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Opti-Insider September 2024

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In this issue:General AnnouncementsEventsOptima Cares/D&IEmployee Recognition/GrowthOFG WinsWellness & BenefitsHR TipsEmployee EngagementSeptemberOpti-Insider

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General AnnouncementsCore ValueDrivenWe adapt and keep movingforward Top 10 12344678910Jennyffer DavidsonAuryell GarciaMaggie HsuAida SarkamarianGeorge MendezDeanna AldayyatAmerica PueblaVictoria CalaguianMariah SanchezJennifer EspinozaJuly 1st- August 25thFor more information on theOpti-Rewards Program:HolidaySeptember 2ndOptional DayAugust 30th

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Lost and FoundLost any items?Optima now has a Lost and Found located atthe 3rd floor security desk!Come by and claim your itemsOptima remembers allof those who lost theirlives and honor ourcountry’s resilience andthe strength of theAmerican spirit.

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All-Star LunchCelebrating the Q2 All-StarsSeptember 6th

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Every Wednesday dress up as the designated theme and come take a groupphoto to earn 5 culture points! Earn a raffle ticket each week you participatefor a raffle spin at the end of the month!Spirit MonthCrazy Sock DaySeptember 4thJersey DaySeptember 11thTwin DaySeptember 18thDecade DaySeptember 25th

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Beach BashEvent Recap!Thank you to all of the Optimians who came out withtheir friends and families for our summer event!Click HERE to view event photos!Book DriveThank you to everyone who donated books for ThinkTogether. With your help, Optima collected 3 7 1 b o o k sfor low income students!

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Hello Optimians! My name is Karen Ordorica. My journey with Optimastarted in March of 2022 as a customer servicerepresentative. In August of 2023 I joined the RetentionDepartment as a client retention specialist, and I havenow circled back to the Customer Service Department as ateam lead starting this September. I was born and raised in Orange County. I’ve moved out ofOrange County multiple times, but I just keep coming backbecause there’s just no place like home. I graduated fromCal State Long Beach with a Bachelors in Sociology. GoBeach! I have a fur baby name Nala. Sweet Nala is 13 yearsyoung. She loves cuddles and going for walks. Nala mightlook intimidating but she’s the sweetest and most well-behaved fur baby I know. I love the TV show F·R·I·E·N·D·S· I’ve watched all 10seasons countless times. I have a collection of “Friends”merchandise that my Friends and Family have gifted me. Ieven did a small DIY photoshoot recreating a scene fromone of Rachel’s birthday parties for my own birthday. It’son my bucket list to visit the F·R·I·E·N·D·S studio. I enjoy spending time at the beach, rain or shine, day ornight. I also enjoy spending time with my friends andfamily, making reels, going to concerts, dancing, hiking,learning new recipes, shopping, and being creative. Thank you for stopping by my page and getting to knowme. Don’t be shy to say “Hi” if you see me in the halls orelevator. Karen OrdoricaG E T T I N G T O K N O W Y O U

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Ruby VillatoroDo you have any pets?L e a d e r s h i p F u n F a c t sI’m a dog of 4...2 frenchies named ‘Jaxx andMocha’, German Shephard named ‘Ace’ and anAmerican Bully Mix named ‘Roxxy.’What is your favorite meal?Cajun Shrimp and Mussels from Kick N’ Crab!What was your first job?I worked at McDonalds in South Coast Plazafor a month when I was fresh out of highschool. I was only there for a month andquickly realized the food industry was not forme. >.<Do you have a hidden talent?I can swim faster backwards than I canforwards lolWhat are some of your hobbies?I like to attend EDM festivals, enjoy trailhiking, and learning new food recipes.

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RECOGNITIONEmployee10 yearsBrent RicklesPhillip HwangValentino AdamsAlex MaldonadoLi RiopelleGeorge GonzalezAlex MomdijanShawn Freyer8 yearsNatalie Ochoa7 yearsJanett ReyesTim BallKristie BrentDavid ThormanVivian Nguyen6 yearsAndrea RaigozaRosemary Miranda5 yearsRoberta SettleMichael RevaneMarcela RodrigesGuy PearsonElizabeth Ramos4 yearsJessica JacksonSherry LarsonDenitra Price3 yearsCharley ShihSusan FormentoNika VahdatDarryl VigilErica Wang2 yearsJohn MaldonadoAdmando PelayoRoberto PerezPromotions/TransfersPatricia Ahumada-Cortez - Director, HRJhony Cazares Sosa - Manager, Software Dev.Ruby Villatoro - Case Manager TL - ACSKaren Ordorica - Customer Service III TLConnor Borchardt - Sr. TA 2David Choe - Sr. TA 2Sergio De La Torre - Sr. TA 2Andrew Dominguez - Sr. TA 2Gabriel Mena - Sr. TA 2Paula Reichelt - Sr. TA 2Mark Stephens - Sr. TA 2New HiresMark Arzo - Sr. TA 1Ernest Barragan - Sr. TA 1Nathan Bonaparte - Sr. TA 1Ryan Conliss - Sr. TA 1Ryan Hall - Sr. TA 1Shelby Head - Sr. TA 1Michael Montalbo - Sr. TA 1Sheri Salvatore - Sr. TA 1Jeffrey Spirk - Sr. TA 1Ladan Tahvildaran - Sr. TA 1Jola Bolaji - Product ManagerDaniela Fernandez - Customer Service Rep. IIINayanna Harris - Payments CoordinatorDawn Hotopp - Payments CoordinatorYahaira Lopez - TP Support SpecialistNasim Roshdieh - TP Support SpecialistIsaac Pardo - Documents SpecialistSha-Marra Reynolds - Payments CoordinatorFrederic Valencia - Senior Debt ConsultantAndrew Yanney - Case Manager - ACSMarvin Doblon - Case Manager - ACSHappy Birthday!

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September is Deaf Awareness Month, bringing visibility toand awareness of the communication needs and uniqueidentity of deaf and hard of hearing people. Did youknow, approximately 1 in 6 people have hearing loss, and7 in 10 people affected by hearing loss are over 70, whichis expected to increase by 50% in the next 20 years. BenefitsWELLNESSSeptember Is Deaf Awareness MonthIn life’s fast-paced rhythm, finding momentsfor self-care often seems like a luxury, butit’s crucial for our overall well-being.Contrary to common misconceptions, takingtime for oneself isn’t a selfish act. It’s abouthonoring our minds and bodies by allowingourselves the space to relax, unwind, andrecharge.Take Time Out For YourselfThe Wellness committee is hosting ajournaling challenge this September!Journaling can help you de-stress and winddown. Make sure you participate and submityour weekly journal log!September Wellness Journaling Challenge

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“Optima Tax consultants arethorough, veryknowledgeable, andattentive throughout theprocess of resolving yourtax issues.”“Bashar was very informativeand answered all our questionswith patience. He was veryconcerned that we werecomfortable with the decisionsbeing made. I recommend thiscompany.”Employee of the MonthMelissa Torres“Melissa, has been ahuge help in the TaxPrep Fulfillment team.Always helping herpeers and makingsure the tax returnsare good for filing toavoid any issue."Client Reviews“Marisa Bruce is truly an asset to your company. Sheexplained the program very well, answered all of myquestions and made the process easy for me as I amreally concerned about this tax debt. She is veryprofessional and I am so glad she answered my call.”

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EmployeeENGAGEMENTEnter your answer by September 15th toreceive 5 culture points and be entered ina raffle for a chance to win a $25 gift card!How many books did we collect fromour book drive?CLICK HERE TO SUBMIT YOUR RESPONSECLICK HERE TO SUBMIT YOUR RESPONSECongrats to Eydalid Barboza forwinning last month’s employeeengagement question!$ 2 5 g i f t c a r d c o m i n g y o u r w a y ! !