Carla Panzera Email and Phone Number
As a Business Finance Consultant at the Orange County/Inland Empire Small Business Development Center (SBDC) Network, I have been providing free and personalized counseling to small business owners at every stage of development for over four years. My mission is to help them access capital, improve their financials, and plan for growth and sustainability.I have a strong background in business lending, taxes, and public speaking, with a Bachelor's degree in Business Administration from California State University-San Bernardino. I am also a Wedding Officiant, and a Tax Preparer, offering professional and bilingual services to my clients and community. I have received multiple awards and recognition for my contribution to the microfinance sector and the positive impact of my loans on the local economy.
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Tax PreparerTax Craze Preparation ServicesPerris, Ca, Us
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Business Development ManagerAccessity Feb 2024 - PresentSan Diego, California, United States -
Tax PreparerTax Craze Preparation Services Jan 2018 - PresentPerrisWe are a tax preparation professional service business in Perris California.
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Wedding OfficiantMy Dream Ceremony Oct 2005 - PresentPerris, CaliforniaProvide mobile, bilingual, non-denominational minister/wedding officiant and notary public services for the State of California. Specialize in providing couples an array of marriage ceremonies, such as: civil, spiritual but not religious, renewal of vows, inmate ceremonies, and domestic partnership ceremonies. Mainly focus on Riverside and San Bernardino county or surrounding areas. -
Business Finance ConsultantOrange County/Inland Empire Sbdc Network Dec 2019 - Feb 2024Riverside County, California, United StatesI provide free business counseling to small business owners at every stage of development. If that is finance, start up process, or reviewing a business plan. -
Business Development OfficerAccion Jan 2019 - Dec 2019Riverside CountyHelp a diverse group of small business owners grow their business throughout San Bernardino, Riverside and San Diego County with microfinance loans up to $75,000. -
Vice President Small Business BankerBank Of America Nov 2017 - Oct 2018Corona/Lake Elsinore, California▪ Prospect and acquire new small businesses, as well as retaining and deepening existing relationships within the city of Lake Elsinore and Corona (including coverage of 5 branches).▪ Prospect new business opportunities within the small business community. Such products include: line of credit, term loan, credit cards, payroll, merchant services, SBA products and commercial lending.▪ Understand and interpret financial statements and cash flow analysis. Including personal and business taxes, debt schedule and personal financial statement.▪ Establish outside relationships with alternative lenders, chambers, cities, county department, government officials, business professionals/executives, non-profit lenders, CDFIs, SBA, SCORE, WBC, SBDC and other community partners. -
Business Development Officer/UnderwriterLendistry Dec 2016 - Oct 2017330 E. Lambert Road, Suite 275, Brea, Ca 92821▪ Evaluate financial strength of individuals and businesses by analyzing financial statements to analyze loan applications for eligibility and credit worthiness using company credit guidelines and spreadsheet tools.▪ Manage, establish and monitor outside relationships with potential clients and centers of influence. These include bankers, chambers, cities, county department, business professionals, CDCs, SBA, SCORE, WBC, SBDC and other community partners.▪ Create and develop presentations/training material on a variety of business/lending topics.▪ Create and implement user-friendly business templates for staff and client usage.▪ Train new and current employees on a business financing. -
Business Consultant - Access To CapitalOrange County/Inland Empire Sbdc Network Oct 2016 - Jul 2017Santa Ana, California▪ Provide bilingual (Spanish-English) business consulting within the Orange County Small Business Development Center (SBDC) specializing in loans and lines of credit for existing small business and start-ups. ▪ Evaluate business financials, refine business plans and projections, verify credit-worthiness, asses business feasibility, determining client eligibility for a wide range of loans, determining which financial institution(s) are a good fit, and providing overall client guidance on the loan process.
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Loan OfficerCdc Small Business Finance May 2010 - Oct 2016Riverside▪ Work with prospective and existing clients to evaluate their financing needs, analyze loan applications for eligibility, verify credit-worthiness and assess business feasibility and provide overall guidance on the loan process.▪ Recommend approval and prepare credit memorandums to be reviewed by Loan Committee, State Guaranty or Small Business Administration for guaranty approval.▪ Conduct business outreach to identify new loan prospects, including but not limited to outreach by conducting workshops, presentations and attending business events to a diverse group.▪ In October 2015, I earned the Peer Award due to my economic achievement in the community.▪ Provide technical assistance to financial institutions with development, procedures, and regulations. -
Training CoordinatorInland Empire Women'S Business Center Jan 2007 - May 2010San Bernardino▪ Plan, execute, direct, and coordinate all training events.▪ Execute yearly grant requirement of 2300 hours of training and exceeded training hour goal by 33%.▪ Lead educational workshops designed for business owners and community partners.▪ Create an array of marketing material used for presentations, speeches, flyers, newsletters, newspapers and magazines for a diversified group.▪ Alert local businesses and civic communities about the Center’s training programs via direct mailing, flyers, social media, press releases, monthly newsletters, networking and radio.▪ Consult clients in business planning, general management, finance solutions and marketing strategies.▪ Train new student interns/volunteers.▪ Create written training manuals for interns/volunteers/new staff. -
Library Assistant/Deputy Commissioner Of Civil MarriagesSan Bernardino County Assessor-Recorder-County Clerk Oct 2002 - Apr 2006Fontana▪ Librarian: Handle cash transactions; enforce library policies, issued library cards; maintain book circulation and materials database. ▪ Deputy Commissioner of Civil Marriages: issued regular or confidential marriage licenses and perform civil ceremonies.
Carla Panzera Education Details
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Business Administration -
Associates Degree
Frequently Asked Questions about Carla Panzera
What company does Carla Panzera work for?
Carla Panzera works for Tax Craze Preparation Services
What is Carla Panzera's role at the current company?
Carla Panzera's current role is Tax Preparer.
What schools did Carla Panzera attend?
Carla Panzera attended California State University-San Bernardino, Chaffey College.
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Carla Panzera
Perris, Ca -
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carla panzera
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