Jorge Cortes
Caldwell,ID
Summary
Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
11
11
years of professional experience
1
1
Language
Work History
AVP-Canyon County Sales Team Leader/Sales Representive
Fidelity National Title
10.2023 - 06.2024
- Responsible to build relationships with Escrow Officers, Real Estate Agents, Lenders, Financials Institute’s, Investors, Residential Builders and Commercial Clients.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Goal was to build relationships and have them send the RE22 contract to the designated Escrow Officer and Title Company
- Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
- Managed a team of 2 people
- Responsible for daily tasks, checking in with the team
- Solve any issues with title contracts and issues with Real Estate Agents
- Step in and helped sign clients with their documents at the closing table
- Actively recruited for talent in the Title and Escrow Industry.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Team Leader @ Ten Mile Office
TitleOne Co.
10.2019 - 10.2023
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Responsible to build relationships with Escrow Officers, Real Estate Agents, Lenders, Financials Institute’s, Investors, Residential Builders and Commercial Clients
- Goal was to build relationships and have them send the RE22 contract to the designated Escrow Officer and Title Company
- Established trust with clients by maintaining strict confidentiality regarding personal information and financial matters.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Solve any issues with title contracts and issues with Real Estate Agents
- Built strong relationships with customers through positive attitude and attentive response.
- Step in and helped sign clients with their documents at the closing table
- Actively recruited for talent in the Title and Escrow Industry
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Promoted high standerds through personal example to help each member understand expected behavious and standards.
Business Development Representative
Poineer Title Co.
06.2015 - 10.2019
- Accountable for sales/service activities, converting service opportunities into sales events
- Responsible to build relationships with Escrow Officers, Real Estate Agents, Lenders, Financials Institute’s, Investors, and Commercial Clients
- As well as Residential Builders
- Goal was to build relationships and have them send RE22 contract to the designated Escrow Officer and Title Company.
Assistant Branch Manager
Bank Of The Cascade
05.2014 - 07.2015
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Examined customer loan applications for loan approvals and denials.
Retail Relationship Banker
Bank Of The Cascades
07.2013 - 05.2014
- Managed risk exposure by closely monitoring account activity and taking appropriate action when necessary, safeguarding both clients'' and bank''s interests.
- Provided exceptional customer service by resolving complex issues quickly, earning multiple commendations from satisfied clients.
- Conducted regular audits to ensure compliance with bank policies and regulatory requirements, maintaining a low error rate throughout tenure.
- Analyzed customer feedback to identify opportunities for enhancing client satisfaction, implementing improvements accordingly.
- Increased new account acquisitions through effective cross-selling of bank products and services.
- Assisted in the development of marketing campaigns for retail banking products, resulting in increased product awareness and adoption rates.
- Mentored new hires on company policies, systems, and best practices to ensure successful integration into the team.
Education
Bachelor of Science - Business Administration And Management
Stevens-Henager College
Boise, ID09.2013
Skills
- Operations Management
- Channel Management
- Internal Communications
- Corporate Communications
- Strategic Planning
- Business Planning
- Schedule Management
- Revenue Generation
- Business Development
- Scheduling
- Office Management
- Expense Reporting
- Effective leader
- Customer Service
- Teamwork and Collaboration
- Customer Relations
- Staff hiring
- Sales Coaching
- Bank Deposit Procedures
- Bank Deposits
- Bank Management
- Preparing Bank Deposits
- Merchant Bank
- Communicating Bank Services
- Bank Account Management
- Bank and Safe Deposits
- Bank Statements
- Bank Financing
- Bank Regulations
- Bank Auditing
- Bank Services and Products Recommendation
- Time Management
- Cash Register Operation
- Product and Service Sales
- Retail Sales
- Folding Clothes
- Sales Expertise
- Customer Assistance
- Cash Handling
- Retail Store Operations
- Complaint Management
- Product Merchandising
- Policy and Procedure Adherence
- Display Building
- Product Knowledge
- Safety and Cleanliness Standards
- Proper Staffing
- Special Orders
- Security Practices
- Excellent Written and Verbal Communication
- Credit Card Applications
- Exceeding Customer Expectations
- Goal-Driven
- Fraud Prevention and Detection
- Loan Application Management
- Financial Advising
- Team Player
- Microsoft Word
Skillsaccomplishments
- Fluent in the Spanish language; act as liaison for Spanish-speaking clients.
- Recipient of multiple individual awards at Buckle Inc.: 3 Loss Prevention Awards, Teammate Excellence Award, Teammate of the Back to School Season, and Five Year Service Award for Buckle Inc and US Bank Inc.
- Recipient of multiple team awards at Buckle Inc.: 6 Team of the Month Awards for Boise, out of 350 stores in the US.
- Vast experience and excellent skills in communication, management, sales and training.
- Great desire to learn new skills and hone existing skill sets.
- Proficient knowledge of Microsoft Word and Works, Excel, PowerPoint, World Wide Web.
- Certified Public Notary.
- Board member (Treasurer) for Hispanic Business Association-Richard G Cortez Scholarship Committee.
- Bachelors Degree in Business Administration (Stevens-Henager College)
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
AVP-Canyon County Sales Team Leader/Sales Representive
Fidelity National Title
10.2023 - 06.2024
Team Leader @ Ten Mile Office
TitleOne Co.
10.2019 - 10.2023
Business Development Representative
Poineer Title Co.
06.2015 - 10.2019
Assistant Branch Manager
Bank Of The Cascade
05.2014 - 07.2015
Retail Relationship Banker
Bank Of The Cascades
07.2013 - 05.2014
Bachelor of Science - Business Administration And Management
Stevens-Henager College
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