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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLE
WORK EXPERIENCE
TIAA-CREF, Charlotte, NC September 2005 - Present
Asset Transfer Recordkeeping Specialist
Processes client account transfer requests, internal / external client and contra firm contact, as well as mutual fund asset research and reconciliation.
Responsible for a detailed review of assets (equity / mutual fund) and supporting documentation along with coordination with client and / or other financial institutions to ensure the expedient receipt/delivery of assets.
Accountable for research and resolution of transfer breaks between TIAA, fund companies and broker dealers using various systems.
Assists management by serving as a knowledgeable resource for the research and resolution of complex operational issues, and for escalating potential risk items and areas.
Works with colleagues to complete tasks that satisfy client-specified investment guidelines or reporting requirements.
Assists Team Leader in reviewing daily reports, resolving performance issues, etc. and assumes additional responsibilities as requested
Senior Project Specialist: Trading for Fidelity & St. Barnabas
Responsible for working collaboratively with key clients and project teams on developing, monitoring and updating costs and/or integrated project plans and schedules so that projects may be executed in the most efficient manner possible.
Provided expertise on methods, techniques, standards, processes, procedures, guidelines and templates, for cost/scheduling.
Worked in client service based atmosphere on a variety of projects, across multiple internal groups and utilized innovative technologies and software.
Maintained integrity and confidentiality when handling member s accounts.
Adhered to all security policies and procedures.
Contributions Specialist Shared Services
Processed contributions and rollover requests from alternate carriers as well as internal rollover using application EXP (formerly Power Image) and Omni Station.
Processed a variety of transactions including but not limited to contributions and adjustments within the Omni system.
Provided day to day client/ administrative support for various customer segments.
Investigated contribution matters to make administrative determinations regarding a clients account.
Posted contributions, interest and penalties due to a clients account.
Assisted in the processing of deposits and quarterly contributions.
Ensure that all transactions are processed in a timely manner, adhering to compliance and corporate standards.
Lean experience and the TIAA-CREF WAY including Standard Work, Problem Solving and Visual Management.
Enrollment Specialist
Acted as a liaison between existing and potential clients, brokers and providers
Communicated benefit information, plan changes and benefit education as needed throughout the year
Ensured plans complied with legal, policy and/or contract regulations
Ensured fair and consistent administration of plans
Managed 403(b) and 401(a) retirement eligibility, distributions, and plan descriptions
Interacted professionally with other departments within the company
Vanguard Group of Investments, Charlotte, NC November 2004 September 2005
Vanguard Investor Processing (VIP) Associate
Processed various mutual funds investor requests in a timely manner to be consistent with corporate mandates.
Transferred retirement and non-retirement shares and assets to new registrations, new owners, or new beneficiaries.
Completed updates to pertinent personal identifiers on accounts after thoroughly verifying the customer via the phone.
Made outbound calls to shareholders to get clarification or additional information in order to satisfactory complete maintenance requests on accounts.
Candidate's Name RESUME Pg. 2
LSG Sky Chefs, Charlotte, NC June 2003 October 2004
Operations Manager Trainee
Received and distributed petty cash to inbound and outbound aircraft at Charlotte Douglas International Airport.
Responsible for keeping accurate logs of funds disbursed and received
Provided exceptional customer service to internal and external customers
Responsible for building and maintaining healthy business relationships to facilitate organizational profitability
Ensured all Quality Assurance standards were maintained
Offered solutions that aided and facilitated a unique customer service experience
Multi-tasked in hectic and stressful situations
Compass Group North America, Charlotte, NC May 2002 March 2003
Customer Service Representative
Assisted customers with questions regarding employee benefits such as life insurance, disability insurance, union benefits and payroll taxes and deductions.
Ensured consistent adherence to Compass Group member service standards throughout every member-owner interaction, including basic problem resolution.
Handled complex accounts with a strong process- and detail-orientation and approached problem-solving with a high degree of urgency and accuracy.
EDUCATION
Central Piedmont Community College, Charlotte, NC Currently Enrolled
Computer Science
SKILLS/EXPERTISE
Oracle Advanced knowledge of Microsoft Office Suite to include Word, PowerPoint, Access, Excel, Visio Omni Plus Station EXP Power Image AS400 Workflow Station MS SharePoint Siebel Tableau Plan Rules OBI
EXPERTISE
Database Management Systems Review Data Mining Variance Analysis Business Process Improvement Business Analytics Audit/Risk/Compliance Support Strong Oral and Written Communication Working knowledge of retirement products Project Management Strategic Planning
REFERENCES
Abigail Bingham
Director, Operations
TIAA-CREF
Tel: PHONE NUMBER AVAILABLE
Email: EMAIL AVAILABLE
Lynda Bieksha
Manager, Operations
TIAA-CREF
Tel: PHONE NUMBER AVAILABLE
Email: EMAIL AVAILABLE
Carlotta Vereen
Assistant Group Controller Enterprise Information Technology
Wells Fargo
Tel: PHONE NUMBER AVAILABLE
Email: EMAIL AVAILABLE |
