juan ortiz

I was a Customer Service Representative in the Collections call center. Plus I was also responsible for enrollment and re-enrollment of both individual members, and members on small business plans. This was a contracted position.

This was a contracted position to enroll and train Deutsche Banks Corporate Clients (i.e. Wells Fargo) into their new electronic banking services website.

I was a team lead at the Transfer Agent Call Center. At the time BNY Mellon was a transfer agent for over 2500 different companies. I was responsible for a team of representatives (a 9 member team). I would have daily meetings to brief them on new changes and i would also coach them and help them resolve any issue they could not resolve by themselves. I also took calls from share holders for buy, sale, and transfer orders. Plus I was also in the wealth management dept. for GMAC Demand Notes. GMAC Demand Notes is similar to a mutual fund with checking account privileges. I would take calls from investors who had accounts in GMAC Demand notes. The majority of these investors had six to seven figures invested in their accounts. Ans I would help them wire funds to their bank accounts, provide funds to close on housing deals, provide them info on how much was in there accounts and how much interest they had accrued.

I started as a customer service representative in the call center and was promoted to supervisor within 3 months. IDT is a Telecom. I use to take calls from customers in regards to opening accounts, collecting payments, and in tech support. Once I was promoted to Supervisor the majority of my work was Quality Assurance. Listening to representative calls and coaching them later on. Running Stat reports, and saving accounts from closing.

Cardinal Hayes High School is a Catholic high school for boys in the Concourse Village neighborhood of the Bronx, New York City. The school serves the Roman Catholic Archdiocese of New York. It is a member of the CHSAA