Shanna Ortiz

I work daily to provide outstanding customer service offering best practices and personal advise working with employee and companies to further assist with their educational needs I also assist students with career exploration and future education planning to help achieve academic and career goals.

• Developed strong relationships with customers through high levels of customer service.

• Originated, reviewed, processed, closed, and administered customer loan proposals process customer loan applications for loan approvals and denials.
• Processed loan applications and monitored progress from start to finish identify suitable options for customers to secure best deal.
• Identified opportunities to cross-sell and upsell loan products to customers.

Exceeds monthly sales goals high conversation rates and retention.

• Attended continuing education current AHIP certified medicare and medicare laws compliance
• Worked independently with minimal supervision.
• Reviewed, revised and updated compliance policies and procedures to confirm continual compliance with applicable laws.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor proven ability to learn quickly and adapt to new situations
• Self-motivated, with a strong sense of personal responsibility

• Advises clients about loan programs also do pre qualifications
• Help customers make informed loan decisions by keeping the customer updated on all products
• Worked with underwriters to fix application problems and resolve issues.
• Active MLO License
• Applied strong leadership talents and problem-solving skills , also daily follow up and pipeline review also follow up with the processing and underwriters daily to help follow up on activities and conditions needed to get the file ready to close.

• Traveled to clients' homes to complete healthcare services and promote continuity of care.
• Offered patients and families emotional support and instruction in preparing healthy meals, independent living and adaptation to disability or illness.
• Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
• Provided assistance to clients by handling household cleaning duties, managing schedules and transporting to and from medical appointments.

• Promoted in 2017, after being a successful assistant manager and top producer with the company
• Underwrite different credit levels for unsecured and secured loans
• While building strong and trusting relationships with our new customers and current customer base, was able to successfully match our products with the customers needs and budget requirements
• Boosted branch growth by $ 7 million dollars in receivables in the last 3 years and was able to add a additional 2 team members to the branch
• Successfully passed all state and company audits