Ivan Ortiz Mata
Program Manager II Deposit Products at First Tech Federal Credit Union- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Google Data Analytics Certificate
Coursera | GoogleJul, 2022- Nov, 2024
Experience
-
First Tech Federal Credit Union
-
United States
-
Financial Services
-
700 & Above Employee
-
Program Manager II Deposit Products
-
Dec 2022 - Present
-
-
-
Centro Cultural de Washington County
-
United States
-
Civic and Social Organizations
-
1 - 100 Employee
-
Program Manager
-
Sep 2021 - Dec 2022
-
-
-
Oregon Academy of General Dentistry
-
United States
-
Higher Education
-
1 - 100 Employee
-
Project Coordinator
-
Jun 2020 - Apr 2022
• Provided interpretation, translation, and communication of medical information from English to Spanish in a clinical setting. • Oversaw the execution of patient care in our IV Sedation Clinic Program, which lead to the betterment of patient management and workflow processes. • Scheduled over 25+ appointments per day and confirmed appointments with specified instructions for patients and dentists. • Provided interpretation, translation, and communication of medical information from English to Spanish in a clinical setting. • Oversaw the execution of patient care in our IV Sedation Clinic Program, which lead to the betterment of patient management and workflow processes. • Scheduled over 25+ appointments per day and confirmed appointments with specified instructions for patients and dentists.
-
-
-
Wells Fargo
-
United States
-
Financial Services
-
700 & Above Employee
-
Research Analyst
-
Oct 2020 - Jul 2021
• Accelerated courses of action when researching and investigating case work to correct deficiencies. • Wrote resolution letters in relation to research and resolved escalated inquiries requiring special handling that have been forwarded by management, agencies, and senior business leaders. • Managed 20+ weekly cases involving legal, ethical, and financial disputes to determine if processes and documentation are following internal company requirements. • Accelerated courses of action when researching and investigating case work to correct deficiencies. • Wrote resolution letters in relation to research and resolved escalated inquiries requiring special handling that have been forwarded by management, agencies, and senior business leaders. • Managed 20+ weekly cases involving legal, ethical, and financial disputes to determine if processes and documentation are following internal company requirements.
-
-
-
MTI - Mobile Technologies Inc.
-
United States
-
Computers and Electronics Manufacturing
-
500 - 600 Employee
-
International Operations Specialist
-
Oct 2019 - Mar 2020
• Helped in the management of International Product Accounts; including the regions of EMEIA, Canada, and Mexico. Communicated with Sales Managers in the UK and Toronto to ensure effective execution of sales projects and management of client relations. • Proficient in the usage of information systems such as Microsoft Dynamics AX and SalesForce. In regard to these two systems, I was able to familiarize myself with the way they interact with each other – allowing for a smooth and effective informational hub. • Gained experience in interacting with a multitude of business departments in order to execute project objectives, and other important business operations. • Managed the organization and usage of Purchase Orders to create demand, and ultimately to ensure the proper shipment of the correct product. • Managed a product project that concerned itself with the analysis, and evaluation, of margins across a plethora of international product accounts, such as, Vodafone, Bell, Orange Belgium, and Rogers. • Analyzed Credit Limit reports to uncover credit issues with accounts. Once recognizing an issue I helped rectify the problem with the Finance and Accounting Departments. Show less
-
-
-
CFA Institute
-
United States
-
Financial Services
-
700 & Above Employee
-
CFA Investment Research Challenge Team Leader
-
Dec 2018 - Mar 2019
•Performed financial and data analysis in order to develop an investment report. Utilizing various valuations strategies to forecast the target price of the investment, we presented the investment results to the CFA Institute. •Stock evaluation of the Nike Corporation. Through analyzing financial documents and utilizing software like Value Line, Morning Star, Excel, and Powerpoint I improved my research and analytical skills. •Performed financial and data analysis in order to develop an investment report. Utilizing various valuations strategies to forecast the target price of the investment, we presented the investment results to the CFA Institute. •Stock evaluation of the Nike Corporation. Through analyzing financial documents and utilizing software like Value Line, Morning Star, Excel, and Powerpoint I improved my research and analytical skills.
-
-
Education
-
Pacific University
Bachelor's Degree, Business Administration and Finance