Steven Vazquez Email & Phone Number

Chicago, Illinois, United States

Responsible for the training and development of new hire Onboarding Specialists across the Commercial Bank.

Chicago, Illinois, United States

Onboarding Specialist for Commercial Bank Healthcare Clients

Chicago, Illinois, United States

Responsible for implementing clients' Core Cash Management Products with a focus on integrating the clients' payments and receivables systems with the bank's processing systems through file-based transmissions.Lead implementations of electronic Treasury Services products, including ACH, Positive Pay, Check Print, and Lockbox.Manage clear expectations by establishing clear timelines, deliverables, and milestones.Manage projects from inception to completion within clients' time-frames, including but not limited to leading the implementation to ensure delivery of products and services with full accountability for end-to-end processes.Coordinate and manage internal and external parties to deliver solutions within the client's time-frame by conducting weekly projecting meetings and providing regular verbal and written status updates to clients and business partners.Advise clients on product offerings and raised alternative solutions.Manage onboarding activities via phone, telepresence, email, and in-person with external clients and internal business partners.Open communication with third-party vendor contacts that have transmissions with the bank, such as Ultimate Software, Kyriba, and GTreasury.Manage multiple complex projects utilizing Project Management Methodology.

Chicago, Illinois

Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

Chicago, Illinois

Responsible for day to day servicing and implementation of treasury, cash management and/or depository products and services with varying complexity. Act as primary point of contact for high revenue clients by providing responsive and knowledgeable servicing and technical assistance to resolve complex/time sensitive requests. Engage internal business partners as needed to assist in the resolution. Receive and respond to requests received by phone, email from clients and internal partners.Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries. Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services.Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.Organize all internal and external project related activities to ensure a timely and smooth client implementation process.

Chicago, Illinois

Identifying, resolving and discovering root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality.Responsible for account maintenance:Handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizing expertise to drive results within the established framework of defined processes to resolve complex requests. Understanding the end-to-end process for sales, service and fulfillment. Interacting continually and deleting relationships with internal business partners as well as clients further enhance client delight. Engaging with clients in person and demonstrating strong presentation skills. Responsible for monitoring the accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintaining high standards on internal, operational and financial controls to ensure risk mitigation, protecting the client and the bank. Solid knowledge of bank systems and navigational skills.

Chicago, Illinois

Responsible for different types of transactions such as opening and closing accounts, indexing, document processing, investor services, loan processing, as well as maintaining and reviewing documentation on existing accounts.Multitasking between day to day functions as well as large projects that and coordinating with other team members to prioritize between requests as well as projects to ensure they are completed in a timely and accurate manner, resulting in meeting and exceeding the SLA.Assisting in preparation of documentation required for audits within the Banking Operations team as well as executing complex projects with significant financial client as well as internal business impact.Responsible for working within numerous products and services and ensuring that processed transactions are carried out within pre-defined procedures and guidelines in an accurate manner, resulting in the deliverance of a work product that requires less revision.Providing support to internal banking teams as a Treasury Management subject matter expert.Leading and assisting with multiple system projects and updates as requested.

Chicago, Illinois

Indexing large amounts of transactions in submitted in EDM such as transfers between accounts, check issues, outgoing, incoming wire transfers, banking transfers, and banking outgoing wires to their respective workflow queues based on, what types of transactions they are.Utilizing the Web Cash Movement (WCM), Global Cash Movement (GCM), Fundmaster, IMS and MTS Video LAN systems to process and approve the different types of transactions that are submitted.Focusing on administering defined procedures, analyses, and report preparation that is usually overseen, reviewed, and checked by incumbents with more seniority. Responsible for assisting in the preparation and processing of documents submitted for transactions to be processed and maintaining the electronic records of the documents once the transactions have been processed.

Bachelor'S Degree, Accounting And Finance

Still currently attending this school.

Associate'S Degree, Computer Software Engineering

Studied computer software engineering also with some computer networking and computer graphics technology.