Dana Ortiz
Greeley,CO
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Admin Specialist II
City of Greeley - Water & Sewer
Greeley, CO
02.2024 - Current
- Coordinate with other departments to ensure efficient workflow processes.
- Prepare purchase orders, requisitions, and other documents related to purchasing activities.
- Maintain accurate records of all purchases, invoices, and payments.
- Interact regularly with vendors and members of the community, maintaining a high level of professionalism.
- Resolve any discrepancies between vendor invoices and purchase orders.
FSR II - Consumer Lender
First Interstate Bank
Greeley, CO
01.2021 - 12.2023
- Conducted customer service activities, such as responding to inquiries, resolving complaints, and processing account transactions.
- Developed and maintained relationships with new and existing customers by providing excellent customer service.
- Advised customers on the various types of loans available and their benefits.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Developed loan contracts and explained contract terms to clients.
Community Banker
Cache Bank & Trust
Greeley, CO
06.2015 - 12.2020
- Performed regular reviews of customer accounts to ensure compliance with regulations.
- Performed daily reconciliation of cash deposits and withdrawals from branch teller operations.
- Resolved customer complaints in a timely manner.
- Cross-sold bank products by providing personalized recommendations to meet customer needs.
- Developed relationships with customers through proactive outreach activities, such as telephone calls or emails.
Education
Bachelor of Science - Business Administration and Management
University of Northern Colorado
Greeley, CO08.2007
Skills
- Positive and professional
- Excellent Communication
- Relationship Building and Management
- Data Processing and Organization
- Account Servicing
- Purchase Orders
- Invoice Verification
- Task Prioritization
Certification
- Certified Notary Public
Timeline
Admin Specialist II
City of Greeley - Water & Sewer
02.2024 - Current
FSR II - Consumer Lender
First Interstate Bank
01.2021 - 12.2023
Community Banker
Cache Bank & Trust
06.2015 - 12.2020
Bachelor of Science - Business Administration and Management
University of Northern Colorado
- Certified Notary Public
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