Kevin Ortega Email & Phone Number
Who is Kevin Ortega? Overview
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Kevin Ortega is listed as Credit Analyst at Insight Investments, LLC, a company with 277 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Kevin Ortega.
Kevin Ortega previously worked as Commercial Credit Analyst I at Wintrust Financial Corporation and Relationship Banker at Wintrust Financial Corporation. Kevin Ortega holds Bachelors Degree In Business Administration Management, Business, Management, Marketing, And Related Support Services from Western Governors University.
Email format at Insight Investments, LLC
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About Kevin Ortega
A seasoned Financial Management Professional with a proven track record of resourcefulness and goal attainment. Possessing five years of robust experience in banking and lending, complemented by one year of credit expertise within a hybrid environment. Demonstrating over eight years of adept management across diverse U.S. markets, alongside four-plus years of Financial Operations Management proficiency within the logistical landscape of Illinois. Fluent in both English and Spanish, with exceptional interpersonal abilities and a strong aptitude for fostering enduring relationships.
Kevin Ortega's current company
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Kevin Ortega work experience
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Commercial Credit Analyst I
- Conduct thorough financial analyses and assess credit requests for C&I and CRE Facilities.
- Ensure compliance of analytics and modeling with policies and regulations.
- Resolve implementation and production issues, acting as an escalation point for high severity requests.
- Handle multiple assignments effectively in high-pressure environments.
- Develop and prepare financial spreadsheets using Moody's analytics and models to support analysis of both new and existing credit applications.
Relationship Banker
- Expanded and cultivated branch business and consumer client base through proactive service and sales initiatives.
- Enhanced customer experience by identifying avenues to improve their financial wellbeing.
- Collaborated with cross-functional partners to enhance customer share value.
- Drove proactive sales discussions using defined sales processes, both internally and externally.
- Utilized product and procedural expertise to effectively resolve customer issues and bolster customer loyalty.
Personal Banker
- Demonstrated solid knowledge of the financial products and services offered by PNC Bank.
- Created a sense of financial well-being for Business and Consumer Bank Clients.
- Collaborated with partners in Investment, Commercial and Business Banking, and Mortgage Departments.
- Actively engaged clients, tailored banking essentials, and delivered exceptional service.
Assistant Store Manager
- Led 35+ retail staff, overseeing training, scheduling, and performance.
- Managed inventory for 40+ departments, optimizing stock and merchandising.
- Addressed customer inquiries, monitored market trends, and facilitated sales initiatives.
- Produced detailed reports on sales, inventory, and customer feedback.
- Efficiently managed scheduling, payroll, and invoicing.
- Conducted recruitment, training, and disciplinary procedures.
Colleagues at Insight Investments, LLC
Other employees you can reach at insightinvestments.com. View company contacts for 277 employees →
Marcos Negrete
Colleague at Insight Investments, Llc
Berkeley, California, United States, United States
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JY
Jackie Yang
Colleague at Insight Investments, Llc
Santa Ana, California, United States, United States
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JW
Jay Wilson
Colleague at Insight Investments, Llc
Albuquerque-Santa Fe Metropolitan Area, United States
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SH
Susan Ham
Colleague at Insight Investments, Llc
Long Beach, California, United States, United States
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LV
Lauren Vance
Colleague at Insight Investments, Llc
Woodway, Texas, United States, United States
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BF
Brandt Ford
Colleague at Insight Investments, Llc
Santa Ana, California, United States, United States
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BP
Brandon Prochelo
Colleague at Insight Investments, Llc
Costa Mesa, California, United States, United States
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JT
Joann Turner
Colleague at Insight Investments, Llc
Orange County, California, United States, United States
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LH
Laura H.
Colleague at Insight Investments, Llc
Scottsdale, Arizona, United States, United States
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OD
Opkins Donna
Colleague at Insight Investments, Llc
Cypress, California, United States, United States
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Kevin Ortega education
Bachelors Degree In Business Administration Management, Business, Management, Marketing, And Related Support Services
Associate’S Degree
Frequently asked questions about Kevin Ortega
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What company does Kevin Ortega work for?
Kevin Ortega works for Insight Investments, LLC.
What is Kevin Ortega's role at Insight Investments, LLC?
Kevin Ortega is listed as Credit Analyst at Insight Investments, LLC.
Where is Kevin Ortega based?
Kevin Ortega is based in Chicago, Illinois, United States while working with Insight Investments, LLC.
What companies has Kevin Ortega worked for?
Kevin Ortega has worked for Insight Investments, Llc, Wintrust Financial Corporation, Pnc, and Walgreens.
Who are Kevin Ortega's colleagues at Insight Investments, LLC?
Kevin Ortega's colleagues at Insight Investments, LLC include Marcos Negrete, Jackie Yang, Jay Wilson, Susan Ham, and Lauren Vance.
How can I contact Kevin Ortega?
You can use AeroLeads to view verified contact signals for Kevin Ortega at Insight Investments, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kevin Ortega attend?
Kevin Ortega holds Bachelors Degree In Business Administration Management, Business, Management, Marketing, And Related Support Services from Western Governors University.
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