Irma Kozak
Timnath
Summary
Results-driven individual with a solid track record of delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals, and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Treasury Sales Analyst II, AVP
South State Bank
Fort Collins
01.2025 - 02.2025
- Created pro formas.
- Developed assessments with targeted treasury recommendations.
- Produced detailed slides following working capital discussions with large clients.
Treasury Solutions Sales Analyst, AVP
Independent Financial Partners
Fort Collins
06.2021 - 12.2024
- Created pro formas.
- Created client reviews.
- Developed working capital engagement slides.
Treasury Mgmt. Impl. Specialist., Banking Officer
Independent Financial Partners
Fort Collins
07.2019 - 06.2021
- Conducted post-implementation reviews to assess project success and identify areas for improvement.
- Performed quality assurance checks throughout the implementation process to verify accuracy of data entries.
- Maintained positive working relationship with fellow staff and management.
- Monitored progress of implementations in order to meet deadlines set by clients.
- Developed training materials and procedures or trained users in proper use of hardware or software.
Treasury Management Support II
Guaranty Bank And Trust
Fort Collins
01.2010 - 07.2019
- Completed day-to-day duties accurately and efficiently.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Assisted with customer requests and answered questions to improve satisfaction.
Education
Bachelor of Science (B.S.) - Finance
Colorado State University Global
Aurora, CO05.2026
Skills
- Sales Approach Development
- Client Relationship Management
- Financial Data Analysis
- Engaging Presentation Skills
- Business Development Initiatives
- Strong Relationship Management
- Department Procedure Implementation
- Thorough Review Skills
Certification
Basic Certification in Electronic Payment (ACH) Processing
References
References available upon request
Volunteer Experience
Junior Achievement, Denver, CO, Participate in various assigned task/request for Junior Achievement., Present
Languages
Spanish, Conversational
References
References available upon request.
Timeline
Treasury Sales Analyst II, AVP
South State Bank
01.2025 - 02.2025
Treasury Solutions Sales Analyst, AVP
Independent Financial Partners
06.2021 - 12.2024
Treasury Mgmt. Impl. Specialist., Banking Officer
Independent Financial Partners
07.2019 - 06.2021
Treasury Management Support II
Guaranty Bank And Trust
01.2010 - 07.2019
Bachelor of Science (B.S.) - Finance
Colorado State University Global
Similar Profiles
Christina BrownChristina Brown
Mortgage Underwriter at South State BankMortgage Underwriter at South State Bank
Spencer HumphreySpencer Humphrey
Commercial Loan Assistant at South State BankCommercial Loan Assistant at South State Bank
Robin MillerRobin Miller
Financial Sales Representative II at South State BankFinancial Sales Representative II at South State Bank