Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Nancy Ortega

Guadalupe,USA

Summary

Dynamic Senior Office Manager with extensive experience at H & H Unstoppable LLC, adept at enhancing office operations and compliance. Proven track record in financial analysis and exceptional customer service, fostering strong client relationships. Skilled in regulatory compliance and documentation, driving efficiency and accuracy in administrative processes.

Overview

23
23
years of professional experience

Work History

Senior Office Manager

H & H Unstoppable LLC
Santa Maria, CA
08.2021 - Current
  • Oversee all administrative/admin support duties in order to maintain a free flow office operation and compliance.
  • Arrange meetings, make schedules, and offer executive level admin assistance.
  • Evaluate office procedures and implement new policies wherever necessary and ensure proper documentation of all office records.
  • Manage internal communications and company-wide administrative requirements.

Financial Advisor

Pacific Western Bank
Arroyo Grande, CA
11.2017 - 07.2020
  • Opened and serviced consumer and commercial deposit accounts, IRAs and Time Deposit Accounts.
  • Helped clients with their banking needs in a compliant manner, provided financial literacy.
  • Handled customer enquires, account servicing and business account support.
  • Positioned as a Combination Teller and Customer Service Representative.

Financial Services Professional

Pacific Premier Bank
St. Marie, CA
10.2015 - 11.2017
  • Opened, maintained, consumer/trader accounts while providing superior customer service.
  • Addressed clients' requests, queries, and account maintenance issues.
  • Quoted deposit rates; recommended on account selection.

Banker 3

Wells Fargo
Santa Maria, CA
06.2013 - 10.2015
  • Assisted loan customers by providing quotes and product explanations.
  • Opened deposit account and served client with various banking services.
  • Ensured adherence to the bank policies and government regulations.

Personal Banker

Bank of America
Santa Maria, CA
10.2002 - 07.2012
  • Open consumer accounts, deposits and processes loans.
  • Processed customer service requests as well as deposit transactions and account maintenance.
  • Assisted branch sales and operations utilizing cross training and teamwork.

Education

Diploma of General Education -

Ernest Righetti High School
Santa Maria, CA
01.2001

Skills

  • Loan Application Processing
  • Financial Analysis
  • Risk Analysis
  • Customer and Business Account Administration
  • Customer Service
  • Clients Relations
  • Regulatory Compliance
  • Documentation of Batch Manufacturing Records
  • Administration
  • Work Scheduling
  • Knowledge of Time Deposit and IRA Products
  • Other Banking Products and Services Cross-Sell
  • Communications
  • InterRelationship Skills
  • Detail Oriented
  • Accurate

References

Available upon request.

Timeline

Senior Office Manager

H & H Unstoppable LLC
08.2021 - Current

Financial Advisor

Pacific Western Bank
11.2017 - 07.2020

Financial Services Professional

Pacific Premier Bank
10.2015 - 11.2017

Banker 3

Wells Fargo
06.2013 - 10.2015

Personal Banker

Bank of America
10.2002 - 07.2012

Diploma of General Education -

Ernest Righetti High School

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Nancy Ortega