Skye Ortiz
Flaktgroup SEMCO
Magnolia
1
Certification
10
years of professional experience
Professional with strong background in account coordination, adept at managing client relationships and streamlining processes. Proven ability to collaborate effectively with teams to achieve high-impact results. Skilled in project management, communication, and problem-solving, ensuring adaptability to changing needs while maintaining reliability and focus on outcomes.
Work History
Account Coordinator
5 Months- Coordinated communication between clients and internal teams to resolve issues effectively.
- Managed client accounts to ensure timely delivery of services and products.
- Developed and maintained detailed project timelines for multiple accounts.
- Assisted in preparing proposals and presentations for client meetings.
- Led cross-functional team meetings to align objectives and drive project success.
- Analyzed client feedback to implement improvements in service delivery and satisfaction.
- Ensured timely response to client inquiries by maintaining open lines of communication through email correspondence or phone calls.
Equipment Project Manager
2 Years 7 Months- Works with multiple contractors and site owners daily to achieve project scope goals. (including Donnelly Mechanical, Premier Mechanical, BlackRock, Delta Airlines, David Yurman, PJ Mechanical, OpenAi, JP Morgan Chase, and SL Green Realty).
- Restructured project management team to be more LEAN oriented.
- Led and was involved in over five A3 projects that led to regional changes in processes, including AR (lowered DSO from 75+ to 35), Standard work restructuring, and Salesforce Adoption.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Collaborated with diverse coworkers to achieve project goals and resolve product and service issues.
- Produced thorough, accurate and timely reports of project activities.
- Works with multiple contractors and site owners daily to achieve project scope goals. (including Donnelly Mechanical, Premier Mechanical, BlackRock, Delta Airlines, David Yurman, PJ Mechanical, OpenAi, JP Morgan Chase, and SL Green Realty).
- Oversaw and managed over 50 active projects daily, ensuring alignment with service objectives.
- Maintained updated knowledge through continuing education and advanced training.
- Trained new-hires on processes that I and upper management developed
- Led five A3 projects that resulted in regional process changes, including reducing DSO from 75+ to 35, restructuring standard work, and facilitating Salesforce adoption.
Account Administrator
7 Months- Renewed existing accounts by cementing trusting relationships with customers.
- Developed thorough understanding of products and service offerings to better upsell and cross-sell to clients.
- Collaborated with sales team to enhance growth and expand market share.
- Renewed existing accounts by building and maintaining trusting relationships with customers.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Communicated progress of monthly and quarterly initiatives to internal and external stakeholders.
- Maintained accurate records of inventory and account notes, documenting contract updates and renewals.
- De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
Personal Banker
5 Months- Expanded customer relationships through regular follow-ups and rapport building, enhancing client satisfaction.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted customers with account management, loan applications, and financial decision-making, fostering trust and loyalty.
- Maximized branch revenue by streamlining daily operations, contributing to overall branch performance.
- Delivered high level of customer service and support by answering questions and returning phone calls quickly.
- Processed customer deposits and withdrawals at the branch, collected payments and processed cash orders.
Personal Banker
1 Year 5 Months- Executed specialized account transactions for customers, including check orders and stop payment requests.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Advised current and prospective customers on suitable bank products and services tailored to their financial needs.
- Addressed customer account inquiries and provided timely updates to enhance customer satisfaction.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Responded and assisted customers with account inquiries and updates.
Preschool Teacher
5 Months- Collaborated with parents to create support networks that fostered seamless communication and strengthened relationships.
- Established safe indoor and outdoor play environments that promoted exploration and learning for toddler-age children.
- Managed classroom environments with clear rules and positive reinforcement techniques to encourage respectful behavior and engagement.
Shift Manager/Key Holder
2 Years 8 Months- Engaged with customers daily to understand needs, provide assistance, and gather feedback for operational improvements.
- Ensured inventory accuracy by conducting stock counts and reconciling discrepancies, supporting efficient inventory management.
- Developed and adjusted schedules to align staff coverage with anticipated customer demand.
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
Education
High School Diploma
Bachelor of Science - Computer And Information Systems Security
Skills
Financial Analysis
Effective communication
Microsoft Office
Banking ethics
Account Optimization
Effective Documentation
Digital Communication
Work planning
Money Handling
Work Planning and Prioritization
Detail Oriented
Strong sense of banking ethics
Computer literate
Client Issue Resolution
Customer management
Client Account Management
Accomplishments
- Awarded Customer Engagement Excellence - Systems Award 2023 - Trane Technologies
- Graduated from 2024 regional leadership development program - Trane Technologies
- Recognized as Employee of the Quarter for outstanding performance and team contributions at Starbucks.
- Winner, 2018 District Barista Championship
Certification
RLDP - Trane Technologies Graduate
Lean Business Certified - Trane Technologies
Six Sigma Certified - Trane Technologies
Timeline
Account Coordinator
Flaktgroup SEMCO
03.2026 - CurrentRead More
Equipment Project Manager
Trane Technologies
03.2023 - 10.2025Read More
Account Administrator
Wellington Partners
08.2022 - 03.2023Read More
Personal Banker
Bank of America
11.2021 - 04.2022Read More
Personal Banker
Pioneer Bank SSB
06.2020 - 11.2021Read More
Preschool Teacher
KinderCare Learning Centers Inc.
02.2020 - 07.2020Read More
Shift Manager/Key Holder
Starbucks
10.2016 - 06.2019Read More
Western Governors University
Bachelor of Science from Computer And Information Systems Security
Read More
Katy High School
High School Diploma
Read More
Experience
["First-Line Supervisors of Retail Sales Workers"],["Preschool Teachers, Except Special Education"],[]
Education and Training
true,other,other