Aileen Ortiz Email & Phone Number

Bellevue, Washington, United States

●Used Salesforce Case Management to address finance issues raised internally and externally maximizing satisfaction and business success.●Precisely logged and maintained records of customer engagements using CRM platforms like Smartsheet and Salesforce (SDFC).●Utilized databases, logs and ERP sources to verify customer inquiries via phone and Salesforce to initiate resolutions and drive collections.●Resolved customer concerns products or services, improving retention and driving collections upward.●Revitalized canned responses to increase case turnover time by at least 25% and improve response time.●Maintained and executed triage sheet to teammates strengths in order to optimize resolution speed●Mentored new hires with a revamped remote style, increasing productivity and independence by 66%●Organized queue to ensure that cases reached their appropriate departments for best customer service●Mediated account bugs between customer and respective team to eradicate issues from persisting and spreading●Assisted customers in Spanish via call or case across teams where needed

Somerville, Ma

●Maintain oversight on course and student attendance documentation, academic materials, and records onstudent population.● Maintaining electronic records via the campus management system to record the required externshiphours and respond to questions and requests for information.● Work directly with the Director of Education and the Registrar in maintaining records beneficial to therest of the faculty.● Act as a liaison between the externs and Lincoln Tech, monitoring their hours through timesheets andother supplementary forms to update the database for the staff to see the student’s academic standing.

Downtown Boston

•Manage cash and credit transactions from customers to promote efficiency.•Assist customers with general inquiries to ensure customer satisfaction with their experience at the store.• Return items back to the store floor to empty the fitting room, both ensuring order and cleanliness and ensuring the customer always has as many options as possible on the floor.•Act as job shadow host to new associates to instruct guidelines, demonstrate the store floor and answer questions.•Complete projects to replenish, swap or empty items within departments or floors according to company guidelines.

Greater Boston Area

Created and assembled a compliance oversight program from several CVRs and inventories for an entire region to fulfill its vacancy.Reviewed CVRs to ascertain each regulatory component is correct before emailing to the PSO for approvals to mitigate risk and ensure regulatory compliance.Generated CVRs upon request, thus aiding in optimizing momentum to increase team efficiency.Assisted in fulfilling other tasks as needed, such as printing documents or aiding other employees

Greater Boston Area

If you are involved in financial risk, technology risk, compliance, GRC, audit, fund administration, fund accounting, alternative asset management, project management, client operations, custody management, ETF inside sales, or related responsibilities in a banking, insurance, hedge funds, mutual funds, private equity or other financial services context -- or know someone similar deserving of their next step up in their career trajectory -- please feel free to email your resume confidentially (my first initial followed by last name at statestreet dot com) to see how you can accelerate your career trajectory at a true industry leader.•Assist the Workforce Development Team by volunteering with Boston-area High school interns with professional development events such as a company tour with Bentley University students•Learned and applied online methods to find candidate contact information•Front-end identification of executive level talent prospects for senior roles on LinkedIn.•Data Entry of candidate and prospect in SharePoint intranet database•Transfer and clean-up of old candidate database to new SharePoint intranet database and interpreted candidate information to map the data with company-standard job categories

Genzyme - Allston, Ma

•Surveyed and maintained site data for employee seating locations using CenterStone to record accurate data for all the incoming, outgoing and nomadic contractors and full time employees at 7+ sites.•Checked meeting room availability and used Excel to report the data to document usage and vacancies of individuals using the space.•Verified and appointed lockers in the women's locker room after a number of years this project was not been done efficiently.

Bachelor Of Arts (B.A.), Psychology

Education record