Celcin Ortega

Background

About Celcin Ortega

Financial Services Professional with 10+ years of experience in commercial lending, client relationship management, risk assessment, and small business loan origination. Skilled in Salesforce, partnership building, underwriting, and cross-functional collaboration to support scalable financial product delivery. • Partnership and Relationship Management: Build and maintain strong broker, customer, and internal team relationships, driving new business development and consistently exceeding annual production goals at Celtic Bank. • Commercial Lending and Risk Assessment: Originate nationwide SBA, equipment, and asset-based loans, conducting financial analysis, risk assessment, and underwriting to ensure high-quality, compliant portfolio growth. • Cross-functional Collaboration: Partner with internal teams to manage the full loan lifecycle, utilizing Salesforce and loan origination systems to track pipelines, monitor progress, and achieve loan production targets. • Technical Skills: Microsoft Office Suite (Excel, Word), Salesforce, and Loan Origination Systems • Bilingual: Spanish and English • Awards / Recognition: CompuCredit, Mary Kay - Highest Production Senior Sales Director,#1 Collector Award, Zions Bank - Employee of the Month. • Relationship Management • Cross-functional Collaboration • Documentation Compliance • Risk Assessment • Commercial Lending • Financial Analysis • Credit Analysis / Underwriting • Problem Solving • Negotiations • Customer Service Excellence • Process Improvement • Collateral Review