Ricardo Ortiz
Burlingame,CA
Summary
Experienced Vice President in Banking with a demonstrated history of working in the financial services industry. Proven track record strategic planning, team leadership, and driving revenue growth. Proficient in developing and maintaining client relationships, implementing risk management strategies and optimizing operational efficiency. Strong analytical skills and ability to adapt to dynamic market conditions, Effective communicator and problem solver, committed to delivering exceptional results in a fast-paced environment.
Overview
24
24
years of professional experience
Work History
Vice President
US Bank/Union Bank
01.2015 - Current
- Manage branch staff to achieve sales and operation goals by working closely with Private Bank to attract new clients and grow the portfolio
- Focus on business development working with different areas in the Bank as well as our outside partners
- Emphasis on residential and commercial real estate loans
- Managed a retail office with focus on sales
- Consistently ranked among the top branches with repeated attendance at the Regional Presidents Recognition events
- Top Producer for FY2020, Regional Presidents Recognition, QI and QIII FY 2019-2020/QI and QII FY 2018-19
- Achieved 100% Net Promoter Score (a customer service metric) for two straight quarters.
Senior Mortgage Consultant
Princeton Capital
01.2014 - 01.2015
- Worked as the in-house mortgage originator for a real estate brokerage firm
- Developed relationships with agents and the broker to generate leads
- Conducted weekly presentations at the agents’ meeting and conducted periodic classes to share trends and updates.
Branch Manager
City National Bank
01.2006 - 01.2015
- Managed staff of sales and operations colleagues
- Focused on business development selling a wide range of financial products to high-net-worth individuals and small/medium-sized businesses
- Worked closely with other units of the Bank for referrals to Commercial Banking, Private Banking and Wealth Management
- Very active in many community organizations.
Branch Manager
California Bank & Trust
01.2000 - 01.2006
- Managed a de novo office in a newly proposed expansion area
- Worked with many community leaders to gain acceptance and referrals
- Developed a portfolio small to medium-sized businesses prior to manager-Commercial Banking Officer Managed a portfolio of small to medium-sized businesses with emphasis on business development Prepared loan presentations/Problem loan reports.
Education
Bachelor of Arts in Economics/Minor in Latin American History -
Revelle College, University of California, San Diego
Skills
- Excellent credit skills
- Contract negotiations
- Collaboration with critical entities
- Fluent in Spanish
- Consistent performance of achieving corporate goals throughout career evidenced by rankings in which customer service and guest relations are key metrics Collective 20 years of leadership and managerial experience both in banking and public service Extensive Non-Profit involvement with multiple board positions and many projects that turned visions into realities Elected council member in the City of Burlingame in 2013 serving until 2024 Appointed Mayor in 2017 and 2021 Held multiple leadership positions in regional boards: Chair, SFO Community Roundtable, Chair, Central County Fire Department Board, Chair, Airport Land Use Committee, Vice Chair, City/County Association of Governments
- Team Leadership
- Relationship Building
- Decision-Making
- Critical Thinking
Affiliations
- Rotary Club of Burlingame, Past Treasurer
- Burlingame High School, Drama Boosters, Past President
- Peninsula Health Care District, Long Term Planning Committee, Member
- Burlingame School District, Measure A, Bond Oversight Committee, Past Chair
- Burlingame Community for Education, past Treasurer
- Burlingame AYSO, past Treasurer and Coach
Timeline
Vice President
US Bank/Union Bank
01.2015 - Current
Senior Mortgage Consultant
Princeton Capital
01.2014 - 01.2015
Branch Manager
City National Bank
01.2006 - 01.2015
Branch Manager
California Bank & Trust
01.2000 - 01.2006
Bachelor of Arts in Economics/Minor in Latin American History -
Revelle College, University of California, San Diego
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