Diana Ramos
Fontana
Summary
Finance professional with focus on optimizing financial strategies and enhancing profitability. Known for collaboration and achieving results, with reliable and flexible approach to changing needs. Expertise in budget management, financial analysis, and team leadership.
Overview
11
11
years of professional experience
Work History
Financial Manager
DLT Distribution
01.2023 - Current
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Negotiated advantageous contract terms with suppliers, resulting in significant cost savings without sacrificing quality or delivery times.
- Analyzed budgets, financial reports, and projections for accurate reporting of financial standing.
Remote Loan Processor
Wells Fargo
05.2020 - 04.2022
- Prepare the loan for closing and ensures all closing documents are correct and accurate and are in compliance with government and credit union regulations
- Order documentation from the borrower, or external sources that are needed to facilitate a loan decision, including income and asset documentation, appraisals, title work, etc
- Ensures that loan approval stipulations are met prior to loan closing, and that third party requests are transmitted and received in order to meet established time standards
- Review asset documentation to insure assets are sourced and seasoned per program guidelines and the borrower has sufficient funds to close the transaction
Licensed Banker
Wells Fargo
08.2015 - 05.2020
- Open and service accounts within authorized limits, and create plans for follow-ups and schedule appointments with customers
- Present recommendations for resolving inquiries and service requests regarding consumer and small business accounts
- Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs
- Coordinated with financial advisors to develop targeted solutions addressing customer needs in investments and retirement.
Tax Preparer
H&R Block
01.2014 - 04.2015
- Completed and filed returns with tax departments at local, state, and federal levels.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
Bachelor of Science - Finance
California State University of Los Angeles
09.2017
Skills
Financial reporting and analysis
Highly detail-oriented
Customer relationship development
Budgeting and financial management
Fraud prevention
Forecasting
Report generating
Data and credit analysis
Account management
Contract negotiations
Bank reconciliation
Languages
Spanish
Timeline
Financial Manager
DLT Distribution
01.2023 - Current
Remote Loan Processor
Wells Fargo
05.2020 - 04.2022
Licensed Banker
Wells Fargo
08.2015 - 05.2020
Tax Preparer
H&R Block
01.2014 - 04.2015
Bachelor of Science - Finance
California State University of Los Angeles
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