Arameh Hakopian

I’ve always wanted to help individuals and families plan for their financial future, which is why I gravitated towards financial planning in college. Since obtaining my degree, I’ve worked in different financial settings where I’ve been able to work towards my goal of helping others gain a better understanding of their finances. This can be seen most prominently through my work with CSUN-Vita Clinic, where I consulted with low-income individuals, seniors, students, families, and ESL speakers to complete their taxes in compliance with laws and regulations through cost-free tax services.

Some of my areas of expertise include:

► Evaluating financial markets and banking opportunities to simplify complex financial concepts for clients while building rapport, credibility, and trust

► Creating strategic finance solutions based on market segments, pricing differentials, and trends

► Handling and prioritizing multiple competing assignments, and effectively managing projects and deadlines

► Consulting with peers and analyzing feedback to define strategic solutions to solve complex problems

When not at work, you’ll often find me spending my time outdoors, going to the gym, or watching travel documentaries.

Bank of America - Relationship Banker (June 2022 - May 2023)

Assist with maintaining the bank’s operations, procedures, and direct monthly audits; reconcile debit and margin reports, support the branch with $1.5 million in monthly deposits, and take on leadership in manager’s absence

• Support 20+ clients and establish 10+ consumer checking accounts, savings accounts and credit lines per month to improve clients’ financial lives; surpassed sales goals by 110%
• Apply strong critical thinking and problem-solving skills which resulted in 95% positive client feedback
• Complete cash transaction in excess of $50,000 per day, and coordinate daily cash reconciliation
• Balance the vault each day with funds in excess of $100,000, and demonstrate knowledge as a teller

First Entertainment Credit Union - Collector (July 2021 - February 2022)

Identified and monitored delinquent customer accounts, conducted outreach to delinquent customers, made payment arrangements, and recorded financial status of collection efforts.

• Assisted with electronic cash management, loan modifications (TDR), debt protection claims, credit mark removals, payment arrangements, letters of guarantee, gap claims, deferments, and repossessions.
• Aided in recovering lost funds and delinquent payments in excess of $2 million across the company.
• Collaborated with teammates to bring delinquency <1%.

CSUN VITA-Clinic - IRS Tax Preparer Seasonal Volunteer (February 2021 - May 2021)

Assisted with tax preparation at the largest national academic institution offering free tax preparation services.

• Supported teammates to collectively generate over $6 million in total refunds for 5,000+ tax payers.
• Consulted with low-income individuals, seniors, students, families, and ESL speakers to complete their taxes through cost-free tax services, and delivered an average $1,000 refund per taxpayer.

Bachelor of Science in Finance 2021

California State University, Northridge

Candidate for CPA Certification (Taking AUD exam in September 2023)