Andrew Morter
Centerville
Summary
Experienced in providing exceptional customer service within a fast-paced contact center environment. Proficient in submitting requests for account updates, 401k distributions, and loans with a focus on accuracy and efficiency. Demonstrated expertise in processing 401(k) loans, distributions, and beneficiary distributions with meticulous attention to detail. Skilled in maintaining precise loan and distribution amounts to ensure accurate tax withholding. Proven track record of successfully managing projects to analyze and rectify contribution errors in diverse retirement plans.
Overview
16
16
years of professional experience
Work History
Contact Center Representative/Operations Spec.
Transamerica Retirement Services
04.2009 - 12.2014
- Provided Customer Service in a contact center environment by submitting requests for account updates and 401k distributions and loans
- Processed 401(k) loans, distributions, and beneficiary distributions with high accuracy
- Maintained precise loan and distribution amounts, ensuring correct tax withholding
- Managed projects to analyze and correct contribution errors in various retirement plans
Intervention Specialist
Beavercreek City Schools
07.2018 - Current
- Overseeing the IEP contract writing process by preparing drafts, managing contract administration, and reporting on progress
- Collaborating with teachers and parents to write Individualized Education Program contracts, ensuring that deadlines are met and each contract is compliant with special education law
- Analyze assessment data to provide appropriate Individualized Education Program contract academic goals and monitor quarterly progress
- Facilitate small group and inclusion 6th grade math instruction for targeted skill development, enhancing academic growth
- Analyze assessment data to provide differentiated instruction, adjusting based on needs
- Implement targeted interventions, leading to measurable improvements in student academic performance and social-emotional growth
Education
Master of Education - Special Education
Wright State University
Dayton, OH05.2018
Organizational Communications - Communications
Wright State University
Dayton, OH06.2002
Skills
- Customer service
- Critical Thinking
- Attention to detail
- Workflow Management
- Collaboration Skills
References
- Christy King, Special Education Supervisor, Jacob Coy Middle School
(937) 829-9903
christina.king@beavercreek.k12.oh.us
- Heather Crago-Weston, School Psychologist, Jacob Coy Middle School
(937) 458-2436
heather.crago-weston@beavercreek.k12.oh.us
- Katie Rice, Intervention Specialist-Special Education Coordinator, Jacob Coy Middle School
(419) 233-2943
katie.rice@beavercreek.k12.oh.us
Timeline
Intervention Specialist
Beavercreek City Schools
07.2018 - Current
Contact Center Representative/Operations Spec.
Transamerica Retirement Services
04.2009 - 12.2014
Organizational Communications - Communications
Wright State University
Master of Education - Special Education
Wright State University
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