MATHEW ORTIZ

Client Relations & Sales Specialist

Conducted direct consultations with prospective customers, utilizing active listening to assess needs and offer tailored solutions. Managed customer relationship data, walked clients through financing setups, and handled post-sale inquiries to ensure long-term satisfaction.

Active ListeningCustomer Relationship ManagementSalesFinancingPost sale Support

Customer Success & Program Assistant

Served as the primary point of contact for external clients and vendors, resolving inquiries and service requests within a 24-hour window. Managed high-volume participant intake, registration, and onboarding processes to ensure a seamless client experience.

Customer SuccessClient RelationsVendor ManagementOnboardingData Tracking

Customer Service Shift Manager

Resolved in-person customer complaints and managed shift operations in a fast-paced environment. Managed daily store operations, ensuring quality control, team coordination, and positive customer interactions.

Customer ServiceShift ManagementOperationsQuality ControlTeam Coordination

Customer Service & Financial Account Representative

Teleperformance

Handled a high volume of back-to-back inbound calls assisting US clients with sensitive bank account management and inquiries. Provided empathetic support and clear communication to de-escalate upset callers and build trust.

Inbound CallsFinancial account managementDe escalationEmpathyData Accuracy