Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

RAMON MORADI

Turlock,CA

Summary

Combine my education and nineteen years of professional experience and committed work ethic to become a Business Systems Analyst with the University of California, Office of the President.

Overview

12
12
years of professional experience
1
1
Certification

Work History

STRATEGIC SOURCING ANALYST 2 / CONTRACTS ADMINISTRATOR

UC Merced
01.2020 - Current
  • Analyze Data from various systems and prepare reports to senior management
  • Review and summarize all Oracle Business Network (OBN) / System Wide contracts on reports
  • Work on special projects for Chief Procurement Officer (CPO)
  • Submit monthly and quarterly audit reports independently and assist Senior Contract Manager in audit reviews for SB 820 & Regents Policy 5402 and Article 5
  • Prepared an RFI for Banking Services & RFB for Promotional and Marketing Items for UC Merced campus
  • Understanding of UCOP's policies and procedures and Regents Policy 5402 & Article 5 including involvement in annual audits
  • Analyzed, tested and recommended changes to data regarding UC Merced transition from Jaeger to Oracle
  • Created campus and department reports for tracking, analysis and reporting purposes.

AVP, BANKING SERVICES OFFICER / OPERATIONS OFFICER

California Bank of Commerce
04.2015 - 12.2018
  • Reviewed, analyzed and lent money on Borrowing Base, Inventory and Equipment Managed accounting operations, accounting close, account reporting and reconciliations
  • Established and revised new credit policies and procedures and presented changes to board and executives
  • Reviewed project estimates and ensured disbursement were aligned with work completed on construction loans
  • Provided support on finance issues, policies and practices and worked as liaison between the credit and finance departments Worked with legal, credit and management teams to structure and negotiate client loan agreements to secure banks assets Participated in the approval of contract language to ensure consistency with approved financial terms and conditions Streamlined and automated existing processes and recommended process improvements
  • Ordered and managed and assisted in review of appraisal, environmental and commercial real estate reports Opened, reviewed and settled title and escrow accounts and disputes
  • Maintained credit and legal files in physical and electric format

AVP, ACCOUNT EXECUTIVE

CapitalSource Business Finance
05.2013 - 04.2015
  • Approved and advanced money to clients on daily basis within an established Loan & Security Agreement (LSA) Drafted credit authorizations for approval of renewals, variances, and exceptions
  • Established a workout plan and payback terms with troubled clients
  • Gathered financial information, analyzed it and made recommendations based on P/L and risks
  • Handled all invoice processing and payment workflow, PO Tracking, Accounts Payable and Accounts Receivable
  • Prepared monthly and quarterly journal entries.

CREDIT COMPLIANCE ANALYST

Heritage Bank of Commerce
05.2011 - 03.2013
  • Created and presented board package for the executives and board members on a monthly basis using Excel and PowerPoint Vendor communications and resolved exceptions/errors directly with vendors
  • Ensured the institution was following state and federal laws and regulations; and assisted in audit reviews
  • Documented process flows and developed requirements for functional improvements and enhancements.

Education

Bachelor of Science - Economics

San Jose State University
San Jose, CA
2010

Skills

  • Jaeger, SAP, Oracle, Smart Sheet & CalUSource
  • Mapping, Tracking & Documenting Processes
  • Proficient in Excel, PowerPoint, Word & Sharepoint
  • Portfolio, Contracts & Data Management

Certification

Berkeley Law - Executive Education

  • Commercial Contract Fundamentals - July 2023

Timeline

STRATEGIC SOURCING ANALYST 2 / CONTRACTS ADMINISTRATOR

UC Merced
01.2020 - Current

AVP, BANKING SERVICES OFFICER / OPERATIONS OFFICER

California Bank of Commerce
04.2015 - 12.2018

AVP, ACCOUNT EXECUTIVE

CapitalSource Business Finance
05.2013 - 04.2015

CREDIT COMPLIANCE ANALYST

Heritage Bank of Commerce
05.2011 - 03.2013

Bachelor of Science - Economics

San Jose State University

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