ROSELYN JOY M. FORTES
Baguio City
Summary
Dynamic professional with a proven track record at Aumni, excelling in portfolio management and investment analysis. Adept at fostering relationships and collaborating with diverse teams to drive innovative solutions. Recognized for effective communication and analytical skills, consistently enhancing client outcomes and addressing complex financial challenges.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
Work History
Aumni JP Morgan Chase
Aumni
Baguio City
06.2022 - Current
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Managed client portfolios, ensuring alignment with investment strategies and market trends.
- Conducted thorough research on investment opportunities to inform client recommendations.
- A platform to manage venture portfolios and data, including investment documents, for venture firms, corporate VCs, fund administrators, and law firms.
- Provides data on private market transactions to help with tracking Key Performance Indicators (KPIs), summarizing Limited Partner Agreement (LPA) terms, and conducting scenario modeling.
Fraud Analyst
Concentrix
09.2021 - Current
- Assisting clients with their financial needs and queries, achieving high level of customer
- Collecting information from client documents for proof of fraud
- Individuals or business whenever they're victims of fraud or identity theft
- Identifying if it is a true client or not
- Reviewing accounts
- Processing disputes
- Filing complaints
Customer Service Representative
Sitel
12.2020 - Current
- Communicated with customers regarding their deliveries of papers
- Process bills and refunds
- Filing disputes
Waitress
Trips Bar and Restaurant
04.2019 - Current
- Bussed tables, presented- menu, seated customers
- Cleaned tables and floors of dining area, ensuring that customers enjoy a pleasant, hygienic dining experience
Brand Ambassador
Hunts Tomato Sauce
10.2018 - Current
- Interacted with the public in a warm and friendly way to promote rewarding customer experience
Education
Bachelor of Elementary Education - Elementary Education
University of The Cordilleras
Baguio City, Philippines 06.2014 - 08.2021
Skills
- Portfolio management
- Investment analysis
- Data analysis
- Fraud detection
- Effective communication
- Team collaboration
- Time management
- Communication
- Relationship building
- Analytical and critical thinking
- Organizational skills
- Multitasking
- Data management
- Computer skills
Languages
English
Upper Intermediate
B2
Timeline
Aumni JP Morgan Chase
Aumni
06.2022 - Current
Fraud Analyst
Concentrix
09.2021 - Current
Customer Service Representative
Sitel
12.2020 - Current
Waitress
Trips Bar and Restaurant
04.2019 - Current
Brand Ambassador
Hunts Tomato Sauce
10.2018 - Current
Bachelor of Elementary Education - Elementary Education
University of The Cordilleras
06.2014 - 08.2021