Ericka Ortiz

Served as the primary contact for clients regarding accounts, loans, and unsecured credit products, providing bilingual support in English/Spanish for complex banking needs. Collaborated across departments to resolve escalations and ensure compliance while promoting digital tools and solutions.

Processed mortgage conversions, assumptions, releases, and modifications, ensuring compliance with agency and investor regulations. Updated MSP systems, reconciled GL accounts, and supported audits while coordinating with borrowers and third parties to resolve escalated files.

Generated sales through marketing and client outreach, increasing revenue by 47%, and delivered comprehensive loan education and options to new and existing clients. Supported associate development and significantly improved team closing ratios.

Originated, processed, and closed residential mortgage loans, while also leading educational workshops for first-time homebuyers. Partnered with real estate agents, attorneys, and community organizations to expand outreach.

Originated, processed, and closed residential mortgage loans, providing end-to-end service for clients. Led educational workshops for first-time homebuyers and partnered with real estate agents, attorneys, and community organizations.

Managed and processed high-volume loan pipelines, successfully closing over 70 loans per month. Ensured meticulous underwriting and compliance accuracy on every file.

Originated loans for purchases and refinances, building strong referral networks with realtors, attorneys, and financial planners. Managed client relationships to facilitate smooth loan processes.

Generated sales leads and managed a million-dollar monthly pipeline, consistently maintaining a top 15% ranking in the national sales team. Conducted homebuyer seminars to educate potential clients.

Reviewed credit and income documentation for accuracy, ensuring all necessary information was complete and compliant. Liaised effectively with buyers, sellers, lenders, and underwriters to facilitate seamless application processes.

Processed conforming and non-conforming loans for residential clients, meticulously verifying income, asset, and liability documentation prior to closing. Ensured all loan files met compliance standards.