Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alina Marquez

Retirement Plan Senior Processor
314 Allen AVe Niceville,FL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience
2
2
years of post-secondary education
2
2
Languages

Work History

Senior Processor Retirement Plans

US OMNI & TSACG Compliance Services USRBP
Fort Walton Beach, FL
09.2014 - Current

Senior Manger: Shelley Tibbs (850)362-6840

  • Provide excellent customer service and handling escalated calls
  • Data entry
  • Completing special projects assigned by supervisor/manager
  • Processing 403(b), 401(a) and 457(b) Retirement Plans transactions (QDRO's, Loans, Distributions, Rollovers, Contract Exchanges and Transfers)
  • Handling Recordkeeping emails assisting clients with IRS Guidelines as well as Plan Document regarding 403(b), 401(a) and 457(b) Retirement Plans

Achievements at US OMNI & TSACG Compliance Services USRBP

  • Promoted from CSR to a Processor within 8 months of hire. Promoted to a Senior Processor within one year of being a Processor.
  • Successfully train and assist many new and current employees who are now valuable employees.

References

Ashley R. Allbritton, Former Co-Worker

TSA Consulting Group

(573)712-3778

Andrea Garner, Supervisor

TSA Consulting Group

(936)446-7175

Rachelle Davis, Supervisor

TSA Consulting Group

(757)504-7409

(757)504-7409

C

Guest Service Representative

96 FSS Eglin AFB
Fort Walton Beach, FL
06.2009 - 08.2012

Manager Anthony Smith (retired) (850)218-0048

  • Lodging reservation
  • Maintaining files and updating job reports
  • Handling receiving and outgoing calls
  • Assisting lodging guests with check in and check out

Achievements

Performance Award Employee of the Year 2011

Recognition from CSGC (Combat Support Group Commander)

Successfully completed Customer Service Course, promoted 98% customer satisfaction.

Education

Associate of Science - Customer Relationship Management

NWFSC
100 E College Blvd, Niceville, FL 32578
08.2012 - 06.2014

Skills

Microsoft Office Programs

Communication

Critical Thinking

Customer Service Skills

Problem Solving

Learning/adaptability Skills

Teamwork Skills

Strong work ethic

Timeline

Senior Processor Retirement Plans

US OMNI & TSACG Compliance Services USRBP
09.2014 - Current

Associate of Science - Customer Relationship Management

NWFSC
08.2012 - 06.2014

Guest Service Representative

96 FSS Eglin AFB
06.2009 - 08.2012
Alina MarquezRetirement Plan Senior Processor