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hugo a. ortiz


1299 electric ave., apt. #a-0000 xxxxxx xxxx , xxxx , xxxxx 00000


executive profile


versatile business professional with over 16 years of direct marketing experience. eager to contribute broad-scoped skill set in business development, administration and operations, customer service, and management toward actively supporting operations of a progressive company.  possesses a high degree of organizational competence, expertise in communications methodologies, and an in-depth knowledge of the sales process.    

key qualifications

  mortgage consultant

  sales methodologies

  staff development

  management expertise

  insurance regulations

  strategic partnerships

business development

  operational capabilities

   efficiency best practices




















- uses knowledge of markets to effectively introduce products and services.


- actively participates on sales calls and operational task forces to ensure efficacy in both areas.


-works to standardize cross-departmental protocols between operations and sales in order to break down silo mentality and increase knowledge sharing.


-strategically diversifies revenue streams and grows sales by expanding primary service lines into new markets.


-embraces corporate culture and actively promotes and leads company initiatives.


-skilled at managing resources and leading teams in cross- functional, concerted efforts to increase company-wide revenues. 


-designs and executes business development opportunities through relevant market research as well as organizational collaborations. 


-strategically coordinates staffing processes and evaluates candidates in the support of hiring and building top-performing sales teams.


-utilizes in-depth knowledge of fiduciary practices to offer and sell various financial products and services to consumers as well as businesses.



professional career



































education &









h & m tax consulting services, llc                                            2009-present

position: president

  primary responsibilities include the execution of daily operations and various administrative tasks as well as business development practices,  specifically, document analysis and organization protocols in accordance with federal and state guidelines, as well as advisement to various third parties regarding these matters. 


trevino s distributors, llc                                                             2009-present

position: general manager

  primary responsibilities include the comprehensive management and oversight of all activities related to distribution center including monitoring of products, data analysis, training and development of staff, as well as problem-solving all client issues in a proactive manner.


bank of america                                                                                 2006-present

position: personal banker

  primary responsibilities include designing and implementing various customer service protocols to increase retention and loyalty, administering various financial services, and ensuring that business development goals are consistently met.


aspen mortgage solutions                                                                            2005

position: mortgage originator

  primary responsibilities included business development and new client accounts, origination of real estate loans, as well as various follow-up related to any potential or actual problems within the business. 


region s bank                                                                                                   2004

position: financial sales representative

  primary responsibilities included product penetration strategies, customer development and retention strategies, as well as consistently reaching sales goals.



-a.s. c telecommunications, east field college


-real estate license (inactive), national school of real estate, inc.






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