ANA TERESITA A. FORTUNY

Al Qasimiya, Sharjah, UAE

Email: adhd76@r.postjobfree.com

www.linkedin.com/in/ana-fortuny

Contact No.: +971**-*******

Visa Status: Visit Visa

Summary of Qualifications:

Approximately 15 years UAE working experience with strong client focus and high level of professionalism.

Assistant Relationship Manager with 8+ year experience in commercial corporate banking.

Managed high net worth clients with combined credit outstanding up to AED 480M.

Credit Control Administration & Remedial with 2 years’ experience, handling Dubai region accounts at least 180.

For 2 years experienced as a Document Controller in a Cost Consultancy company; EC Harris International Ltd for Tiger Woods Golf Course project in Dubai-UAE.

Highly interpersonal skills with the ability to build communications to customers/clients and stakeholders across multiple countries, as Sales Coordinator with 2 years of experience in one of the top 5 Real Estate companies in UAE, Damac Properties Co. LLC

Works closely with upper & senior managers, with 8+ years Executive Assistant and Accountant to the Vice President of KIA Service Phils. & Hyundai Starex Phils.

A team player, goal oriented, self-motivated & able to work with a wide range of people Professional Experience:

Assistant Relationship Manager/Credit Control Administration & Remedial Invest Bank PSC- UAE (May 05,2009-Sept. 19,2019)

Highlights/Achievements:

Supporting Senior Relationship Manager in managing credit relationships with high net worth clients, (i,e, Omniyat Holdings, Al Masa IT Distribution AED & Hills & Fort Landscape LLC etc..etc).

Opened 3 new borrowing accounts (i.e. X Plus, The Kids First Group LLC & HPS Play Trading LLC), with a combined credit outstanding AED 18M. Duties & Responsibilities:

Serve as client adviser & recommend different bank products to maximize portfolio returns according to client’s financial status & requirements

Maintain banking and credit relationship with corporate customer accounts in providing services/products that are required for their business.

Provide assistance to the customers ad hoc request aside from the sanction facilities and submitting proposals to the authorizing committee of the bank.

Input & analyse financials statements & credit bureau using proprietary bank software.

Prepare credit facility agreement letter, temporary extensions, security deferrals & security certifications as per Management sanction advice.

Support and manage of compliance requirements associated with the clients’ portfolio, (KYC, AML, Sanctions, Securities, etc.,).

Classify accounts (downgrading & upgrading), updates review date, changing of loan status, granting & follow up are all executed in the system.

Maintain and update securities in electronic device management system (i.e Kalypto, ICBS & EMCR).

Document Controller/Team Secretary

EC Harris International Ltd. (Aug. 05, 2007–Jan. 04, 2009) Highlights/Achievements:

Our team worked as cost consultant for a big project such as Tiger Woods Golf Course.

First point of contact of the Project Management & other consultants.

Worked as HSE officer (Health Safety & Environment) for the entire team.

Total control over the document transactions of an entity, recording, classifying, and storing data in an easy retrieval.

Duties and Responsibilities:

Reporting directly to the Project Director and assist with the project administration.

Liaise with Project Management & Team, Client and sub-contractors effectively & resolve problems and issues relating to documentation.

Ensure that all relevant project documentations are registered/ maintained in the electronic Document Management System, (i.e. Aconex).

Ensuring that all design documentation is accurate, up to date & accurately distributed to relevant parties.

Assure document quality to include completeness, accuracy and compliance with established procedures and updates.

Sales Receptionist/Sales Coordinator

Damac Properties Co. LLC. (May 22, 2005-June 12, 2007) Highlights/Achievements:

Sales Coordinator specialist with 2+ years of experience working with one of the top 5 Real Estate Companies of UAE.

Excellent interpersonal skills with the ability to build strong ties to partners, stake holders across multiple countries, both internally & externally. Duties and responsibilities:

Reporting directly to the Director of Sales, support senior management and sales representatives to meet over all customer’s satisfaction.

Ensuring that all inquiries are dealt with accurately and taking leads from call center agents and assign it to the property consultant.

Maintain organized sales records and report month-end goal setting to the senior management.

Maintain customer’s information and updated in the electronic Document Management System (IPMS).

Application Software such as: Word, Excel, and Power Point, use of Internet, Fidelio, IPMS, Primavera, Aconex System, Flexcube, Kalypto, ICBS & EMCR. Seminars/Training Attended:

Successful Strategies and Skills for Secretaries Feb. 17-24, 1996

Forte Commitment to Excellence Dec. 1998

Basic Life Support (Adult CPR Training for Lay Rescuers) Jan.28-29, 200

Child Caring and Home Management (Christian Growth Ministries) March 7-12, 2005

Home life Services (Home for the Aged Foundation, Inc) March 21, 2005

Primavera System Applications (Document) Nov. - Dec. ‘06

EIBFS “Financial Statements Analysis-Advance” May 21 & 22, ‘17

Invest Bank” AML & Financial Crimes Awareness Class Training” January 2018

EIBFS “Cash Management” March 28, ‘19

Completed a 6-month course of a Live-In Caregiver Training Program March 6, 2005 Short Courses Attended:

Inducted as Associate Member of PICPA (Dubai & Northern Emirates Chapter in Sept. 2011)

Enrolled and Attended a CPA Review Class Program in American College of Dubai-Feb –Oct 2012

Certificate of Attendance for Executive Training for Rediscovering the Value of Management Accounting which covers Strategic Impact of Organizational Structure, Forecasting and Budgeting Models, Segment Reporting and Data Analysis- Nov., 9, 2012

Certificate of Participation – IFRS for Small and Medium-Sized Entities (SME’s) – Sept. 10, 2011

Certificate of Completion- Certified Accounting Technician (CAT) Training Program- Level 1 Practical Accounting (Certified Bookkeeper Review)- Feb. 8-9, 2013

Certificate of Completion- Certified Accounting Technician (CAT) Training Program- Level 2 Cost Accounting (Registered Cost Accountant Review)- Feb. 15, 2013

Certificate of Completion- Certified Accounting Technician (CAT) Training Program – Level 3

–Payroll and Taxation Accounting- Feb. 22, 2013.

Previous Records of Professional Experiences in the Philippines: available upon request Character reference: available upon request.

School Records/Documents are authenticated.

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