Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
background-images

Jeremy Ramos

Haslet,TX

Summary

Strategic banking professional with over 5 years of experience in delivering impactful financial services and project coordination. Managed over 65 customer interactions daily, effectively resolving issues related to fraud claims, account disputes, and financial inquiries. Expertise in consumer account analytics, financial fraud detection, and global banking operations, consistently achieving top-tier performance metrics. Bilingual in English and Spanish, proficient in high-demand financial and project management software.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Banker – Customer Service Representative

Wells Fargo
12.2020 - Current
  • Deliver high-touch support across 65+ customer calls daily, resolving issues with fraud claims, account disputes, and financial inquiries.
  • Specialize in domestic/international wire transfers, CD rates, savings/checking optimization, and interest-bearing products.
  • Conduct consumer account analysis to identify patterns, mitigate fraud, and tailor financial recommendations.
  • Trusted advisor in online banking, educating clients and managing high-risk transactions using CCM, CIV, RSA, and internal platforms.
  • File and resolve both fraudulent and non-fraudulent claims while ensuring strict adherence to compliance standards.
  • Provide bilingual service with exceptional QA, accountability, and client satisfaction survey results.
  • Maintain productivity and team performance leadership; ranked #1 in core metrics.
  • Execute data entry, wire verification, and reporting for audit readiness.
  • Reduced claim resolution time by 20% through proactive case handling.
  • Consistently recognized for outstanding customer satisfaction and accuracy in high-volume banking operations.

Project Assistant – Reconstruction & Demolition

Hydra Dry
02.2017 - 04.2020
  • Supported field crews and project managers in demolition and rebuild planning, scheduling, and permit management
  • Oversaw safety compliance, cost tracking, and resource allocation using Excel, Bluebeam, and Smartsheet.
  • Managed work orders, contractor communications, and materials logistics to ensure seamless project execution.
  • Coordinated scheduling and management to streamline project timelines.
  • Enhanced project efficiency by implementing best practices in resource allocation.
  • Communicated effectively with contractors to align on project deliverables and expectations.

Education

Associate of Applied Science - Audio Engineering

Tarrant County College
Fort Worth, TX
06-2018

High School Diploma -

Timber Creek High School
Keller, TX
05-2017

Skills

  • Banking & Financial Systems: Oracle Financials, Workday, CCM, RSA Archer, CIV
  • Data & Analytics Tools: Power BI, Alteryx, Excel (Advanced), Hyperion
  • CRM & Communication: Microsoft Teams, Outlook, Word, Zoom, proprietary Wells Fargo systems
  • Customer Success: 65 calls/day, QA excellence, conflict resolution, bilingual (English/Spanish) service
  • Financial Transactions: CD accounts, domestic/international wires, ACH, fraud investigation, bank transfers
  • Project Support: Scheduling, documentation, permits, budgeting, Microsoft Project, Smartsheet
  • Remote Operations: Hybrid/remote flexibility, time management, autonomy, and collaboration
  • Professional Accomplishments: Ranked #1 in core metrics, top performer in QA, consistently praised for customer satisfaction and work quality

Certification

  • Microsoft Certified: Power BI Data Analyst Associate, - April 2025
  • Construction Management Certification: Coursera 2018

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Financial Banker – Customer Service Representative

Wells Fargo
12.2020 - Current

Project Assistant – Reconstruction & Demolition

Hydra Dry
02.2017 - 04.2020

Associate of Applied Science - Audio Engineering

Tarrant County College

High School Diploma -

Timber Creek High School

Similar Profiles

CREATE PROFILE
Jeremy Ramos