing a centralized filing system for easy access and retrieval of loan files.
  • Successfully managed a high volume of loans by prioritizing tasks effectively to meet deadlines consistently.
  • Boosted staff performance by conducting regular performance reviews, identifying areas for improvement, and offering guidance on professional development opportunities.
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.
  • Demonstrated empathy towards clients'' situations while maintaining professional boundaries and adhering to company policies.
  • Provided comprehensive training to new team members, ensuring they were equipped with the knowledge and skills necessary for success in the role.
  • Maintaining communication with clients, home lending advisors, title agencies, closing and underwriting
  • Facilitated strong relationships between processors, underwriters, borrowers, and other stakeholders to ensure a smooth lending process for all parties involved.
  • Reviewing all submitted documentation to meet underwriting requests and product guidelines
  • Effectively utilizing all tools to prioritize daily productivity in customer contact, file mobility and quality review
  • Ordering and reviewing initial title work, appraisals, payoffs, homeowner’s insurance, flood insurance, verification of employment, confirmation of self employment
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Explained very technical financial information to applicants in easy to understand language.

HOME MORTGAGE CORPORATION OF AMERICA

Senior Closing Coordinator (Contract - Remote)
11.2017 - 09.2019

Job overview

  • Assess file for completeness and accuracy to ensure compliance with government, lender and program requirements.
  • Improved customer satisfaction by providing timely updates on the status of closings and addressing any concerns or questions promptly.
  • Ensured accuracy in financial calculations and legal requirements, maintaining a thorough understanding of current laws and regulations.
  • Streamlined the closing process for clients by coordinating with multiple parties, including lenders, attorneys, and real estate agents.

PHH MORTGAGE

Senior Closer - CD Examiner
10.2015 - 03.2016

Job overview

  • Confirmed Fee Sheets and Document Orders
  • Verified all information regarding fees, rates, property information, etc
  • Ensured all prior and DOC conditions have been reviewed and met company guidelines before transferring to the underwriter
  • Reviewed title report for correct endorsements and approved items confirming the borrower and property were correct
  • Prepared all closing documents and transferred to the closing agent.
  • Effectively managed pipeline priorities, ensuring loans were processed according to deadlines while maintaining attention to detail for each transaction.
  • Maintained a thorough understanding of various loan products, enabling quick adaptation to changes in market trends and client preferences.
  • Acted as a mentor to junior staff members, providing guidance on complex deals and assisting them in developing their problem-solving skills.
  • Played an integral role in updating company procedures based on changing regulatory requirements or internal policy shifts.

Education

Catasauqua Senior High School
Northampton, PA

High School Diploma
05.1999

Skills

  • Problem-Solving
  • Customer Service
  • Employee/Front facing relations and conflict resolution
  • Planning policies and procedures implementation
  • Office Motivation
  • Customer Relationship Management
  • MS Office
  • Interpersonal Communication/Relationship Building
  • Workflow Optimization
  • Process Improvements
  • Superb time management skills
  • Conflict Mediation
  • Cultural Awareness
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests

Historical Costuming

Gardening

Baking

Food preservation

Timeline

Operations Manager

RIVERSIDE MEDICAL SUPPLY, LLC
03.2021 - 03.2022

Patient Care Coordinator

RITEPITCH, LLC d/b/a ELIAS ORTIZ & COMPANY
06.2020 - 06.2021

Client Care Specialist II (Residential Processing)

JP MORGAN CHASE
09.2019 - 01.2021

Senior Closing Coordinator (Contract - Remote)

HOME MORTGAGE CORPORATION OF AMERICA
11.2017 - 09.2019

Senior Closer - CD Examiner

PHH MORTGAGE
10.2015 - 03.2016

Catasauqua Senior High School

High School Diploma

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Crystal Ortiz-Contessa