Daniel Summers

• Assisted various Fortune 100 and Fortune 500 clients' employees/retirees ('participants') with a broad range of Workplace Investments financial needs.
• Exhibited a particular focus on customer satisfaction with specific attention in providing technical support, online navigation services, facilitating account issue resolution, and communicating process improvements.
• Maintained strong commitment to teamwork, up-to-date compliance with strict financial regulations, and adherence to firm procedures so as to attain a satisfactory result for the mutual benefit of both the client and Fidelity.
• Extensive experience offering courteous Workplace Investment product support to participants regarding both Defined Contributions and Defined Benefits offerings from a multitude of client employers.
• Modeled existing DC/DB plans, gauged participant expertise, and guided serious and non-serious modelers through the disbursement initiation process.
• Enrolled participants in employee workplace investment benefits and fielded requests to closeout accounts as according to plan rules.
• Administered various disbursement transactions with participants/brokers/executors and assisted in generating new account opportunities for the Personal Investments section.
• Worked with clients to develop financial guidance, strategy, and complex issue resolutions through evaluation of existing account info.
• Maintained detailed notes and records in proprietary CRM platform to facilitate smooth cross-departmental/multi-associate transitions for complex case management resolution.
• Initiated case management procedures and process escalation for back office departmental follow-up/follow-through for advocacy on participants' behalf.
• Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
• Coded transaction data for input and maintained participant accounts with various CRM and proprietary fintech software systems according to company's procedures.

• Determined food organization and presentation, establishing decorative food displays and directing staff in proper orientation.
• Communicated importance of safety practices, detailing procedure codes, employee understanding of safety protocol, monitoring processes and risk management regulations.
• Monitored quality of raw and cooked food products to uphold health code standards.
• Responded to and managed guest concerns and complaints, establishing direct connections with customers and resolving conflicts when necessary.
• Disciplined and dedicated to meeting high-quality standards.
• Reduced food costs by using seasonal ingredients, setting standards for portion size and minimizing waste.
• Developed and remained accountable for safety, quality, consistency and adherence to standards.
• Maintained high food quality standards by checking delivery contents to verify product quality and quantity.
• Maintained energy and enthusiasm in fast-paced environment.
• Carried out day-to-day duties accurately and efficiently.

• Contributed to consistent customer satisfaction rating by producing high-quality food and providing timely service.
• Created identical dishes numerous times daily with consistent care, attention to detail and quality.
• Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
• Operated dishwasher and manually washed dishes to clean all chinaware, silverware and cooking utensils.
• Washed, peeled and cut fruits and vegetables in advance to save time on food preparation.
• Collaborated with servers to collect information about specific customer desires and dietary needs.
• Trained and assisted new kitchen staff members.
• Received shipments and placed items on proper shelves to restock and organize restaurant pantry.
• Preserved freshness of food by storing food in designated containers and storage areas within freezer or refrigerator.
• Maintained clean, hygienic kitchen workspace by sweeping, mopping and taking out trash.
• Measured, weighed and mixed appropriate ingredients according to recipe directions.
• Suggested actionable improvements to streamline training procedures.
• Restocked inventory and ingredient items to maintain optimal kitchen efficiency.
• Identified inefficiencies leading to improved productivity.
• Managed opening and closing shift kitchen tasks.
• Maintained food safety and sanitation standards.
• Reduced food costs by using seasonal ingredients, setting standards for portion size and minimizing waste.

• Promoted new or high-value food items by creating attractive displays in cases and other customer-facing areas.
• Made food according to standard recipes with requested changes for customer satisfaction.
• Listened to customer requests and suggested additional menu items as appropriate to upsell products.
• Maintained clean, trash-free workspaces to maximize productivity and safety.
• Calculated total items needed to assemble party trays and placed orders for inventory.
• Responded to telephone inquiries regarding available products and services and helped customers make appropriate choices.
• Learned other teammates' work tasks to train as backup.
• Took special orders for event catering and party trays, assisting customers by recommending additional items, condiments and garnishes.
• Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
• Greeted customers at counter to fulfill requests and answer questions.
• Offered product samples to customers, generating additional sales through taste-testing.
• Delivered exemplary customer service to guests, even in peak business periods to promote retention.
• Created appealing food arrangements for party trays and specialized orders.
• Prevented food spoilage by monitoring dates, rotating stock and following proper storage procedures.
• Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
• Prepared recipe ingredients by washing, peeling, cutting and measuring.
• Observed customer purchases in line and differentiated between standard portions.
• Prepared salads, soups and sandwiches for customers.
• Documented customer orders and conveyed special requests to kitchen staff.
• Replenished condiments, beverages and supplies while maintaining cleanliness of service areas.
• Operated deli slicers and various cooking and powered kitchen gadgets to prepare meats, vegetables and condiments for service.
• Endorsed products by making recommendations and promoting specials, increasing daily sales.
• Replenished serving stations with fresh food and cleaned up spills.
• Filled out daily shift log to record amount of food prepared, used and leftover.
• Properly labeled and stored food and fresh ingredients in cooler or freezer to optimize freshness.

• Contributed to consistent customer satisfaction rating by producing high-quality food and providing timely service.
• Created identical dishes numerous times daily with consistent care, attention to detail and quality.
• Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
• Operated dishwasher and manually washed dishes to clean all chinaware, silverware and cooking utensils.
• Washed, peeled and cut fruits and vegetables in advance to save time on food preparation.
• Collaborated with servers to collect information about specific customer desires and dietary needs.
• Trained and assisted new kitchen staff members.
• Received shipments and placed items on proper shelves to restock and organize restaurant pantry.
• Preserved freshness of food by storing food in designated containers and storage areas within freezer or refrigerator.
• Maintained clean, hygienic kitchen workspace by sweeping, mopping and taking out trash.
• Measured, weighed and mixed appropriate ingredients according to recipe directions.
• Suggested actionable improvements to streamline training procedures.
• Restocked inventory and ingredient items to maintain optimal kitchen efficiency.
• Identified inefficiencies leading to improved productivity.
• Managed opening and closing shift kitchen tasks.
• Maintained food safety and sanitation standards.
• Reduced food costs by using seasonal ingredients, setting standards for portion size and minimizing waste.

• Contributed to consistent customer satisfaction rating by producing high-quality food and providing timely service.
• Created identical dishes numerous times daily with consistent care, attention to detail and quality.
• Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
• Received shipments and placed items on proper shelves to restock and organize restaurant pantry.
• Collaborated with servers to collect information about specific customer desires and dietary needs.
• Washed, peeled and cut fruits and vegetables in advance to save time on food preparation.
• Preserved freshness of food by storing food in designated containers and storage areas within freezer or refrigerator.
• Took food orders from cashiers and cooked items quickly to complete order items together and serve hot.
• Trained and assisted new kitchen staff members.
• Cooked hundreds of take-out orders per shift and securely packaged and labeled each order.
• Prepared foods to assist cooks meet turnaround times on orders.
• Prepared food items in short order, following customers' special requests for substitutions and add-ons.
• Scrubbed grill on customer request due to food allergies to clean food residue and avoid issues with allergens.
• Coordinated with Cashiers to gather and review order information for accurate order completion.
• Maintained spotless and food prep area by emptying trash receptacles and cleaning floors during slow periods.
• Maintained clean, hygienic kitchen workspace by sweeping, mopping and taking out trash.
• Operated dishwasher and manually washed dishes to clean all chinaware, silverware and cooking utensils.
• Wrapped up and stored unused food in appropriate containers and placed in refrigerator to avoid spoilage.
• Packaged, arranged and labeled ingredient stock, storing at established temperatures.
• Reduced customer waiting by batch cooking popular items during rush times.
• Identified inefficiencies leading to improved productivity.
• Used kitchen equipment safely and reduced risk of injuries and burns.
• Restocked inventory and ingredient items to maintain optimal kitchen efficiency.
• Suggested actionable improvements to streamline training procedures.
• Communicated with management on food inventory stock to request order placement.

• Kept supplies in sufficient stock by assessing inventory levels and reporting lower stock items.
• Compiled recipe ingredients and prepared for cooks by washing, cutting or measuring food items.
• Maintained clean, trash-free workspaces to maximize productivity and safety.
• Followed proper handling and sanitation procedures to comply with food safety standards and protocols.
• Inspected equipment, refrigerators and warming lamps to check compliance with safe operating levels.
• Plated hot meals and salads in aesthetically pleasing arrangements.
• Prevented food spoilage by monitoring dates, rotating stock and following proper storage procedures.
• Chopped vegetables, cut up fruit and prepared sauces when kitchen staff was busy.
• Made food according to standard recipes with requested changes for customer satisfaction.
• Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
• Sanitized dining ware and kitchen equipment according to health code standards.
• Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
• Circulated kitchen area to receive work assignments and identify support tasks.
• Learned other teammates' work tasks to train as backup.
• Used manual or electric appliances to clean, peel, slice and trim foods.
• Sanitized pots, pans, utensils, kitchen appliances and equipment using company-approved cleaning supplies.
• Maintained composure and work quality while under stress.
• Adhered to procedures in preparing food items.
• Pushed, pulled and transported large loads and objects.
• Reduced kitchen accidents by maintaining high standards of cleanliness and organization.
• Lifted and carried heavy materials.
• Maintained high personal grooming standards and uniform presentation.

Administrative and general labor assignments including (most notably):

Technetix; Cary, NC; Feb. 2016 - Apr. 2016

Warehouse Administrator Specialist:

• Created and updated records and files to maintain document compliance.
• Maximized quality assurance standards and controlled downtime to meet revenue targets.
• Maintained and optimized workflow and addressed conflicts with adequate time for preparation, follow-up and planning.
• Conducted research to assist with routine tasks and special projects.
• Maintained supplies inventory by checking stock to determine inventory level and ordering new supplies when inventory runs low.
• Handled shipping orders with both manual and automated tracking strategies.
• Offered technical support and troubleshot issues to enhance office productivity.
• Managed incoming shipments to enhance company performance and reduce time spent on processing.
• Delivered top-notch support to staff, promoting excellence in operations.
• Performed thorough housekeeping maintenance of the entirety of the warehouse area.
• Analyzed problematic areas to provide recommendations and solutions.
• Frequently inspected work areas to verify proper equipment operation.
• Maintained overall safe work environment with adherence to safety procedures.
• Facilitated packing operations to verify conformance to specifications.
• Received and processed incoming stock and materials.
• Packed and shipped customer orders.
• Worked closely with other departments such as purchasing, production, and sales to coordinate the flow of goods and materials through the warehouse's shipping distribution and receiving processes.

Office clerical and administrative assignments including (most notably):

Ricoh Solutions (@ Salix/Valeant Pharmaceuticals); Raleigh, NC; Sept. 2015 - Dec. 2015

Print Management First Responder:

• Inspected facilities and office equipment to determine operational and functional capabilities.
• Provided on-site print production support to the client’s customer base (which includes re-stocking printer/copier consumables and coordinating with service vendors for repairs as required).
• Coordinated with technicians for service and repair facilitation.
• Used Microsoft Word and other software tools to create documents and other communications.
• Provided general support to the IT Manager in an auxiliary capacity. On-boarded and set up workstations for new employees, set-up of conference rooms for events and meetings (including setting up audio/visual equipment), as well as department-specific package retrieval.
• Developed and implemented performance improvement strategies and plans to promote continuous operational efficiency.
• Facilitated shipping of several IT supplies and technical equipment to the customer’s various off-site contacts.
• Facilitated mass transfer of furniture, supplies, equipment and other specific contents of the customer’s current office location to an alternately established workspace in a continuation of ongoing efforts to finalize the transition of Salix Pharmaceuticals to Valeant Pharmaceuticals in post-acquisition.
• Supported the completion of both mock and official FDA audits.
• Used coordination and planning skills to achieve results according to schedule.
• Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
• Prepared variety of different written communications, reports and documents.
• Carried out day-to-day duties accurately and efficiently.

Office clerical and administrative assignments including (most notably):

Blackboard; Raleigh, NC; Mar. 2015 - May 2015

Data Entry Specialist:

• Compiled data and reviewed information for accuracy prior to input.
• Entered numerical data into databases with speed and accuracy using 10-key pad.
• Fielded calls accordingly to assure resolutions to any customer requests were implemented.
• Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
• Completed data entry tasks with accuracy and efficiency.
• Built and maintained tracking databases for variety of measuring aspects.
• Produced monthly reports with advanced Excel spreadsheet functions.
• Applied data entry knowledge skills to resolve indecipherable or garbled messages.
• Tracked and maintained records for Moodle Platform Support.
• Sorted documents and maintained organized filing process.
• Added documents to file records and created new records to support filing needs.
• Obtained scanned records and uploaded into database.
• Gathered data in order to input contact information for various Moodle learning software clients.
• Located and corrected data entry errors and reported to management.
• Corrected data entry errors to prevent duplication or data degradation.
• Utilized proprietary CRM and SaaS software for data retrieval to compile and maintain databases of prospective leads for a multitude of sales teams.
• Evaluated source documents to locate requested information.
• Kept optimal quality levels to prevent critical errors and support team performance targets.
• Scanned documents and saved in database to keep records of essential organizational information.
• Verified accuracy of data before transcribing.
• Maintained files, records and chronologies of entry activities.
• Compiled and verified accuracy and sorted information to prepare source data for computer entry.

• Utilized proprietary CRM software to respond to customer inquiries in a call center environment using standard scripts and procedures.
• Furthered skills by actively taking part in employee training and taking classes to improve skills.
• Assisted in the planning and implementation of departmental goals and made recommendations to management concerning improvements to operational efficiency and effectiveness.
• Coordinated with various departments to resolve technical and operational issues.
• Participated in the HumanaONE campaign and specifically, provided courteous electronic payment support for client members' healthcare premiums.
• Reconciled complex billing inquiries by tracking various account inconsistencies—and other pathology—across a multitude of client-specific proprietary systems.
• Prepared reports for daily call volume workload/response time and performed quality assurance.
• Resolved high-importance, member requests and concerns through skilled, tactful liaising between myself and both healthcare providers and the Health Insurance Marketplace.
• Built strong relationships with customers to deliver empathetic service.
• Communicated all appropriate options for resolutions to all customer requests and concerns in a clear and concise manner.
• Informed customers about available services and accurately assessed and anticipated customer needs.

• Interviewed and selected viable position candidates to the Office Services department.
• Edified all Endowment new-hires to the role of Office Services during their employee orientation.
• Provided prompt and reliable daily coverage for the receptionist, by and sorting/responding to emails and screening incoming phone calls while forwarding appropriate personnel.
• Processed, sorted, and distributed incoming mail and packages while operating postage equipment to register weight of packages, automatically sort letters and apply meter postage on outgoing mail.
• Collected and applied sufficient postage to outgoing mail and packages.
• Assumed a hands-on supervisory role over at least 1-2 employees to ensure adequate workflow continuation and process quality.
• Monitored stock of office supplies to report shortages to management; ensuring items were readily available to staff by taking inventory, ordering and maintaining the supply stock for the office and kitchen.
• Provided clerical support, addressing routine and special requirements.
• Re-stocked printer/copier consumables and coordinated with service vendors for repairs as required.
• Collaborated with building management technicians and various external vendors for service and repair facilitation.
• Facilitated the set-up of conference rooms for all events and meetings (often included setting up audio/visual equipment for sound enhancement, recording or live streaming at the event coordinator’s request).
• Produced high-quality communications for internal and external use.
• Worked with the Finance Dept. to process invoices from vendors for payment.

Office clerical and administrative assignments including (most notably):

Perkins + Will; Washington, D.C.; Feb. 2010 – Jun. 2010

Administrative Contracts Assistant:

• Managed construction contract administration documentation (including processing, data entry, and filing ) for various architectural and design projects.
• Drafted design changes on existing blueprints for reprinting.
• Built and maintained excellent client relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Performed several front desk receptionist duties for the entire Perkins + Will office; including screening/managing incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Recorded new hires, transfers, terminations, changes in job classifications and merit increases to maintain updated info for human resources files.
• Managed C-Level Executive calendars to strategically coordinate meetings, appointments and events.
• Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
• Liaised between clients and vendors and maintained effective lines of communication.
• Successfully completed special projects to exceed goals for multiple departments in the organization.
• Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
• Performed research to collect and record industry data.
• Created and implemented standard operating procedures for records handling.
• Volunteered to help with special projects of varying degrees of complexity.

United States Institute of Peace; Washington, D.C.; Mar. 2007 - Sept. 2007

Administrative Operations Specialist:

• Managed front desk multi-line switchboard screening high-volume incoming calls/making outgoing calls while recording accurate messages for distribution to office staff.
• Sorted and properly distributed incoming mail to promote quicker response to urgent inquiries.
• Maximized clerical staff productivity by organizing, training, and effectively supervising several temporary employees to fulfill staffing needs and/or complete special projects.
• Surpassed inter-departmental goals by partnering with colleagues to implement best practices and protocols.
• Interacted with vendors to purchase supplies, coordinate repairs, procure/set up equipment, and initiate services.
• Organized logistics and materials for each meeting, arranged spaces and took detailed notes for later dissemination to key Board Members.
• Supported Board Members by managing budgets, scheduling appointments and organizing itinerary.
• Established administrative work procedures to track and prioritize daily tasks.

Financial Clerk (Freelance):

• Followed best practices for managing large quantities of employee financial information, fostering data security and integrity to protect employees and the company.
• Initiated mass filing project of high volumes of payroll-oriented employee documents, company documents, accounts payable vendor files, and various financial reports.
• Simplified data and earnings information for CFO.
• Applied mathematical abilities to calculate and check figures in accounting systems.
• Reconciled employee account information and reported hours worked in ADP by comparing/generating payroll reports each month.
• Documented financial data, files and records for contracted vendors.
• Performed Accounts Payable functions, such as preparing vendor invoices and applying postage/mailing of checks approved for vendor payout as approved by AP Manager and CFO.
• Compiled budget figures by reviewing past budgets, current expenses, and evaluating estimated income and assessing projected expenses.
• Prepared comprehensive reports to support financial budgetary forecasting.
• Tracked and documented employee sick, vacation and personal time and verified employee 401K payroll deferral updates.
• Supported payroll management systems and employee payment on weekly schedule.
• Stayed on top of applicable tax regulation and federal/state requirements to minimize legal and financial risks.
• Evaluated department processes, making suggestions to improve efficiency.
• Provided general assistance including retrieving specifically requested document/support (vendor invoices, checks, employee W-4s, etc.)for both 3rd-party and IRS auditors.
• Pitched in to assist with special projects and additional tasks.

Provided overall courteous and satisfactory value-adds and site-specific, client-focused administrative services including (most notably):

Chemonics International; Washington, DC; May 2008 - April 2009

• Facilitated the operation, service, and supply of copiers and printers as required to complete client Copy Center job requests.
• Requests would entail copying, printing, formatting, collating, binding (staples; GBC; spiral), cutting, folding, sorting of various documents, in a timely fashion.
• Created customized options and solutions to meet client unique copy and printing needs.
• Processed and delivered daily inter-office/external incoming (USPS, FedEx, DHL, UPS) correspondence and packages.
• Facilitated high-volume proposal print order courier service requests to expedite shipping fulfillment.
• Stocked and maintained the kitchens and work rooms.
• Facilitated of meeting/event set-ups; including the transportation of catering, beverages (upon request) and meeting supplies (additional seating, presentation easels/easel pads, markers, etc.) to proper conference room meeting location.
• Provided front desk receptionist services to the client.
• Anticipated client needs to deliver satisfactory experiences.

Office clerical and administrative assignments including (most notably):

CACI; Arlington, VA; Jan. 2008 - Apr. 2008

Payroll Operations Team Lead:

• Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database.
• Orchestrated and deployed online employee timekeeping program to improve measurements of overtime and employee work hours.
• Facilitated mass-filing project of high volumes of payroll/accounting-oriented employee documents, client company documents, and various financial reports.
• Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
• Produced payroll activities documentation and reports to meet corporate guidelines and promote transparency.
• Procured and distributed requested office supplies to assigned payroll personnel.
• Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
• Reconciled health care benefits, tax contributions and retirement accounts to facilitate large-scale account reconciliations.
• Applied knowledge of regulations, employment law and tax code to keep operations in compliance with applicable standards.
• Facilitated employee tax verification process with State Treasury and Department of Revenue offices for all 50 states.
• Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
• Responded to employee questions and requests for information in timely and knowledgeable fashion.