Joseph Montelongo
Grand Prairie,TX
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Donor Service Specialist
Fidelity Charitable
05.2023 - Current
- Promotion from Customer Relationship Advocate role
- Handled financial transactions for donors with 1 million or less on assets held in account
- Provided status updates for pending contributions to accounts via bank EFT, stock, mutual funds or check.
- Processed grants for donors to various charities and provided updates on other pending grants.
- Resolved issues and escalated problems with knowledgeable support and quality service.
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
- Used ticketing systems to manage and process support actions and requests.
- Managed high levels of call flow daily.
Client Relationship Advocate
Fidelity Investments - Corporate Office
11.2022 - 05.2023
- Used company troubleshooting resolution tree to evaluate problems and find appropriate solutions for clients and directed them accordingly.
- Assisted clients with basic account maintenance.
- Met customer call guidelines for service levels, handle time and productivity.
- Provided excellent verbal and written communications skills to more efficiently understand client needs
- Exhibited high energy and professionalism when dealing with clients and staff.
Manager
The Dallas World Aquarium
04.2010 - Current
- Supervised a team of 30-50 staff members and helped to resolve issues arising during shifts.
- Developed recruiting strategies to identify qualified candidates and build network with neighboring schools.
- Hired and trained new employees, demonstrating best methods for serving clients and guests.
- Facilitated new employee orientations to foster positive team attitude.
- Developed and deepened relationships with high school campus representatives to meet with graduating seniors for recruitment.
- Onboarded new employees with training and new hire documentation.
- Participated in financial activities such as consolidating end of day deposit, change requests and working with credit card processing systems.
- Maintained and troubleshot point of sale systems.
- Created weekly schedules for staff members in various departments.
- Attended to customer needs, responding to questions, complaints and escalations.
Technology Integration Specialist
Irving Independent School District
07.2021 - 11.2022
- Researched and recommended process improvements to administrators to best help in mitigating any potential areas of weakness.
- Pulled and organized data from various systems on excel or google sheets and presented data to stakeholders where a plan of action was created to meet the needs of the school.
- Coached instructors in using technology effectively for assessing student learning, differentiating instruction, and providing rigorous, relevant, and engaging learning experiences for all students with specific focus on learning loss..
- Attended meetings and took on leadership role as point of contact or stakeholder for projects.
- Recommended system modifications to improve efficiency, reliability and performance.
- Provided sustained, in-depth professional development for campus and district staff which focuses on the integration of digital resources included in the curriculum, specifically focusing on digital tools, apps, and resources.
Math and Science Teacher
Stipes Elementary School, ESL GT
06.2018 - 07.2021
- Wrote mathematics curriculum that will be utilized by teachers in the district from grades 1st-3rd.
- Analyzed data from different assessments in two grade levels to drive classroom instruction.
- Analyzed reports from various platforms to provide individualized differentiation to students from many different backgrounds.
Education
Bachelor of Science - Interdisciplinary Studies/ Education
Texas Woman’s University
Denton, TX05.2018
AAS. - Applied Science
Northlake College DCCCD
Irving, TX12.2016
Skills
- Microsoft Office (Excel,Powerpoint,Word etc)
- Workday/Tableau Knowledge
- Data Analysis
- Strong Google Suite Knowledge
- Strong Interpersonal Communication Skills
- Leadership and Data Presentation to Stakeholders
- Staff Management
- Focuspoint / Salesforce/ XTRAC
- Client Accounts Management
- Recruitment
Timeline
Donor Service Specialist
Fidelity Charitable
05.2023 - Current
Client Relationship Advocate
Fidelity Investments - Corporate Office
11.2022 - 05.2023
Technology Integration Specialist
Irving Independent School District
07.2021 - 11.2022
Math and Science Teacher
Stipes Elementary School, ESL GT
06.2018 - 07.2021
Manager
The Dallas World Aquarium
04.2010 - Current
Bachelor of Science - Interdisciplinary Studies/ Education
Texas Woman’s University
AAS. - Applied Science
Northlake College DCCCD
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