Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

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
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
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
01.2020 - 06.2021


  • Security Officer for Allied Universal Security Contracts


Financial Center Manager III Bank Officer

Fifth Third Bank
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
03.2003 - 09.2004


  • New location
  • Marketing and focused on building client base


Branch Manager And Small Business Banker

TCF Bank
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
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
06.1991 - 03.1994


  • 0811 CANNONEER CREWMAN


Education

Psychology

Triton College
River Grove, IL

Skills

  • 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

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