Customer Service Real Estate
Resume:
Christina Joy Ortiz
Las Vegas, *****, ES
******************@*****.***
Work Experience
Small Business Banker
Wells Fargo - Las Vegas, NV
November 2019 to April 2023
A business banker, also known as a commercial or investment banker, works in a financial institution to develop a relationship with their clients, learn and understand their business goals, manage their business portfolios, and help them learn to manage their finances successfully. In this career, your job duties include suggesting the right service or product for their needs like stocks, loans, bonds, insurance policies, real estate, payment processing solutions and more. Customer service and communication skills are vital. You also sometimes lead a bank’s advisory department and supervise financial advisors or loan officers. This means some employers expect experience in a leadership role. Marriott International, Inc
December 2014 to June 2015
Reason for Leaving
Moving back to Vegas
Employer
Marriott International, Inc.
Current Job/Most Recent
No
Job Function
Front desk
Job Duties
Maintain an inventory of vacancies, reservations and room assignments Register arriving guests and assign rooms Answer enquiries regarding hotel services and registration by letter, by telephone and in person, provide information about services available in the community and respond to guests' complaints Compile and check daily record sheets, guest accounts, receipts and vouchers using computerized or manual systems
Start Date
United States Army
June 2014 to December 2014
Current Job/Most Recent
No
Job Function
Administration
Job Duties
Performs typing and clerical duties shown at preceding level of skill and provides technical guidance on administrative matters to typists and clerical personnel. Proofreads correspondence for format, content, and use of authorized abbreviations. Answers inquiries from staff and advises personnel on administrative and clerical matters. Sets-up and maintain logs, rosters, status boards, charts, graphs, and view graphs. Composes routine correspondence.
Start Date
Associate Personal Banker
Bank of America Corporation
June 2007 to June 2011
Current Job/Most Recent
Yes
Job Function
Associate Personal Banker
Job Duties
Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention. Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements. Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents. Assist customers during loan and account application process, and close consumer and real estate and mortgage loans in accordance with internal and federal policies and procedures. Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
Start Date
Aug 2015 End Date
Reason for Leaving
Disagreement with the direction the bank was going Education
Bachelor's degree in Finance
University of Nevada-Las Vegas - Las Vegas, NV
June 2020 to June 2020
Associate's in Institution
College of Southern Nevada
Education
Bonanza High School
Skills
• Clerical Experience
• Banking
• Military Experience
• Multilingual
• Financial Analysis
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