1. Nelly Sanchez Ortega nellyjso@hotmail.com
1805 Bell Shoals Dr., Brandon, FL 33511 (786)-365-1176
SUMMARY OF QUALIFICATIONS
Highly motivated, bilingual (English/Spanish) and results-oriented professional who has achieved success in a
variety of roles with increasing levels of responsibility. Proven ability to ensure business operations and
processes become more productive, profitable, and cost effective. A highly talented, efficient, and organized
professional with experience in financial systems with a great record of accurately and efficiently operating in fast-
paced office environments. An effective communicator and team-builder with strong analytical, management, and
organizational skills. Proven skill to identify mortgage loan challenges and the ability to shape profitable solutions to
meet client needs. Excellent interpersonal skills enabling the forging of strong partnerships and alliances. Skilled in
identifying client needs, goals, and objectives. Present viable alternatives and solutions to problems.
 Exceptional Interpersonal and Communication Skills – Proficient in promoting confidence as well as building
and maintaining strategic business relationships while interfacing positively with people of diverse cultures.
 Problem Solving – Proven ability to troubleshoot and develop both creative and innovative solutions to
business and loan challenges. Successfully manages change for improved performance and team efficiency.
 Work Ethic and Professionalism – Solid professional standards and an excellent track record of dependability.
Maintains a clear focus on achieving bottom line results while meeting and exceeding customer satisfaction.
PROFESSIONAL EXPERIENCE
Equity Mortgage Bankers LLC Miami, FL
Loan Opener/QC/Receptionist April 2012 – July 2014
 Initiate loan process, including: assigning new loan number, charging credit cards through secure websites,
and requesting information (FHA case numbers, appraisals, titles, search properties, and verification of
employment, addresses, and property). Request tax data from IRS and verify social security numbers.
 Assign loans to appropriate processor, and request for “Fraud Guard” in processing of loan applications.
 Duties include: downloading documents/forms or information into Encompass software, communicating
information to title companies, appraisers, borrowers, etc. Closely manage flow of office communications.
 Solve issues that come up during the course of loan applications by using extensive industry knowledge.
 Gather comprehensive client information to run credit setup program for finance company and appraisals.
 Examine and evaluate client activity records for errors and scheduled closing of loans for each client.
 Responsible for growing the business, reviewing financial statements, and assessing credit reports.
 Handle the examination and evaluation of transactions to ensure accuracy in all company transactions.
MS Supply & Home Health Co. Tampa, FL
Billing Assistant February 2004 – June 2011
 Prepared reports for managed care organizations and insurance companies, ensuring full compliance
with agency requirements and strict deadlines. Authored correspondence to customers and vendors.
 Aided in the record keeping of the company’s finances to include: A/P, A/R, invoicing, budgeting, etc.
 Successfully mastered numerous computer programs; completed Microsoft Office certification course.
 Consistently ensured compliance with all healthcare facility, HMO, and other insurance requirements.
EDUCATION
Erwin Tech Tampa, FL
Associate’s Degree in Computer Software Specialist 2002
Charlestown Community College Boston, MA
Associate’s Degree in Principles of Accounting 1998