Kevin Ortega
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Kevin Ortega Email & Phone Number

Credit Analyst at Insight Investments, LLC
Location: Chicago, Illinois, United States 5 work roles 2 schools
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Current company
Insight Investments, LLC
Role
Credit Analyst
Location
Chicago, Illinois, United States
Company size
277 employees

Who is Kevin Ortega? Overview

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Quick answer

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.

Company email context

Email format at Insight Investments, LLC

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Insight Investments, LLC

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Profile bio

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.

Current workplace

Kevin Ortega's current company

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Insight Investments, LLC
Insight Investments, Llc
Credit Analyst
costa mesa, california, united states
Website
insightinvestments.com
Employees
277
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Company profile
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5 roles · 7 years

Kevin Ortega work experience

A career timeline built from the work history available for this profile.

Commercial Credit Analyst I

Wintrust Financial Corporation

Chicago, Illinois, United States

  • 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.
Apr 2022 - Jun 2024

Relationship Banker

Wintrust Financial Corporation

Chicago, Illinois, United States

  • 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.
Aug 2021 - Apr 2022

Personal Banker

Pnc

Chicago, Illinois

  • 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.
2019 - Jul 2021

Assistant Store Manager

Walgreens

Chicago, Illinois

  • 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.
Feb 2012 - Dec 2019
Team & coworkers

Colleagues at Insight Investments, LLC

Other employees you can reach at insightinvestments.com. View company contacts for 277 employees →

MN Marcos Negrete Marcos Negrete Colleague at Insight Investments, Llc Berkeley, California, United States, United States View → JY Jackie Yang Jackie Yang Colleague at Insight Investments, Llc Santa Ana, California, United States, United States View → JW Jay Wilson Jay Wilson Colleague at Insight Investments, Llc Albuquerque-Santa Fe Metropolitan Area, United States View → SH Susan Ham Susan Ham Colleague at Insight Investments, Llc Long Beach, California, United States, United States View → LV Lauren Vance Lauren Vance Colleague at Insight Investments, Llc Woodway, Texas, United States, United States View → BF Brandt Ford Brandt Ford Colleague at Insight Investments, Llc Santa Ana, California, United States, United States View → BP Brandon Prochelo Brandon Prochelo Colleague at Insight Investments, Llc Costa Mesa, California, United States, United States View → JT Joann Turner Joann Turner Colleague at Insight Investments, Llc Orange County, California, United States, United States View → LH Laura H. Laura H. Colleague at Insight Investments, Llc Scottsdale, Arizona, United States, United States View → OD Opkins Donna Opkins Donna Colleague at Insight Investments, Llc Cypress, California, United States, United States View →
2 education records

Kevin Ortega education

Bachelors Degree In Business Administration Management, Business, Management, Marketing, And Related Support Services

Western Governors University
FAQ

Frequently asked questions about Kevin Ortega

Quick answers generated from the profile data available on this page.

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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