Summary
Overview
Work History
Education
Skills
LANGUAGES
ADDITIONAL INFORMATION
Timeline
Generic

ULISES ORTEGA

Desoto

Summary

Business Analyst Graduate with over 5 years of extensive experience in data analysis, process optimization, and financial management. Proficient in utilizing advanced tools such as Python, SQL, and Tableau to drive strategic business growth and efficiency. Committed to leveraging innovative strategies and analytical expertise to propel organizational success and foster future development.

Overview

8
8
years of professional experience

Work History

Assistant Branch Manager

Republic Finance
05.2025 - Current
  • Support customers in achieving financial goals through tailored loan solutions and credit education.
  • Assess credit risk, evaluate loan applications, and guide customers through the lending process.
  • Lead daily branch operations, assist with training and development, and ensure team performance aligns with sales targets.
  • Contribute to business growth through strong customer service and operational leadership.

Branch Manager Intern

Republic Finance
02.2025 - 05.2025
  • Selected for a competitive internship focusing on branch operations, financial services, and customer relationship management.
  • Monitor compliance requirements and internal controls while conducting thorough financial analyses and risk assessments for loan applications.

Owner/Operator

D.U.F. Commercial Cleaning Services
08.2017 - Current
  • Founded and manage operations for a successful commercial cleaning company.
  • Developed and maintained client relationships, driving customer satisfaction and increasing client retention.
  • Managed budgeting, invoicing, payroll, and other administrative tasks to ensure smooth day-to-day business operations.

Education

Bachelor of Business Administration - Business Analytics

University of North Texas
Denton, TX
05.2025

Skills

  • Data Analysis
  • Process Optimization
  • Financial Management
  • SQL
  • Python
  • Tableau
  • Power BI
  • MS Office

LANGUAGES

Spanish

ADDITIONAL INFORMATION

  • Academic Projects
  • DATA ANALYSIS FOR AUSTIN METROPOLITAN AREA
  • Analyzed 4 datasets from the Austin Metropolitan Area's big data warehouse to provide insights for the incoming mayor.
  • Utilized tools such as Python, SQL, Tableau, and Power BI to assess key issues across housing, economics, public services, policing, and environmental or financial trends.
  • Presented data-driven recommendations on improving city planning and public policies.

Timeline

Assistant Branch Manager

Republic Finance
05.2025 - Current

Branch Manager Intern

Republic Finance
02.2025 - 05.2025

Owner/Operator

D.U.F. Commercial Cleaning Services
08.2017 - Current

Bachelor of Business Administration - Business Analytics

University of North Texas

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