Analiza Ortiz

Results-driven and reliable professional with 18 years of solid experience in the lending and financial services industry. Skilled in both loan operations and marketing, with deep expertise in credit analysis, loan processing, client management, and business development. Proven track record of growing the loan portfolio, maintaining low delinquency rates, and building strong long-term relationships with clients.

Highly knowledgeable in lending policies, regulations, and market strategies, committed to delivering quality service and achieving company targets.

Loan Officer & Marketing Specialist - Asian Pension Loan Corporation - Borongan City

(2007-08)

• Managed the full loan cycle: from client sourcing, application processing, document verification, credit evaluation, and approval recommendation, up to release and collection.
• Developed and implemented effective marketing plans, promotional activities, and client outreach programs to attract new customers and expand market reach.
• Built and maintained strong relationships with clients, agents, and community partners, resulting in high client retention and consistent referral business.
• Achieved and exceeded monthly and quarterly sales and collection targets consistently over 18 years of service.
• Prepared accurate reports on loan performance, collection status, marketing activities, and market updates for management review.
• Advised clients on loan products, terms, and payment schedules, ensuring clear understanding and compliance with company policies and government regulations.
• Trained and guided new staff in loan procedures, marketing techniques, and customer service standards.

Bachelor of Science - Business Administration major in Entrepreneurship - Eastern Visayas State University (2007)