Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mary Ann Ortiz

Willmar,MN

Summary

Experienced Banking Specialist able to help customers with their banking needs. Serving customers with expertise on business and consumer banking accounts. Highly proficient in handling teller work, setting up accounts and helping customers by offering all Bank products available.

I bring excellent communication skills fluently in Spanish and English.

My attention to detail helps identify any errors ahead of time this helps me avoid unnecessary confusion, this helps me give excellent customer service first time around.

Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.

Focused on consistently achieving company objectives to secure client satisfaction and loyalty.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Customer-focused with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.

Overview

2025
2025
years of professional experience

Work History

Banking Specialist

Heritage Bank NA
Willmar, MN
03.2022 - Current
  • Preform deposit/withdraws from checking/saving accounts
  • Apply mortgage/loan payments
  • Help translate Spanish/English
  • Preform balancing routine at beginning and end of business
  • Order checks, place stop payment orders and conduct additional special services for customers.
  • Complete thorough and accurate documentation for money movements, deposits or withdrawals.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Prepare buy/sale for Rochester Armor Central Vault trucks once a week
  • Help customers with checking/saving account questions
  • Reprint Debit Cards for customers
  • Count Vault money at EOD
  • Balance Branch at EOD
  • Help customer to there safety box in Vault.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Satisfy customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Complete routine transfers, deposits and bill payments.
  • Help customers understand and use mobile applications and online banking.
  • Assist customers by answering banking questions and recommending solutions.
  • Complete daily cash balancing and operated ATMs.
  • Provide customer service and support to clients regarding banking products and services.
  • Perform risk assessments on customers to ensure compliance with anti-money laundering regulations.
  • Issued loan applications and collected required documentation from borrowers for loan processing.
  • Identify opportunities to cross-sell additional banking products or services based on customer needs.
  • Provide guidance and assistance to junior staff members as needed.
  • Collaborated with team members to meet branch targets and objectives.
  • Monitor customer accounts for suspicious activity, including large transfers or irregular patterns of behavior.

WIP Operator

Jennie-O Turkey Store
Willmar, MN
08.2021 - 01.2022
  • Print out inventories for team meeting at beginning of shift
  • Team meeting with plant superintendent and production scheduler every morning to review schedule and prioritize any customers orders if needed
  • Highlight inventory of the meat block that will be used according to the schedule, for the jack driver pulling the meat for the production lines
  • Manage rack usage for stuffed out product going into the ovens according to each products blend size
  • Record all weights and total up all waste after every blend of product is complete by production line
  • Communicate any schedule changes made during the day with supervisors and line leads
  • Reach out to USDA when needed for certain products
  • Keep case count and pallet count for Pack machine.

Lead Production Technician

Jennie-O Turkey Store
Willmar, MN
05.2019 - 03.2020
  • Setup kpak machine at beginning of shift
  • Ensure proper sell by dates are printed on finished product according to QA standards
  • Print labels for shipping finished goods
  • Fulfill work schedule according to production schedule
  • Troubleshoot kpak machine when needed
  • Keep inventory of all needed materials for day of production
  • Preform Audit Box accordingly too QA standards
  • Relief employees of their duties when needed
  • Ensure proper meat/film is being used and take hourly temps.

Production Scheduler

Jennie-O Turkey Store
Willmar, MN
11.2018 - 05.2019
  • Keep up to date inventory of all finished goods in Barron WI plant
  • Review daily orders from food supply chain and organize production schedule accordingly to meet those orders for the Barron WI plant
  • Meet every morning with plant managers and supervisors on call conference to discuss any needs if any to execute production schedule for the day of production
  • Make sure all products are in a ready to ship status before trucks arrive
  • Work with engineer too fit daily production schedule accordingly to avoid down times when switching meat products.

Machine Operator

Jennie-O Turkey Store
Willmar, MN
11.2017 - 11.2018
  • Setup/operate injection machine
  • Work and follow accordingly to production schedule
  • Meet QA standards
  • Drive walking hand jack and rider jack too move finished meat into coolers
  • Keep record of temps on meats
  • Make sure correct spices are being used accordingly to finished goods
  • Keep weights record of before and after injection
  • Adjust injection machine if needed to get correct pressure to pounds injected in breast.

Loan officer

CitiFinancial
Willmar, MN
10.2006 - 10.2009
  • Real estate financing
  • Customer service
  • Accounting teller
  • Notary Public at the time
  • Employee of the month several times
  • Employee of the month for the Northstar District
  • Loan closing disclosures with customer
  • Insurance sales to protect customers finances
  • Collections
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Met with applicants to obtain information for loan applications and answer questions about process.
  • Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
  • Reviewed loan agreements to confirm completeness and accuracy.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Approved loan within specified limits or referred to appropriate approval level.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Improved loan applications and documentation by informing applicant of additional requirements.
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
  • Adhered to federal and state compliance guidelines relative to retail mortgage lending.

Senior Account Executive

CITIFIANCIAL
Willmar, MN
10.2006 - 10.2009
  • Attended company and industry events to network with potential customers and generate leads.
  • Researched and secured new accounts within assigned territory to increase sales and profitability.
  • Addressed customer questions and concerns regarding products and services.
  • Formulated plans to expand business operations and grow overall territory and client base.
  • Efficiently communicated with account holders about payment changes and product updates.
  • Identified customer needs by asking questions and advising on best solutions.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Listened to customer needs to identify and recommend best products and services.
  • Produced sales documents, finalized deals and filed records.

Banking Specialist

Heritage Bank NA
Willmar, Minnesota

Education

High school diploma or GED - CNA

Ridgewater College
08.2018

Skills

  • Quality Assurance
  • Quality Control
  • Quality Inspection
  • Microsoft Excel
  • Microsoft Word
  • Leadership
  • Computer literacy
  • English
  • Supply Chain
  • Inventory control
  • Production planning
  • Production Management
  • Logistics
  • Loan Officer Experience
  • Account Management

Languages

  • Translation English/Spanish,
  • Spanish/English - Fluent
  • Timeline

    Banking Specialist

    Heritage Bank NA
    03.2022 - Current

    WIP Operator

    Jennie-O Turkey Store
    08.2021 - 01.2022

    Lead Production Technician

    Jennie-O Turkey Store
    05.2019 - 03.2020

    Production Scheduler

    Jennie-O Turkey Store
    11.2018 - 05.2019

    Machine Operator

    Jennie-O Turkey Store
    11.2017 - 11.2018

    Loan officer

    CitiFinancial
    10.2006 - 10.2009

    Senior Account Executive

    CITIFIANCIAL
    10.2006 - 10.2009

    High school diploma or GED - CNA

    Ridgewater College

    Banking Specialist

    Heritage Bank NA
    Mary Ann Ortiz