Summary
Overview
Work History
Education
Skills
Timeline
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Nathalie Ortiz

Nathalie Ortiz

Summary

Experienced and versatile professional with over 7 years of expertise in banking, customer service, employee development, and fraud detection, seeking a supervisory role to leverage strong leadership skills, customer relations knowledge, and commitment to operational excellence. Proven ability to motivate and guide diverse teams, resolve complex customer issues, identify and address fraud risks, and implement strategies that enhance performance and satisfaction. A proactive communicator and collaborative team player dedicated to fostering a positive work environment and achieving outstanding results for customers and the organization.

Overview

8
8
years of professional experience

Work History

Community Development Coordinator

Connect Casino Road
01.2023 - Current
  • Supervise and coordinate community engagement initiatives in economic and workforce development.
  • Collaborate with stakeholders to co-design programs and ensure alignment with community needs.
  • Track and address diverse issues to improve the effectiveness of community programs.
  • Manage special projects and oversee event coordination.

Relationship Manager, Credit Solutions Advisor, Client Support Team, Fraud Analyst

Bank of America
01.2017 - 01.2023
  • Supervised and guided teams to deliver exceptional customer service and meet performance goals
  • Provided coaching and feedback to enhance team compliance with policies and regulations
  • Resolved escalated customer issues efficiently while maintaining high satisfaction levels
  • Identified opportunities for service improvement and recommended actionable solutions
  • Managed resources effectively to ensure smooth operations in a fast-paced environment
  • Delivered training and mentoring for team members to support professional development

HR Administrative Service Associate

Macy’s
01.2018 - 01.2020
  • Provided leadership in employee onboarding, training, and payroll management
  • Oversaw daily operations, including scheduling and inventory management
  • Resolved employee and customer concerns promptly and effectively
  • Distributed sales reports and managed store operations during emergencies

Education

Undergraduate coursework - Customer Service, Management, Microsoft Office, Business Administration

Everett College
Everett, WA

Skills

  • Leadership
  • Team Development
  • Process Optimization
  • Communication
  • Risk Management
  • Policy Enhancement
  • Multi-tasking
  • Fluent in Spanish
  • Client acquisition
  • Financial planning
  • Public speaking
  • Excellent communication
  • Service support
  • Banking
  • Referral screening
  • Account management
  • Sales reporting
  • Customer relationship management

Timeline

Community Development Coordinator

Connect Casino Road
01.2023 - Current

HR Administrative Service Associate

Macy’s
01.2018 - 01.2020

Relationship Manager, Credit Solutions Advisor, Client Support Team, Fraud Analyst

Bank of America
01.2017 - 01.2023

Undergraduate coursework - Customer Service, Management, Microsoft Office, Business Administration

Everett College
Nathalie Ortiz