Santiago Ortega
Sylmar
Summary
Personable and analytical, with a solid foundation in financial principles and customer service. Demonstrates proficiency in financial analysis, client relationship building, and strategic planning. Dedicated to helping clients achieve financial success through informed decision-making and personalized guidance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Representative
Clearpath Federal Credit Union
Burbank, CA
09.2025 - Current
- Recommended credit union products based on member needs and assisted with account discrepancies.
- Processed loan applications, pulled credit, verified documentation, and explained loan options.
- Entered data into LOS systems and submitted files with recommendations to loan officers.
- Managed loan queues and completed member requests (transfers, withdrawals, CDs/IRAs, LOCs).
- Opened new memberships/accounts and handled account maintenance and mail transactions.
- Resolved member inquiries via phone, email, and in-branch; followed up to ensure resolution.
Youth Leader
Vaughn Central
San Fernando, CA
10.2023 - 08.2025
- Actively supervised a group of 20 students and facilitated safe and structured activities during program hours
- Collaborated with staff and students to ensure the implementation of engaging, enriching, and safe activities
- Built and maintained a positive relationship with students, parents, school administrators and other program staff
Education
High School Diploma -
John F. Kennedy High School
Granada Hills, CA06-2023
Associate of Arts - Business Administration
Los Angeles Mission College
Sylmar06-2027
Skills
- Experience using Microsoft Office (Word and Outlook)
- Customer service
- Selling techniques
- Appointment scheduling
- Credit analysis
- Payment processing
- Teamwork and collaboration
- Attention to detail
- Multitasking
- Reliability
- Data entry
Certification
- Licensed Realtor DRE #: 02252452
Languages
Spanish
Native or Bilingual
Timeline
Financial Representative
Clearpath Federal Credit Union
09.2025 - Current
Youth Leader
Vaughn Central
10.2023 - 08.2025
High School Diploma -
John F. Kennedy High School
Associate of Arts - Business Administration
Los Angeles Mission College