Anna Ortiz Email & Phone Number

· Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs for Spanish and English clients· Offer the best possible service and solution strategies by using my expertise and analytical thinking skills in an efficient manner· Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences. Attentive to clients' needs by offering appointments with Financial Consultants.

San Marcos, Tx

·Analyze client transaction to ensure entry of order accurately entered into point-of-service computer system for use in generating efficient management reports ·Developed procedures and protocol for maintaining high levels of client support, including managing service related issues on a timely basis while building customer loyalty to generate increased revenue ·Support team members with effective use of resources to complete tasks on or before deadlines·Provide guidance and support to effectively train and mentor new employees for maximum performance and customer service

·Assisted management with the design and implementation of major fundraising events resulting in accomplishing contribution goals while promoting awareness of current projects·Analyzed donor information and created extensive excel spreadsheets to provide historical and demographic information to management for use in maintaining contact and further contributions ·Utilized market intelligence and awareness to generate accurate and effective information through researching, documenting, and utilizing client data to drive decisions and actions

Bachelor Of Business Admnistration, Finance Major, International Business Minor.

Associates Of Arts

Activities and Societies: The National Society of Collegiate Scholars