Ana Tamariz
Ellensburg
Summary
Results-driven and compassionate professional with extensive experience in financial services, higher education, and customer-facing roles. Proven track record in guiding individuals through complex financial processes, managing teams with efficiency, and delivering high-quality service in fast-paced environments. Skilled in financial aid advising, banking operations, compliance, and conflict resolution. Recognized for strong leadership, excellent time management, and the ability to build trust with diverse populations. Adept at streamlining workflows, mentoring staff, and creating supportive environments that empower clients and team members alike.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Aid Coaching Specialist
Central Washington University
Ellensburg
03.2025 - Current
- Provide individualized financial aid counseling to students and families, helping them understand and navigate federal, state, and institutional aid programs.
- Coordinated outreach efforts to inform students about available financial aid options.
- Collaborated with other departments to streamline the financial aid process.
- Gave workshop and other group presentations to inform students of options and educate on financial aid process.
- Maintain compliance with FERPA and financial aid regulations in all communications and recordkeeping.
Personal and Business Banker
Bank of America
Silverdale
02.2024 - 02.2025
- Developed tailored financial solutions for diverse business clients.
- Identified opportunities for cross-selling products and services to existing customers.
- Monitored client accounts on a regular basis to identify potential problems or opportunities for improvement.
- Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
- Created strategies for expanding customer base through referrals from existing customers.
- Provided training sessions on basic banking principles such as budgeting, savings accounts.
- Ensured compliance with all applicable laws, regulations and policies governing commercial lending activities.
Customer Service Specialist
Day Road Animal Hospital
Bainbridge Island
03.2022 - 02.2024
- Processed patient information and maintained accurate records.
- Assisted veterinarians during consultations and treatments as needed.
- Assisted veterinarians with administrative tasks such as scheduling appointments and maintaining patient files.
- Assisted in training new staff members on proper procedures for interacting with customers.
- Coordinated with other departments within the clinic to provide efficient service for customers.
- Prepared invoices for services rendered at the clinic and collected payments from clients.
Personal and Business Banker
Bank of America
Silverdale
03.2019 - 02.2022
- Developed tailored financial solutions for diverse business clients.
- Identified opportunities for cross-selling products and services to existing customers.
- Monitored client accounts on a regular basis to identify potential problems or opportunities for improvement.
- Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
- Created strategies for expanding customer base through referrals from existing customers.
- Provided training sessions on basic banking principles such as budgeting, savings accounts.
- Ensured compliance with all applicable laws, regulations and policies.
Supervisor
Starbucks
San Diego
09.2016 - 04.2019
- Supervised daily operations to ensure efficient workflow and productivity.
- Trained and mentored new staff on company policies and procedures.
- Coordinated team schedules to optimize resource allocation and coverage.
- Conducted regular inspections to maintain safety and compliance standards.
- Monitored inventory levels to ensure adequate supply for operations.
- Assisted in performance evaluations to support employee development initiatives.
Education
Bachelor of Arts - Psychology
University of California, San Diego
La Jolla, CA06-2018
Skills
- Regulatory compliance
- Client relationship management
- Educational workshops
- Customer engagement strategies
- Performance monitoring
- Team collaboration
- Problem-solving aptitude
Certification
- Gallup Strengths Coach
Languages
Spanish
Native/ Bilingual
Timeline
Financial Aid Coaching Specialist
Central Washington University
03.2025 - Current
Personal and Business Banker
Bank of America
02.2024 - 02.2025
Customer Service Specialist
Day Road Animal Hospital
03.2022 - 02.2024
Personal and Business Banker
Bank of America
03.2019 - 02.2022
Supervisor
Starbucks
09.2016 - 04.2019
Bachelor of Arts - Psychology
University of California, San Diego
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