Summary
Overview
Work History
Education
Skills
Timeline
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Kristina Candelaria

El Paso,TX

Summary

Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.

Overview

10
10
years of professional experience

Work History

Manager, Banking Operations Wire Support

Charles Schwab, Inc.
El Paso, TX
08.2020 - Current
  • Managed team of up to 20 full time representatives and contractors ensuring seamless collaboration and operational efficiency
  • Developed and executed capacity planning strategies to optimize resource allocation, ensuring efficient utilization and scalability in response to fluctuating demands
  • Coached and mentored team members, fostering their professional growth and enhancing overall team performance through tailored development plans and continuous feedback
  • Led process improvement initiatives that streamlined operations, reduced inefficiencies, and enhanced overall productivity by implementing best practices and innovative solutions.

Specialist/Sr. Spec, Move Money Solutions Hotlines

Charles Schwab, Inc.
El Paso, TX
09.2018 - 08.2020
  • Handled inbound and outbound calls to assist clients, and business partners with inquiries relating to money movement
  • Resolved complex issues related to transactions, account discrepancies and erroneous errors efficiently and professionally
  • Approved wires, both domestically and internationally in US Dollar and Foreign Currency, along with journals, checks, and Moneylink transfers
  • Assessed risk in each transaction, applied due diligence on every call, provided active listening, ensured attentiveness to any red flags or signs of possible client impersonations and foul play
  • Acting Team Lead
  • Took escalated calls, assessed risk and granted exceptions, assisted with High Dollar approvals, provided chat support to cross site teams
  • Helped run daily turbos and weekly meetings by creating agendas, ice breakers for team building, and meeting minutes
  • Provided feedback to representatives regarding errors or escalations to ensure all procedures are being followed and prevent future errors
  • Enlighten Ambassador – utilized reports in Enlighten to identify inefficiencies in our processes and provide feedback to reps to help reduce GAP

Sr. Administrator, Operations Advisor Services

Charles Schwab, Inc.
El Paso, TX
05.2017 - 09.2018
  • Worked directly with Advisors and their Service teams to resolve issues with applications
  • Explained procedures, policies and requirements to Advisors to ensure the best client experience
  • Opened accounts ranging from brokerage, retirement, organization, and company retirement accounts
  • Worked in a team setting helping to ensure all service levels were met on a daily basis.

Sr. Specialist of Account Operations

Charles Schwab, Inc.
El Paso, TX
06.2016 - 05.2017
  • Responsible for managing an effective and productive team of fifteen employees
  • Understanding of account opening procedures to be in compliance with FINRA and Charles Schwab
  • Assist in conducting monthly team meetings and team huddles with employees
  • Coach employees on how to process customer accounts and assist with becoming familiar with what documentation is needed to open various accounts
  • Mentor and coach employees on accuracy and productivity to ensure service levels are being met while still ensuring that we minimize losses to the firm
  • Run daily reports of work flow to provide to the teams direction
  • Send out Connect letters to clients in an efficient manner advising them of missing documentation
  • Partner up with different business lines to ensure a positive client experience
  • Always be available to assist client contact teams in meeting service during high volume times
  • Participate in calls with our Vendor processors to collaborate on procedure updates and opportunities.

Sr. Administrator of Account Solutions

Charles Schwab
El Paso, TX
02.2015 - 06.2016
  • Processed and maintained accounts for current and new Schwab clients
  • Opened new accounts ranging from brokerage, custodial, trusts, estates, organizations and IRA’s
  • Maintained client accounts by adding or removing authorized agents, adding or removing account features, and updating or converting account types
  • Assisted Schwab branch representatives with what form a client needs to complete, what documents are needed and how to complete the forms.

Education

Bachelors of Arts in Exercise and Sports Science -

St. Mary’s University
San Antonio, TX
12.2012

Continuing education -

San Antonio Community College
San Antonio, TX

Skills

  • Series 7 SIE/Top Off
  • Series 63
  • Series 9/10
  • Capacity Planning
  • Workflow Management
  • Performance Management

Timeline

Manager, Banking Operations Wire Support

Charles Schwab, Inc.
08.2020 - Current

Specialist/Sr. Spec, Move Money Solutions Hotlines

Charles Schwab, Inc.
09.2018 - 08.2020

Sr. Administrator, Operations Advisor Services

Charles Schwab, Inc.
05.2017 - 09.2018

Sr. Specialist of Account Operations

Charles Schwab, Inc.
06.2016 - 05.2017

Sr. Administrator of Account Solutions

Charles Schwab
02.2015 - 06.2016

Bachelors of Arts in Exercise and Sports Science -

St. Mary’s University

Continuing education -

San Antonio Community College

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Kristina Candelaria