Joseph Trujillo
Dallas,TX
Summary
Results-oriented Banking and Real Estate Accounting professional with 16 years of experience in Implementations and Production Support. Proven leader skilled in problem identification and solution implementation, emphasizing training to enhance associate productivity and profitability. Expertise in Global Income Processing and Customer Service, leveraging effective policies and coaching techniques.
Overview
33
33
years of professional experience
Work History
- Assess customer needs. Handle customer complaints. Extensive customer interaction.
- Ability to build relationships both internally and externally.
- Effectively maintain and administer Technology/Operation/ Private Banking Accounting
- Training employees in company policies and procedures.
- Reconciled daily account records.
Medical Logistics Technician
UT Southwestern Medical Center
11.2025 - Current
- Ensured timely medical specimen delivery by operating vehicles safely.
- Transported organs and laboratory specimens to various healthcare locations efficiently.
- Maintained specimen integrity through strict adherence to temperature guidelines.
- Completed Bloodborne Pathogens and HIPAA training for compliance and safety.
- Executed manifest management, ensuring accurate scans for timely deliveries.
- Utilized handheld devices for real-time tracking of medical shipments.
Senior Driver, Courier Services
UT Southwestern Medical Center
12.2023 - 11.2025
- Enhanced operational efficiency by supporting daily transportation activities with Supervisor.
- Monitored and evaluated driver performance, delivering training on routes and equipment.
- Managed AM/PM shift driver activities according to Supervisor's directives.
- Ensured safe transportation for employees and visitors on scheduled routes.
- Maintained vehicle condition and operational records, reporting repairs promptly.
- Assisted Supervisor with employee evaluations and scheduling as required.
Storeroom Clerk
UT Southwestern Medical Center
11.2022 - 12.2023
- Ensured timely deliveries by driving department vehicle to satellite units.
- Consistently met performance standards by completing job requirements efficiently.
- Organized received deliveries for proper floor stock placement and accessibility.
- Enhanced customer satisfaction through courteous interactions and quality service.
- Facilitated teamwork by providing constructive feedback and participating in problem-solving.
Delivery Professional Representative and Regional Distribution Center Dock Associate
The York Group, Inc., Matthews Memorialization
02.2022 - 11.2022
- Enhanced customer satisfaction by ensuring timely casket deliveries to funeral homes.
- Streamlined loading and unloading processes for efficient warehouse operations.
- Prepared and organized orders for next-day deliveries meeting strict deadlines.
- Delivered exceptional customer service while representing the company during deliveries.
Mail Handler Assistant
United Sates Postal
08.2021 - 08.2021
- In the assistant mail handler role, you will perform much of the heavy lifting and loading of large quantities of mail in the warehouse. You must be physically fit and possess the ability to lift and carry 50+ pounds. You will sort mail, maintain a clean working environment, and assist in the supply room. Success in this role will be demonstrated by ensuring the swift and accurate distribution of mail throughout the warehouse.
- Essential Duties and Responsibilities:
Driver/Customer Service Representative
Batesville Casket Company, Inc.
12.2009 - 08.2021
- Safely delivered and unloaded caskets to meet customer demands.
- Communicated effectively with customers via phone and in-person interactions.
- Demonstrated teamwork and independent work capabilities across varied shifts.
- Maintained a clean driving record while operating straight trucks safely.
- Adhered to safety standards and standard operating procedures consistently.
- Flexibly adjusted work schedule to accommodate customer service center needs.
Ops Analyst – Securities – GWIM (Global Wealth & Investments Management)
Bank of America, Dallas TX
Dallas, TX
09.2005 - 02.2009
- Facilitated global trade orders in foreign markets, enhancing operational efficiency.
- Processed and controlled trade orders using global custodian accounting systems.
- Ensured compliance with foreign market deadlines and policies for all transactions.
- Executed heavy data input into BoNY and Bloomberg exchange systems.
- Communicated proactively with internal and external stakeholders to support trust customers.
- Adapted to peak periods with overtime and consistent 40-hour work weeks.
Implementation Consultant – IMAGE/WEB IMPLEMENTATION AND PRODUCTION SUPPORT
Bank of America, Dallas TX
Dallas, TX
07.2004 - 09.2005
- Enhanced ACH operations by resolving technical issues and implementing customer requests.
- Provided support to Business Partners through efficient call management and coordination.
- Reviewed and processed documentation for domestic and international banking transactions.
- Guided team members on procedural and technical changes within operations.
- Utilized various software tools for data analysis and operational reporting.
Accounting Specialist IV – TIBS- Trust Operations – Real Estate Accounting
Bank of America, Dallas TX
Dallas, TX
01.1998 - 07.2004
- Enhanced collaboration among teams to drive effective problem-solving and success.
- Reconciled accounting transactions for asset management, ensuring accuracy and compliance.
- Analyzed rental and billing statements for clients, streamlining processing procedures.
- Addressed customer needs proactively to remove obstacles and improve service delivery.
- Demonstrated strong bookkeeping and reconciliation skills in diverse environments.
- Communicated effectively in English and Spanish, enhancing client interactions and support.
Lockbox / Mail Room / Computer Room
Bank of America, Dallas TX
Dallas, TX
03.1993 - 01.1998
Education
Lindsey - Cooper Refrigerant School
Irving, Texasundefined
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Texas Real Estate School
Dallas, TXundefined
H & R Block
Dallas, TXundefined
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Skills
- Bilingual – Spanish
- First Document Repository
- Word
- 10 Key by touch
- PowerPoint
- Mainframe Pace
- Proof Machine
- Mainframe applications
- Excel
- Lotus Notes
- CC mail
- Encoding/Scanning Machine (imaging system)
- Teller Machine
- Data Entry
- Able to lift 50/80 pounds
- Manage projects
- Able to use time effectively
- Able to stand for long and short periods of time
QUALIFICATIONS
- Highly organized with effective time management skills.
- Strong interpersonal skills and communication abilities.
- Self-Starter who takes initiative.
- Knowledge of PC hardware and software, Word, Excel
- Proven ability to adapt and overcome challenges.
- Ability to handle multiple tasks.
- Positive attitude.
- Team player
- Able to assist others to make decisions and solve problems
- Adaptable to change
- I am willing to seek and take responsibility.
- I am willing to learn.
- Ability to operate a manual transmission motor vehicle.
Timeline
Medical Logistics Technician
UT Southwestern Medical Center
11.2025 - Current
Senior Driver, Courier Services
UT Southwestern Medical Center
12.2023 - 11.2025
Storeroom Clerk
UT Southwestern Medical Center
11.2022 - 12.2023
Delivery Professional Representative and Regional Distribution Center Dock Associate
The York Group, Inc., Matthews Memorialization
02.2022 - 11.2022
Mail Handler Assistant
United Sates Postal
08.2021 - 08.2021
Driver/Customer Service Representative
Batesville Casket Company, Inc.
12.2009 - 08.2021
Ops Analyst – Securities – GWIM (Global Wealth & Investments Management)
Bank of America, Dallas TX
09.2005 - 02.2009
Implementation Consultant – IMAGE/WEB IMPLEMENTATION AND PRODUCTION SUPPORT
Bank of America, Dallas TX
07.2004 - 09.2005
Accounting Specialist IV – TIBS- Trust Operations – Real Estate Accounting
Bank of America, Dallas TX
01.1998 - 07.2004
Lockbox / Mail Room / Computer Room
Bank of America, Dallas TX
03.1993 - 01.1998
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Texas Real Estate School
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H & R Block
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Lindsey - Cooper Refrigerant School