CHE WHITE
Garden Grove,CA
Summary
A well-balanced work and educational experience has created a front runner in executing objectives no matter the complexity of the target. Possesses a rare ability to read between the lines and get to the heart of the matter with an empathetic approach. Has refined the skillful management of others to lead them towards success—whether it be a struggling team member, or a client seeking the best solution for finances, health, or company policy. Motivated to seek out a new opportunity within a company that envisions adding value and positive change to lives, and cultivates a work environment that rivals any competitor.
Overview
11
11
years of professional experience
Work History
Payroll Specialist
Quartermaster Payroll
10.2021 - Current
- Processed and completed monthly, semi-monthly, bi-weekly and weekly payroll for 185+ clients/companies and 2,500+ employees
- Serviced California, Arizona, Utah, and Nevada
- Accurately completed employee garnishments: State Child Support, Tax Levy, Franchise Tax Board (debt, private collector) Wage Garnishment orders
- Onboarded all new employees (Direct Deposit, 401k, Wage Garnishments, Deductions, Accruals)
- Increased monthly profit by auditing and enforcing billing policies
- Directed staff of 5 in workflow to maintain 98% accuracy in quarterly processing, with 100% accuracy for last 2 quarters
- Balanced and reviewed general ledger for small businesses
- Finalized and imported timesheets for 1,050+ employees
- Setup and processed 401k deductions for 100+ employees
- Monitored 401k contributions to ensure contribution of maximum limit
- Batched 940, 941, quarterly returns
- Completed quarterly tax return payments and maintained client tax notices
- Taught compliance to clients, with all applicable federal, state, and local payroll laws and regulations
- Audited timesheets and payroll records for accuracy
- Calculated wages, deductions, commissions, and bonuses
- Prepared and submitted payroll taxes and reports to regulatory agencies
- Completed Workers' Comp audits on behalf of clients
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare, various employee deductions, annuity contributions, and retirement plan withholdings
- Developed and implemented new payroll policies and procedures according to changing laws and regulations
- Investigated payroll variances and employee claims to resolve discrepancies and balance financial records
- Processed retroactive pay adjustments and other special payments to make up for compensation shortfall in previous pay period
- Prepared cash flow projections, cost analysis, and various (monthly, quarterly, and annual) reports
General Office Administrator
Fire Safety
10.2019 - 10.2021
- Processed 12 employee terminations
- Created 4 job descriptions with salary grades
- Developed service level agreements, key performance indicators, call tracking system format, company policies, procedures, and workflows for 7 departments
- Developed Power Automation flows
- Redesigned SharePoint site from scratch using OOTB code to elevate and modernize company branding
- Created newsletter, knowledge base, and index for internal instruction and enrichment
- Researched, curated, and wrote original content and articles, including 30+ well-developed manuals for company personnel (Emergency Manual, QR code procedure, SharePoint page creation, instructions for formatting company articles, survey completion instructions, think pieces to enhance company culture, R&D articles, etc)
- Created 160+ video/animated content deliverables for 6 departments on monthly basis
- Processed time-off requests in Paycom
- Created and assigned user groups and assigned permissions in Paycom
- Created automated ticketing system to assign incoming inquiries to queue in Microsoft Teams
- Used power automate along with Microsoft Teams to create tickets in teams, assign them to someone; Exported data collected to track metrics by uploading to Power BI for major workflow projects
- This drove accurate analytics to observe customer/internal engagement
- Managed client experience/call flow
- Systems Used: Yodeck, Microsoft Office 365, Dynamics 365 (CRM) Canva, Adobe, Sharepoint, Power BI
- Managed Vendor Portals with clients
- Edited documents to improve accuracy of language, flow, and readability.
Senior Trust Specialist
Pacific Premier Bank
01.2018 - 09.2019
- Built and deepened productive relationships with prospective customers to drive sustained growth
- Systems used: FIS [Horizon, Web Vault, Authenticator Software], Outlook, Microsoft Office Suite, Salesforce
- Answered 80 daily inbound client phone inquiries regarding online account access
- Assist with reset of account access/pin number using screen sharing software
- Deescalation at 96% of total call intake
- Assisted in acquisition of PENSCO TRUST – learned to service TRUST ACCOUNTS and assist acquired clients in filling out legal trust documents
- Performed 20 daily distribution requests along with buying/selling stocks through website
- Created 2 weekly emails for management outlining new products, services and merger updates
Insurance Claims and Policy Processing Clerk
Auto Club Enterprise, AAA
01.2015 - 01.2018
- Daily system tasks: Policy amendments, quoting premium, Binding Insurance, calculating projected renewal offers, Running Motor Vehicle Records and corresponding with underwriting to approve amendments Sought ways to improve processes and services provided
- Met customer call guidelines for service levels, handle time and productivity (98% first ring answer rate; 95% first call resolution)
- Handled account payments and provided information regarding outstanding balances
- Responded to customer requests for products, services, and company information
- Generated accounts payable reports for management review to aid in financial and business decision making
- Acted as subject matter expert, answering internal and external questions and inquiries
- Dispatched contractors using client coordinates, provided DMV services (title change, registration/tags processing…)
- SYSTEMS USED for daily tasks: Huon, MRM Portal, PEPSC, Excel, Outlook, Lync, RightFax
Executive Assistant
Inspired Travel
12.2012 - 01.2015
- Serviced monthly tours via email and telephone (4 monthly tours ranging from 20 - 200 travelers)
- Arranged and booked hotel stay for tours
- Booked flights for Executive and Management to meet with high level groups
- Created brochures, name tags, and designed merchandise for each traveler
- Kept track of inventory for company supplies used
- Maintained company budget through itemized inventory in REZMAGIC software
- Processed check/cash payments on REZMAGIC/PayPal software using online portal
- Created billing invoices
- Conducted market analysis to leverage packages against top competitors
- Wrote all publishing and content sent to clients and tour leader
Education
Psychology - Family Psychology
University of California
Irvine, CA2016
Associate of Arts - Psychology
Irvine Valley College
Irvine, CA2013
Skills
- Exceptional billing skills
- Microsoft Office Suite
- Salesforce
- Professional telephone and email etiquette
- Developing KPIs and performance road maps
- Team lead/Management experience
- Ten-key
- Workday
- Slack
- Task Management Systems (ClickUp, Basecamp, Monday)
- Research Support
- Deductions Documentation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
There’s no reality except the one contained within us. That’s why so many people live an unreal life. They take images outside them for reality and never allow the world within them to assert itself.
Hermann Hesse
Timeline
Payroll Specialist
Quartermaster Payroll
10.2021 - Current
General Office Administrator
Fire Safety
10.2019 - 10.2021
Senior Trust Specialist
Pacific Premier Bank
01.2018 - 09.2019
Insurance Claims and Policy Processing Clerk
Auto Club Enterprise, AAA
01.2015 - 01.2018
Executive Assistant
Inspired Travel
12.2012 - 01.2015
Psychology - Family Psychology
University of California
Associate of Arts - Psychology
Irvine Valley College
Similar Profiles
Krystofer LopezKrystofer Lopez
92F Petroleum Supply Specialist at 947th Quartermaster Company92F Petroleum Supply Specialist at 947th Quartermaster Company
Bradley HarringtonBradley Harrington
Inventory Specialist and Truck Driver at Quartermaster Facility SuppliesInventory Specialist and Truck Driver at Quartermaster Facility Supplies
Kai AricayosKai Aricayos
Platoon Leader at 100th Quartermaster Company NVARNGPlatoon Leader at 100th Quartermaster Company NVARNG
JOIANNA MCDUFFJOIANNA MCDUFF
Interior Designer/ Project Coordinator at Regency ContractorsInterior Designer/ Project Coordinator at Regency Contractors
Briana PerezBriana Perez
Medical Assistant/Front Desk Receptionist at Dr. M. Forghani-Arani, D.oMedical Assistant/Front Desk Receptionist at Dr. M. Forghani-Arani, D.o