Summary
Overview
Work History
Education
Skills
LANGUAGES
Accomplishments
Timeline
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Elia Ortega

Elia Ortega

La Mesa,USA

Summary

Professional with administrative expertise and strong focus on operational efficiency. Skilled in scheduling, document management, and over 20 years of exceptional customer service. Team-oriented, adaptable, and results-driven. Known for having a positive attitude, effective communication, and problem-solving abilities.

I am a motivated professional with extensive experience in retail and medical setting customer service, sales and administrative tasks.

Overview

16
16
years of professional experience

Work History

Loan Officer

Lendmark Financial Services
07.2023 - 10.2023
  • Received Auto Insurance & Credit Endorsee Certification/License through the state of California September 2023
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.
  • Developed strong relationships with customers through high levels of customer service.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Improved loan processing efficiency by streamlining application procedures and documentation requirements.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Pharmacy Technician

CVS Pharmacy, Retail
10.2014 - 10.2021
  • Maintained financial records by balancing cashier drawers.
  • Led pharmacy assistant to track company inventories, moved excess stock, and arranged products to improve sales.
  • Boosted customer satisfaction levels by going the extra mile to personalize service for each customer.
  • Processed efficient and accurate cash, check debit, and credit card payments using the Point-of-Sale system.
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Stocked, labeled, and inventoried medication to keep accurate records.
  • Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
  • Translated when necessary for Pharmacist in consultation window. (bilingual; Spanish)
  • Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
  • Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
  • Counted and labeled prescriptions with correct item and quantity.
  • Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.
  • Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.

Director of Client Relations

Renew Hair & Cosmetic Center
09.2007 - 10.2010
  • Implemented training programs that increased team members'' proficiency in company products and services.
  • Built a high-performing Client Relations team by recruiting top talent and fostering a culture of excellence.
  • Developed targeted presentations for client meetings, ensuring alignment with business objectives.
  • Enhanced client satisfaction by developing and implementing tailored relationship strategies.
  • Optimized internal workflows for efficient collaboration between Client Relations, Sales, Marketing, and Technical Support teams.
  • Established strong relationships with key clients, driving loyalty and long-term partnerships.
  • Served as the primary point of contact for key accounts, addressing concerns and providing timely solutions.
  • Increased customer retention through proactive issue resolution and regular followups.
  • Consultations & Pricing for Hair Transplants
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Assisted customers with opening accounts and signing up for new services.

Education

Diploma -

Meridian High School
Bellingham, WA
06.2003

Bachelors Degree - Business Management & Event Planning

Grand Canyon University
Pheonix, AZ

Skills

  • Bilingual in Spanish (fluent; reading & writing)
  • Professional & Friendly phone etiquette
  • Conflict Resolution Specialist
  • Positive Mentality towards change and education/preparation for advancement
  • Critical Thinking
  • Appointment scheduling
  • Reception oversight
  • Detail-Oriented
  • Team bonding
  • Database management
  • Relationship building and management
  • Emotional Intelligence
  • Documentation review
  • Financial advising
  • Credit analysis
  • Customer service-focused
  • Loan servicing
  • Cash handling
  • Risk management assessments
  • Team player
  • Financial counseling
  • Document analysis
  • Regulatory compliance
  • Underwriting support
  • Customer service
  • Data entry
  • Computer skills
  • Office administration
  • Microsoft Word
  • Time management
  • Professional communication
  • Computer proficiency
  • Scheduling and calendar management
  • Clerical support
  • Strong problem solver
  • Documentation and recordkeeping

LANGUAGES

Bilingual- English and Spanish-Proficient in Reading & Writing

Accomplishments

  • Recognized as Employee of Month in June 2019 for outstanding performance and team contributions.
  • Promoted from cashier to Pharmacy assistant in less than 6 months.
  • Highly effective bilingual interpreter that impacted efficiency and improved communication between Pharmacist and patient.

Timeline

Loan Officer

Lendmark Financial Services
07.2023 - 10.2023

Pharmacy Technician

CVS Pharmacy, Retail
10.2014 - 10.2021

Director of Client Relations

Renew Hair & Cosmetic Center
09.2007 - 10.2010

Bachelors Degree - Business Management & Event Planning

Grand Canyon University

Diploma -

Meridian High School

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