Alex Ortega

Alex Ortega Email and Phone Number

CDO and CLO Portfolio Administrator II @ U.S. Bank
Bloomingdale, IL, US
Alex Ortega's Location
Bloomingdale, Illinois, United States, United States
Alex Ortega's Contact Details

Alex Ortega personal email

n/a

Alex Ortega phone numbers

About Alex Ortega

Sales Consultant with more than five years of experience in client services, contract management, product portfolio management, risk mitigation strategies, and sales development strategies. Detail-oriented professional with a proven track record of driving profitability through thorough understanding of market and consumer trends while resolving issues in a timely and efficient manner. Adaptable leader leveraging strong interpersonal and communication skills to collaborate cross-functionally with internal management teams, key external stakeholders, and new employees to drive the achievement of organizational goals for profitability.Areas of Expertise:Account ManagementFinancial ProjectionsSales DevelopmentRisk Management Key Client RelationshipsData Documentation Data AnalysisContract ManagementCustomer Service

Alex Ortega's Current Company Details
U.S. Bank

U.S. Bank

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CDO and CLO Portfolio Administrator II
Bloomingdale, IL, US
Website:
usbank.com/index.html
Employees:
79904
Alex Ortega Work Experience Details
  • U.S. Bank
    Cdo And Clo Portfolio Administrator Ii
    U.S. Bank
    Bloomingdale, Il, Us
    View
  • U.S. Bank
    Cdo/Clo Portfolio Administrator Ii
    U.S. Bank 2015 - Present
    Minneapolis, Mn, Us
    • Performed cash reconciliations on bond and loan activity across CLOs for various clients, working closely with CM directors, agent banks, and trade counterparties to fund and reconcile trade settlements.• Collaborated with the Information Technology (IT) team to develop and implement overdraft tracking documentation, allowing for the mitigation of potential financial risks associated with cash flow. • Cooperated with analysts and accountants to compile investment reports and construct financial models and projections based on report data.• Facilitated the training and development of new employees, educating new hires in company best practices concerning client interaction and data documentation.
    View
  • U.S. Bank
    Cdo Loan Closer
    U.S. Bank 2014 - 2015
    Minneapolis, Mn, Us
    • Communicated cross-functionally with managing directors, attorneys, traders, and clients throughout the trading process, facilitating cooperation and resolving client issues as needed. • Executed all loan-closing procedures for multiple corporate trust customers, including the largest and highest-volume client in the company. • Supported analysts with data reporting, collecting loan information and communicating internally for the production of daily, monthly, and quarterly reports. • Maintained proper documentation associated with all CDO loans, ensuring compliance with industry and legal regulations while adhering to established trade deadlines.
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  • Aac Enterprises Inc.
    Founder | President
    Aac Enterprises Inc. 2009 - Present
    • Conducted real estate market analysis to identify potential investment opportunities with an emphasis on single-family homes in the Chicagoland area. • Managed up to six properties concurrently, renovating and maintaining properties to increase the resell or rental value of the property. • Established company best practices in collaboration with business partners, creating and executing standard procedures in an effort to achieve organizational goals.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2013 - Feb 2014
    Milwaukee, Wi, Us
    View
  • Century 21 T.K. Realty
    Office Associate
    Century 21 T.K. Realty Jun 2007 - Jun 2012

Alex Ortega Skills

Investments Retirement Planning Life Insurance Fixed Annuities Series 7 Strategic Financial Planning Retirement Account Management Finacial Projections Sales Development Risk Management Key Client Relationships Data Documentation Data Analysis Contract Management Customer Service Sales Process Sales Management Wealth Management Investment Advisory Coaching Team Building Strategic Planning Risk Assessment Business Relationship Management Cross Functional Team Leadership Business Strategy Solution Selling Investment Management Train New Employees Credit Analysis Portfolio Management Investment Strategies Asset Management Asset Allocation Financial Analysis Competitive Analysis Industry Analysis Valuation Financial Modeling Expense Planning Expense Control Organizational Development Change Management Policy Analysis Strategic Communications Customer Satisfaction Performance Management Investment Properties Property Management

Alex Ortega Education Details

  • Depaul University
    Depaul University
    Commerce
  • Indiana University Bloomington
    Indiana University Bloomington
    Finance

Frequently Asked Questions about Alex Ortega

What company does Alex Ortega work for?

Alex Ortega works for U.s. Bank

What is Alex Ortega's role at the current company?

Alex Ortega's current role is CDO and CLO Portfolio Administrator II.

What is Alex Ortega's email address?

Alex Ortega's email address is al****@****ual.com

What is Alex Ortega's direct phone number?

Alex Ortega's direct phone number is +161230*****

What schools did Alex Ortega attend?

Alex Ortega attended Depaul University, Indiana University Bloomington.

What skills is Alex Ortega known for?

Alex Ortega has skills like Investments, Retirement Planning, Life Insurance, Fixed Annuities, Series 7, Strategic Financial Planning, Retirement, Account Management, Finacial Projections, Sales Development, Risk Management, Key Client Relationships.

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