Richard Torres
Bethlehem,PA
Summary
Detail-oriented professional with extensive experience in document management, customer service, and finance. Adept at streamlining workflows, ensuring regulatory compliance, and enhancing customer satisfaction. Proven ability to manage financial processes, maintain accurate records, and support business operations efficiently.
Overview
5
5
years of professional experience
Work History
Housing Subcontractor
Community Action Committee
Bethlehem, PA
01.2024 - Current
- Assist individuals and families in securing stable housing by coordinating with landlords and local agencies.
- Ensure compliance with housing regulations, and provide case management support to clients.
- Conduct housing inspections, and assess eligibility for assistance programs.
Founder & CEO
Torres & P. PTP LLC
Philadelphia, PA
01.2024 - Current
- Oversee business operations, client relations, and financial management of a professional tax preparation and accounting company.
- Provide strategic tax planning and compliance services to individuals and small businesses.
- Implement digital tools for efficient document management and client communication.
Document Specialist
Discover Home Loans
Riverwoods, IL
06.2023 - Current
- Manage and oversee document-handling processes to ensure accuracy, compliance, and timely processing.
- Review, validate, and process loan documents while ensuring adherence to regulatory requirements.
- Collaborate with internal teams to resolve document discrepancies, and streamline processing workflows.
- Maintain comprehensive records, and provide reporting insights to enhance operational efficiency.
Case Manager
Community Action Committee
Allentown, PA
01.2020 - 06.2023
- Provided case management services to homeless individuals and families, connecting them with housing and social services.
- Developed individualized service plans to address client needs, and support long-term stability.
- Maintained thorough documentation, and collaborated with community partners to facilitate resources.
Education
Bachelor of Science - Computer Science
Wilmington University
New Castle, DESkills
- Document Management and Compliance
- Customer Service and Client Relations
- Financial Analysis and Account Management
- Process Optimization and Workflow Automation
- Business Technology and Information Systems
- Reporting and Data Analysis
- Internal Audits and Risk Assessment
- Bilingual: English and Spanish
Timeline
Housing Subcontractor
Community Action Committee
01.2024 - Current
Founder & CEO
Torres & P. PTP LLC
01.2024 - Current
Document Specialist
Discover Home Loans
06.2023 - Current
Case Manager
Community Action Committee
01.2020 - 06.2023
Bachelor of Science - Computer Science
Wilmington University
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