Ramon Puente Jr.
Ankeny,IA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking a proactive approach to identifying and addressing issues, with a focus on optimizing processes and supporting team objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Service Advisor & Operations Lead
Total Wealth
05.2024 - Current
- Ensured client satisfaction by coordinating timely appointments and service delivery.
- Enhanced interdepartmental workflows through streamlined communication and automation initiatives.
- Effectively managed multiple priorities while maintaining attention to detail in fast-paced settings.
- Assisted in the application creation for life, health, and annuity policies along with account openings for AUM.
- Educated prospective clients on financial literacy and future planning importance.
Debt Collector 2
DLL Financial Solutions
09.2024 - 04.2025
- Facilitated resolution of disputes through effective, professional communication skills.
- Established payment plans with clients, enhancing debt recovery processes and outcomes.
- Conducted detailed reviews of accounts to identify and correct discrepancies effectively.
- Informed debtors about repayment options, fostering positive relationships and informed decisions.
Combat Medic, 68W10
Iowa National Guard
02.2017 - 02.2025
- Improved overall team efficiency by maintaining accurate records of supplies, equipment, and medical treatments administered.
- Educated military personnel on first aid techniques and preventative medicine practices to reduce injury rates within the unit.
Peer Financial Educator
Office of Student Financial Aid, Iowa State University
01.2022 - 05.2024
- Provided guidance on federal, state, and institutional financial aid policies and procedures.
- Conducted one-on-one visits with students regarding specific financial education & resources.
- Informed freshmen of state-mandatory financial literacy course requirements & assisted in leading/grading said course.
- Led presentations for students and parents in preparation for financial resources and possible needs
Student Financial Advisor
Office of Student Financial Aid, Iowa State University
08.2021 - 01.2022
- Enhanced student support through professional financial question assistance via phone calls.
- Educated students on financial issues related to loans and scholarships effectively.
- Co-directed multiple successful projects focused on improving student financial aid services.
Education
Bachelor of Science - Finance
Iowa State University
Ames, IA05.2024
Skills
- Proficient in Microsoft Office Suite
- Virtual Meeting Facilitation
- Skilled in Utilizing Google Workspace Applications
- Customer Service
- Excellent Communication
- Handling Customer Complaints
- Workflow Management
- Documentation & Reporting
- Experienced in Data Entry Across E-Money, Right Capital, and Income Lab
- CRM Software: Wealth Box
Websites
Certification
- Life and Health Insurance License - 2027
Timeline
Debt Collector 2
DLL Financial Solutions
09.2024 - 04.2025
Service Advisor & Operations Lead
Total Wealth
05.2024 - Current
Peer Financial Educator
Office of Student Financial Aid, Iowa State University
01.2022 - 05.2024
Student Financial Advisor
Office of Student Financial Aid, Iowa State University
08.2021 - 01.2022
Combat Medic, 68W10
Iowa National Guard
02.2017 - 02.2025
Bachelor of Science - Finance
Iowa State University