Learn Data Skills
Beta
Christopher Ortiz

Christopher Ortiz

Business Analyst

Texas State University | San Antonio, Texas

Technologies

My Portfolio Highlights

My New Track

Python Fundamentals

My New Course

Introduction to Python

My New Track

Python Fundamentals

Insights conductor, orchestrating a symphony of knowledge from data streams.

My Work

Take a look at my latest work.

course

Introduction to Python

course

Intermediate Python

DataLab

Investigating Netflix Movies and Guest Stars in The Office

course

Introduction to Python

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Intermediate SQL
Intermediate Python

My Work Experience

Where I've interned and worked during my career.

SWBC | Sep 2021 - Apr 2023

Business Analyst I

• Analyzed and identified $15M in payments to invalid accounts, leading to the implementation of web validation, preventing $500K+ in NACHA fines, and enhancing payment processing efficiency. • Created an AR Aging dashboard, reducing project costs by 98% and completion time from 3 months to 2 days, helping collect $100K in 60+ day overdue invoices in 2 weeks. • Developed comprehensive Salesforce sales cycle reports, providing insights into opportunity progression, and turnaround times by product, sales rep, and team, enabling data-driven decision-making and process improvements. • Designed a GAP & MMP warranty contest dashboard, boosting motivation and performance with leaderboards and policy sales tracking by individual and team. • Proposed and championed an automation project for commission records, delivering 99%+ ROI, increased scalability, reduced human error, and minimized dependency on Sharepoint. • Created Financial & Operations Dashboards for SWIVEL, showcasing critical metrics such as profit margins, YTD actuals vs. budget variances, and monthly transactions. • Automated commission payment processing using SQL and ETL, saving 480 full-time hours annually and increasing overall efficiency. • Facilitated a PwC commission audit by supplying vital documentation and financials, ensuring an accurate assessment of commission structures and payouts. • Revamped Legacy Commission Payments system, streamlining journal entries to accounting and payroll, and reducing data flow processing time by 30%. • Optimized Forced Placed Auto and GAP insurance datasets with SQL and ETL techniques, transforming a 2-3 hour process into an efficient, zero-time operation.
Show More

Josken Solutions | Jun 2021 - Jul 2021

Package Delivery Driver

• Efficiently delivered 175+ packages daily, covering a 40-mile route in a 9,000lb delivery van, ensuring timely and accurate service to customers. • Conducted daily vehicle inspections, maintaining safety and reliability, while providing assistance to fellow delivery drivers as needed. • Verified delivery addresses, scanned and photographed packages at each stop, and engaged with customers to determine preferred delivery locations, enhancing customer satisfaction.

Credit Human | Feb 2019 - Jul 2020

Senior Teller | Account Service Representative

• Trained and led a team of bank tellers, created branch cash usage reports, and audited new products and services. • Reduced excess cash on hand by 28% using an easy-to-use Excel Spreadsheet to meet compliance guidelines. • Consistently provided professional customer service, maintaining a Quality Loop Score of 7/7. • Matched members' financial needs with appropriate products and services, and resolved issues using policy, procedures, and external departments.

Credit Human | Aug 2018 - Feb 2019

Teller

N/A

Amazon | Apr 2017 - Aug 2018

Department Trainer

• Trained new employees on safety etiquette, equipment usage, and problem- resolution skills. • Audited and coached employee performance, ensuring safety compliance and best practices. • Presented daily performance metrics to top management and motivated employees to improve department efficiency. • Conducted quality inspections on products to ensure a positive customer experience.

Amazon | Oct 2016 - Apr 2017

Warehouse Associate

N/A

Randolph Brooks Federal Credit Union | Mar 2016 - Jun 2016

Account Services Representative

N/A

Randolph Brooks Federal Credit Union | Jun 2015 - Jun 2016

Bank Teller

• Processed a large volume of transactions daily with less than $50.00 in yearly outages. • Maintained and protected members' sensitive information, and mitigated fraud by authenticating cash and negotiable items. • Performed cash opening and closing procedures, and vault access under dual control. • Demonstrated professional customer service consistently, earning the "Superior Member Service" Award in 2015.

Target | Jan 2015 - Jun 2015

Hardlines Trainer

• Prototyped and implemented the "Rule of 3" customer service skills when training new employees to improve the guest experience. • Trained new employees on safety skills, item location and cashiering equipment, radio etiquette, and daily task assignments.

Target | May 2014 - Jan 2015

Sales Team Member

• Consistently demonstrated exceptional customer service, earning the "Go The Extra Inch (Mile)" Award 2014, 2015. • Proactively initiated dialogue with customers to discover their needs. • Cleaned, arranged, priced, and stocked merchandise weekly, according to a planogram.

Walmart | May 2013 - Aug 2013

Electronic Sales Associate

• Excelled in offering buyer protection on electronics and peripherals, contributing to the store's #1 regional ranking for sales of add-on protection plans. • Trained under a T-Mobile representative to efficiently process customer contracts and ensure seamless service. • Assisted customers with theft-proofed merchandise, television carry-outs, and locating products in neighboring stores for their convenience. • Handled cash and debit card transactions, ensuring accuracy and security. • Managed packing, wrapping, and unloading of cardboard bales, maintaining a well-organized workspace. • Collaborated with Inventory Supervisor to pack and return specific merchandise to manufacturers, as needed. • Volunteered for overnight shifts to update price labels, stock and arrange merchandise, and set up promotional displays, demonstrating dedication and initiative. • Proactively corralled shopping carts from the parking lot after hours, ensuring a clean and safe environment for customers.

My Education

Take a look at my formal education

Certificate of Completion, Data ScienceCodeup | 2021
Bachelor of Business Administration - BBA, Finance and Financial Management ServicesTexas State University | 2016

About Me

Christopher Ortiz

I'm a motivated servant leader and professional business analyst with three years of award-winning customer service. I've had the privilege to serve new hires as a trainer, mentor, and friend. Coupled with an education in finance, wealth management,

Powered by

  • Work
  • Courses
  • Experience
  • Education
  • About Me
  • Create Your Data Portfolio for Free