Summary
Overview
Work History
Education
Skills
Timeline
Generic

Karla Ortiz

Summary

Results-driven professional with leadership experience as a Shift Manager at PLS Check Cashing and current experience as a Lead Production Specialist in the mailroom at Bank of America. Skilled in team leadership, production operations, cash handling, customer service, and conflict resolution in fast-paced environments. Bilingual communicator who works effectively in group settings, builds strong relationships with customers and coworkers, and enjoys positive human interaction. Recognized for improving workflow efficiency, training team members, maintaining accuracy, and supporting high levels of customer and operational satisfaction. Strong organizational, multitasking, and problem-solving abilities with a proven commitment to teamwork, communication, and productivity.

*Cook County health*

Although my professional background has primarily been in financial services and production operations, my experience has prepared me well for the responsibilities of a Medical Records Technician. In my current role as a Lead Production Specialist at Bank of America and previous leadership experience at PLS Check Cashing, I have developed strong organizational, administrative, and customer service skills in fast-paced environments that require accuracy, confidentiality, and attention to detail. I am experienced in handling sensitive information, managing multiple tasks efficiently, working collaboratively with team members, and communicating professionally with customers and staff. My ability to adapt quickly to new systems, maintain high quality standards, and support efficient daily operations makes me confident in my ability to contribute successfully to Cook County Health while providing respectful and professional patient support.

Overview

10
10
years of professional experience

Work History

Lead Production Specialist

Bank of America
Chicago
01.2025 - Current
  • Lead production workflows to ensure timely completion of Mailroom operations.
  • Coordinated daily activities with team members to ensure work gets done in a timely manner.
  • Trained new staff on operational procedures and compliance standards.

  • Inspected incoming materials for quality and accuracy before sorting tasks commenced.
  • Collaborated with team members to maintain a clean and organized workspace.
  • Followed safety protocols while performing sorting tasks to minimize workplace hazards.
  • Communicated effectively with supervisors regarding sorting challenges and workflow issues.
  • Entered data into company databases accurately and efficiently.
  • Maintained organized files to ensure easy access to information.
  • Processed incoming data from various sources promptly and securely.
  • Utilized software tools for tracking and managing data tasks effectively.
  • Supported management by preparing reports based on entered data.
  • Verified accuracy of data entry by reviewing, correcting, deleting or reentering information.
  • Adapted quickly to changes in technology or workflow processes.
  • Provided technical support to staff members when needed.
  • Organized paperwork according to established filing systems.
  • Identified, corrected, and reported data entry errors.
  • Using Excel to track daily numbers and work flow
  • Checking in/out visitors going through the mailroom
  • Restocked check trays and check boxes.

Shift Manager

PLS Check Cashing
Chicago
02.2021 - 10.2024

Customer Service Representative

PLS Check Cashing Store
Chicago
02.2021 - 10.2024
  • Call and verify checks
  • Training new team members
  • Help translate documents for customers
  • Processed orders, forms, applications, and requests.
  • Researched required information using available resources.
  • Followed up with customers to ensure their satisfaction.
  • Maintained records of customer interactions, transactions, comments, and complaints.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

General Utility

Ashland Osi
07.2020 - 02.2021
  • Packing Material
  • Sorting Materials

Food Station

Dunkin Donuts
01.2020 - 03.2020
  • Food prep
  • Register
  • Drive thru window /register
  • Coffee station

maintenance

Midway staffing
07.2016 - 09.2018

Cashier

El Guerro grocery stores
  • Handling money
  • Customer service

Education

High School Diploma -

Gage Park High School
Chicago, IL
01-2016

Skills

  • Communication
  • Fast working
  • Bilingual Spanish and English
  • Team player
  • Organization
  • Team leader
  • Conflict resolution
  • Computer skills
  • Time management
  • Assertive decision making
  • Cash handling
  • Team Development
  • Handling Customer Complaints
  • Training and mentoring
  • Accurate money handling
  • Employee Training
  • Cash Handling
  • Decision-Making
  • Opening and closing procedures
  • Budgeting knowledge

Timeline

Lead Production Specialist

Bank of America
01.2025 - Current

Shift Manager

PLS Check Cashing
02.2021 - 10.2024

Customer Service Representative

PLS Check Cashing Store
02.2021 - 10.2024

General Utility

Ashland Osi
07.2020 - 02.2021

Food Station

Dunkin Donuts
01.2020 - 03.2020

maintenance

Midway staffing
07.2016 - 09.2018

Cashier

El Guerro grocery stores

High School Diploma -

Gage Park High School
Karla Ortiz