Janett Ortiz

Financial Representative

Since 2019, Janett Ortiz has been working in Realty World All Pro located 226, 226. Janett Ortiz is an experienced Broker Associate with over 20 years of work experience. According to Janett's CV and work profile, the professional has worked at more than four companies with diverse backgrounds and gained various skills. Janett attended school at the University of Phoenix from 2018 to 2020. Janett has professional certification as Illinois Real Estate Broker License and Insurance Agent (Health, Property, Casualty) and this expert has studied Spanish. Janett can be found in Chicago, Illinois – where this expert is currently located. You can search for the person's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Janett Ortiz
Last updated May 24, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ja**@yahoo.com
Location
Chicago, IL

Workplace

Realty World All Pro
Broker Associate

Elmwood Park, IL

Industry

Real Estate, Real Estate Property, Real Property Lessors, NEC

Work History

Broker Associate

7134 west Grand Ave, Chicago, IL 60611
Building strong client relationships Prospecting for new business opportunities Specializing in listing, buying, and working with lenders catered to the needs of my clients.
from Jan 2019

Assistant Vice President, Relationship Trust Officer

100 north Tryon St, Charlotte, NC 28202
Key contact for employee benefit relationships. Work directly with Human Resources representative, benefits manager and business owner; also, point of contact with internal and external inve...
Oct 2005 — Mar 2018

Account Manager

Assisted clients with questions regarding their accounts and handled daily functions, including: plan reconciliation and valuation. Audited and updated vesting annually. Processed participan...
Jul 2001 — Oct 2005

Associate Plan Administrator

1751 Lake Cook Rd SUITE 400, Deerfield, IL 60015
Allocated dividends and payrolls to include: 401(k) contributions and employer contributions. Processed trades, loans, distributions, rollovers and transfers. Performed daily reconciliation ...
Sep 1998 — Jun 2001

Education

2018 — 2020
2016 — 2018

Occupations

Representative
Real Estate Broker
Broker Associate
Licensed Real Estate Broker
Executive
Assistant Vice President
HR Specialist
Human Resources Representative
Accountant
Benefits Manager
Owner
Managers
Real Estate Sales Agent
Property Manager
Real Estate Manager
Vice President
Chief Executive
Human Resources Specialist
Recruitment
Compensations and Benefits

Skills

Financial Services
Investments
Portfolio Management
Asset Management
Wealth Management
Securities
Employee Benefits
Asset Allocation
Finance
Retirement
Loans
Compliance
Relationship Management
Management
Leadership
Microsoft Office
Customer Service
Sales
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