Roberto Machuca
Wilkes-Barre
Summary
Results-driven Senior Associate with expertise in training and mentoring teams. Proven ability to streamline workflows and enhance operational efficiency while maintaining high attention to detail.
Detail-oriented professional with extensive experience in finance and payments processing. Recognized for reliability, punctuality, and effective communication with brokers to resolve discrepancies. Committed to mentoring junior associates and implementing process improvements that drive efficiency.
Dedicated Senior Associate known for strong leadership and creative problem-solving skills. Experienced in developing junior associates and optimizing workflows to ensure timely cash receipts. Ready to leverage expertise to support organizational goals and enhance team performance.
Overview
30
30
years of professional experience
Work History
Senior Associate
State Street Corp.
Boston, MA
10.2007 - 07.2026
- Processed complex daily payments matching Crest payments to clients currency election.
- Mentored junior associates, fostering skill development and knowledge sharing within the team.
- Implemented process improvements that streamlined workflows, ensuring cash money was receive before the end of each quarter.
- Maintained amount of open claims down by going to different brokers asking for payments.
- Was the go to person for the Crest process, ensuring correct currency was applied to different funds.
- Communicated with different brokers to resolve claims discrepancies and receive payments.
Sergeant
United States Marine Corps
Camp Lejeune, NC
02.1996 - 02.2000
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Organized and detail-oriented with a strong work ethic.
Education
Bachelor of Science - Finance
University of Massachusetts, Boston
Boston, MA06-2013
Skills
- Training and mentoring
- Team leadership
- Team supervision
- Reliable and punctual
- Creative problem solving
Languages
Spanish
Full Professional
Timeline
Senior Associate
State Street Corp.
10.2007 - 07.2026
Sergeant
United States Marine Corps
02.1996 - 02.2000
Bachelor of Science - Finance
University of Massachusetts, Boston