Overview
Professional Summary
Work History
Education
Skills
Languages
Timeline

Derek Ortiz

American One Financial
Yorba Linda,CA
3
years of professional experience
2
Languages

Driven sales professional skilled in consultative selling and relationship building, with a focus on understanding customer needs and delivering results. Proficient in product recommendations and objection handling, effectively communicating with diverse customers. Seeking to leverage sales and communication expertise in an entry-level Tech Sales/SDR role to establish a long-term career in technology.

Work History

Senior Loan Servicing Specialist

3 Months
American One Financial | 07.2026 - Current
  • Processed loan servicing requests, ensuring accurate updates to payment schedules, escrow, and borrower account details.
  • Reviewed loan files for compliance, resolving discrepancies and maintaining consistent servicing records.
  • Responded to borrower inquiries regarding payment status, payoff quotes, and account adjustments with clear communication.
  • Updated servicing system data, balancing documentation accuracy with timely transaction posting.

Sales Associate

1 Year 11 Months
Tilly's Clothing Store | 07.2024 - 06.2026



Assisted customers by understanding their needs and recommending products based on their preferences.
Built rapport with customers and provided a positive, personalized shopping experience.
Helped customers make purchasing decisions by explaining products, styles, and available options.
Worked in a fast-paced retail environment while balancing customer service and sales responsibilities.
Adapted communication style to different customers and worked with teammates to meet store goals.

Stocker

5 Months
Costco | 10.2023 - 03.2024


Maintained organized inventory and ensured products were properly stocked and available for customers. Worked efficiently in a fast-paced environment while completing daily responsibilities on time.
Collaborated with team members to keep the warehouse organized and operating smoothly.
Demonstrated strong attention to detail, reliability, and time management.

Education

Bachelor of Arts - Criminal Justice

California State University, Los Angeles | Los Angeles, CA | 05.2027

Associate of Arts - Administration of Justice

Rio Hondo College | Whittier, CA | 05.2022

Skills

Account management
Operational efficiency
Payment processing
Credit analysis
Client Relationship Management
Loan Product Knowledge
Communication & Active Listening
Relationship Building
Objection Handling
Loan Product Evaluation
Customer Service
Persuasive Communication
Adaptability & Coachability
Goal-Oriented Mindset
Problem Solving
Team Collaboration
Time Management
Fast Learner

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Senior Loan Servicing Specialist

American One Financial
07.2026 - CurrentRead More

Sales Associate

Tilly's Clothing Store
07.2024 - 06.2026Read More

Stocker

Costco
10.2023 - 03.2024Read More

California State University, Los Angeles

Bachelor of Arts from Criminal Justice
Read More

Rio Hondo College

Associate of Arts from Administration of Justice
Read More
Derek Ortiz