Summary
Overview
Work History
Education
Skills
Websites
Certification
Personal Information
Timeline
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David L. Ross

Rockford

Summary

David L. Ross Jr. is a seasoned professional based in Rockford, IL with extensive experience in management, sales, customer service, and various operational roles. He has worked as a Seasoned IRS PTIN certified Tax Professional at Jackson Hewitt, a Self-Employed Contracted Consultant, a Facilities, National Accountant and Midwest Manager at Able Building Maintenance, and a Property Manager at Realty & Mortgage Co. David has gained expertise in tax preparation, training, customer service, analytics, data accuracy, property management, facilities management, health and life insurance production, and leadership development. He holds an Associate's Degree in Business Management and various certifications and credentials, including being a licensed leasing agent, a certified tax professional, a culinary arts graduate, and a licensed insurance producer. David possesses a wide range of skill sets such as management, leadership development, facilitation, coaching, SMART goal training, analytics, logistics, budgeting/forecasting, sales, effective communication, organizational efficiency, and compliance. He is now seeking a new challenge with an organization that values his broad skill sets and diverse background coupled with work/life balance. He is a detail-oriented individual with exceptional communication and project management skills. He has a proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. David is recognized for taking a proactive approach to identifying and addressing issues with a focus on optimizing processes and supporting team objectives.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Seasonal Tax Professional

Jackson Hewitt
01.2018 - Current
  • Responsible for income tax preparation for individuals and companies
  • Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner
  • Completes tax forms in accordance with policies and in compliance with legislation and regulations

Contracted Consultant

Ross Consulting
01.2014 - Current
  • Contracted consultant for call centers that ran sales campaigns and inbound customer services
  • Developed and facilitated new hire training, soft skills, facilitated leadership development modules and implemented performance tracing programs
  • Assisted Property Management companies in building and implementing standard operating procedures and programs
  • Organized offices, researched and discussed analytics and logistics of the industry
  • Recorded and updated details of prospective and existing landlords and tenants into a computer database swiftly
  • Examined properties and informed maintenance staff of issues
  • Advertised available properties and conducted property tours as part of marketing activities
  • Screened prospective tenants to ensure they met eligibility requirements
  • Completed lease applications and assisted with verification of application information
  • Informed prospective tenants of results
  • Inspected properties when tenants take occupation and vacate
  • Maintained and stored documentation effectively
  • Accepted and entered rent payments, security deposits and other applicable fees into database or software
  • This role required strong communication and relationship building skills coupled with data entry accuracy and fiduciary responsibility
  • Independent owner of Ross Consulting EIN: 99-0818527 income tax property management and financial services

Healthcare Team Manager

Alorica
08.2020 - 10.2021
  • Licensed Health Insurance Broker for fifteen states
  • Led teams of agents that acted as advisors to inbound customer calls
  • Medicare plans
  • Lob's consisted of United Health Care, CVS pharmacy help desk, Well Care and Medicare AEP's
  • Received promotion to Consumer Engagement Manager and during this time led over ninety agents through the COI licensing process with a 89% pass rate
  • Extensive knowledge of Medicare, I enjoy helping members to get the very best plans for themselves and family

Midwest Facilities Manager

Able Building Maintenance
01.2011 - 01.2015
  • I have significant experience in supervision of multiple accounts and responsibilities
  • I had been a 'road warrior' in this role supporting seven states, managing multiple responsibilities while taking ownership of new accounts, attending RFP bids and managing the startup transitions of new accounts
  • I built and maintained client relations, kept area supervisors and team members on-track with meeting performance goals/kpi's and raised the bar with team performance
  • I know how to manage my time, set effective and attainable goals to move the progress bar forward
  • I am a hands-on manager who believes that you reap the rewards of hard work, effective planning and execution
  • I have a 'do what it takes' mentality to see performance goals/client and employee satisfaction met and exceeded
  • All HR aspects to include disciplinary coaching, payroll, safety coordination and tracking KPI's, A/P and A/R are just some of my strengths and skills
  • I am highly skilled at building and implementing new processes and providing all levels of reporting including executive
  • I am proficient in Managing numerous janitorial account types from MTF's, Production, Retail, Food Manufacturing, Clean Rooms, Data Centers and Office environments including a six million SF campus 'which I landed from one cold call' for one client in Chicago

Property Manager

Realty & Mortgage Co
01.2008 - 01.2012
  • Managed three separate properties for a total of nearly 300 individual units
  • In charge of coaching and developing a team of 12 employees
  • Promoted to Property Manager of the other two based on performance
  • Maintained approximately 98.7% occupancy; @ times 100% with a waiting list and below 5% delinquency
  • Duties included: Rent collections, daily deposits, applicant screening, new move ins, eviction process, manage A/P, A/R, annual forecasting and budgeting while updating GL real time based on P/L
  • Built processes to improve existing efficiency, maintained solid relationships with tenants and provided executive level reporting to Management, Investors and IHDA/HUD
  • Completely trained and certified in Fair Housing, Section 8 and 42, LIHTC, HUD, IHDA, PHA and market compliance
  • Extremely large City/County and Housing Association network
  • Illinois Leasing Agent license and Certified Occupancy Specialist
  • Built implemented and maintained successful maintenance and OSHA safety programs

Leadership Development Manager / Attrition Manager / Facilitator / Quality Audit Specialist

NCO Group
01.2004 - 01.2008
  • Company Overview: MCI/NCO Financial - Organization was purchased and transitioned to inbound customer service/general technical care for client T-Mobile from VOIP order entry for Time Warner Cable
  • Promoted to Leadership Development Manager role after excelling in the Attrition Manager role following Trainer/Facilitator promotion; subsequent to Quality promotion
  • Coached and Developed members of management on skills such as, Time Management, Communication, Team Building, Ethics, plethora of soft skills
  • Responsible for daily planning and facilitating to class sizes of 25+
  • Assured material retention by incorporating hands on teach backs
  • I demonstrate the importance of leadership ability, versatility, organizational skills and dedication to success
  • Facilitated daily pre-shift meetings addressing our strengths and weaknesses and then offered recognition for improvement
  • Implemented an internal quality control program, raised quality average consistently monthly
  • Tracked and reported weekly trends per bay, system and center
  • Conducted one on one audits, coaching, developing and mentoring to 50+ Supervisors
  • Built rapport with reps on the floor, acknowledged by support from the floor and personal awards from superiors
  • Designed and implemented tip sheets that were nationally approved and utilized in numerous order entry centers
  • Developed and built large amounts of training mods, I thrive in a classroom environment and am extremely comfortable facilitating all levels of learners and learning styles
  • Involved with continuous education to ensure consistency and accuracy
  • Provided daily, weekly, monthly and quarterly reports, presented verbally and visually to all levels of management
  • MCI/NCO Financial - Organization was purchased and transitioned to inbound customer service/general technical care for client T-Mobile from VOIP order entry for Time Warner Cable

Sales/Leasing Specialist

Ken Nelson Auto Plaza
01.2000 - 01.2004
  • Responsible for automobile sales to walk-in public and scheduled appointments
  • Met and exceeded monthly sales and gross profit quotas
  • Immense amount of public relations and extreme customer follow up
  • Averaged 15 units sold per month, awarded top salesperson out of 40 plus sales associates several years
  • At this current time period I also returned to continuous education to gain my Associates degree with a 3.92 GPA in Business Management

General Manager

Aaron's
01.1998 - 01.2000
  • Promotion awarded due to exceptional performance as an Account Advisor
  • Responsibilities included; P/L, A/R, A/P, trained and coached 12 new employees, successfully lowered delinquency by 10%, lowered shrinkage problem by 65%, and raised the customer base to 40+ new contracts per week
  • Implemented and operated the only liquidation center in the Atlanta district
  • This role was pivotal to my future skill sets as I excelled into this at the age of 23
  • Gained a broad skill set in customer relations, credit management, procurement, logistics delinquency, data entry and skip tracing

Credit Manager

Heilig Meyers Furniture
01.1995 - 01.1998
  • Promoted and transferred from the Freeport division to the Joliet division and ultimately to Atlanta GA as a troubleshooter due to superior performance as Credit Manager at the age of 21
  • Lowered delinquency by 17%, managed a $750,000.00 A/R, made in house credit extension decisions and conducted daily collections for delinquency control
  • Supervised and coached subordinates in each of these locations
  • Liquidated numerous stores due to corporate closings
  • Recruited by headhunter to subsequent position

Sales Representative

P & W Supplies
01.1988 - 01.1995
  • Sales representative for my fathers automotive paint and industrial welding business
  • I have been involved in customer service, delivery, finishing with route sales from the age of fourteen
  • I believe these years shaped and developed me into the man and skill set I possess today
  • I am a certified Auto Body Technician

Education

Certificate - Culinary Arts

Lakeland Community College
Mattoon, IL
01.2017

Associate - Business Management

Lakeland College
Mattoon, IL
01.2004

High school diploma -

Pearl City High School
Pearl City, IL
01.1992

Skills

  • Communication skills
  • LIHTC
  • VoIP
  • Office Management
  • Custodial experience
  • Business development
  • Office management
  • Analysis skills
  • Inside sales
  • Clerical experience
  • Product demos
  • Quality assurance
  • Microsoft Excel
  • Microsoft Word
  • Windows
  • Hospitality
  • General ledger accounting
  • Time Management
  • Section 8
  • Merchandising
  • Adobe Acrobat
  • Computer networking
  • Customer relationship management
  • Outside sales
  • Technical sales
  • Accounts payable
  • Human resources
  • Janitorial experience
  • Yardi
  • Upselling
  • Analytics
  • Fair Housing Regulations
  • Market research
  • Manufacturing
  • Accounts Payable
  • Financial report writing
  • Classroom experience
  • Procurement
  • Marketing
  • Relationship Management
  • Quality control
  • Leadership
  • Classroom experience
  • Insurance sales
  • Retail sales
  • Front desk
  • Meeting Facilitation
  • Property management
  • Management
  • Restaurant experience
  • QuickBooks
  • Typing
  • Accounting
  • Tax experience
  • Negotiation
  • Supervising experience
  • Order Entry
  • Team management
  • Cash handling
  • Warehouse management system
  • Facilities Management
  • Culinary experience
  • Technical support
  • Payroll
  • Quality Audits
  • Fair Housing regulations
  • Bookkeeping
  • Account management
  • Project management
  • Property leasing
  • Computer Networking
  • SAP
  • Relationship management
  • OSHA
  • Budgeting
  • Tax experience
  • Microsoft Office
  • Data entry
  • Quality Assurance
  • Property leasing
  • Sales
  • Order entry
  • Forecasting
  • Databases
  • Assembly
  • Lead generation
  • Property management
  • Accounts receivable
  • Filing
  • Auto body repair
  • Cooking
  • Curriculum development
  • Customer Relationship Management
  • Tax credits and incentives
  • Tax compliance expertise
  • Mathematical calculations
  • Financial analysis
  • Audit defense techniques
  • Individual tax preparation
  • Organization skills
  • Local, state, and federal tax returns
  • Relationship building
  • Client communication
  • Verbal/written communication
  • Financial statements
  • Data inputting
  • Document preparation
  • Account reconciliation
  • Staff development
  • Filing system management
  • Risk management
  • New business development
  • High accuracy
  • Direct IRS filing
  • Teamwork

Certification

  • Fair Housing, LIHTC, Section 42 & 8 Specialist, 04/01/10, Present
  • Food Handler Certification, 01/01/25, 01/31/28
  • IRS PTIN Certified Tax Professional, 11/01/18, 09/30/25
  • Life & Health Insurance License, 09/01/18, 08/31/25
  • EMT-I, 03/01/95, 07/31/00

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

Timeline

Healthcare Team Manager

Alorica
08.2020 - 10.2021

Seasonal Tax Professional

Jackson Hewitt
01.2018 - Current

Contracted Consultant

Ross Consulting
01.2014 - Current

Midwest Facilities Manager

Able Building Maintenance
01.2011 - 01.2015

Property Manager

Realty & Mortgage Co
01.2008 - 01.2012

Leadership Development Manager / Attrition Manager / Facilitator / Quality Audit Specialist

NCO Group
01.2004 - 01.2008

Sales/Leasing Specialist

Ken Nelson Auto Plaza
01.2000 - 01.2004

General Manager

Aaron's
01.1998 - 01.2000

Credit Manager

Heilig Meyers Furniture
01.1995 - 01.1998

Sales Representative

P & W Supplies
01.1988 - 01.1995

Certificate - Culinary Arts

Lakeland Community College

Associate - Business Management

Lakeland College

High school diploma -

Pearl City High School
David L. Ross