David B. Email & Phone Number

Sacramento, Ca, Us

United States

I engineered an advanced CRM tool within the application to empower staff toprovide personalized experiences and recognize customer needs upon arrival.I optimized efficiency in banking services by introducing features thatsuggested relevant services based on customer profiles.Key Contributions:• Increased efficiency by implementing digital documentation via UbiDocs fora major hospital in greater Sacramento, while developing streamlinedworkflows, processes, and procedures.• Controlled mail and shipping operations, while optimizing overallefficiency.• Uncovered and addressed service issues promptly for mitigating potentialconcerns.• Achieved financial targets on a monthly, quarterly, and annual basis,driving operational profitability.• Successfully maintained and optimized mail room equipment, including Highspeed mail inserters, Opex Machines (Falcon+red, Falcon+, and Gemini), Pitney Bowes meters (low and high volume), high-speed folder inserters, and automated openers and folders.

Folsom, California, United States

I interacted with clientsexecutives, to determine forwarding instructions for business and personaldocuments. I categorized items such as IRS tax forms, DMV car registrations,credit cards, million-dollar artwork purchased at auctions, and businessacquisitions. I reviewed and updated department needs and procedures incollaboration with Management, ensuring alignment with organizational goals.I identified and reported unsafe conditions, conducting research to upgrademail services technology and enhance safety. I maintained optimalfunctionality and longevity of mailroom equipment through proper maintenanceand timely repairs. I complied with company policies, procedures, andregulatory requirements, maintaining compliance and operational integrity. Iserved as the primary liaison for couriers and equipment suppliers,facilitating seamless communication and service delivery.Key Contributions:• Enhanced efficiency by designing and leading the Mail ServicesDepartmentfor delivering staff training, guidance, problem resolution,report creation, and customer service, while implementing processenhancements.• Oversaw and managed the operational requirements of the mail servicesdepartment for optimizing workflow and productivity.• Developed improved mail processing system, decreased processing times froma four-day delay to completion within eight hours, and increased operationalefficiency.

Rancho Cordova, California, United States

I provided outstanding customer service and support by greeting andacknowledging customers. I mentored and guided team members, ensuring theywere trained and capable of performing assigned tasks. I maintained andupdated the customer database for accuracy and relevance. I respondedpromptly to customer inquiries through thorough research and timelycommunication. I fostered a positive team environment through constructivefeedback, team-building activities, and effective leadership. I sorted anddelivered mail to the correct mail stops, ensuring timely distribution. Igenerated and presented detailed reports for leadership, providing valuableinsights and updates.Key Contributions:• Progressively advanced through multiple roles, including team lead,provider concierge, claims examiner, data entry, and customer service forstate-run Denti-Cal/Medi-Cal Dental program, and Incoming/Outgoing MailClerk.• Led a team of 25 as a Subject Matter Expert (SME) in dental claims,providing comprehensive staff training, guidance, problem resolution, dataentry, report creation, customer service, and process enhancements.• Delivered exceptional, responsive service as per Delta's commitment toexcellence during all customer and employee interactions.• Ensured significant cost saving by identifying and resolving potentialbilling errors.• Successfully maintained and optimized mail room equipment, including Highspeed mail inserters, Opex Machines (Falcon+red, Falcon+, and Gemini), Pitney Bowes meters (low and high volume), high-speed folder inserters, and automated openers and folders.

Davis

► I sorted and distributed mail daily to an assigned route.► I obtained signatures for certified, registered, and delivery confirmations. ► I mapped out routes to avoid retracing delivery paths.

Rancho Cordova California

► I opened new customer accounts, positively attracted customers by promoting the product, and company.► I recommended possible products to meet the customer's needs. ► I prepared product and customer reports by gathering data collected during customer interactions.

Woodland, California, United States

I managed daily inventory counts and made recommendations for process improvements.► I assisted with inventory maintenance reports and staged products for the installation team. ► I worked closely with other team members in Operations to resolve inventory-related issues.

Sacramento, California, United States

Analyze and resolve any technical issues related to computer systems, hardware, and computer peripherals,provide on-site servicing and rectify the major OEM printers,Resolve problems with the desktops, laptops, and printers at the component levelRecord, upgrade and replace hardware and software systemsOffer technical support for activities associated with the identification, prioritization, and resolution of reported problemsInstall and reinstall software packages and updatesBe able to recognize, research, isolate, resolve, and follow-up on problemsHandle all administrative aspects within the time limitProvide feedback that includes customer information and usage reports for the printer

Citrus Heights, California, United States

Responsible for assisting the store manager in maintaining a positive environment, which provides fast, efficient, and friendly service ensuring a total quality experience for both our customers and team members.Assisting in training, customer service, product knowledge, and education, encouraging safe work practices, and a demonstrated commitment to our guiding principles and house rules.Maintaining a clean, organized and stocked environment and when necessary assists in the distribution of product shipments.Performing all pos duties, front and back of house functions including opening and closing procedures, coordinating with the corporate office as necessary.Establishing effective and positive communication amongst all team members.Assisting the store manager in maintaining proper coverage and team member schedules ensuring that the store maintains customer service standards and team members adhere to meal and break policy.Assisting the store manager and assistant manager in planning and executing all sales promotions effectively and efficiently.Following and directs team members to follow store policies, procedures and adhere to merchandising and cleanliness standards.

Associate'S Degree, Architectural Drafting And Architectural Cad/Cadd

High School Diploma, General Studies