Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yalila Ortiz

Riverdale,UT

Summary

Professional with strong standards excelling in branch operations and cost reduction. Skilled in records management and customer service, I enhanced efficiency and compliance while maintaining exceptional attention to detail. Bilingual and adept at navigating complex situations, I consistently deliver outstanding results in fast-paced environments. Utilize effective document management practices to support compliance and operational efficiency. Knowledge of regulatory requirements and best practices in records management.

Overview

2025
2025
years of professional experience

Work History

Branch Operations

JPMorgan Chase
  • Reduced operational costs by identifying inefficiencies and implementing cost-saving measures in branch operations.
  • Enhanced customer satisfaction by implementing efficient branch operations and streamlining service processes.
  • Streamlined branch operations for increased efficiency through regular process evaluations and improvements.
  • Managed branch operations, ensuring smooth daily functioning and optimal productivity.
  • Managed daily branch operations, ensuring compliance with company policies and guidelines.
  • Supported branch operations by conducting regular audits of cash drawers and vaults, ensuring accuracy and compliance.

Bilingual Customer Service Representative

Huntington Bank
09.2023 - 12.2024

Bilingual Patient Advocate

Elevate/Corewell Health
11.2022 - 09.2023
  • Screen uninsured hospital patients in an effort to determine if patient is a viable candidate for federal, state, and/or county medical or disability assistance
  • Complete the appropriate applications and following through until approved
  • Detailed, accurate and timely documentation in multiple systems on all cases worked
  • Participate in ongoing trainings in order to apply the content learned in case management
  • Maintain assigned work queue of patient accounts
  • Collaborate with hospital staff, case managers, social workers, financial counselors
  • Maintained 100% in all audits compliant with medical records up keeping
  • Provided detailed work to hospital staff to assist patients with insurance coverages
  • 45-50 call per day assisting patients in Medicaid insurance or obtain commercial insurance saving the hospital thousands of dollars

Bilingual Customer Service Representative

Huntington Bank Call Center
02.2021 - 11.2022

• Provide resolution to customer issues/complaints for both English and Spanish speaking customers

• Average 85–90 calls per day in a busy, fast-paced call center

• Meet customer call metrics for service levels, handle time, and productivity

• Continuous product knowledge and service changes with training and/or online courses

• Online Banking assistance with basic troubleshooting

• Process loan payments, payoff requests, lien release and duplicate title requests

• Outstanding customer surveys for providing solutions and/or services while establishing/maintaining customer rapport

• De-escalated situations with a Category of One to mitigate customer dissatisfaction on service thus creating a memorable experience on the resolution in a courteous efficient manner.

Education

Associate Degree In Nursing -

Grand Rapids Community College
Grand Rapids, MI

Bachelor - Human Services And Health Information

Western Governors University
Salt Lake City, UT

Skills

  • Records Management
  • Branch Support Operations
  • Data Confidentiality
  • Excellent attention to detail
  • Insurance Verification
  • HIPAA
  • EPIC
  • Revenue Cycle Management
  • Medical Records
  • Medical Terminology
  • Banking Experience
  • Time Management

Timeline

Bilingual Customer Service Representative

Huntington Bank
09.2023 - 12.2024

Bilingual Patient Advocate

Elevate/Corewell Health
11.2022 - 09.2023

Bilingual Customer Service Representative

Huntington Bank Call Center
02.2021 - 11.2022

Branch Operations

JPMorgan Chase

Associate Degree In Nursing -

Grand Rapids Community College

Bachelor - Human Services And Health Information

Western Governors University