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The Opti-Insider Newsletter 2.0 November 2023 Edition

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November 2023November 2023All the latest news & happenings goingAll the latest news & happenings goingon at Orange County & Phoenix's beston at Orange County & Phoenix's bestcompany!company!

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GENERAL ANNOUNCEMENTSCore Value11345678910Karina GarciaKathelin RodriguezMarissa VillarrealMaria CabreraNatalie OchoaRuby VillatoroLeslie AbrajanRonny SilvaSerica GomezPaulina SaucedoJuly 3 - October 29For more information on theOpti-Rewards Program:November 13thNew office open to all teams!

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L U N C HD A T E T B AO N S I T E I N O F F I C ES T A Y T U N E D !JOIN US FOR AHELP US DONATET O Y D R I V E T A K I N G P L A C E A TO U R T H A N K S G I V I N G L U N C H ! OPTIMA CARESV O L U N T E E R D A Y S S I G N U P H E R E

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UpcomingRaffle, Stars, and Snacksfor CharitySTAY TUNED FOR MORE DETAILSLet’s Honorthe SacrificeCulture CircleD & IIf you have any questions, please reach out to LHTSLeader, Nick Carrasco, or DICouncil@optimataxrelief.comRecapD&I OPEN HOUSE FALL FESTIVALThank you everyone for your helpin bringing our D&I Festival to life!Click Here to view the D&I Video!LET’S STAND UNIDOS BINGOThank you everyone forparticipating and helping us raise$721.24 for Latino Health Access!

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November 3 - November 14OPEN ENROLLMENTClick here to learn moreOptimians, be sure to make your changes to be enrolled for 2024 benefits!EVENTRecapTRUNK OR TREATOptimians and family members joined us on site for our 4th annualTrunk or Treat for some treats, games, and fun!WELLNESS & Benefits

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CLICK ONCLICK ON THE BIRTHDAY PRESENTTHE BIRTHDAY PRESENT4 yearsPatricia Ahumada-Cortez6 yearsKevin KimAnniversariesAnniversaries3 yearAlessandra Vela9 yearsArmando OrizabaPhilip MeyerEmployee RecognitionEmployee Recognition5 yearsJulie HernandezHappyHappy Birthdays!Birthdays!Employee GrowthEmployee Growth2 yearAmy NorrisCorinna AuauCristian MendozaLeslie BarbozaLilliana OchoaLu PuzonPeter NaggarVictoria GoodmanWilliam Ly1 yearAlfredo GonzalezAnnette BuiJoseph ArceLily VuPromotions/TransfersPromotions/TransfersVictoria Goodman - RO Case ManagerSandra Navarro - Retention Agent 2Paulina Saucedo - ERB Specialist8 yearsBianca Andrade7 yearsOlivia SolanoTaralynn Lee

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SANDRA NAVARROHello my fellow Optimians!I am a California native born and raised in Costa Mesa! I moved tosouth county in 1996 and have since fallen in love with RanchoSanta Margarita. It has been on several lists for being the safestcity in the nation. I love the beach and make it a point to go asoften as I can, sometimes doing a staycation in one of the beautifuloceanside hotels in Laguna Beach. I enjoy wine tasting andtraveling with my husband or my faithful group of close friends. Getting to Know You!I have been in the customer service field since I was 16years old. I enjoy helping people, as service is one of mygifts, along with hosting. I love having family and friendsover for good food and fun. On that note, I have 7grandkids and enjoy spending time with them one on one.Before coming to Optima, I worked in auto finance for 8 years, as a caregiver, andwas a loan officer in the mortgage industry. Working at Optima has brought manyrewards including new friends. I have learned a lot about the IRS and tax debt,enough to know I never want to be in debt with them! I love the culture here and take advantage of all the funfamily events Optima offers. I belong to the Let’s Breakthe Stigma Culture Circle and have really enjoyed themeetings; Seeing everyone be vulnerable in a safe placeis so refreshing. I have taken advantage of theresources provided and feel that this is definitely one ofthe best things about Optima. The management teamhere has been so encouraging and nurturing. I lookforward to continued growth and success with Optima. Thank you for taking the time to read.Don’t be shy and say hello at the nextOptima event!

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LEADERSHIP FUN FACTS!What are your hobbies?Matt LarsenSlow-pitch softball, snowboarding, and fantasy sports of all kindsDo you have a hidden talent?I am actually a pretty good snowboarder - in my younger years,I had a few sponsors for clothing apparel and gogglesWhat would your superpower be and why?To turn people’s pessimism into optimism -where there’s a will there is a way!Do you have any pets?Yes, two dogs that are both rescues. Sadie (my pitbull) and Lily (my chihuahua).Where would you travel to and why?A beach with warm sand, cold drinks, and a relaxing vibe.Me and my wife need it! LOL!!!

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Employee of the MonthVINCENT CARROLLClient Reviews

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EngagementEngagementOctober 27thEmployeeEmployeeRuby VillatoroH O W M A N Y T R U N K S D I D W E H A V EH O W M A N Y T R U N K S D I D W E H A V EA T T R U N K O R T R E A T T H I S Y E A R ?A T T R U N K O R T R E A T T H I S Y E A R ?$25 gift card coming your way!Congrats to...for winning last month's EmployeeEngagement question!