Weightlifting
Joel Mata
Haslet,TX
Summary
A passionate and driven financial services professional, looking to utilize skills in customer service, people leadership and rapport building skills into a new career opportunity with Fidelity Investments.
Overview
12
12
years of professional experience
Work History
Interim Team Lead
Fidelity Investments
12.2023 - 05.2024
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
- Optimized resource allocation by analyzing team member skills and project requirements, resulting in increased efficiency.
- Directed and supervised team of 20 associates engaged in supporting the TEM Department.
Financial Associate II- Tax Exempt
Fidelity Investments
11.2021 - 12.2023
- Deliver a high level of customer service to our participants
- Communicate accurately using all resources available in response to customer inquiries and requests, enhancing participants understanding of retirement plan options
- Problem-solving difficult issues and where appropriate, collaborate with peers, Team Leads, and/or Managers for resolution
- Working proactively to support change and process-improvement.
General Manager
Texas Family Fitness
04.2017 - 11.2021
- Managed a diverse team of 40 professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Developed and maintained relationships with customers and suppliers through account development.
- Directed comprehensive sales efforts to exceed revenue targets consistently while maintaining customer satisfaction levels.
Shift Manager
Walgreens
02.2016 - 04.2017
- Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
- Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
- Promoted a positive work environment through open communication and constructive feedback.
- Managed employee schedules to ensure adequate coverage during peak hours, resulting in a smoother workflow.
- Maximized profitability by monitoring labor costs closely, optimizing staff deployment based on expected customer traffic patterns.
Legal Account Representative
Portfolio Recovery Associates
04.2015 - 02.2016
- Supported colleagues in their efforts to achieve departmental goals by sharing knowledge and best practices.
- Demonstrated adaptability when faced with changing priorities or challenging situations.
- Reduced outstanding debts for clients by diligently pursuing collections and negotiations.
- Maintained open lines of communication with clients and opposing counsel, fostering positive working relationships.
Back-end collector/Skip team
Ace Cash Express
09.2012 - 03.2015
- Utilized advanced negotiation skills when dealing with challenging debtors, maximizing the likelihood of successful outcomes.
- Stayed current on industry trends and best practices in collections through continuous professional development and networking events.
- Managed a portfolio of accounts, prioritizing high-risk cases for immediate attention and resolution.
- Developed strong professional relationships with clients, ensuring repeat business and positive referrals.
Education
Lake Worth HS
Skills
- COMMUNICATION
- Influencing skills
- Development
- Teamwork and Collaboration
- Project Management
Problem Solving
Additional Information
Self-belief along with positive self-talk have reformatted my whole life. Each day I take a moment remind myself what I am working for and what I need to work on. Taking the time to help ourselves will give us a better understanding on how to help others. I look to instill a since of pride, and passion into everyone I encounter, while educating, and persuading with sincerity and conviction.
Leadership Experience
I take time each week to mentor with two of my prior employees. One of which has been able to earn her way up to Store Manager on her path to become a Franchisee of a Dutch Bro’s. The other has just opened his first Powerlifting Focus Gym. All while continuing to harvest his and build his own honey farm.
Quote
"As for me, All I know is that I know nothing."
Socrates
Interests
Fishing
Grilling
Time with Family
Going to Concerts
Going to Comedy Shows
Timeline
Interim Team Lead
Fidelity Investments
12.2023 - 05.2024
Financial Associate II- Tax Exempt
Fidelity Investments
11.2021 - 12.2023
General Manager
Texas Family Fitness
04.2017 - 11.2021
Shift Manager
Walgreens
02.2016 - 04.2017
Legal Account Representative
Portfolio Recovery Associates
04.2015 - 02.2016
Back-end collector/Skip team
Ace Cash Express
09.2012 - 03.2015
Lake Worth HS