JM

Joanna Mendoza

Banking & Reconciliation Manager at TRI-AD

Joanna Mendoza is an experienced banking and reconciliation professional with a comprehensive background in customer relations and administration. Currently serving as Banking & Reconciliation Manager at TRI-AD since July 2015, Joanna has progressed through various roles within the organization, including Banking Supervisor and Banking Specialist. Prior experience includes positions at Optical Connection, Inc. as a Customer Relations Representative and at Rassel Chiropractic Center as a Chiropractic Assistant. Joanna’s career began at Wells Fargo as a Customer Service Sales Representative. Educational qualifications include a Master of Business Administration from Point Loma Nazarene University, expected in August 2025, and a Bachelor of Business Administration from the same institution, earned in 2022, along with an Associate's degree from MiraCosta College.

Location

Temecula, United States

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TRI-AD

TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for almost 50 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a "cookie cutter"​ benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around. TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.