Summary
Overview
Work History
Education
Skills
Timeline
Generic

Wilfredo Ongay

Frederick,MD

Summary

Efficient and precise with commitment to finishing jobs quickly and accurately. Proven to work closely with coworkers for effective data management. Skilled in document digitization, office modernization and data organization for enhanced productivity.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

27
27
years of professional experience

Work History

Diabetes Processing Specialist

Medtronic
01.2022 - 07.2025
  • Responsible for ensuring the efficient and accurate processing of orders related to Medtronic's diabetes products and services
  • Accurately and efficiently processing orders for diabetes products, ensuring they are fulfilled in a timely manner.
  • Supporting internal systems, methods, and procedures to maintain compliance and data integrity.
  • Meeting established objectives for quality and timelines in order processing.
  • Ensuring all records and documents are maintained according to organizational requirements.
  • Understanding and adhering to client Key Performance Indicators (KPIs) and Customer Performance Indicators (CPIs).
  • Contributing ideas for process improvements to enhance efficiency and effectiveness.
  • Participating in training sessions to stay up-to-date on products, systems, and procedures.
  • Communicating with internal teams to gather information and resolve issues.

Member Service Lead Supervisor

Lifetime Fitness
03.2020 - 06.2021
  • Greets and admits members and guest into club by scanning their membership cards and responding to messages regarding their membership accounts.
  • Ensures team members greet and service members in a friendly and professional manner.
  • Assist with supervising and assessing team members while providing constructive feedback and helping them develop excellent customer service, promotional skills and understanding of club policies.
  • Balance cash drawer, reconciles membership accounts, and makes necessary corrections and voids.
  • Reviews applications and perform pre-screening interviews.
  • Assists sales team with club tours and membership options.
  • Educate members on options of placing accounts on hold, medical freeze, and cancellations while maintaining a high retention rate.
  • Performed membership account upgrades and downgrades that fit the needs of the members.
  • Reviewed e-mails, voice-mails, processed and maintained paperwork.

Retirement Plan Consultant

Capital Group
03.2013 - 05.2019
  • Company Overview: San Antonio, TX
  • Educate investors and financial advisors through financial literacy on American Funds service and industry policies.
  • Develop strategies for product positioning and deliver effective presentations.
  • Exhibit deep knowledge of investment concepts and partner with wholesalers.
  • Initiate personalized outbound calls to promote sales opportunities, aid with mutual fund accounts and customer inquiries and reviewed statement audits for accuracy.
  • Identify discrepancies create process to minimize errors and provide support to website users.
  • Collaborate with internal departments on retirement plan operation inquiries.
  • Provide support to plan administrators of group plans.
  • Establish and manage individual and group retirement plan accounts.
  • Lead product group and produced reports to locate IRA plans for qualification to a 401K platform for massive asset retention.
  • San Antonio, TX

Human Resources Team Member

Target Corporation
10.2012 - 03.2013
  • Company Overview: San Antonio, TX
  • Develop a team of through applicant screening who serve by solving problems, removed roadblocks through training and personal development.
  • Partner with the tracking and retrieving of company property for compliance.
  • Demonstrate a culture of ethical conduct, safety and compliance; lead and hold the team accountable for attendance rosters.
  • Assist in identifying training needs, and ensures department is compliant with established policies and procedures.
  • Create and conduct new employee orientation and maintain personnel reports compliant with Health Insurance Portability and Accountability Act (HIPAA), Family Medical Leave Act (FMLA), and the Consolidated Omnibus Budget Reconciliation Act (COBRA).
  • Process benefit plan documents to include but not limited to, medical, dental, disability, life, deferred compensation plans.
  • Performs employee record maintenance and retention functions, assuring the legality of all personnel and medical files, scans documents, maintains databases and retrieves records, posts and distributes notices.
  • Serve as consultant to department management on Human resources related issues, evaluate and audit time discrepancy report.
  • Understand sales goals, plan and execute daily/weekly workload to deliver store sales goals and guest engagement.
  • San Antonio, TX

Human Resources Consultant-Internal Customer Relations

Wells Fargo
10.2009 - 04.2010
  • Company Overview: San Antonio, TX
  • Service inbound phone calls from internal team members in reference to their benefit plans, payroll questions/concerns, human resource(s) policies & procedures, and technical support for our online tool.
  • Utilize traditional & online human resource(s) systems to research and document all transactions in relation to educating our internal customers on human resource related topics.
  • Played a key role in the successful completion of the largest human resources integration that the Wells Fargo legacy companies had ever undertaken.
  • Provide payroll & benefit information to a customer base of 300,000+ employees.
  • San Antonio, TX

Claims Representative

United Healthcare
02.2002 - 09.2007
  • Company Overview: San Antonio, TX
  • Deliver service to approximately 100 inbound phone calls daily and offered detailed information to customers in reference to their claims.
  • Maintained a high level of service while consistently meeting/ exceeding all the customer service requirements.
  • Gained extensive knowledge of claims reimbursement and collection efforts for Managed Care, Medicare, Medicaid, Commercial plans, billing, collections and reimbursement of claims processing.
  • Served as a special liaison for NC retirement group health benefits and reviewed calls for quality assurance.
  • San Antonio, TX

Response Representative-Technical Support & Fulfillment

Avid Technology
06.2001 - 12.2001
  • Company Overview: Tewksbury, MA
  • Provided technical support for incoming calls, reviewed technicians order for error, then fulfilled orders.
  • Join forces with multiple departments to authenticate products & services requested by technicians, and sustained inventory.
  • Work together with shipping department to determine quantity of supplies and warranty products.
  • Tewksbury, MA

Certified Collector

Sears Credit Center
11.1999 - 04.2001
  • Company Overview: San Antonio, TX
  • Negotiate arrangements with customers to secure payment on their delinquent accounts.
  • Contact customers daily via phone and email in the process of delinquency to collect outstanding payments.
  • Build and maintain trustful relationships with customers to ensure timely payments.
  • Interact with all internal departments on disputed refunds, discrepancies and other related problems to expedite payment and certify current and accurate accounts.
  • Identify, manage, and/or escalate issues when necessary and provide suggestions for process improvement.
  • Display excellent communication and negotiation skills, as well as an ability to work independently and interdependently with other business office staff.
  • Effectively respond to customers inquiries concerning their accounts and communicate the importance of collection of early stage delinquent accounts.
  • San Antonio, TX

Production Operator

Micron Technology
09.1998 - 10.1999
  • Company Overview: Boise, ID
  • Ensure Assisted technicians in product quality control and operated an assortment of technical equipment used to produce memory chips.
  • Performed routine equipment maintenance to ensure quality products for customers.
  • Run machines in accordance with guidelines, process product to spec, utilize proprietary software in completing tasks, responsible for excellent communication between production.
  • Manage technicians and engineers, report issues and work with technicians and engineers for resolution on issues.
  • Boise, ID

Education

High school or equivalent -

Skills

  • Operational excellence
  • Data security
  • Information verification
  • Customer service
  • Team leadership
  • Time management
  • Clear communication
  • Recruiting and interviewing

Timeline

Diabetes Processing Specialist

Medtronic
01.2022 - 07.2025

Member Service Lead Supervisor

Lifetime Fitness
03.2020 - 06.2021

Retirement Plan Consultant

Capital Group
03.2013 - 05.2019

Human Resources Team Member

Target Corporation
10.2012 - 03.2013

Human Resources Consultant-Internal Customer Relations

Wells Fargo
10.2009 - 04.2010

Claims Representative

United Healthcare
02.2002 - 09.2007

Response Representative-Technical Support & Fulfillment

Avid Technology
06.2001 - 12.2001

Certified Collector

Sears Credit Center
11.1999 - 04.2001

Production Operator

Micron Technology
09.1998 - 10.1999

High school or equivalent -

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Wilfredo Ongay