Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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Marisa Ramirez

A Dedicated And Detail-oriented Professional With Experience In Finance, Treasury Management, Wire Transfers, Teller, Administrative Assistant, And Customer Service.
687 W. Pyron Ave. San Antonio,TX

Summary

Organized and dependable with success at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Strong finance background.

Overview

21
21
years of professional experience
4
4
years of post-secondary education

Work History

Admin. Assistant to Asst. Supt. for Finance

Harlandale ISD
San Antonio, TX
02.2014 - Current
  • Monitored Daily Bank Balances and Collateral
  • Assisted with department budgets and generated financial reports for management review.
  • Assisted coworkers and staff members with special tasks on daily basis having to do with budget or any other assistance needed.
  • Helped with investments and entering the information for the trade tickets
  • Developed and updated spreadsheets for budget information
  • Collected information for Annual Audit
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Process budget amendments and Journal Vouchers
  • Prepare Power Point presentations
  • Schedule and set up Meetings
  • Ordered and received and sorted incoming mail packages
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Answered multi-line phone system, routing calls, delivering messages to staff
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • School Board Member Elections
  • Maintain department website with up to date information
  • Managed Calenders for staff
  • Sorted and distributed office mail
  • Office Manager

Treasury Specialist

Credit Human Formerly Known As SACU
San Antonio, TX
02.2011 - 02.2014
  • Executed financial due diligence tasks on daily basis to maintain optimal company finances.
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Accurately process Domestic and International transfer requests
  • Reconciliation of wire activity, to include research, resolution, and notification of variances
  • Provide subject matter expertise for complex wire transfer related issues, to include system testing and cross-divisional personnel training
  • Management and settlement of the credit union's cash position as it pertains to our correspondent financial institutions and the Federal Reserve
  • Reconcile and settle the cash position of corporate investment accounts; to include researching and resolving out of balance conditions
  • Processed daily cash management for all branches- ordering cash, and settling each amount daily
  • Assisted in other areas as needed


Wire Transfer Operator

Credit Human Formerly Known As SACU
SAN ANTONIO, TX
02.2007 - 02.2011
  • Receive fund transfer request and perform due diligence prior to the execution of request
  • Accurately process Domestic and International transfer requests
  • Reconciliation of wire activity, to include research, resolution, and notification of variances
  • Provide subject matter expertise for complex wire transfer related issues, to include system testing and cross-divisional personnel training
  • Post all transactions into system and balance daily
  • Customer service to all incoming and outgoing phone calls to members or outside parties


Member Service Representative

Credit Human Formerly Known As SACU
San Antonio, TX
02.2006 - 02.2007
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Verified customer identification and documentation for compliant transactions.
  • Educated and engaged customers with new products and services.
  • Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Resolved customer issues through thorough dispute investigation.

Teller

Credit Human Formerly Known As SACU
San Antonio, Texas
10.2002 - 02.2006
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Assisted customer with inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Maintained accurate records of customer transactions in line with credit union procedures.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Monitored and reported suspicious activity in line with security policies.

Education

High School Diploma -

Harlandale High School
114 E. Gerald San Antonio, TX 78214
08.1995 - 06.1999

Skills

    Administrative support

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Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Admin. Assistant to Asst. Supt. for Finance

Harlandale ISD
02.2014 - Current

Treasury Specialist

Credit Human Formerly Known As SACU
02.2011 - 02.2014

Wire Transfer Operator

Credit Human Formerly Known As SACU
02.2007 - 02.2011

Member Service Representative

Credit Human Formerly Known As SACU
02.2006 - 02.2007

Teller

Credit Human Formerly Known As SACU
10.2002 - 02.2006

High School Diploma -

Harlandale High School
08.1995 - 06.1999

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Marisa RamirezA Dedicated And Detail-oriented Professional With Experience In Finance, Treasury Management, Wire Transfers, Teller, Administrative Assistant, And Customer Service.