Jason Tolbert
Sacramento,CA
Overview
15
15
years of professional experience
Work History
Benefit Program Specialist
CalPers
Sacramento
05.2007 - 05.2015
- Provide assistance to CalPERS membership via telephone, TDD machine (for hearing impaired), e-mail, written correspondence, or fax
- Respond to phone calls a minimum of 6 1/2 hours a day
- Interpret and apply the California Public Employee Retirement Law (PERL) and Public Employees' Medical and Hospital Care Act (PEMHCA) to provide assistance to active and retired members, employers, beneficiaries and the general public
- Initiate request for CalPERS forms, packages and booklets, processing address changes and health transactions on-line
- Complete customer transactions using multiple databases that support CalPERS business processes.
Office Assistant (Typing) (LEAP)
Employment Development Department
Sacramento
03.2007 - 05.2007
- Logging in sorting and prioritizing incoming mail trays
- Deliver mail trays to various areas of the office for processing
- Verify and sort documents to their appropriate batch type received from district offices
- Verify and batch transmittals
- Research errors found in batches and make appropriate corrections to resubmit for input.
Office Assistant (General)
Board of Equalization - Cashiers Unit
Sacramento
03.2006 - 02.2007
- Responsible for opening, verifying and batching remittances and documents for Sales Tax Returns, Prepayment Forms, Amended Returns and Accounts Receivable
- Batch and process work, rotate assignments as needed
- Logging in, sorting and prioritizing incoming tray mail
- Deliver mail trays to various areas of the office for processing
- Sort according to batch type income documents received from other units for processing
- Batch on-line documents process at Headquarters
- Verify and sort pay documents to their appropriate batch type received from district offices
- Verify and batch transmittals
- Research errors found in batches and make appropriate corrections to resubmit for input
- Possess knowledge of departmental policies and procedures for processing of daily work
- Utilize various Microsoft office products, such as: Word, Excel, Access, Outlook and Internet.
Loan Originator
Ron Allen & Associates Worldwide Lending
Sacramento
11.2004 - 11.2007
- Combine full loan package with clients, which includes explaining the policy and procedures established by the Department of Real Estate in processing the potential homebuyers loan application
- Ensure accuracy and completion of loan documents
- Answer questions from applicant regarding loan process
- Follow the process of the loan to ensure all applicable deadlines are met
- Communicate with financial institution, clients or representative of loan status and/or matters relating to the loan.
Supervising Residential Counselor
Sacramento Children’s Receiving Home
Sacramento
08.2000 - 03.2003
- Oversee a staff of 16-22 residential counselors and approximately 48 children between the ages of 5-18
- Create daily schedule of activities including arts and crafts, educational and fun outings, such as trips to the museums, parks, and fire stations, medical appointments and visitation with family members
- Write disciplinary reports for both staff and /or children regarding issues and actions that occurred during the day
- Train staff regarding proper procedures for various written reports regarding incidents
- Answer phone to respond to questions regarding the children from administration, staff and family members
- Provide input to budget for expenses
- Utilize various Microsoft office products, such as: Word, Excel, Access, Outlook and Internet
- Use office equipment, such as: photocopier, 10-key, and fax machine.
Timeline
Benefit Program Specialist
CalPers
05.2007 - 05.2015
Office Assistant (Typing) (LEAP)
Employment Development Department
03.2007 - 05.2007
Office Assistant (General)
Board of Equalization - Cashiers Unit
03.2006 - 02.2007
Loan Originator
Ron Allen & Associates Worldwide Lending
11.2004 - 11.2007
Supervising Residential Counselor
Sacramento Children’s Receiving Home
08.2000 - 03.2003
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