Fernanda Martins Palomino
Santa Clarita,CA
Summary
- Over 10 years of financial management experience in medium and large companies, with a Bachelor of Business Administration and an MBA in Economic and Financial Management in progress. Proficient in accounts payable and receivable, financial forecasting, budgeting, and payroll management. Recognized for strong analytical skills, process improvement, and maintaining compliance with financial policies. Fluent in Portuguese and English, with advanced Spanish skills, and a proven track record of delivering exceptional customer service in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Property Administrator
Dr Group
Santa Clarita, CA
06.2022 - Current
- Maintained accurate records of all rental payments and deposits.
- Processed tenant applications, conducting credit checks and preparing lease agreements.
- Organized move-in and move-out inspections for vacated units to ensure compliance.
- Monitored tenant violations of lease terms, enforcing actions when necessary.
- Managed maintenance of common areas, including landscaping and parking lots.
- Provided customer support to tenants regarding leases and property conditions.
- Responded swiftly to emergency situations impacting the property.
- Coordinated with contractors for timely repairs and renovations.
Accounting Clerk
LA Fires Cleanup Operations
Canyon Country, CA
02.2025 - 04.2025
- Coordinated daily dispatch operations for fire debris cleanup, verifying driver assignments, and matching them with the correct trucks.
- Reviewed and confirmed dispatch sheets for accuracy, ensuring compliance with operational requirements.
- Inspected and recorded weight receipts to identify hauled materials, destinations, and to ensure proper documentation.
- Calculated drive times based on routes, load types, and delivery sites to ensure efficient billing.
- Prepared and submitted accurate invoices for driver payment and client billing.
- Supported logistical communication between drivers, dispatchers, and project managers to resolve discrepancies and maintain workflow.
Banking Relationship Specialist
Farmers and Merchants Bank
Redondo Beach, CA
09.2018 - 05.2022
- Executed teller transactions efficiently to enhance customer service experience.
- Facilitated account setup by completing forms, ordering paperwork, and processing initial deposits.
- Conducted daily account maintenance tasks, including address updates and check reorders.
- Processed client requests via mail, managing deposits, transfers, and automatic withdrawals.
- Investigated and resolved customer account issues through collaboration with relevant departments.
- Serviced walk-in clients for account openings/closings and inquiries for over ten hours monthly.
- Ensured compliance with bank security protocols and federal/state regulations.
- Provided personalized service to build relationships and maintain customer loyalty.
Personal Financial Advisor II
Kinecta Federal Credit Union
Rolling Hills Estates, CA
07.2017 - 08.2018
- Advised members on optimal product choices to meet financial goals.
- Assisted members in opening and managing accounts effectively.
- Performed routine teller transactions, ensuring accuracy and efficiency.
- Addressed member inquiries and resolved issues regarding financial services.
- Conducted regular account reviews to identify reassessment needs.
- Maintained precise records of all client transactions, including deposits and withdrawals.
- Recommended tailored strategies to help clients achieve financial aspirations.
- Managed incoming calls and voicemails, providing timely responses to financial questions.
Personal Banker
Wells Fargo Bank
Rancho Park, CA
09.2014 - 07.2017
- Identified customer needs to build and maintain strong relationships.
- Performed routine teller transactions, including deposits and withdrawals.
- Executed account openings and closings while ensuring compliance with regulations.
- Resolved client complaints promptly to improve customer satisfaction.
- Conducted outbound calls to onboard new clients and grow book of business.
- Cross-sold banking products such as credit cards and loans to meet sales targets.
- Verified checks for endorsements and identified potential fraud risks on accounts.
- Assisted management with operational support to ensure branch synergy.
Manager Shift Leader
Picanha Brazilian Steakhouse
Burbank, CA
01.2013 - 06.2014
- Facilitated employee-related needs and managed inventory effectively.
- Oversaw all closing and opening activities, ensuring accurate cash handling.
- Communicated with staff and guests, managing multiple tasks in high-pressure environments.
- Mentored staff by providing actionable feedback to enhance job performance.
- Ensured compliance with health and safety regulations, maintaining a safe workplace.
- Managed daily workflow while scheduling staff for optimal coverage.
- Addressed escalated customer concerns and emergencies in absence of management.
Education
BBA - Business Administration
Anhembi Morumbi University
Brazil06-2005
Skills
- Business development expertise
- Bank policies and procedures
- Customer service excellence
- Sales proficiency
- Risk management strategies
- Communication skills
- Organizational effectiveness
- Microsoft Office proficiency
- Data entry and processing
- Invoice preparation and invoicing
- Account reconciliation and bank reconciliation
- Record management and file maintenance
- Problem solving skills
- Financial reporting accuracy
- Attention to detail
- Team collaboration skills
- Client relations management
- Bookkeeping and administrative support
Certification
- Bookkeeping (NACPB)
- Quickbooks Online (NACPB)
Languages
Portuguese
Native language
Spanish
Advanced (C1)
C1
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeWork Location
On-SiteRemoteHybridSoftware
QuickBooks online
Meridianlink
Laserfiche
Jack Henry
AS/400
Symitar
Microsoft Package (Word, Excel, Powerpoint, Outlook)
MAC
Windows
Quote
The difference between who you are and who you want to be is what you do.
Unknown
Timeline
Accounting Clerk
LA Fires Cleanup Operations
02.2025 - 04.2025
Property Administrator
Dr Group
06.2022 - Current
Banking Relationship Specialist
Farmers and Merchants Bank
09.2018 - 05.2022
Personal Financial Advisor II
Kinecta Federal Credit Union
07.2017 - 08.2018
Personal Banker
Wells Fargo Bank
09.2014 - 07.2017
Manager Shift Leader
Picanha Brazilian Steakhouse
01.2013 - 06.2014
BBA - Business Administration
Anhembi Morumbi University