Cash Management Help Desk Technician
Resume:
ENRIQUE TORRICO
Sandy Springs, GA 30350
*******.*******@****.***
EDUCATION
College of Business Administration Graduated October 2001 Georgia Perimeter College Dunwoody, GA
Degree: Associate in Arts
Georgia Institute of Technology Graduated December 1997 English as a Second Language Atlanta, GA
WORK EXPERIENCE
Cash Management Support Analyst December 2013-Present
FUNDtech Corporation Norcross, GA
Provided professional application and technical support/consultation to clients of Fundtech products.
Delivered 1st and 2nd level support and executed escalation procedures when applicable by management.
Offered phone support for connectivity to many interfaces/applications such as Depository Financial Inst.
Interacted with clients’ technical personnel to explain problems and solutions involving the supported software.
Experienced with help desk software and change management, incident mgmt and problem mgmt processes
Created and maintained documentation pertaining to daily operations of the Cash Management Group.
Continually monitor and update all assigned inquiries with accuracy & relevant information.
Continued learning the software applications Fundtech sells to support the range of products.
Recreated customer reported issues, identified software defects, and escalated when necessary.
Contributed written documents to knowledge base for internal & external consumption.
Experienced performing workstation system admininistration and support.
Provided ability to define problems, collect data, establish facts and draw valid conclusions.
Treasury Management Coordinator II August 2012-February 2013
City National Bank of Florida Miami, FL
Implemented, monitored and followed up with new and existing relationships
Served as a point of contact for clients, Business, Corporate, & Private Banking officers.
Performed as a liaison for Business, Commercial, & Private client issue from receipt to resolution
Provided support and problem solving for internal and external clients
Served as technical expert on sales calls with top clients.
Sustained effective process of obtaining and retaining product knowledge vital to the role.
Shared responsibility for managing and developing commercial platforms (E-Partner/Office Deposit).
Provided timely problem resolution to internal and external customers in support of customer retention/satisfaction/profitability.
Followed thru to help deliver a great customer experience.
Took referral information from branches and set up services for customers & prospects.
Treasury Management Operations (Client Services) March 2007-July 2011
Regions Bank Birmingham, AL
Acted as a liaison for any Business or Commercial client issue from receipt to resolution
Identified the root of client’s issue in order to provide effective resolution in a timely manner
Supported Treasury Management Products and Commercial Loans
Answered inbound/outbound calls as well as emails on TM related issues
Helped clients with training and issues at a top priority bases (English/Spanish)
Involved in the training development for TM Products (English/Spanish)
Maintained effective process of obtaining and retaining product knowledge vital to the role.
Prepared pricing proformas, marketing materials, and proposals for sales calls.
Created and validated account analysis with sales team to improve accurancy on the billing systems.
Treasury Management, Sales Analyst
Served as the first point of contact for business and commercial banking clients
Provided support to the business sales specialist and TM sales manager
Responded to client, officers, and internal employee emails
Facilated the preparation of Treasury Management reviews and proposals, quarterly, monthly & daily
Implemented, monitored, and followed up with existent and new relationships
Supported the set-up of many cash management products including lockbox, ZBA, CDA, and Itreasury
Researched any issues related to any TM products
Trained users on cash management lockbox and other products
Answered phone calls from clients regarding their products or certain requests
Treasury Management Operations (Commercial Client Services Group)
Served as point of contact for clients, corporate and business banking officers
Supported all TM products, Commercial depository services and commercial loans
Responded to client, officers, and internal employee emails
Managed clients a top priority basis
Facilated training development for TM products (English/Spanish)
Trained users on cash management products (English/Spanish)
Loan Operations (Booking)
Booked and Researched consumer, business, and commercials loans
Reconciled all loan payments/payoffs received by lockbox, ach, and wire
Verified the accuracy of the terms and all calculations pertaining to the loans
Performed maintenance daily on level III and ACLS loans
Supported all areas within the footprint of the bank with loan issues
Executed analysis to ensure accuracy and mapping of progress
Evaluated and completed decisions on loan applications to meet underwriting guidelines.
Branch Manager/Assistant Branch Manager January 2005-March 2007
SunTrust Bank Alpharetta, GA
Provided operation functionality and loss prevention techniques
Presented team members with performance feedback through monthly sessions
Participated actively in career development through coaching and mentoring
Monitored, measured, and improved team processing efficiency (cost, schedule, sales)
Worked quickly to identify/resolve issues and escalate awareness as appropriate
Set team policies which support and articulate management goals
Developed marketing strategies to increase sales
Performed quarterly, monthly, and daily cash counts keeping branch in compliance
Oversaw the branch training, selling techniques and cross-sell opportunities
Operation Manager/Personal Financial Representative/Teller October 2001-January 2005
Washington Mutual Bank Alpharetta, GA
Managed accounts to ensure service quality
Administered with leadership and coached the sales team
Ranked 2002 & 2003 Frontline top performer in Georgia
Coordinated interviews, cash counts, ATM balancing and branch balancing
Created marketing database to improve cross-selling for existent and new relationships
SKILLS
Proficiency in Microsoft Office: Word, Excel, PowerPoint, Lotus Notes, Mainframe and TM applications
Sales Force Platform, Start Team, Unix/Windows 2008, Global CashPlus/CashStar
Exposure to databases technologies (SQL Server, Oracle)
Network communication and mobile devices (iPhone, iPad, Android, etc)
Knowledged of Banking and payment products (BAI, NACHA, Swift, etc)
Effective verbal/written communication skills to explain technical and non technical to all levels of users.
QA experience in the Financial Institution side and Software Development side
Familiar with banking Cash Management, Consumer and Commercial products including Loans
Experience with management reporting and financial analysis within the financial services
Excellent analytical, communication (verbal and written) skills; process oriented
Self motivated with a strong drive for excellence in every aspect of performance
Great interpersonal and team building skills
Strong leadership, judgment, and organizational skills with ability to multi-task
Decision making solution oriented
Willing to adapt to changes
Fluent in English, Spanish, and Portuguese
Quick learner
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