JOSE ORTEGA

LOS ANGELES, CA · 713-***-**** · adcjih@r.postjobfree.com

SUMMARY

Charismatic, detail-oriented financial specialist with strong analytical skills and experience in quantitative/statistical analysis, budgeting, accounting and forecasting. Agile professional with ability to build upon best practices for ROI maximization

PROFESSIONAL EMPLOYMENT

Exelon (February 2018-Present)

Business Analyst

● Managed financial transactions, commission statements, analysis reports, and vouchers for brokers and other external partners.

● Prepared documentation for business transactions, executed data repairs, regression analyses of commissions, portal testing and query maintenance.

● Reviewed and approved accuracy of commissions, while resolving commission discrepancies.

● Served as a primary contact for customer problem resolution for the new external broker website

(Salesforce).

● Executed daily and weekly data management, analyzing multiple departments to ensure accuracy and improve client relations.

Wells Fargo (2016-January 2018)

Relationship Manager

● Processed financial transactions for consumers and businesses, prepared mortgage applications, wire transfers, and documented the quantities, styles, and products to validate the inventory. Completed and maintained documentation as per company and governmental procedures.

● Prepared all necessary documentation to prepare and process bonds.

● Developed and cultivated lucrative relationships with new and existing clients, supporting the branch manager by overseeing operations, supported end-to-end credit management processes and credit compliance.

EDUCATION

University of Houston-Clear Lake

Bachelor of Science in Business Management with a Minor in Mathematics, 2018 GPA - 3.2

Relevant coursework: Quantitative Methods for Management, Strategic Management with Financial Analysis, Managing Organizations, Finance, Differential Equations, Linear Algebra, Calculus A, B, C, SKILLS

● MS Office (Word, Excel, Outlook, Access,

PowerPoint)

● PowerBI

● Account Reconciliations

● Data Analytics

● Client Relationship Management

● Account Management and reporting

● Agile Methodologies

● SQL

● Salesforce