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
West Des Moines, IA
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
Johnston, IA
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
Sioux City, Iowa
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
Ames, IA
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
Ames, IA
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