ELIZABETH ORTEGA
Schiller Park,IL
Summary
Client-focused compliance and operations professional with experience researching complex requirements, resolving service and processing issues, managing high-volume casework, and communicating clear next steps to internal teams and external partners. Background includes account management, customer service, regulatory compliance, and technical support. Skilled at learning rule-based processes, navigating multiple systems and resources, documenting activity in Salesforce/CRM platforms, prioritizing competing requests, and following issues through resolution. Eager to apply these transferable strengths to a new opportunity.
Overview
2
2
Languages
1
1
Certification
9
9
years of professional experience
Work History
Compliance Specialist - State Transfer / Compliance
Wheels
02.2025 - Current
- Manage a high-volume portfolio of state transfer and compliance cases, researching requirements, reviewing documentation, resolving exceptions, and coordinating next steps through completion.
- Interpret complex, state-specific rules and documentation requirements and communicate clear guidance to internal teams, vendors, and other stakeholders.
- Research and resolve rejected, incomplete, delayed, and title-out cases by identifying discrepancies, gathering missing information, documenting findings, and coordinating with the appropriate teams.
- Increased daily throughput from approximately 30 to as many as 80 cases while maintaining accurate documentation, quality standards, follow-up, and time-sensitive compliance requirements.
- Use Salesforce and internal workflow systems to research case history, document activity, track outstanding requirements, update status, and maintain visibility into next steps.
- Navigate multiple resources and systems to answer process questions, determine requirements, and support timely issue resolution in a deadline-driven environment.
- Maintain and distribute daily workload and exception reporting, including HOLD queues; prioritize outstanding work and help coordinate assignments across processors.
- Train and support coworkers on processes and state requirements, explain complex information in practical terms, and contribute to more consistent team workflows.
Customer Service / Office Assistant / Data Entry
Weldcote Metals
09.2023 - 01.2024
- Provided customer and internal support by responding to inquiries, resolving routine issues, entering and maintaining business data, and organizing documentation accurately.
- Used Microsoft Office and business systems to maintain records, complete time-sensitive administrative work, and support customers and internal stakeholders.
- Balanced multiple requests while maintaining attention to detail, clear communication, and dependable follow-through.
Technical Specialist
Dynamic Insurance Agency
08.2022 - 09.2023
- Managed policy endorsements and client requests, maintained accurate account documentation, and coordinated with internal teams to resolve account and processing needs.
- Supported client relationships through responsive communication, organized follow-up, research, and detail-oriented service.
Technical Specialist
Willow Creek Care Center
05.2022 - 12.2022
- Repaired, troubleshot, and prepared donated Intel-based and Apple devices for reuse and distribution.
- Diagnosed hardware and software issues and communicated solutions while supporting technology needs for local visitors and partner communities.
Account Manager
A&E Business Services Inc
12.2019 - 08.2022
- Managed accounts for professional trucking businesses, serving as a primary point of contact for client questions, documentation, and ongoing service needs.
- Built and maintained client relationships through responsive communication, organized follow-up, and practical issue resolution across a diverse customer base.
- Managed multiple accounts and competing priorities while maintaining accurate records and helping clients navigate day-to-day business needs.
- Worked to understand client requests, communicate next steps, and follow issues through completion while maintaining a service-focused experience.
Technical Support Intern
Technical Support
08.2017 - 05.2020
- Provided front-line technical support to students and staff, troubleshooting software and hardware issues and communicating solutions in understandable terms.
- Managed incoming support needs, documented issues, and helped users restore day-to-day technology functionality.
Education
Business Management Certificate - A.A.S. Pathway
Harper College
Skills
- Client Service & Support Complex Issue Resolution Regulatory / Requirements Research High-Volume Case Management Relationship Management Salesforce / CRM Documentation Data & Document Review Cross-Functional Collaboration Workload Prioritization Reporting & Tracking Process Improvement Microsoft Excel & Office Technical Troubleshooting Training & Knowledge Sharing
- Rule-based research: accustomed to locating, interpreting, and applying detailed jurisdiction-specific requirements rather than relying on assumptions
- Client issue ownership: gather facts, identify missing information, communicate next steps, coordinate with the correct resource, and maintain follow-through through resolution
- Systems agility: work across Salesforce, internal workflow tools, Microsoft Office, Forms Definition, and other business systems while maintaining accurate documentation
- High-volume service: balance substantial daily case volume, exception queues, reports, deadlines, and follow-up while maintaining organization and attention to detail
- Learning and knowledge sharing: quickly build proficiency in new requirements and processes, then help coworkers understand and apply them consistently
- Microsoft Office Specialist: Excel 2016, Word 2016, PowerPoint 2013 CompTIA IT Fundamentals Salesforce Forms Definition Zoho CRM Airtable Spiceworks Microsoft Office Suite
Certification
Microsoft Office Specialist: Excel 2016, Word 2016, PowerPoint 2013, CompTIA IT Fundamentals, Salesforce, Forms Definition, Zoho CRM, Airtable, Spiceworks, Microsoft Office Suite
LANGUAGES
English
Spanish
Timeline
Compliance Specialist - State Transfer / Compliance
Wheels
02.2025 - Current
Customer Service / Office Assistant / Data Entry
Weldcote Metals
09.2023 - 01.2024
Technical Specialist
Dynamic Insurance Agency
08.2022 - 09.2023
Technical Specialist
Willow Creek Care Center
05.2022 - 12.2022
Account Manager
A&E Business Services Inc
12.2019 - 08.2022
Technical Support Intern
Technical Support
08.2017 - 05.2020
Business Management Certificate - A.A.S. Pathway
Harper College