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Joel L. profile image

Joel L.

Sr Business Operations Associate at Tally
Intro Book
Seasoned professional with diverse experience in finance, logistics, and operations.
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Location
San Francisco Bay Area, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
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Bio

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Joel L. is a seasoned professional with 20+ years of experience in various industries, including finance, logistics, and operations. He is proficient in English and Spanish. He has worked as a Workforce Management Analyst, Operations Supervisor, and Transit Driver, and has also completed internships in finance and tax preparation. He holds a Bachelor of Science degree in Business/Managerial Economics with a Minor in Psychology from UC Davis.

Experience

  • Tally
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Sr Business Operations Associate
      • Jun 2021 - Present

    • Sr Collections
      • Nov 2019 - Jun 2021

  • LendingClub
    • United States
    • Financial Services
    • 700 & Above Employee
    • Workforce Management Analyst
      • Oct 2018 - Oct 2019

      Provide subject matter expertise and analysis relating to staffing and strategic planning to senior leadership.Partnered with the Data Science and Analytics teams to bring actionable insights and foresight and help drive them into front line operations.Work closely with BPO and ramped up operations in different departments across multiple geographies.

    • Payment Solutions
      • Jan 2018 - Oct 2018

  • J.B. Hunt Transport, Inc.
    • United States
    • Truck Transportation
    • 700 & Above Employee
    • Operations Supervisor
      • Feb 2016 - Dec 2017

      Completed, analyzed and presented weekly reports on productivity/efficiency and revenueManaged inventory orders and creation of daily routes, drove account to have the highest revenue per truck in regionLed a diverse group of individuals to provide the best customer experience possible

    • Dedicated Manager in Training
      • Dec 2015 - Feb 2016

      Completed 3-6 month program in only 2 months

  • ASUCD Unitrans
    • Davis California
    • Transit Driver
      • Apr 2014 - Dec 2015
      • Davis California

      Certified Commercial Driver’s License (Class B); Responsible for safely operating transit buses in daily service and charter service; Provided exceptional customer service and comfort to all passengers; Completed passenger data paperwork; Inspect all Unitrans vehicles prior to operation.

  • Students in VITA (IRS program)
    • Sacramento, California Area
    • Tax Preparer Intern
      • Nov 2014 - Apr 2015
      • Sacramento, California Area

      Prepared tax returns for members of the community and introduced them to financial literacy topics.

  • Morgan Stanley Financial Training Program
    • Sacramento, California Area
    • Financial Training Intern
      • Jul 2014 - Aug 2014
      • Sacramento, California Area

      Performed fundamental and technical analysis on stocks. Applied skills, learned during seminars/workshops hosted by Senior Vice President of Wealth Management to complete research projects

Education

  • 2011 - 2015
    UC Davis
    Bachelor of Science (B.S.), Business/Managerial Economics with Minor in Psychology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Management Consulting”

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