JILL ORTMANN
Fairview,OR
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Relationship Manager
Automotive Finance Corporation
04.2018 - Current
- Cultivate new business relationships and manage customer acquisition.
- Coach and develop my team in portfolio management, data analysis, and business development.
- Conduct regular meetings with my team to align on goals and strategy.
- Provide industry-leading knowledge to help customers manage and grow their businesses.
- Forecast opportunities and challenges based on understanding local area and customer operations.
- Lead prospecting, growth, and portfolio development efforts.
- Act as a trusted advisor through collaboration with internal stakeholders and external partners.
- Analyzing and evaluating risk and to understand the potential Impact on the organization.
- Collaborate with my team, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. I also interact with customers and external partners, building strong relationships and providing exceptional service.
Assistant General Manager
Cannon Beach Hotel lodgings - Cannon Beach Hotel
05.2017 - 04.2018
- Oversees all aspects of property Management in accordance with company mission statement, including maximization of financial performance, guest satisfaction, and staff development within established quality standards. Responsible for the hiring, training and discipline of all Hotel staff.
- Held regular briefings and meetings with all head of departments
- Ensure full compliance to Hotel Operating controls, Policies, and Service standards.
- Lead all key property issues including: projects, customer service and refurbishment
- Handling all complaints, and service recovery procedures
- Managed on-going profitability of the Hotel, ensuring revenue and guest satisfaction targets are met and exceeded
- Delivered Hotel budget goals and setting and achieving sales and profit targets
- Established and maintained vendor partnerships.
Sales Consultant
UniFirst Corporation
05.2016 - 05.2017
- Developed and executed general business solutions resulting in increased company exposure, customer traffic, and sales.
- Worked closely with product development and ordering
- Maintained marketing materials for sales
- Developed sales strategies and maintained a constant level of productivity
- Called on businesses in person, from major corporations to small companies
- Conducted presentation meetings with potential clients
- Data Management
- Negotiated Sales Contract and oversaw new account installations
- Identified and qualified customer needs, developed sales strategies and negotiated and closes profitable projects with a 85% success rate.
Account Executive
NextGear Capital
11.2007 - 02.2016
- The Account Executive assists the Regional Director and the Customer Service Center by overseeing a geographical territory of dealers or providing assistance when needed in other markets. The AE works in a queue environment driven by the Customer Service center around collateral audits, collections and sales calls that need to be made. In addition, the AE calls on aged DQ and key accounts to maintain a consistent level of performance as it relates to the market delinquency and write off tolerances.
- Essential Duties and Responsibilities: Maintain a consistent level of performance as it relates to the timely entry of new loans and related coding for the areas they oversee. Endorse and market the company's ancillary and floor plan products directly to the dealer base.
- Educate and maintain the company's strong sense of urgency culture / philosophy
- Meet target or higher level of performance as it relates to branch goals / budgets.
- Inspect branch operations for compliance in all areas of Policy, Procedure and Audit.
- Daily assessment of collections including performing on-sight dealer audits and documenting collections efforts in a timely manner. Coordinate and conduct Repossessions Assist with field collections at the dealers place of business and/or residence.
- Achieved a 100% in New Business & Activations
Education
High School Diploma -
Mt Hood College
Gresham, ORSkills
- Client Account Management
- Customer-oriented
- Business Development
- Leadership/communication skills
- Prospecting and Cold Calling
- Time Management
- Reliable and Professional Individual
- Administrative skills
- Risk Management
- Customer relationship Specialist
- Customer acquisition
- Portfolio management
- Risk assessment
- Team leadership
- Strategic planning
Accomplishments
- Achieved 100% in New Business
- Surpassed total revenue goals quarterly.
- NIADA Certified
- Notary Certified
Certification
NIADA Certified
Notary Certified
Timeline
Relationship Manager
Automotive Finance Corporation
04.2018 - Current
Assistant General Manager
Cannon Beach Hotel lodgings - Cannon Beach Hotel
05.2017 - 04.2018
Sales Consultant
UniFirst Corporation
05.2016 - 05.2017
Account Executive
NextGear Capital
11.2007 - 02.2016
High School Diploma -
Mt Hood College
Accomplishments
2018-2024-Eagle Awards
2007-2016-Power Seller Awards
2016-Launched a NG ad that ran in 20 different Magazines and Internet
2015-NG Commercial
Awards
Eagle Award-Outstanding Achievement, leadership and performance.
Power Seller-Sales Volume, Customer Satisfaction