AJ Ortiz
@ajortiz
Customer-focused underwriting and technical support professional with fintech and SaaS expertise.
What I'm looking for
I am a bilingual (English/Spanish) customer-centric professional with 10+ years delivering solutions across finance, sales, SaaS, and fintech. I combine strong communication, critical thinking, and problem-solving skills with hands-on experience in underwriting, technical support, and quality control.
My track record includes adjudicating 200+ loan applications monthly with a 95% average audit score, reducing negative exposure through risk mitigation as a Senior Merchant Underwriter, and resolving hardware/software/network issues as a Technical Support Specialist. I have led teams, developed training, and collaborated cross-functionally with Fraud, Risk, Funding, Tech, Training, and BI teams to improve products and processes.
I am proficient with Salesforce, Jira, Confluence, Asana, Microsoft Office, Creditsafe, MinervaAI, and G2, and I bring practical experience in AML/ATF compliance, fraud detection, data quality control, and customer success to drive measurable results.
Experience
Work history, roles, and key accomplishments
Diagnosed and resolved hardware, software, and network issues across phone, email, chat, and ticketing channels, documented recurring issues for development, and validated system functionality after repairs and updates.
Senior Merchant Underwriter
OTT Pay Inc.
May 2024 - May 2025 (1 year)
Reviewed KYB documentation and alerts to adjudicate merchant accounts, implemented risk mitigation reducing negative exposure, and developed training on risk/compliance and reporting systems.
Data Quality Control Specialist
R.S. Textile
Nov 2023 - May 2024 (6 months)
Ensured customer data met quality standards by transferring, verifying, and organizing large volumes of numerical data and retrieving records from databases on request.
Underwriter
FinanceIt
Mar 2021 - Aug 2023 (2 years 5 months)
Adjudicated 200+ loan applications monthly with a 95% average audit score, screened applicants daily, collaborated with cross-functional teams to mitigate suspicious transactions, and offered Spanish translations to expand accessibility.
Customer Success Specialist
FinanceIt
Feb 2019 - Mar 2021 (2 years 1 month)
Acted as subject matter expert providing coaching to borrowers and merchants, resolved escalations, exceeded performance targets, and documented procedures to improve institutional knowledge.
Team Lead, Member Experience
Canadian Fitness Professionals
Mar 2018 - Feb 2019 (11 months)
Supervised an 8-person team, resolved escalations, coached staff, and drove month-over-month KPI improvements and client retention through tailored solutions.
Branch Account Executive
Fairstone Financial
Feb 2016 - Feb 2018 (2 years)
Consistently top-3 performer who onboarded clients, presented debt consolidation solutions averaging $9,000 daily, managed 20–25 accounts and coached new employees to produce top performers across branches.
Education
Degrees, certifications, and relevant coursework
George Brown College
Diploma, Business Administration
Completed studies in Business Administration at George Brown College focusing on practical business skills and operations.
George Brown College
Diploma, International Fashion Management
Studied International Fashion Management at George Brown College with emphasis on fashion business and global market practices.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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