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Work experience

Dec 2007Dec 2012

Document Specialist

SunGard Data Systems, Inc

Development and maintenance of employee benefit plans, including legal compliance, new plan documents, amendments, restatements, and document distribution on behalf of clients(employers). Team Lead: daily assignment distribution, client consulting, team member counseling, lead monthly team meetings, generated and maintained training manual and standard operating procedures, continuing education and cross-training coordinator, and scheduling. Administrative duties. Tested and monitored system enhancements and entered resolve requests into project system Interdepartmental liaison, special projects coordinator. Generated special correspondence and processed via electronic and physical mail. Identified, scrutinized, improved, and streamlined complex work processes. Trained under Certified Pension Consultant to qualify to write amendments and correspondence.

May 2004Mar 2007

Lead Analyst

Merrill Lynch & Co

Call center functions and processing of account transfers. Extensive knowledge of full or partial account transfers including ACAT, DTC, and wire transfers. Project distribution, team building, conflict resolution, problem analysis, elevated customer care, call monitoring and reporting, employee reviews, maintained SOP, and scheduling. Six Sigma, interdepartmental, and pilot projects. Directly reported to VP and upper level management.

Mar 2002Mar 2004

Retail Support Agent

Winn-Dixie Stores, Inc

Technical support, customer care, research, and dispatch.

Jun 1997Mar 2002

Cashier/Assistant Manager

Jonfor Dry Cleaners

Customer service, cashier, sale of credit program, beginning and end-of-day reports, open and close store, inventory, reconciliation of cash drawer, employee scheduling, monitoring service time frames, and assisting dry cleaning associates with pressing and bagging items when needed.

Education

Skills

Employee Benefit Plans
Written and Oral Communication
Inventory
Finance/Accounting
Administration
Team Lead/Management
Cashier
Reporting
Technical Support
Data Analysis and Reconciliation
Data Entry
Customer Service
Microsoft Office
Counseling
Visual Basic
Organization

References

Arthur W. Bunch, Jr., President (Disability Income Services)

Suzanne Hansen, Pension Consultant (SunGard)

Keith J. Lundy, BM2 (US Navy)

Certifications

Six Sigma

MLPFS

Certified Mentor

MLPFS

Retirement Plan Fundamentals 1&2

ASPPA

Registered with NYSE

MLPFS

HIPPA

Winn-Dixie