Recordkeeping Representative resume example with 2 years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

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.

  • 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
  • Processes
  • Process improvement
  • Quality
  • Research
  • Siebel
  • Phone
Education and Training
, Expected in 2015 White Belt Certificate - Obtained : - GPA :
Indiana Wesleyan University , Expected in Bachelors of Science : Business Management - GPA :
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.
Activities and Honors

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Resume Overview

School Attended

  • Indiana Wesleyan University

Job Titles Held:

  • Recordkeeping Representative
  • Recordkeeping Specialist
  • Customer Service Specialist/Operations Specialist


  • White Belt Certificate - Obtained
  • Bachelors of Science

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