Records Management Specialist Resume Example
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.
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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
- 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
- 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
- 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
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
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
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.
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
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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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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