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O P E R A T I O N S & T A L E N T M A N A G E RD I L E N I A d.o O R T E G AHiring Top TalentOffice ManagementCandidate's Name
Peachtree SoftwareMicrosoft 365FrontPageCommunicationWordPerfectQuickBooksS K I L L SWith over 5 years of experience as Operations Manager at Charter Oak Financial Company, I have consistently delivered unparalleled operational excellence, seamlessly managing diverse responsibilities from faculty management to intricate agent onboarding. I orchestrated highly efficient training programs and spearheaded the end-to-end agent recruiting process, showcasing meticulous attention to detail and strategic leadership. With extensive expertise in Candidate's Name , financial planning, and investment management, I have strategically driven business development efforts, excelling in team leadership, sales, marketing, and client relations while pioneering innovative solutions for continuous process improvement. Professional SummaryE D U C A T I O NAssociates, Business Administrationwith a minor in Legal studies2008TCI COLLEGEE X P E R I E N C ECharter Oak Financial CompanyJune 2019 - PresentOPERATIONS MANAGERProvided top-notch operational support across all levels, from agency management to customers, overseeing responsibilities from candidate greetings to seamless new agent onboardingOrchestrated training logistics, from material preparation to attendance monitoring, ensuring the efficient operation of a well-organized training program Facilitated the end-to-end agent recruiting process, managing State Securities licensing exams, reviewing contracts, and providing guidance on agent programs Executed meticulous processing of renewal and nonresident licenses, conducting research, communication, and record updates to ensure compliance with regulatory standards New York Candidate's Name  CompanyJune 2008- June 2019DIRECTOR OF TALENT ACQUISITIONExtensive expertise in Candidate's Name , financial planning, and investment management, contributing to a profound understanding of industry nuances Spearheaded business development efforts, encompassing team leadership, sales, marketing, and client relations, while continually identifying areas for process improvement Orchestrated the hiring process for top talent, developing recruitment strategies through platforms like LinkedIn and university partnerships Conducted hundreds of interviews annually, building pipelines to acquire key talent and acting as a liaison between sales and underwriting for advisors Demonstrated proficiency in database management, digital development (HR), customer service, and office administration, highlighting strong interpersonal and communication skills 646-770-7981New York, NYEMAIL AVAILABLELINKEDIN LINK AVAILABLEL A N G A U A G E ( S )Spanish - Native