Ericka Ortiz

Background

About Ericka Ortiz

Bilingual (English/Spanish) Financial Services & Operations Professional with 10+ years of experience across loan processing, customer care, and team leadership. I specialize in simplifying complex processes, building trust with diverse client bases, and coaching teams to exceed performance goals — whether it's guiding first-time homebuyers, resolving high-level escalations, or managing back-end loan servicing workflows. Known for my calm under pressure and people-first approach, I’ve worked in both remote and in-branch roles, consistently improving customer satisfaction while streamlining operations. I'm tech-savvy (Salesforce, Encompass, Microsoft Office, etc.) and thrive in fast-paced environments that require both strategic thinking and heart. Currently seeking opportunities in client success, operations leadership, or financial services where I can bring my bilingual skills, operational expertise, and strong EQ to the table.