David Maldonado
Ozark
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Bilingual Customer Service Representative
Optum
United States
01.2024 - Current
- MyChart basic technical support, help users with accessing and using the MyChart platform, including account creation, login issues, accessing health information, and resolving technical problems:
- Creating a MyChart account
- Troubleshooting login issues, including forgotten usernames or passwords
- Disabling or changing account settings
- Accessing a family member's MyChart account (with appropriate permissions)
Tax Associate
Turbotax
United States
11.2021 - Current
- Welcome call, Helped clients with loading necessary documents, Asking tax questions related to their tax return, Preparing client to the next step in completing tax return
Security Professional
Allied Universal
Northlake, United States
01.2020 - 06.2021
- Security Officer for Allied Universal Security Contracts
Financial Center Manager III Bank Officer
Fifth Third Bank
Countryside, United States
02.2004 - 10.2008
- Training staff, hiring staff, customer service, Marketing local area, Sales, Weekly meetings, audit review, working with local businesses to attract new clients, helping small businesses to help them become more profitable in turn increasing deposit base for location
- Small business owners would recommend others wanting to start a business and I would go over details on how to start a new business
- By going this extra mile, I was able to also get their employee accounts
- It eventually led through referrals to larger corporations opening accounts
Financial Center Manager
Washington Mutual Bank
Westchester, United States
03.2003 - 09.2004
- New location
- Marketing and focused on building client base
Branch Manager And Small Business Banker
TCF Bank
Multiple locations in Chicagoland area
04.2000 - 03.2003
- Small Business Banking: Met with clients and listened to their needs and goals, proposing recommendations to help them achieve them
- Maintain consistent communication with clients throughout the phone calls but mainly through personal on-site visits
- Branch Manager: Ran multiple In-store locations
Broker/ Owner
Rightway Insurance Consultants
Melrose Park, United States
02.1995 - 04.2000
- Owner: operations, marketing, sales, financial, HR, keeping track of profit margins and training of employees
Lance Corporal
United States Marine Corps
Joliet, United States
06.1991 - 03.1994
- 0811 CANNONEER CREWMAN
Education
Psychology
Triton College
River Grove, ILSkills
- Fluent bilingualism
- Customer service
- Problem-solving
- Spanish translation
- Finance
- Management
- Physical Security Management
- Medical
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 5 in the development of Creating a small business department.
- Supervised team of 12 staff members.
Certification
- Licensed series 6 and 63, FINRA - 06/01/2008
- Emergency Medical Tech - 04/09/2012
- Spanish, Language Testing International - 09/23/1997
- FEMA, Federal Emergency Management Agency - 03/21/2020
- Certified Nursing Assistant, IL Dept of Public Health - 08/20/2010
- NIHSS Certification, National Institute of Health, 04/12/2011
- Security Training certification, Allied Universal, 03/20/2018
Timeline
Bilingual Customer Service Representative
Optum
01.2024 - Current
Tax Associate
Turbotax
11.2021 - Current
Security Professional
Allied Universal
01.2020 - 06.2021
Financial Center Manager III Bank Officer
Fifth Third Bank
02.2004 - 10.2008
Financial Center Manager
Washington Mutual Bank
03.2003 - 09.2004
Branch Manager And Small Business Banker
TCF Bank
04.2000 - 03.2003
Broker/ Owner
Rightway Insurance Consultants
02.1995 - 04.2000
Lance Corporal
United States Marine Corps
06.1991 - 03.1994
Psychology
Triton College