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Records Management Specialist Resume Example

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RECORDS MANAGEMENT SPECIALIST
Summary

Over 2 years of responsible corporate experience as an Administrative Assistant with a proven record of accomplishments in the areas of accounting and customer relations. Also as a recent Retirement/Pension specialist I've assist employees in choosing and managing pension benefits , saving and pension programs for clients of employees usually belonging to different companies. I also discuss and design a personalized pension plan for the participant working in a call center based setting as well as having strong administrative banking skills.

Highlights
  • Deep knowledge of Pension law & trust accounting
  • Immense ability to coordinate with participants skilled to organize work according to required time.
  • Knowledge of TBA workflow and Native Siebel, 404 C Fiduciary knowledge, 457, 403b and 401 k plans

  • Excellent communication and analytical skills.
  • Also process COLA benefits also known as Cost Of Living Adjustment.
  • Maintaining records and performing all data entry functions as required by management.
  • Operational knowledge of Microsoft Office applications

Accomplishments

Mastered on the job training as a pension specialist in only 1 week in what it takes years for others.

Reduce on the job training as an administrative assistant from 3 weeks to 1 week also.

A student of Who's Who Among America High School Students Program.

Had the opportunity to go permanent on a temporary assignment after just 2 months.

Maintained top quality and lowest work time on weekly calls determined by my team manager

Experience
Records Management Specialist03/2015 to CurrentBooz Allen Hamilton Inc.Oak Ridge , TN
  • Administered all components of a records management program.
  • Maintained work according to records management procedures and work practices.
  • Oversaw effective working of all archive records and managed inventory for same.
  • Prepared and maintained record retention schedules.
  • Ensured compliance to all record protection audits.
  • Managed all document preservation notices related to litigation and discovery.
  • Also filtering through documents and recognize all parts of the mortgage and saving them to a manifest drive
Defined Benefits Specialist03/2014 to 01/2015Valvoline Instant Oil ChangeSaint Matthews , KY

  • Administered effective working of 401k plan for multi clients, prepared estimates of pensions and final related payments.
  • Maintained pension files and ensured accuracy.
  • Consulting with Financial Advisor's assisting participants with early retirement.
  • Managed assigned nonqualified retirement plans, pension plans and 401(k) plans.
  • Provided resolution on daily administration issues.
  • Presented the guidance and advice on investments and services.
  • Daily Reconciliation of wires for Retirement Plans Department.
  • Conducted State income tax withholding and 1099R/5498 tax reporting corrections
Banking Advisor11/2013 to 01/2014Arthur J Gallagher & Co.Pittsburgh , PA

  • Service Customer inquiries, process credit line increases, reset card velocity. Determine customer needs and provide solutions with regards to their banking requirements
  • Mange customer and bank privacy and pass on customer feedback effectively.
  • Discuss interest rates also
Personal01/2012 to 11/2013Employment GapCity , STATE

Customer Service Advisor01/2011 to 09/2011Convergys CorporationCity , STATE

Greet customers in a courteous, friendly, and professional manner. Provide excellent customer satisfaction as well as listen attentively to customers needs and concerns. Demonstrate empathy, offer solutions to issues that are often non-routine and require clarification. Communicate effectively with individuals/teams to insure high quality and timely resolution to the customers request also with maintaining strict adherence to Key performance indicator guidelines

Administrative Assistant02/2008 to 01/2010Freedom Mobility CenterCity , STATE

Answered triple phone lines, processed payroll, made bank deposits, faxed over referrals to doctors, verified medical insurance, conferenced in calls with the participant on the line. Filing new referrals and doing extensive after hour paperwork. Strong organizational abilities combined with excellent interpersonal skills that allow me to work effectively

Education
Associate of Arts: Criminal Justice2016Criminal Justice undergraduate, Central Piedmont Community collegeCity, State, United States

Currently pursuing a Criminal Justice Associate of Arts and then will be transferring to UNC Charlotte to get my Bachelors in Criminal Justice to become an attorney, then a prosecutor and possibly a judge.

High School Diploma2007Mooresville Senior HighCity, State
Earned college credit as a senior: Business/Principles of Management06/07/2007Mitchell Community College City, State

I was enrolled as a Huskins student which while your a senior in High School it gives you the opportunity to earn college credits while your close to graduating

Skills

Consulting, Multi Client, Proficient of MS Office tools, great communication skills, can adapt to any environment.


Knowledge of tax implications and penalties with retirees.


Type average up to 60 WPM


Working with title policy, loan modification, loss of note, deed of trust, and assignments.

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How this resume score could be improved?

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78Average
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Resume Overview

School Attended

  • Criminal Justice undergraduate, Central Piedmont Community college
  • Mooresville Senior High
  • Mitchell Community College

Job Titles Held:

  • Records Management Specialist
  • Defined Benefits Specialist
  • Banking Advisor
  • Personal
  • Customer Service Advisor
  • Administrative Assistant

Degrees

  • Associate of Arts : Criminal Justice 2016
    High School Diploma 2007
    Earned college credit as a senior : Business/Principles of Management 06/07/2007

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