Overview
Work History
Education
Skills
Accomplishments
Timeline
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Delmy Ramos

Hagerstown,MD

Overview

15
15
years of professional experience

Work History

Financial Analyst

Fiserv
03.2023 - Current
  • Facilitated month-end close processes by efficiently reconciling accounts and addressing discrepancies.
  • Performed General Ledger reconciliation and analysis.
  • Carried out revenue and expense reconciliation.
  • Updated and rolled forecasts based on current business trends.

Client Training – Sr Professional

Fiserv
10.2020 - 02.2023
  • Conceptualized and wrote lesson plans, hosted training classes on various topics and helped staff members learn new skills to them grow in their job and gain additional knowledge about the industry
  • Conduct training classes of 6-13 trainees, aligned with the company's mission, values, and goals, and reflect the company's culture.

Senior Workflow Specialist

Fiserv
04.2020 - 11.2020
  • Lead Complaints and the Quality Analyst Departments compiling of 8 people.
  • Managed information around the status of projects and resources and ensured delivery of assigned work/projects, to time, scope and quality.
  • In addition, worked with management and internal departments to make sure key documentation was created and training was provided to team members.

Bilingual Quality Analyst

Fiserv
11.2018 - 03.2020
  • Monitored 140-160 calls a month and provided feedback to team members, through call monitoring, Gathered information to help improve team member performance to ensure great customer service.
  • Assisted with call studies and translate complaint calls.

Bilingual Wells Priority Unit Advisor

Fiserv
03.2017 - 11.2018
  • Responsible for providing excellent customer service to merchants, sales agents, bankers and Relationship managers
  • Perform rate review and changes to merchant account, as well as act as Liaison between departments

Bilingual Coordinator

First Data
09.2013 - 03.2017
  • Responsible for providing equipment related activation and training to sales agents, banker’s relationship managers and merchants.
  • Build terminal download files and perform terminal/equipment downloads
  • Resolved issues that arose during the activation process.

Bilingual Home Preservation Specialist

Wells Fargo
05.2009 - 03.2013
  • Responsible for taking and making calls to third parties, and borrowers
  • Collected documents needed to make a decision on a loan modifications or other workout option
  • Assisted with training of new and existing Home Preservation Specialist
  • Took escalated calls

Education

Master of Science - Strategic Finance, Concentration in Cybersecurity

Bellevue University
Bellevue, NE
06.2020

Bachelor’s degree - International Business and Economics, Spanish

Mount Saint Mary’s University
Emmitsburg, MD
06.2011

Skills

  • MS Office Suite(Excel, Word, Visio, PowerPoint)
  • Strong writing and communication skills
  • Research and Data Analysis
  • Excellent attention to detail
  • Comparative analysis
  • Coaching skills
  • Adaptability
  • Flexible team player
  • Financial statement analysis
  • Data Collection & Research
  • Interchange, rates and fees knowledge
  • Ability to work in fast-paced environments

Accomplishments

  • 2015, First Data Service award
  • 2022, Fiserv Service Award

Timeline

Financial Analyst

Fiserv
03.2023 - Current

Client Training – Sr Professional

Fiserv
10.2020 - 02.2023

Senior Workflow Specialist

Fiserv
04.2020 - 11.2020

Bilingual Quality Analyst

Fiserv
11.2018 - 03.2020

Bilingual Wells Priority Unit Advisor

Fiserv
03.2017 - 11.2018

Bilingual Coordinator

First Data
09.2013 - 03.2017

Bilingual Home Preservation Specialist

Wells Fargo
05.2009 - 03.2013

Master of Science - Strategic Finance, Concentration in Cybersecurity

Bellevue University

Bachelor’s degree - International Business and Economics, Spanish

Mount Saint Mary’s University

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Delmy Ramos