Mateo Navarro

Mateo Navarro Email and Phone Number

Associate | Asset Transfer Services | AS Incoming Orlando ACAT and Mutual Funds @ Charles Schwab
Orlando, FL, US
Mateo Navarro's Location
Orlando, Florida, United States, United States
Mateo Navarro's Contact Details

Mateo Navarro work email

Mateo Navarro personal email

n/a
About Mateo Navarro

As an Asset Transfer Associate at Charles Schwab, I provide excellent customer service and process transfer requests with accuracy and efficiency. I work with multiple systems, assess risk, and make sound business decisions in a fast-paced environment. I also build and sustain positive relationships with clients, internal business partners, and contra firms. I am currently pursuing a Bachelor of Applied Science in Business and Organizational Leadership, after graduating from Valencia College with a Business Administration AA degree at Valencia. I have a passion for helping youth sports, and I am the co-owner and administrator of Dr. Phillips Soccer Club, where I coach young players and teach them the beauty of the sport. I also love working in different kinds of events, and I have experience as an Chase as an Associate Banker at Orlando. I am working towards my career in finance, and I have completed an internship Chase

Mateo Navarro's Current Company Details
Charles Schwab

Charles Schwab

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Associate | Asset Transfer Services | AS Incoming Orlando ACAT and Mutual Funds
Orlando, FL, US
Website:
schwab.com
Employees:
33019
Mateo Navarro Work Experience Details
  • Charles Schwab
    Associate | Asset Transfer Services | As Incoming Orlando Acat And Mutual Funds
    Charles Schwab
    Orlando, Fl, Us
  • Charles Schwab
    Associate | Asset Transfer Services | As Incoming Orlando Acat/Mutual Funds
    Charles Schwab May 2023 - Present
    Orlando, Florida, United States
    Being flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.Having the ability to provide excellent customer service on inbound and outbound calls and via written communication, while also buidling and sustaining positive relationships with clients, internal business partners, and contra firms.Maintain a high degree of accuracy, assess risk and make sound business judgement decisions while meticulously processing each transfer request in a timely manner.Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.Service as a Subject Matter Expert (SME) on the team, assist with onboarding and training new team members, coordinate workflow with sister teams, and assist with ad-hoc projects as needed.In depth knowledge of transfer types (ACAT, Non-ACAT, DRS, etc.) and reviewing assets for acceptability.
  • Dr Phillips Soccer Club Corporation
    Administrative Assistant
    Dr Phillips Soccer Club Corporation Jul 2020 - Present
    Orlando, Florida, United States
  • Dr Phillips Soccer Club Corporation
    U 16 Soccer Player And U 12 And U13 Soccer Coach
    Dr Phillips Soccer Club Corporation Jan 2015 - Oct 2021
  • Universal Orlando Resort
    Event Guide
    Universal Orlando Resort Aug 2021 - Jan 2023
    Orlando, Florida, United States
    Coach/ Administrator
  • Chase
    Associate Banker
    Chase May 2021 - Jun 2022
    Orlando, Florida, United States
    As an Associate Banker at Chase, I played a critical role in our branches by being at the forefront of delivering exceptional customer experiences, helping customers with everyday transactions, and forming long-lasting, meaningful relationships with our clients. Using the latest banking solutions, combined with cutting-edge financial technology, you’ll be front and center representing our brand and culture. Your day-to-day responsibilities will focus on the customer experience as you assist with transactions and self-service banking options, building rapport, and introducing customers to our One Chase family.
  • Wawa, Inc.
    Customer Service Associate
    Wawa, Inc. Jul 2021 - Jan 2022
    Orlando, Florida, United States
  • Ymca Of Central Florida
    Membership Services
    Ymca Of Central Florida Sep 2018 - Oct 2020
    Orlando, Florida Area
  • Is Academy (Professional Football Academy)
    U 20 Soccer Player
    Is Academy (Professional Football Academy) Aug 2017 - May 2018
    Perugia Area, Italy
    First step into the world of professional football. Coaching and training sessions with very high level.

Mateo Navarro Skills

Pro Soccer Evaluation Coach Nicola Moscatello Tecnnical Capacity 6.00 Tactical Capacity 6.08 Atacking 6.13 Speed 6.33 Potency 6.00 Resistency 8.00

Mateo Navarro Education Details

Frequently Asked Questions about Mateo Navarro

What company does Mateo Navarro work for?

Mateo Navarro works for Charles Schwab

What is Mateo Navarro's role at the current company?

Mateo Navarro's current role is Associate | Asset Transfer Services | AS Incoming Orlando ACAT and Mutual Funds.

What is Mateo Navarro's email address?

Mateo Navarro's email address is ma****@****ndo.com

What schools did Mateo Navarro attend?

Mateo Navarro attended University Of Central Florida.

What skills is Mateo Navarro known for?

Mateo Navarro has skills like Pro Soccer Evaluation Coach Nicola Moscatello, Tecnnical Capacity 6.00, Tactical Capacity 6.08, Atacking 6.13, Speed 6.33, Potency 6.00, Resistency 8.00.

Who are Mateo Navarro's colleagues?

Mateo Navarro's colleagues are Nigel Lacewell, Wilson Helmericks, Peter Schoenenberger, Nathan Peyer, Nicole Lane, Marc Villa, Andrew White.

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