Derek Ortiz

• Processed loan servicing request, ensuring accurate updates to payment schedules, escrow, and borrow account details.
• Reviewed loan files for compliance, resolving discrepancies and maintaining consistent servicing records.
• Responded to borrower inquires regarding payment status, payoff quotes, and account adjustments with clear communication
• Updated servicing system data, balancing documentation accuracy with timely transaction posting.

• 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

Adapted communication styles to different customers and worked with teammates to meet goals

• Built strong customer relationships through friendly and professional communication.
• Handled multiple customer needs at once while working efficiently in a fast-paced environment.
• Adapted quickly to new responsibilities and learned bartending duties with limited prior experience.
• Maintained a positive attitude while handling customer questions and concerns.
• Worked closely with team members to keep operations running smoothly during busy shifts.