Gladys Ortiz
Summary
Forward-thinking leader offering advanced experience in overseeing operations, driving business strategy and overhauling distribution networks. Highly proficient in business development and strategic planning resulting in consistent growth and profitability. Proven leader with track record of successful communication, client relationship building and achievement of sales goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
AVP BUSINESS CENTER MANAGER
People's Bank
09.2022 - 06.2023
- Analyzed financial data and credit reports to evaluate creditworthiness of loan applicants.
- Developed relationships with businesses and offered customized lending solutions.
- Negotiated terms, interest rates, repayment plans and other elements of commercial loans.
- Prepared loan applications, including gathering documentation from borrowers.
- Collaborated with underwriters in reviewing complex loan requests or special circumstances.
VP BRANCH MANAGER
Webster Bank
09.2021 - 09.2022
- Coached subordinates on professional development topics such as communication skills and problem solving techniques.
- Oversaw daily activities of departments such as finance, marketing, sales, customer service, operations, and human resources.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Devised effective business strategies to capitalize on emerging market trends.
VP RELATIONSHIP MANAGER
Berkshire Bank
11.2020 - 09.2021
- Conducted market research and analyzed data to identify potential opportunities for business growth.
- Assisted in developing sales strategies that increased client base by 20%.
- Determined the appropriate risk rating for each loan application.
- Prepared loan applications, including gathering documentation from borrowers.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Located and suggested loan packages that met client needs and priorities.
VP BRANCH MANAGER
People's United Bank
05.2018 - 09.2020
- Lead and manage the team toward sales, service, and operational excellence
- Build and establish relationships with other lines of business partners
- Meet and exceed quarterly goals while retaining an existing book of business
- Serve as a mentor to new MITs (Managers in Training)
- Serve on the South Windsor Chamber of Commerce committees as well as an Executive Board of Directors.
VP Area Manager
Key Bank
12.2015 - 05.2018
- Covered seven branches in the greater Hartford area
- Coached and developed branch managers to reach operational excellence in financial wellness, sales standards, and key bank initiatives
- Worked with a team of seven branch managers to enhance their coaching methods, cross-sell opportunities, and score card drivers
- Liaison between the branch managers and the senior executive team
- Provided all clients with guidance during traumatic events such as motor vehicle accidents, slip & falls, dog bites, worker's compensation, medical malpractice, and property damage
- Built new partnerships while retaining the current network of physicians, insurance companies, and law firms
- Maintained client communications regarding all facets of their case; insurance claims and hard copy files
- Achieved all monthly sales goals
- Created world-class member experiences for existing and new members
- Oversaw the daily branch functions in sales, service, and operations
- Coached and developed employees
- Generated and retained membership through business development during Bank and community events.
District Manager
Nutmeg State Financial Credit Union
06.2015 - 12.2015
- Provided ongoing coaching and training for multi-site branches on how to maximize productivity and profits.
- Developed strategic plans for increasing sales, reducing costs, improving operations efficiency.
- Resolved customer complaints quickly and effectively while maintaining a high level of customer service satisfaction.
- Ensured that all stores met their monthly targets by providing guidance and support as needed.
- Worked with direct reports to develop and implement action plans, improving operating results.
- Regularly communicated updates regarding changes in corporate policies or procedures down through store level employees.
- Mentored team members by demonstrating best practices for sales and customer service.
- Identified and developed top talent within management structure to promote performance-oriented culture.
PARALEGAL
The Law Offices of Mark E. Salomone and Morelli
01.2013 - 06.2015
- Maintained calendars for upcoming court dates or deadlines related to cases.
- Drafted correspondence to clients and other attorneys.
- Reviewed and organized legal documents, such as pleadings, motions, and briefs.
- Participated in client interviews, observed questioning process and documented information.
- Advised clients on procedural matters related to their cases.
VP BRANCH MANAGER
Webster Bank
01.2009 - 01.2013
- Provided leadership during times of organizational change by managing transitions effectively.
- Coached subordinates on professional development topics such as communication skills and problem solving techniques.
- Monitored internal controls to protect assets against loss or misuse while ensuring compliance with applicable laws and regulations.
- Led cross-functional teams in developing innovative solutions to complex business challenges.
- Facilitated meetings among senior executives from different divisions to share best practices.
- Oversaw daily activities of departments such as finance, marketing, sales, customer service, operations, and human resources.
VP, BANKING CENTER MANAGER II
Bank of America
01.1999 - 01.2009
- Directly work with customers to build new and existing relationships while meeting their financial needs
- Ensured the operational excellence of the banking center and maintained the highest level of customer experience
- Supervised and coached teams on the proper execution of key plays
- Periodically communicated with consumer market executives and regional executives
- Reviewed banking center performance assessments and updated staff on business & personal developments
- Lead team to success in sales & service while maintaining operational excellence
Education
Some College (No Degree) -
Post University
Some College (No Degree) -
Goodwin College
Cosmetology -
CT Institute of Hair Design
Manchester High School
Skills
- Bilingual, in Spanish
- Leadership and Coaching
- Business Development
- Proficient in Microsoft Word, PowerPoint & Excel
- President of the Humanitarian Club and Cultural Awareness Club in the Town of Manchester
- Community Volunteer: President Elect of the town of South Windsor Chamber of Commerce, Ambassador for Manchester Chamber of Commerce, homeless shelters, and soup kitchens in the greater Hartford area, board member for The Friends of the Wood memorial library and museum
Certification
- Moodys Certification
- Impact Performance Group Certification
- Cindy Soloman Leaders Certification
- State of CT Notary
- NMLS License CT
Languages
Spanish
Professional
Timeline
AVP BUSINESS CENTER MANAGER
People's Bank
09.2022 - 06.2023
VP BRANCH MANAGER
Webster Bank
09.2021 - 09.2022
VP RELATIONSHIP MANAGER
Berkshire Bank
11.2020 - 09.2021
VP BRANCH MANAGER
People's United Bank
05.2018 - 09.2020
VP Area Manager
Key Bank
12.2015 - 05.2018
District Manager
Nutmeg State Financial Credit Union
06.2015 - 12.2015
PARALEGAL
The Law Offices of Mark E. Salomone and Morelli
01.2013 - 06.2015
VP BRANCH MANAGER
Webster Bank
01.2009 - 01.2013
VP, BANKING CENTER MANAGER II
Bank of America
01.1999 - 01.2009
Some College (No Degree) -
Post University
Some College (No Degree) -
Goodwin College
Cosmetology -
CT Institute of Hair Design
Manchester High School
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