Tamara De Leon Email & Phone Number

San Francisco, California, United States

San Francisco, California

Manage all aspects of operations for the Bank’s financial assets and liabilities. Managed Shareholder Transaction Accounts (Member Deposit accounts), Mortgage Backed Securities (MBS), Letters of Credit and Collateral Operations. Responsible for the department oversight of systems and processes to ensure the integrity and efficiency of systems and internal controls over operations, including system enhancements and data related controls and testing for Audits and Sox Compliance.Customer Service: Ensure the department provides quality customer service to our members. Including timely transmission of data on financial transactions and portfolios to Bank members and non- member Counterparties. Systems: Coordinate staff procedures with system operations updates continuously. Oversee implementation of upgrades, system replacements and enhancements. Met Bank Initiative goals by testing and approving business related requirements. Worked closely with all levels in IT, providing business requirements, education on our process, and write and/or accept User Stories before development began. Also, heavily participate in Disaster Recovery testing on and offsite performing production work. Collateral Management: Responsible for ensuring all members of the Bank were fully collateralized in order to borrow large loans. Reviewed and approved member requests to increase or decrease collateral based on their borrowing needs. Took additional steps to remove members collateral (aka borrowing capacity) based on Credit departments instruction. Ensured staff followed daily deadlines as well as communicate immediately with members in danger of falling deficient before the end of the business day.

Brentwood, Ca

Managed a successful family owned and operated Sandwich Shop. Responsible for all financials including payroll, taxes, operational costs. Managed employees, including payroll and proper tax deductions and filings.

Operations: Review selected critical work products and monitor workflows/productivity to ensure accurate and timely completion of the unit's recurring responsibilities. Accurate and timely trade verification, securities settlement, and accounting for the Bank's assets and liabilities. Systems: Coordinate staff procedures with system operations. Oversee the testing for implementation of upgrades and enhancements. Assist in ensuring proper population of the corporate data base. Ensure the efficient daily operation of the department's systems. Customer Service: Ensure the department provides customer service, including timely transmission of data on financial transactions and portfolios to Bank members and non-member counterparties. Financial Reporting: Perform daily and monthly update and review to ensure the accurate reporting and maintenance of the Bank's general ledger and corporate data base to properly reflect the Bank's assets and liability portfolios and associated income and expense. Assist in providing data and resolving issues for financial reporting. Oversee Sarbanes-Oxley requirements for respective portfolios. Assure accuracy of general ledger balances for respective portfolios, and review and approve month-end general ledger certifications. Staff Supervision: Prepare reports and documentation concerning departmental activities; participate in establishing department goals and implementing procedures and performance standards to achieve these goals. Responsible for the employment, promotion, performance evaluation, training, motivation, counseling, and discipline of assigned employees.

Brentwood

Assisted my partner in running the business including lease signing of real estate, hiring employees, Pass and Maintain California Insurance License. Recruit and train new hires on basic financial strategiesTop 5 Recruiters out of 20,000 (Presented award at Convention in Las Vegas, 2010)Ongoing training with Financial services products

Antioch, Ca

Licensed with the State of California to operate a Large Home Family Child Care. CPR Certified.Ran a large home child care consisting of 14 children onsite at once.Managed the daily schedules to maximize customer base by caring for up to 24 children daily, rotating throughout the day to ensure staying within legal capacityEmployed 2 employees, managed timesheets and payroll with standard tax deductionsManually tracked children’s meals, snacks, sleep schedules and feedings accuratelyOwned and operated a Large Family Child Care in my homeProvided transportation to and from school, prepared meals and snacks throughout the day per the health guidelines set by the Child Care agency in Oakland, CA.

Pleasant Hill, Ca

Review Mortgage Loan applications during the last real estate boom. Followed specific guidelines as to what documents were needed and communicate with the loan officers whether the final docs were ready to be sent to the Title company, prior to approval.Trained coworkers on accurately reviewing loan package including legal docs, credit reports and proper signatures

San Francisco Bay Area

Managed the department budgetUpdated all department staff computers with software upgrades Thoroughly tested our systems internally and with our members to ensure we were ready for the Y2K rolloverTraveled to Disaster Recover Backup site in Los Angeles several times to set up equipment, test connections and write procedures for preparation of any unexpected disaster

Ensure all operations of the business are running smoothly. Quickly moved up in the company from receptionist to Operations ManagerResponsible for Accounts Payable/Receivable departmentHiring, training, firing of Accounting staff and receptionistParticipated in company Trade Shows including the shipping of large equipment, trade show booth, materials and scheduling of shows throughout the world.Create and present financial reports monthly and when needed to management

Accounting

Aa, Accounting