Lorena Ortiz

Lorena Ortiz Email and Phone Number

Proven ability to help you eliminate financial stress and undeniable credit confidence @ Roundleaf Inc.
san jose, california, united states
Lorena Ortiz's Location
Vallejo, California, United States, United States
Lorena Ortiz's Contact Details

Lorena Ortiz work email

Lorena Ortiz personal email

n/a
About Lorena Ortiz

Experienced Client Services Manager with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Sales, and Strategic Planning. Strong business development professional.

Lorena Ortiz's Current Company Details
Roundleaf Inc.

Roundleaf Inc.

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Proven ability to help you eliminate financial stress and undeniable credit confidence
san jose, california, united states
Website:
roundleafinc.com
Employees:
12
Lorena Ortiz Work Experience Details
  • Roundleaf Inc.
    Client Services Manager
    Roundleaf Inc. Mar 2015 - Present
    San Francisco Bay Area
    Roundleaf collaborates with customers to create sustainable financial circumstances. Eliminate debt, improve FICO, learn credit scores, qualify for financing, reduce expenses, build capital, and reach financial goals fast. We help our customers find authentic options to make an informed decision to achieve progress towards financial perfection.My roles are:-Consult with prospective clients to identify and understand their financial needs and goals -Respond promptly and effectively to service inquires -Provide valuable "front line" feedback to Business Development and Marketing-Cultivate and expand customer baseI am passionate to be a part of the Roundleaf team because I like to see our clients strive and reach their financial success.
    View
  • Gryphon Financial Inc
    Records Analyst
    Gryphon Financial Inc 2013 - 2015

Lorena Ortiz Skills

Microsoft Office Customer Service Management Project Management Microsoft Excel Strategic Planning Sales Leadership Microsoft Word Marketing Teamwork Powerpoint Public Speaking

Lorena Ortiz Education Details

Frequently Asked Questions about Lorena Ortiz

What company does Lorena Ortiz work for?

Lorena Ortiz works for Roundleaf Inc.

What is Lorena Ortiz's role at the current company?

Lorena Ortiz's current role is Proven ability to help you eliminate financial stress and undeniable credit confidence.

What is Lorena Ortiz's email address?

Lorena Ortiz's email address is lo****@****att.net

What is Lorena Ortiz's direct phone number?

Lorena Ortiz's direct phone number is +140851*****

What schools did Lorena Ortiz attend?

Lorena Ortiz attended San Jose State University.

What skills is Lorena Ortiz known for?

Lorena Ortiz has skills like Microsoft Office, Customer Service, Management, Project Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Microsoft Word, Marketing, Teamwork, Powerpoint.

Who are Lorena Ortiz's colleagues?

Lorena Ortiz's colleagues are Stan Meurer, Emmalyn Thang, Richard Hua, Berenice Urquiza, Joyce Robinson, Julian Bossant.

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