Jessica M. Ortiz
About Jessica M. Ortiz
Jessica M. Ortiz is an Account Executive and Regional Business Consultant at LSQ, where she has worked since 2019, focusing on liquidity and cash flow management solutions. With a background in banking and finance, she actively engages with a wide network of bankers and brokers to facilitate funding solutions across the United States.
Work at LSQ
Jessica M. Ortiz has been serving as an Account Executive at LSQ since 2020. In her role, she has focused on promoting LSQ's innovative platform, LSQ FastTrack, which enhances liquidity and cash flow management for businesses. She has been instrumental in facilitating funding solutions by actively engaging with over 14,000 bankers and brokers across all 50 states. Prior to her current position, she worked as a Regional Business Consultant at LSQ from 2019, contributing to the company's growth in the Orlando, Florida area.
Previous Experience at Bank of America
Jessica M. Ortiz has extensive experience with Bank of America, where she held multiple positions over several years. She began as a Teller from 2003 to 2006, then transitioned to a Personal Banker from 2007 to 2013, and again from 2014 to 2015. Additionally, she worked as a Mortgage Loan Specialist for seven months in 2013 and as a Sales Support Assistant for eight months in 2015. Her roles involved direct customer engagement and financial services, contributing to her expertise in the finance sector.
Experience at Northwestern Mutual
Jessica M. Ortiz worked at Northwestern Mutual as an Associate Financial Representative from 2016 to 2019. In this position, she gained valuable experience in financial planning and client relationship management, further enhancing her skills in providing financial solutions tailored to client needs.
Education and Expertise
Jessica M. Ortiz studied at the University of Central Florida, where she achieved a degree in Finance from 2001 to 2003. She also attended Valencia Community College. Her educational background, combined with her extensive work experience in the financial services industry, has equipped her with the knowledge and skills to specialize in flexible financing solutions that prioritize the needs of sellers.