Richard Ortiz

Family Assistance: Meet with families in their homes to discuss and arrange pre-need planning for interment in Archdiocesan cemeteries or mausoleum

Sales & Documentation: Secure sales agreements, handle necessary transaction documents, and meet annual sales forecasts

Consultation: Assist families with memorialization options within the mausoleum.

• Knowledge & Support: Understand the bereavement process and promote the Order of Christian Funerals.
• Logistics: Manage a sales lead database, follow up within five days, and work designated duty days.
• Teamwork: Collaborate effectively within a team environment.

• Led cross-functional teams to streamline banking operations and enhance customer service.
• Developed strategic initiatives to improve compliance with financial regulations and standards.
• Managed project timelines, coordinating resources across departments for successful execution.
• Analyzed market trends to identify opportunities for product development and improvement.
• Collaborated with senior leadership to develop long-term goals and operational strategies.
• Oversaw budgeting processes, ensuring alignment with organizational objectives and priorities.
• Resolved complex client issues by implementing effective solutions and fostering relationships.
• Ensured compliance with established policies, procedures and regulations.