Diana Ramos
Fontana
Summary
Operations and finance professional with experience supervising teams in high-volume, regulated environments while ensuring cost-effective operations, compliance, and performance metric achievement. Proven ability to coach staff, analyze operational data to forecast demand and optimize resources, and resolve complex member and operational issues while delivering high-quality, patient-centered service.
Overview
10
10
years of professional experience
Work History
Appointment Clerk
Kaiser Permanente
Fontana
09.2025 - Current
- Served as the first point of contact for members, providing high-level assistance by scheduling appointments through complex scheduling systems, and routing calls appropriately.
- Applied critical thinking to assess member needs, prioritize requests, determine urgency, and escalate emergent situations to Registered Nurses when appropriate.
- Delivered exceptional customer service by composing messages for medical staff, resolving inquiries, and de-escalating difficult interactions with professionalism and tact.
- Met established quality and productivity standards while performing administrative duties and contributing to service improvement initiatives.
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
- 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.
Education
Bachelor of Science - Finance
California State University of Los Angeles
Los Angeles09.2017
Skills
Data and credit analysis
Forecasting
Fraud prevention
Budgeting and financial management
Customer relationship development
Highly detail-oriented
Financial reporting and analysis
Team Coaching, Mentorship & Performance Management
Languages
Spanish
Timeline
Appointment Clerk
Kaiser Permanente
09.2025 - Current
Financial Manager
DLT Distribution
01.2023 - Current
Remote Loan Processor
Wells Fargo
05.2020 - 04.2022
Licensed Banker
Wells Fargo
08.2015 - 05.2020
Bachelor of Science - Finance
California State University of Los Angeles