Fabio Morata

Experience

1. Senior Operations Analyst

   Citi

   Sep 2022 — Present · Tampa, FL, US

   Responsible for ensuring a quick and seamless escrow onboarding experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding processes.• Onboard new escrows by completing client risk profiles and process relationship updates using Citi onboarding applications.• Partners with business partners to ensure appropriate KYC has been collected in order to facilitate escrow account opening requests in a timely manner.• Liaise with downstream partners until requests are completed and maintain constant communication with escrow product and development team partners• Ensure all KYC documentation received is current, accurate and complete.• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing• Provide the highest level of customer service and teamwork to escrow business partners and other internal partners• Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Education

• Universidade Paulista

  Bachelor of Business Administration (B.B.A.)

  1997 — 2000

• Universidade Presbiteriana Mackenzie

  Post Graduated in Banking, Banking and Financial Support Services

  2001 — 2002

Skills

• Sales
• Gestão De Vendas
• Operações De Vendas
• Estratégias De Marketing
• Desenvolvimento De Produtos
• Sales Management
• Microsoft Office
• Customer Service
• Marketing
• Gestão
• Planejamento Estratégico
• Estratégia Empresarial
• Microsoft Excel
• Customer Satisfaction
• Team Building
• Satisfação Do Cliente
• Account Management
• Strategic Planning
• Automotive
• Negociação
• Inventory Management
• New Business Development
• Sales Process
• Marketing Strategy
• Vendas
• Formação De Equipes
• Product Development
• Planejamento Empresarial
• Management
• Sales Operations
• Atendimento Ao Cliente
• Negotiation
• Desenvolvimento De Novos Negócios
• Indústria Automobilística
• B2b
• Business Strategy