Summary
Overview
Work History
Education
Skills
Accomplishments
References
Certification
Timeline
Generic

Michael De La Torre

El Paso,Texas

Summary

Forward-thinking Senior Specialist equipped with advanced operational and technical knowledge of Move Money Solutions. Proven team leader and problem-solver competent in navigating complex situations. Manages assignments, schedules and projects with organized and detail-oriented mindset.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Senior Specialist Move Money OST

Charles Schwab & Co
01.2018 - Current
  • Assisting internal and external clients with money movement requests such as checks, wire, ACH, and journal transfers
  • Training new hires and cross-skilled representatives in all aspects of the department
  • Assisting clients in a high volume setting while multitasking priorities
  • Internal chat supporting internal business partners with immediate needs
  • Acting Team Lead which includes taking escalations, assisting with complex questions, making exceptions, running team huddles, and meetings.

Project: CD1 Contractors

Charles Schwab & Co
11.2022 - 12.2023
  • Working with members of over departments to assist with a group of contractors on Schwab onboarding
  • Live coaching and daily meetings to address success and areas of improvements
  • Assisting with the contractor leadership on how to navigate Schwab systems
  • Reporting to a direct manager on the progress of the contractors.

Associate Document Control

Charles Schwab & Co
01.2016 - 01.2018
  • Directing the workflow of documents coming into the firm with the Kofax program along with Matrix
  • As well as learning the Prep and Scan department on how mail gets prepared
  • Microfilm quickly grabbing reels and finding the proper frame for a multitude of requests
  • Being a part of the Waste Committee to identify possible waste in Doc Control and QA microfilm jobs done in the microfilm
  • Participated in TAG assignments for the following teams Move Money (previously Cashiering), CVRC, and Estates.

Server, Bartender

State Line BBQ Restaurant
01.2011 - 01.2016
  • Answering phone calls, questions and concerns from guests visiting the restaurant
  • Serving guest food and beverages
  • Checking IDs for age and authenticity.

Cashier

Side Door Liquor Store
01.2011 - 01.2016
  • Responsible for cash and credit card slips in till, taking store inventory, answering customer inquiries in person and over the phone
  • Ran beer, wine, and spirit tastings.

Busboy, Cook

State Line BBQ Restaurant
01.2003 - 01.2011
  • Clean table, wash dishes, and prepare food.

Education

Some College (No Degree) -

El Paso Community College
El Paso, Tx

Skills

  • Risk assessment
  • Strong ability to multi-task
  • Organizational skills
  • Ability to work well in a team setting
  • Assisting in the training of new hires
  • Usage of Microsoft Office
  • Problem Solving
  • Industry Knowledge
  • Cross-functional Collaboration
  • Customer Relations

Accomplishments

2022 Founders Award: Provided outstanding service to Schwab clients.

2022-Two Time Quarterly Champion

2023-Two Time Quarterly Champion

References

  • Mike Shahan, General Manager of State Line BBQ Restaurant, 1222 Sunland Park Dr., El Paso, Texas, (915)581-3371
  • Sindi Zeller, Manager of Side Door Liquor Store, 1222 Sunland Park Dr., El Paso, Texas, (915)845-0000
  • Susan Williams, Manager of Document Control Validation Team, 1945 Northwestern Dr., El Paso, Texas, 79902, (915)642-5143

Certification

Series 7,63

Series 9/10

Timeline

Project: CD1 Contractors

Charles Schwab & Co
11.2022 - 12.2023

Senior Specialist Move Money OST

Charles Schwab & Co
01.2018 - Current

Associate Document Control

Charles Schwab & Co
01.2016 - 01.2018

Server, Bartender

State Line BBQ Restaurant
01.2011 - 01.2016

Cashier

Side Door Liquor Store
01.2011 - 01.2016

Busboy, Cook

State Line BBQ Restaurant
01.2003 - 01.2011

Some College (No Degree) -

El Paso Community College

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Michael De La Torre