Kency Ortiz
Rock Hill,SC
Summary
Sales, people person, great negotiator. Great listener and problem solver. Customers want a solution to their needs and we have them. All we do is listen and approach them with knowledge and understanding that it can be solved.
Overview
6
6
years of professional experience
Work History
Branch Manager
Advance America
Hollywood, FL
09.2018 - 09.2024
- Designed sales and service strategies to improve revenue and retention.
- Complied with company policies and regulations
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Cash handling
- Goal oriented
- Collection calls daily
- Answering phone calls, with customer inquiring
- Ability to negotiate
- Good listener.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Planned work schedules to maintain adequate staffing levels.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Ability to solve customer issues.
- Bilingual.
- Ability to communicate effectively.
Education
High School Diploma -
Miami Edison Senior High School
Miami, FL06-2000
Skills
- Process Improvement
- Coaching and Mentoring
- Relationship Building
- Risk Mitigation
- Customer Service
- Shift Scheduling
- Account analysis expertise
- Account Review
- Relationship building and management
- Branch Operations Management
- Employee Development
- Decision-Making
- Revenue enhancement
- Upselling and Cross-Selling
- Excellent communication skills
- Relationship Management
- Marketing
- Collections
- Financial Administration
- Strong interpersonal skills
- Customer Relationships
- Attention to Detail
- Strategic Planning
- Revenue Generation
- Financial Services
- Multi-tasking ability
- Proficient in MS Office
- Accounts Receivable
- People-oriented
- Team Supervision
- Sales expertise
- Verbal/written communication
- Team Player
Timeline
Branch Manager
Advance America
09.2018 - 09.2024
High School Diploma -
Miami Edison Senior High School