Juan F. Ortiz Email and Phone Number
Juan F. Ortiz work email
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Juan F. Ortiz personal email
As a professional, I have had the opportunity to build relationships with many individuals, families, professionals and industry leaders over my career. I enjoy building and maintaining a loyal client base, providing exceptional service and having transparent open communication. I am passionate about partner and personnel development along with Equity, Inclusion and Diversity in the workforce. I currently am a Senior Managing Director, Senior Vice President in our Wealth Management Practice at Northern Trust. Specialties: Fluent bilingual (Spanish-English), relationship management, relationship building, business and consumer lending, banking, sales calling, change management, partner development and client satisfaction
Northern Trust Corporation
View- Website:
- northerntrust.com
- Employees:
- 21127
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Senior Managing DirectorNorthern Trust Corporation Aug 2022 - PresentChicago, Illinois, United StatesLeading a multi-disciplinary team, focused on delivering trust, investment, banking and advisory solutions to successful individuals, families, and business owners.
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Senior Vice President - Banking Practice - Wealth ManagementNorthern Trust Corporation 2019 - Aug 2022Greater Chicago AreaOverseeing a centralized banking team for loan and deposit relationships within our Banking Services segment in Wealth Management. In doing so, I help to set the tone for our client service culture, growth opportunities and expectations with clients. This includes but is not limited to on-boarding and consulting clients, coaching team members to convert servicing calls into new opportunities, maintaining strong internal partner relationships and increasing connectivity among our respective regions. In my role I also oversee our National Mortgage Center. Our National Mortgage Center processes residential loans for our clients and partners which include purchases and refinances of mortgages and equity credit lines. I am also the current President of our Latin Heritage Leadership Business Resource Council serving on our Northern Trust BRC Advisory Council.
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Vice President - Manager, Banking Services - Wealth ManagementNorthern Trust Corporation Apr 2018 - Feb 2019Greater Chicago AreaI oversee a centralized banking team for loan and deposit relationships within our Banking Service segment in Wealth Management. In doing so, I help to set the tone for our client service culture, growth opportunities and expectations with clients. This includes but is not limited to on-boarding and consulting clients, coaching team members to convert servicing calls into new opportunities and maintaining strong internal partner relationships. Some additional responsibilities around our risk management process include carefully reviewing servicing losses and serving as a point of contact and resolver for risk management concerns and complaints that escalate to Senior and Executive Management.
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Vice President, Portfolio Banking Advisor - Team Lead, PcsNorthern Trust Corporation May 2015 - Apr 2018Greater Chicago AreaI co-manage the loan portfolio for loans assigned to Banking Services for the Central Region. I directly manage and provide coaching to the account managers in Banking Services and serve as the escalation point for client service issues. In working with our existing portfolio we also look for additional opportunities to enhance client relationships.
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Vice PresidentWintrust Bank Jan 2014 - May 2015ChicagoI covered business banking lending throughout the Chicago branches of Wintrust Bank. I had a large focus in under-served markets and working with community organizations. Product offerings included business loans and lines of credit, working capital loans, SBA loans, other real estate loans and a full array of banking services. -
Assistant Vice PresidentNorthbrook Bank & Trust - A Wintrust Community Bank Feb 2011 - Dec 2013First Chicago Bank And TrustSmall business lending throughout the nine Chicago branches of Northbrook Bank. (First Chicago Bank & Trust offices). I also manage our CRA lending areas in the city. Product offerings include small business loans and lines of credit, working capital loans, SBA loans, other real estate loans and a full array of banking services. -
Asst Vice President - Branch ManagerUs Bank Jul 2003 - Feb 2011Oversee and manage a large and multicultural staff. Develop business banking relationships within the community. Active networking with business owners, organizations, and professionals for their business needs (Commercial Real Estates, Working Capital Lines of Credit , Equipment Financing Needs etc). -
Co-FounderGrillers Restaurant Feb 2008 - 2011* Start-up, fast-casual dining restaurant * Developed strategic plan to incorporate a brand and quality that was unavailable in the market* Helped to develop menus, pricing, margins, cost-analysis and implementation of systems* Menu items include high end burgers, sandwiches, wraps, soups, salads, pastas and a variety of sides, appetizers and dessert items. * My partner and majority owner/operator has grown the concept and expanded into breakfast, lunch, dinner and catering.
Juan F. Ortiz Skills
Juan F. Ortiz Education Details
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Finance -
St Lawrence
Frequently Asked Questions about Juan F. Ortiz
What company does Juan F. Ortiz work for?
Juan F. Ortiz works for Northern Trust Corporation
What is Juan F. Ortiz's role at the current company?
Juan F. Ortiz's current role is Senior Managing Director - Wealth Management at Northern Trust Corporation.
What is Juan F. Ortiz's email address?
Juan F. Ortiz's email address is ju****@****atl.com
What schools did Juan F. Ortiz attend?
Juan F. Ortiz attended National-Louis University, University Of Illinois At Urbana-Champaign, St Lawrence.
What are some of Juan F. Ortiz's interests?
Juan F. Ortiz has interest in Banking, Local Sports, Business Lending.
What skills is Juan F. Ortiz known for?
Juan F. Ortiz has skills like Banking, Loans, Small Business Lending, Commercial Banking, Sales, Credit, Finance, Consumer Lending, Management, Retail Banking, Customer Service, Team Building.
Who are Juan F. Ortiz's colleagues?
Juan F. Ortiz's colleagues are Mary Green, Helen Jumic, Michele Dallas, Mohammad Rafi, Chris Hersey, Roisin Cahalan, Aishwarya Anekar.
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Juan F. Ortiz
Assistant Professor Of Surgery. Director Hispanic Transplant Program. Division Of Transplant SurgeryTucson, Az -
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