Johanna Ortiz

• Assisted clients in understanding legal processes and next steps in their cases.
• Managed follow-up communications with clients regarding case updates and needs.
• Monitored case progress and maintained up-to-date records systematically.
• Reviewed case files for compliance with legal standards and procedures.
• Coordinated client intake processes and ensured accurate documentation.

American Honda Financial Services – Temporary Data Entry Associate

• Processed and released retail and lease vehicle titles to customers, banks, and dealerships with high accuracy and efficiency.
• Ordered and tracked missing and duplicate titles on a daily basis to ensure timely resolution.
• Managed, maintained, and updated internal reports to support operational accuracy and compliance.
• Ensured adherence to state, federal, and local regulations related to vehicle titling and financial documentation.

• Sold homeowners, personal and commercial auto, and renters insurance policies in person and over the phone.
• Generated, calculated, and presented daily insurance quotes for existing and prospective clients.
• Analyzed customer needs to recommend appropriate coverage types and limits tailored to individual risk profiles.
• Worked with multiple carriers including Allstate, Progressive, Hallmark, Travelers, and Farmers to provide competitive policy options.