Jose L. Ortiz

Jose L. Ortiz has a diverse range of work experience in the banking industry. Jose L. currently holds the position of Business and Mortgage Development Officer at Mid-Hudson Valley Federal Credit Union since February 2022. Prior to this, they worked at Trustco Bank as a Branch Manager from July 2019 to February 2022.

Before joining Trustco Bank, Jose served as a Branch Manager at People's United Bank, N.A. for three years, from August 2015 to November 2018. In this role, they were responsible for maximizing branch revenues, sales, and customer satisfaction, while ensuring compliance with bank policies and procedures.

Jose also worked as a Relationship Manager at KeyBank from May 2011 to August 2015, where their primary focus was acquiring new clients and expanding relationships with existing clients. Jose L. successfully grew a profitable book of business and built client referral pipelines.

Prior to their role at KeyBank, Jose gained experience as an Assistant Branch Manager at Citizens Bank from May 2009 to May 2011. Jose L. was responsible for the daily operations of the branch and provided sales leadership to drive franchise growth.

Earlier in their career, Jose worked as an Operations Supervisor at KeyBank from April 2008 to May 2009, where they provided direction and guidance to staff on operational and regulatory procedures, ensuring compliance and resolving client service needs.

Jose's banking career began at Union State Bank, where they worked as a Teller while being a full-time student from June 2004 to April 2008.

Overall, Jose L. Ortiz has demonstrated expertise in branch management, sales, customer satisfaction, and operational integrity throughout their work experience in the banking industry.

Jose L. Ortiz obtained a Regents Diploma from Sleepy Hollow High School, which they attended from 2000 to 2004. Jose L. then pursued higher education at Manhattanville College from 2004 to 2008, where they earned a Bachelor of Arts (B.A.) degree. Jose L.'smajor was Business Management, and they also minored in Communication Studies and Sociology. In addition to their academic achievements, Jose has obtained various certifications, including Life, Accident and Health, Travel Accident from the State of New York Department of Financial Services, Mortgage Loan Originator from the Nationwide Mortgage Licensing System and Registry, Notary Public from the state of New York, and Series 6 and Series 63 from the Financial Industry Regulatory Authority (FINRA). However, the exact months and years of obtaining these certifications are not provided.