Bernardo Ortegon Email & Phone Number

San Antonio, Tx, Us

United States

San Antonio, Tx

Help Seniors of all income levels transition into retirement, especially the transition from Employee Group Health to Medicare Insurance Plans / Supplements. Conduct various presentations and meetings pertaining to the Senior Market regarding the different facets of Medicare.

San Antonio, Tx

As a Commercial Property Appraiser, represents the Appraisal District in reviewing, negotiating, and settling market value disputes with Agents / Property Owners during formal hearings and arbitrations.➣ Charged with the accurate and uniform mass appraisal of a territory with a combined market value of >$2B.➣ Achieved a settlement rate with Agents / Property Owners of more than 90% over the past four appeal seasons.➣ Represented the Appraisal District in formal hearings or arbitrations with Agents / Property Owners that appeal the proposed property market value.➣ Added new construction to the appraisal tax roll annually, within the assigned parts of the County.➣ Identified basic structural features of buildings and determined the type(s) of construction, quality, and quantity of improvements, including primary structures, outbuildings, and site improvements.➣ Accountable for visiting existing properties annually to ensure record accuracy.

San Antonio, Tx

As a Business Personal Property Appraiser, conducted impartial assessments of market areas and statistics regarding specific properties. Analyzed data and developed property value estimates, following government and generally accepted appraisal guidelines. Assisted with training and mentoring of new hires.➣ Documented on-site assessments with photographs, detailed measurements, similar sales values, and demographic information.

San Antonio, Tx

Hired as a Residential Appraiser with minimal previous experience appraising properties. Leveraged extensive ability to interpret, understand, and apply applicable rules, regulations, statutes, policies, and procedures of generally accepted appraising practices. Inspected properties and gathered data from Property Owners.➣ Attained the Registered Professional Appraiser (RPA) designation after three years of successful appraiser experience and completing nine industry-specific classes.➣ Fully developed valuation analysis accurately and on time.

San Antonio, Tx

Led daily operations of a high-volume retail salon as part of a market-leading national franchise. Supervised eight FTEs providing full salon services, including hair cutting, shampooing, coloring, perming, waxing, and styling.➣ Instrumental in increasing annual sales by 33%, resulting in the sales of the franchise at a premium in 2019.➣ Responsible for all aspects of Procurement decisions in identifying the best values for our business.➣ Accountable for short and long-term planning and execution for new customer acquisition, marketing, staff development, P&L management, inventory contract, and weekly payroll. ➣ Organized and executed special store functions and events for staff and the local community. ➣ Served as the primary contact for addressing and resolving customer escalations, ensuring issues were resolved professionally and promptly. ➣ Worked with local and regional leaders to create and roll out creative and cost-effective displays.

San Antonio, Tx

As a Senior Specialist, supported Wealth Managers and Trust Relationship Officers, including data analysis, business development, customer onboarding, customer relationship management, and problem resolution.➣ Collaborated with the Wealth Management Operations team to create efficient process flows between departments while maintaining a seamless process for high-net-worth clients. ➣ Stayed abreast of changing economic, legal, financial planning, investment trends, and general market and business issues.

San Antonio, Tx

Brought on board as a Financial Advisor as an integral financial services team member in a fast-paced call center environment. Assisted leadership with training and mentoring peers and new hires. ➣ Helped clients articulate long-term financial and family goals by creating customized plans to position clients for optimal personal and financial outcomes.➣ Consistently exceeded production goals by selling suitable investment products, insurance solutions, and services to meet a client’s financial goals, time horizon, and tolerance for risk.➣ Achieved the designation as a Chartered Financial Consultant (ChFC) Designation, completing a self-study program of eight advanced-level courses.