Eduardo Romero
El Paso,TX
Overview
7
7
years of professional experience
Work History
Senior Onboarding Specialist
Western Alliance Bank
El Paso, TX
04.2022 - Current
- Takes ownership of issues through resolution of all customer inquiries using telephone, email, and written correspondence including any additional follow-up
- Partners with internal associates to provide treasury solutions in a consultative manner while incorporating a keen awareness of risk mitigation and client focus
- Assists internal and external clients with a full array of support from general navigation to in-depth technical interfaces
- Researches and resolves a wide variety of complex incoming inquiries including: Lockbox, Direct Connect, Remote Deposit Capture, ACH, Positive Pay, Reverse Positive Pay, Commercial Credit Cards, Wires, etc., while serving clients with professionalism, precision and care
- Depositing funds to client accounts through several different channels
- Processing asset transfers between Schwab accounts
- Processing incoming and outgoing wires and electronic fund transfers Initiating contact with both retail investors and independent advisors
Senior Client Care Specialist
Western Alliance Bank
El Paso, TX
06.2021 - 04.2022
- Takes ownership of issues through resolution of all customer inquiries using telephone, email, and written correspondence including any additional follow-up
- Partners with internal associates to provide treasury solutions in a consultative manner while incorporating a keen awareness of risk mitigation and client focus
- Assists internal and external clients with a full array of support from general navigation to in-depth technical interfaces
- Researches and resolves a wide variety of complex incoming inquiries including: Lockbox, Direct Connect, Remote Deposit Capture, ACH, Positive Pay, Reverse Positive Pay, Commercial Credit Cards, Wires, etc., while serving clients with professionalism, precision and care
- Depositing funds to client accounts through several different channels
- Processing asset transfers between Schwab accounts
- Processing incoming and outgoing wires and electronic fund transfers Initiating contact with both retail investors and independent advisors
Data Entry Specialist
Charles Schwab
El Paso, TX
06.2020 - 05.2021
- Takes ownership of issues through resolution of all customer inquiries using telephone, email, and written correspondence including any additional follow-up
- Partners with internal associates to provide treasury solutions in a consultative manner while incorporating a keen awareness of risk mitigation and client focus
- Assists internal and external clients with a full array of support from general navigation to in-depth technical interfaces
- Researches and resolves a wide variety of complex incoming inquiries including: Lockbox, Direct Connect, Remote Deposit Capture, ACH, Positive Pay, Reverse Positive Pay, Commercial Credit Cards, Wires, etc., while serving clients with professionalism, precision and care
- Depositing funds to client accounts through several different channels
- Processing asset transfers between Schwab accounts
- Processing incoming and outgoing wires and electronic fund transfers Initiating contact with both retail investors and independent advisors
Sales Specialist
Poe Toyota
El Paso, TX
05.2019 - 06.2020
- Responsible for selling the maximum number of vehicles possible at an optimum profit
- In charge of building relationships with customers and generating new business through marketing available extras, accessories, tag office and auto insurance
- Selling and promoting finance, insurance products, and paint protection
- Demonstrating vehicles to customers, including taking them for drives.
Human Resources Assistant
ADP (Automatic Data Processing)
El Paso, TX
03.2017 - 05.2019
- Take ownership of resolving issues and responding to questions to questions from participants and third parties regarding multiple product offerings such as benefits, payroll, HR, 401K, Risk, Workers Compensation, E-time, etc
- Level 1-3 will provide Tier 1 support
- Supports cross-functional efforts for both lines of businesses Comp Services and PEO
- Coordinates and manages Benefits Administration and Annual Enrollment tasks, including coordination with back office and offshore teams to supplement execution of tasks/activities
- To include QLE and manual updates.
Education
Master in Business Administration in Finance (MBA) - Finance
Park University
El Paso, TX07.2023
Bachelor of Business Administration in Human Resource Management - Human Resources Management
The University of Texas at El Paso
El Paso, TX12.2016
Skills
- Spanish
- MS Word
- Excel
- MS PowerPoint
- MS Outlook
- MS Teams
- ADP Workforce Now
- SAP
- IBS Homepage
Languages
Spanish
Native or Bilingual
Timeline
Senior Onboarding Specialist
Western Alliance Bank
04.2022 - Current
Senior Client Care Specialist
Western Alliance Bank
06.2021 - 04.2022
Data Entry Specialist
Charles Schwab
06.2020 - 05.2021
Sales Specialist
Poe Toyota
05.2019 - 06.2020
Human Resources Assistant
ADP (Automatic Data Processing)
03.2017 - 05.2019
Master in Business Administration in Finance (MBA) - Finance
Park University
Bachelor of Business Administration in Human Resource Management - Human Resources Management
The University of Texas at El Paso