Maria Valencia
Napa,CA
Summary
Experienced banking and financial professional with a background in retail and private banking, as well as full-cycle accounting. Known for strong client relationships, attention to detail, and accuracy in financial transactions. Proven ability to analyze financial information, support customer needs, and maintain compliance with banking policies. Bringing prior Wells Fargo experience and a commitment to excellent customer service.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Treasurer
Lois D HOA
Napa, CA
06.2025 - Current
- Oversee financial operations, including reserve and operating accounts
- Review budgets, expenses, and monthly financial reports
- Coordinate with property management on payments and fund transfers
- Support financial planning and Board decision-making
- Selected Achievement: Conducted a detailed multi-year financial review (2013–2021), identifying discrepancies and supporting the recovery of $300,000+ in Association funds
Accountant / Bookkeeper
Premier Napa Tours
Napa, CA
01.2019 - Current
- Manage accounts payable/receivable, payroll, and monthly reporting
- Reconcile bank statements and maintain accurate financial records
- Ensure compliance with tax and reporting requirements
Private Banker
First Republic Bank
Napa, CA
01.2010 - 01.2013
- Provided personalized banking services and built strong client relationships
- Cross-sold banking products based on customer needs
- Maintained accuracy and compliance in financial transactions
Personal Banker II / Teller
Wells Fargo
Napa, CA
01.2005 - 01.2010
- Processed customer transactions with accuracy and efficiency
- Balanced cash drawers and maintained daily operational standards
Education
Master of Arts - Speech Communication
Eastern Illinois University
Bachelor of Arts - Linguistics & Teaching
Buryat State University
Skills
- Customer Service & Relationship Building
- Cash Handling & Transaction Accuracy
- Banking Operations & Compliance
- Account Reconciliation & Financial Accuracy
- Cross-Selling Banking Products
- Problem Solving & Attention to Detail
- Team Collaboration
- Bilingual: English & Russian
Certification
- Mortgage Loan Originator (MLO) — Sponsored by Statewide Funding, Inc. (April 2026)
- License pending approval; training to commence upon approval
LANGUAGES
English – Full Professional
Russian – Full Professional
Timeline
Treasurer
Lois D HOA
06.2025 - Current
Accountant / Bookkeeper
Premier Napa Tours
01.2019 - Current
Private Banker
First Republic Bank
01.2010 - 01.2013
Personal Banker II / Teller
Wells Fargo
01.2005 - 01.2010
Master of Arts - Speech Communication
Eastern Illinois University
Bachelor of Arts - Linguistics & Teaching
Buryat State University