Experience

Diamond Realty Investments, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Senior Treasury Associate & IT Coordinator

  • Jan 2022 - Present

• Treasury Associate & I.T. Coordinator

  • Jan 2021 - Present

  Los Angeles, California, United States

• Treasury Associate

  • Jul 2019 - Present

  Los Angeles, California



Manufacturers Bank

• Cash Management Specialist

  • Jul 2017 - Jul 2019

  Los Angeles, CA, United States Implement, train and support cash management products such as RDC, ACH, wires, and positive pay. Assist management with new product roll outs and product conversions.



Grandpoint Bank

• United States
• Banking
• 1 - 100 Employee

• Treasury Management

  • Jul 2014 - Aug 2016

  Encino CA - Assisted clients and branch representatives over the phone with Treasury Management products including; implementation, training and direct sales. Products included remote deposit capture, online wires, online ACH transactions and other online banking services. - Designed and managed the banks inventory procedures for remote deposit capture machines and site visits. - Analyzed daily limit reports to identify and correct any abnormalities in clients ACH and wire limits.

• Client Service Specialist

  • Oct 2013 - Jul 2014

  Brentwood/Encino - Assisted clients with opening business and consumer accounts. -Cross-sold additional banking products to business and consumer clients. -Responsible for reviewing daily remote deposits by branches and placing holds when applicable.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Banker/Asst. Mgr.

  • Sep 2012 - Aug 2013

  Woodland HIlls - Met and exceeded quarterly sales goals for business banking products including; deposit accounts, loans/lines, online banking products and partner referrals. - Managed sales staff of personal and specialty bankers on a day to day basis. - Communicated with district and regional managers the branches strategic sales and service plans.