Lucas Ortiz
Wellington
Summary
Results-driven professional known for high productivity and efficient task completion. Specialize in customer relationship management, strategic sales planning, and market analysis. Achievements include maximizing profitability targeted sales techniques and successfully managing six-figure client accounts while ensuring high service standards through proficient team management.
Overview
11
11
years of professional experience
Work History
Outside Contractor Sales Rep
84 Lumber
Newark
08.2017 - 12.2025
- Enhanced sales performance by cultivating strong customer relationships and personalized recommendations.
- Conducted market research to identify emerging trends and new sales opportunities.
- Aligned product offerings with customer needs, maximizing profitability.
- Implemented targeted sales techniques to improve service selling and upselling efforts.
- Managed inventory levels and restocked sales floor for optimal product visibility.
- Ensured accurate order processing, facilitating timely deliveries to clients.
- Collaborated with management to communicate valuable customer insights for operational improvements.
- Handled multiple six-figure clients and projects simultaneously, maintaining high service standards.
Customer Service Representative
Capital One
Wilmington
01.2016 - 07.2017
- Guided customers through online banking tools and features.
- Collaborated with team members to improve service delivery processes.
- Educated customers on credit products and financial services available.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
Inventory Specialist
Burris Logistics
New Castle
05.2015 - 04.2016
- Managed inventory levels to ensure accurate stock availability.
- Conducted regular stock audits to maintain inventory accuracy.
- Collaborated with logistics teams to optimize distribution operations.
- Monitored product expiration dates to minimize waste and loss.
- Investigated discrepancies between physical count and computer records.
- Performed root cause analysis of variances between actual vs expected results.
Education
High School Diploma -
Palm Beach State College
Lake Worth, FLSkills
- CRM systems
- Account development
- Blueprint reading
- Service selling
- Time management
- Worksite organization
- Heavy equipment operation
- Resource management
- Conflict resolution
- Market research analysis
- Sales performance enhancement
Languages
Spanish
Native/ Bilingual
Timeline
Outside Contractor Sales Rep
84 Lumber
08.2017 - 12.2025
Customer Service Representative
Capital One
01.2016 - 07.2017
Inventory Specialist
Burris Logistics
05.2015 - 04.2016
High School Diploma -
Palm Beach State College