GRETTEL MAYORGA
KATY,US
Summary
Client-focused Professional with experience supporting financial Services, Operations and regulated processes. Strong ability to manage client relationships, resolve escalations, and collaborate cross-functionally while ensuring accuracy, compliance and time delivery in retirement plan environments.
Overview
16
16
years of professional experience
Work History
Retirement Plan Consultant
Ascensus Retirement Services
Houston, TX
01.2024 - Current
- Learns retirement industry basics, including regulatory and compliance requirements, IRS/DOL reporting, and ERISA law and comprehends how those areas impact businesses and their employees
- Provides assistance to clients through a number of channels including phone, letters and emails to quickly resolve the request
- Generates and delivers reports to clients
- Coordinates transactions with internal departments and tracks through completion
- Prioritizes tasks based on the urgency of the request
- Delivers efficient and rapid resolution in the most effective way possible
- Effectively utilizes and navigates internal resources to arrive at the right solution for the client’s
- Completes special projects as needed
- Assists team with duties and tasks as needed
- Multi-tasks and works in a fast-paced environment
- Builds internal relationships and communicates effectively
Agility Specialist
Ascensus Retirement Services
03.2022 - 12.2023
- Resolve billing issues for plan sponsors, enhancing client satisfaction and retention
- Facilitate web access for employers and employees, improving user experience and efficiency
- Process distributions and withdrawals with precision, ensuring compliance and accuracy
- Educate participants on retirement savings, leading to informed financial decisions
- REMOTE, TX
Assistant Sales Manager
Jr's Lawn Landscaping
Houston, TX
01.2021 - 07.2021
- Restocked office supplies daily and troubleshot problems with equipment to keep operations on-track
- Maintained records through timely updates to employee and other files
- Reviewed files to check for complete and accurate information
- Monitored customer order process and addressed customer issues
- Prepared and processed contracts and order forms for new and existing customers
- Assisted in new hire process by calling and scheduling appointments with candidates, filling out required paperwork and preparing manuals
Gate Service Representative
United Airlines Inc.
06.2012 - 12.2020
- Servicing customers by performing meet and greets, making boarding, deplaning and public announcements, providing connecting flight information and direction assistance
- To provide a smooth and pleasant flying experience to the passenger
- Prioritized and organized tasks to efficiently accomplish service goals
- Assisting passengers onto flights, upgrading seats, accommodating tardy passengers
- Arranging for wheelchairs and unaccompanied minors, directing passengers to connecting gates, clearing standbys, checking the new crew, boarding new passengers, gate checking bags, closing the door
Passenger Service Assistant
Avianca Airlines
07.2011 - 06.2012
- Greeting passengers and checking their tickets and passports with the passenger list using computerized systems (AMADEUS)
- Asking security questions, allocating seats and giving out boarding cards and luggage labels
- Reserving flight tickets, issuing boarding passes to passengers, accepting luggage, putting tags, assisting with airport check-ins, identifying documents and confirming flight details, processing passenger luggage, checking overweight of luggage
- Being able to offer and sale airline products, such as upgrades, Unaccompanied minors, pets in cabin, Transit without visa, and last minute tickets
Customer Service Specialist
SITEL Capital One Bank
02.2011 - 06.2012
- Answered customer credit card payments questions and resolved issues discovered during collection process
- Performed data import, scanning or manual keying processes to verify payment accuracy
- Reviewed and analyzed client financial data to plan proposals
- Answered customers’ questions and addressed problems and complaints via phone
- Communicated effectively with clientele to maintain customer satisfaction and loyalty
Bank Operations Specialist
Grupo Promerica BANPRO
03.2010 - 02.2011
- Modified, opened and closed customer accounts
- Verified amounts and integrity of every check or funds transfer
- Evaluated financial statements and contacted institutions and customers to clarify details
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
- Processed every transaction entered into the system related to credit cards and debit cards, such as late fee, maintenance fees, membership fees
Education
Bachelor Degree - Marketing
Universidad Ciencias Comerciales UCC
NicaraguaHighschool Diploma -
Notre Dame School
Skills
- Customer service
- Attention to detail
- Teamwork
- Organizational ability, Fast learner
- Process improvement mindset
- Problem solving-skills
Languages
English (Native), Spanish (Native).
COURSES
- QUALITY CONTROL SPECIALIST UCC - Nicaragua Dec2020
- PASSENGER ASSESSMENT SECURITY SYSTEM AGENT TRAINING
- SECURITY MEASUREMENTS FOR TRAVEL DOCUMENTS AND VISAS
- Five Elements for Responding to Challenging Interactions
- Discovering Retention
ADDITIONAL INFORMATION
- Excel and MS Office Proficiency
- Use of ticketing and reservation software (Amadeus, Shares, Aero)
- Baggage handling abilities
Timeline
Retirement Plan Consultant
Ascensus Retirement Services
01.2024 - Current
Agility Specialist
Ascensus Retirement Services
03.2022 - 12.2023
Assistant Sales Manager
Jr's Lawn Landscaping
01.2021 - 07.2021
Gate Service Representative
United Airlines Inc.
06.2012 - 12.2020
Passenger Service Assistant
Avianca Airlines
07.2011 - 06.2012
Customer Service Specialist
SITEL Capital One Bank
02.2011 - 06.2012
Bank Operations Specialist
Grupo Promerica BANPRO
03.2010 - 02.2011
Bachelor Degree - Marketing
Universidad Ciencias Comerciales UCC
Highschool Diploma -
Notre Dame School