Francisco Ortega

Led development and implementation of new sales program for Fintech that specialized in financial services offerings for doctors, dentists and nurses.

• Identified, hired and trained highly qualified staff by teaching best practices, procedures and sales strategies.
• Led winning team that surpassed established KPI's for sales and service excellence.
• Reorganized and optimized leads management by implementing Salesforce CRM solution.
• Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
• Booked $32MM in loan originations in first six months.
• Provided regular briefings to c-suite level executives

Developed winning market and business strategy as well as overhaul of operations, sales and service team processes.

• Demonstrated inspirational and motivational leadership skills that catapulted high performing sales and operational teams.
• Analyzed market conditions and trends to drive exponential growth in both retail and B2B sales and service.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
• Identified opportunities to improve business process flows and overall departmental productivity.

Served as Head of Retail Branches and Lead Strategist for the State of Connecticut, which included 15 branches and 94 employees.

• Grew market portfolio to $3.2B in deposits.
  Implemented winning business strategies, increasing revenue and market growth.
• Created and managed execution of highly successful market business plans to drive KPI results, which significantly improved Citi's local market-share to 3rd place.
• Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
• Implemented long-term growth initiatives by developing winning customer relationship deepening and acquisition strategies.