Hi, I’m
DAVINA ORTIZ
Hollister,CA
Summary
Dedicated and adaptable team player, bringing a wealth of experience from my time at Amtrak, with a strong focus on customer relationship management, HR expertise, strategic planning, and efficient time management. Recognized for proficiency in information technology, Python, and Tableau systems, as well as a track record in effective program management. Combining organizational prowess with motivation, I am eager to deploy my skills across diverse settings. Committed to driving company growth while nurturing an inclusive and diverse company culture through mentoring and collaborative efforts.
Overview
16
years of professional experience
1
Certification
Work History
Amtrak National RailroadSan Jose, CA
HR Benefits Wealth Manager-Intern
05.2023 - 12.2023
Job overview
- Assists in the implementation and day to day administration of benefit programs including 401(k), HSA, and
- other benefits wealth offerings.
- Assists with the development of wealth related communications including, newsletters, postcards, and
- internal email alerts.
- Learn HRIS systems (SAP, Vendor systems) to assist with 401k and Health & Welfare administration
- Proofreads and edits communications
- Supports weekly updating of HR and/or vendor systems for weekly enrollment changes, year-end data
- compliance, system upgrades and enhancements
- Develops written materials to document processes, provide reference materials, and convey information to
- appropriate parties
- Assists Benefit COEs with problem resolution and handles benefits inquiries and complaints to ensure quick equitable, and courteous resolution.
United Genetics SeedsHollister, CA
HR Assistant
03.2023 - 04.2023
Job overview
- Handled sensitive and confidential employee information with complete discretion.
- Guided new hires through orientation and onboarding and explained documentation requirements to facilitate HR process.
- Processed onboarding paperwork for new hires and rehires.
- Developed and maintained training materials and benefits packets for new hires.
- Processed employee status changes, keeping human resources systems and employee records up to date.
- Worked with HR department to devise and update policies as needed for corporate accountability and workplace health.
- Reviewed and processed payroll-related actions to drive data accuracy and comply with company policy and federal and state regulations.
- Partnered with HR on creative strategies for talent acquisition processes and procedures while researching market trends.
- Initialized background checks for potential new hires.
- Assisted candidates with application processes by answering questions about application, performing background checks, providing I-9 forms and handling drug screening paperwork.
TargetHollister, CA
ETL HR
06.2022 - 01.2023
Job overview
- Advised leadership on vacation and sick time, benefits, job services and employment discrepancies.
- Managed full-cycle human resource operational activities to maximize HR employee performance.
- Supported top talent identification processes by interviewing candidates and executing onboarding, orientation and benefits processes.
- Initiated employee evaluation process and recommended policy changes to help staff progress toward desired readiness goals.
- Encouraged open communications, promoting positive and pro-employee work environment.
Citi BankMorgan Hill, CA
Concierge Banker
02.2020 - 07.2021
Job overview
- Perform more complex tasks such as Safe Deposit activities, merchant teller services, international and domestic wires, etc., in compliance with established policies, procedures, and standards
- Within a short time, I have already achieved top teller in my region.
- Arranged special accommodations for guests to enhance visitor experiences.
- Maintained guest privacy and building reputation by keeping information confidential.
- Directed incoming calls and messages to appropriate staff or residents.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Created strategic financial solutions to suit individualized client needs.
- Used product knowledge and abilities to execute consumer loans and other services.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Bank of the WestGilroy, CA
Teller/Sales Representative
01.2015 - 02.2016
Job overview
- Achieved sales goal the very first month of employment
- Rapidly and efficiently prepared customer and ATM cash and change orders
- Handled various accounting transactions
- Answered customer questions about products and services
- Earned numerous recognition for exceptional customer service
- Resolved customer concerns promptly to maintain satisfaction
- Collected and processed payments.
Bank Of AmericaHollister, CA
Teller/Customer Service Representative
03.2011 - 12.2014
Job overview
- Achieved high sales percentage with standard values focused on customer service
- Earned "Top Teller" for four consecutive quarters this year
- Always interacting with new customers at a fast-paced work environment
- Resolved product/policy issues and shared benefits of new products
- Valued relationships with customers
- Processed transactions and issued money to customers.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Educated customers on special pricing opportunities and company offerings.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Nine WestGilroy, CA
Cashier/Sales Associate
06.2008 - 09.2009
Job overview
- Interacted with customers and responsible for ringing up customers in a timely manner and guaranteeing a high level of customer service
- Stocked back inventory and maintained floor displays
- Assisted customers in finding out-of-stock items
- Performed store opening/closing procedures, including, but not limited to, counting cash drawers and checking all equipment
- Organized the store by returning all merchandise to its proper place
- Replaced merchandise shelves with items from the stockroom
- Processed merchandise returns and exchanges.
Education
Golden Gate UniversitySan Francisco, CA
Master of Science from Human Resources Management
05.2025
San Jose State UniversitySan Jose
Bachelor of Science from Human Resource Management
12.2022
San Jose State UniversitySan Jose, CA
Minors from Business Communications
05.2022
Gavilan CollegeGilroy
Associate of Science from Human Resources Management
06.2020
Watsonville High SchoolWatsonville
High School Diploma
06.2007
Skills
- SKILLS
- Problem-Solving
- Verbal and Written Communication
- Safety Compliance
- Data Capture and Analysis
- Performance Assessment
- Critical Thinking
- Customer Service
- Programming Languages: Tableau, Python
- Customer Service Management
- Business Leadership
- Human Resources Management Systems
- New Hire Onboarding
- Employee Hiring
- Personnel Engagement
- Attention to Detail
- Benefits oversight
- Benefits and compensation
Affiliations
- Member, Small Business Association (2022-Present)
Certification
- National Certified Peer Specialist (NCPS)
- Certified Business Geneal, Gavilan College - 2020
- Certified Communication General, Gavilan College - 2020
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
HR Benefits Wealth Manager-Intern
Amtrak National Railroad
05.2023 - 12.2023
HR Assistant
United Genetics Seeds
03.2023 - 04.2023
ETL HR
Target
06.2022 - 01.2023
Concierge Banker
Citi Bank
02.2020 - 07.2021
Teller/Sales Representative
Bank of the West
01.2015 - 02.2016
Teller/Customer Service Representative
Bank Of America
03.2011 - 12.2014
Cashier/Sales Associate
Nine West
06.2008 - 09.2009
Golden Gate University
Master of Science from Human Resources Management
San Jose State University
Bachelor of Science from Human Resource Management
San Jose State University
Minors from Business Communications
Gavilan College
Associate of Science from Human Resources Management
Watsonville High School
High School Diploma