Recordkeeping Representative resume example with 2 years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA94105
:
Summary
Highly-skilled financial and customer operations professional: advanced proficiency across a variety of systems and tools with specific expertise in the appropriate analysis, dissemination and retention of confidential, proprietary personal information. Seeking to obtain a responsible and challenging management position conducive to my education and work experience.
Skills
Software Applications
Skilled Practitioner MS Office Suite, Siebel, ADP, Unified Desktop, Case Manager, CAPTIVA, EXP AG, OMNI, OBIEE, Transaction Portal, Plan Rules, Training, Legacy, EIV, QCI Launcher, Customer Service, PRISM, 50 WPM
February 2019
Administrative support, 50 WPM
Premier, Wealth Management
ADP, Workflow
Billing
Case Manager
CMS
Continuous improvement
Credit
Client
Clients
Customer Service
Email
Fast
Fax
Financial
Forms
Funds
Imaging
Indexing
Insurance
Internal audits
Investments
Letters
Mailing
Mainframe
Mail
MS Office Suite
Office
Outlook
Payroll
PRISM
Processes
Process improvement
Quality
Research
Siebel
Phone
Education and Training
, Expected in 2015 ā āWhite Belt Certificate - Obtained: - GPA:
Indiana Wesleyan University, Expected in ā āBachelors of Science:Business Management - GPA:
Experience
TIAA - Recordkeeping Representative City, STATE, 08/2013 - 08/2015
Responsible for client service and administrative support for various client segments through processing of payments, providing client and institutional outreach, and mailing correspondence.
Researched and process distribution requests for restricted Premier and Wealth Management clients.
Resolved any issue via email, fax or phone with clients and institutions.
Sent daily internal quality and productivity report to management.
Sent all internal quality disputes and provide feedback of results to team.
Provided training assistance to members of team as requested.
Researched, modified, prepared, and submitted all required insurance claim information to all major individual insurance companies electronically and/or manually via CMS-1500 form.
Answered and resolved patient and medical insurance complaints, and/or questions, on patient cop-ay, deductibles, write-offs, etc.
Followed up with insurance companies on unpaid and/or rejected claims, via phone or mail.
Resolved issue and re-submitted claims.
Posted patient check, credit card and cash payments.
Collected, sorted and delivered incoming, outgoing and interdepartmental mail; Scan and file patient paperwork.
Contacted patients and medical insurance companies via phone to locate proper forwarding addresses and make proper corrections for misdirected mail.
Obtained and prepared major updates for all medical insurances for management presentation.
Performed other duties as required by billing and insurance departments.
TIAA - Recordkeeping Specialist City, STATE, 08/2015 -
Exceptions Team.
Process Internal Transfer requests and inquiries.
Correct, delete Omni Rejects for Internal Transfers.
Prepare various Internal Transfer Reports.
Process improvement projects; Identify issues and create new process.
I.e., IPAC, Internal Transfers and Loans.
Handle all updates and deactivations of IPAC calendar received within EXP.
Handle all follow-up tasks received via EXP from plan sponsors and assign to associates accordingly.
Continuous improvement.
Process loans requests; re-amortization, bypass, etc.
Data scrub.
Creating, testing, implementing and training of new dashboards and processes.
Performs other projects and duties as required, SRK Outsource
Responsible for client service and administrative support for various MVAS client segments through processing of funds, providing Good Order Notices.
Research, reconcile data and process Good Order Notices for respective clients.
Apply pension funds received to all respective institutional accounts.
Apply IRA funds received to all respective clients.
Resolve any issue via email and/or phone with CMS's and institutions.
Create daily internal reports for management and staff.
Complete daily scorecard for management.
Update and create IPAC calendar to correspond with institutional payroll frequency.
Perform outreached via phone to institutions that have falling behind on cash payments.
Update IRA NIGO's, such as account numbers, etc.
Send IRA NIGO letters to clients.
Resolve IRA NIGO issues via EXP, OMNI, EFR, etc.
Performs other projects and duties as required.
Pitney Bowes - Customer Service Specialist/Operations Specialist City, STATE, -
Mail, Imaging, Indexing and Corporate Workflow
Assigned to TIAA-CREF Financial Services to oversee, investigate, and reconcile all aspects of the
Imaging and indexing department.
Duties included:.
Opened, prepped and scanned incoming mail from individual participants as well as institutions.
Supervised and executed all Regional office requests received electronically.
Indexed enrollments, IRA requests, Brokerage forms, Checks, Transfers, Beneficiary requests, account maintenance etc.; with the use of EXP AG, Outlook, Mainframe, Legacy and Captiva.
Administered training to new and seasoned associates.
Produced daily internal audits.
Researched and processed requests submitted through the Helpdesk.
Assisted in regression testing for the CAPTIVA platform, which was one aspect of preparation for its modification.
Supervised and communicated all incoming work faxed and/or prepared into each system, and sent out any error notifications to the IT department and management staff.
Also, entered Fast Track program designed to advise individuals on investments.
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