Jasmin Ortiz
San Benito,TX
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
17
17
years of professional experience
Work History
Branch Manager
Regional Finance
12.2018 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations. Winning Chairman's Forum 2022 and 2024.
- Complied with regulatory guidelines and requirements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Examined customer loan applications for loan approvals and denials.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
- Submitted loan applications to underwriter for verification and recommendation.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Assistant Manager
Gold Star Finance
07.2015 - 11.2018
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Increased sales through effective merchandising strategies and targeted promotions.
- Facilitated clear communication between employees and upper management through regular meetings and updates.
Manager
Advance America
11.2010 - 06.2015
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Maximized performance by monitoring daily activities and mentoring team members.
- Onboarded new employees with training and new hire documentation.
- Improved safety procedures to create safe working conditions for workers.
Assistant Manager
Reliable Finance
12.2006 - 11.2010
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
High School Diploma -
Gladys Porter High School
Brownsville, TX06.1999
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Coaching and Mentoring
- Strong team-builder
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
Regional Finance
12.2018 - Current
Assistant Manager
Gold Star Finance
07.2015 - 11.2018
Manager
Advance America
11.2010 - 06.2015
Assistant Manager
Reliable Finance
12.2006 - 11.2010
High School Diploma -
Gladys Porter High School
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