Janett Ortiz
Summary
Organized Office Manager with demonstrated expertise in financial and operational leadership. Multidisciplinary managerial skills in process, procedure and policy improvement initiatives. Accomplished in optimizing productivity and quality of service.
Overview
19
19
years of professional experience
Work History
Trust Associate
Wintrust, The Chicago Trust Co.
09.2023 - Current
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to trust accounts.
- Streamlined trust administration processes for increased efficiency and improved service delivery.
- Managed a diverse portfolio of trust accounts, ensuring accurate recordkeeping and timely distributions.
- Assisted in the onboarding process for new clients, gathering necessary documentation and setting up trust accounts.
- Ensured accurate disbursements of income distributions according to established schedules, minimizing errors and maintaining client satisfaction levels high.
Trust Officer
Old National Bank
09.2021 - 08.2023
- Enhanced client trust by consistently delivering accurate and timely financial services.
- Streamlined estate planning process by working closely with attorneys, accountants, and other professionals to meet client objectives effectively.
- Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
- Managed complex portfolios for high-net-worth clients, optimizing their investment strategies.
- Developed strong relationships with clients by providing personalized service and understanding their financial needs.
- Maximized client satisfaction by regularly reviewing portfolio performance and adjusting strategies as needed.
Assistant Vice President Relationship Trust Officer
Bank of America Merrill Lynch
10.2005 - 03.2018
- Increased efficiency by streamlining processes and implementing new software tools for the team.
- Enhanced communication between departments by developing effective reporting structures and information-sharing platforms.
- Improved employee retention rates through the development of comprehensive training programs and mentorship initiatives.
- Led cross-functional teams to deliver successful projects on time and within budget, enhancing company reputation in the industry.
- Managed risk effectively by implementing robust compliance procedures and conducting regular audits of internal controls.
Education
Post Graduate Human Resource Management Certificate -
University of Phoenix
Phoenix, AZ06.2021
Master of Business Administration (MBA) -
University of Phoenix
Phoenix, AZ03.2020
Bachelor of Science in Management -
University of Phoenix
Phoenix, AZ02.2018
Skills
- Bilingual, Spanish and English
- Client Relationship Building
- Accounting Administration
- Client Inquiries Management
- Attention to Detail
- Project management experience
- Conflict resolution techniques
- Analytical mindset
- Discretion and Confidentiality
- Strong decision-making
- Team collaboration spirit
- Investment strategy understanding
Home decorator, traveler and dog lover.
My home is a reflection of me, and I enjoy decorating, painting and accessorizing my new home. I love to travel, I have visited Alaska, Cuba, and Egypt. I am also a lover of animals, I have an eleven year old Shih Tzu that is by my side and wishes I'd be home 100% of the time.
Timeline
Trust Associate
Wintrust, The Chicago Trust Co.
09.2023 - Current
Trust Officer
Old National Bank
09.2021 - 08.2023
Assistant Vice President Relationship Trust Officer
Bank of America Merrill Lynch
10.2005 - 03.2018
Post Graduate Human Resource Management Certificate -
University of Phoenix
Master of Business Administration (MBA) -
University of Phoenix
Bachelor of Science in Management -
University of Phoenix