Summary
Overview
Work History
Education
Skills
Timeline
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Rosita Torres

Columbus,OH

Summary

Dynamic and results-driven professional with extensive experience in customer service, team leadership, and certification outreach. Proven track record of managing teams, developing content, and driving organizational success. Adept at coaching and guiding associates to achieve career goals and meet firm standards.

Overview

14
14
years of professional experience

Work History

Certification and Outreach Specialist

Columbus Urban League
2022.09 - Current
  • Assist business owners in 18 Ohio counties to obtain state certifications (MBE, WBE, VBE, EDGE) through thorough documentation review
  • Maintain client data via Salesforce
  • Manage weekly newsletter through Constant Contact
  • Coordinate social media marketing for program participants
  • Coordinate and facilitate educational events both in person and virtually
  • Partner with internal and external entities to enhance program outreach


Contributing Writer

ColumbusBlack.com
2010.04 - 2023.01
  • Composed articles on various lifestyle topics for a specific demographic in Columbus, OH
  • Managed website via Wordpress including digital copy publishing and digital ad management
  • Coordinated email marketing via Mailchimp and Constant Contact
  • Promoted articles and events through social media platforms like Twitter and Facebook
  • Served as a liaison for various projects and provided a social presence to promote company events

Premier Services Section Manager – Advisor Compensation

Morgan Stanley
2020.09 - 2022.09
  • Lead the Advisor Compensation desk by coaching and developing service professionals, and delegating responsibilities
  • Managed teams using systems such as Salesforce, NICE, Tableau, and Contact Dashboard
  • Achieved organizational targets for daily, weekly, monthly, and annual obligations
  • Fostered and leveraged working relationships with business partners
  • Contributed to ongoing improvement initiatives and manage projects addressing senior leadership, business partners, or client needs


Content Developer

Morgan Stanley
2019.10 - 2020.09
  • Created, managed, and updated internal content for Morgan Stanley’s Client Service Center across all locations using Adobe AEM platform
  • Independently managed content development projects with tight and competing deadlines
  • Partnered with stakeholders to ensure consistency of voice and communication quality across multiple content types
  • Improved content discoverability and ensured all content was appropriately entered, updated, and documented.

Financial Advisor Compensation Specialist

Morgan Stanley
2016.06 - 2019.09
  • Provided expert knowledge on firm’s compensation policies to advisors
  • Assisted with advisor team development and guided junior advisors through training programs
  • Prepared retiring advisors for retirement structures
  • Oversaw marketing projects involving junior and senior advisors, and managed solo marketing requests
  • Trained new team members

Deposit Account Collections Senior Specialist I

J.P. Morgan Chase
2015.05 - 2016.05
  • Negotiated payments for overdrawn accounts with customers
  • Provided resources to help customers avoid overdrafts
  • Performed routine maintenance on accounts.

Foreclosure Coordinator

Franklin County Treasurer
2012.09 - 2015.01
  • Created and maintained payment records for Sheriff’s sales
  • Quoted payoffs and organized data for foreclosures and delinquent taxes
  • Negotiated and maintained delinquent tax contracts
  • Assisted with the tax lien certificate program
  • Established and maintained relationships with other offices and departments
  • Organized charity campaigns for Operation Feed.

Education

MBA - Marketing

Franklin University
Columbus, OH
08.2025

Bachelor of Arts in Sociology -

Wright State University
Dayton, OH
11.2008

Skills

  • Marketing
  • Customer Relationship Management (CRM)
  • Salesforce
  • Microsoft Office
  • Data Analysis
  • Relationship Management
  • Exceptional communication
  • Community Outreach

Timeline

Certification and Outreach Specialist

Columbus Urban League
2022.09 - Current

Premier Services Section Manager – Advisor Compensation

Morgan Stanley
2020.09 - 2022.09

Content Developer

Morgan Stanley
2019.10 - 2020.09

Financial Advisor Compensation Specialist

Morgan Stanley
2016.06 - 2019.09

Deposit Account Collections Senior Specialist I

J.P. Morgan Chase
2015.05 - 2016.05

Foreclosure Coordinator

Franklin County Treasurer
2012.09 - 2015.01

Contributing Writer

ColumbusBlack.com
2010.04 - 2023.01

MBA - Marketing

Franklin University

Bachelor of Arts in Sociology -

Wright State University
Rosita Torres