Jayda Sweatman
Fort Wayne,IN
Summary
Dynamic, experienced, and customer-focused financial services professional seeking role that leverages skills in process improvement, data analysis, and innovative problem-solving to drive team success in delivering high quality products that enhance the client experience.
Overview
11
11
years of professional experience
Work History
Workforce Management Specialist
Lincoln Financial Group
08.2018 - Current
- Managed workflow queues to ensure optimal task prioritization and timely completion.
- Conducted data analysis to identify trends, performance metrics, and areas for improvement.
- Extracted and generated reports from Business Intelligence (BI) tools to inform decision-making and track key performance indicators.
- Presented detailed performance updates to management, highlighting workflow progress, employee productivity, and operational efficiencies.
Enrollment Kit Specialist
Lincoln Financial Group
02.2022 - 08.2024
- Create and update tailored participant education and enrollment materials to align with quality standards.
- Subject matter expert for stakeholders and peers, ensuring best practices for consistent excellence.
- Develop, update, and implement process documentation to enhance efficiency and compliance.
- Lead efforts for workflow design and improvement opportunities.
- Communicate effectively with internal and external clients to ensure satisfaction, and resolve issues.
Service Processor II (LNC Plan)
Lincoln Financial Group
03.2020 - 02.2022
- Underwrite/process loans, distributions, and hardships for Lincoln employee retirement plans.
- Implement changes to retirement accounts with a focus on quality, and compliance.
- Process payroll with attention to detail and accuracy.
- Act as a subject matter expert for the LNC team, providing guidance on quality standards.
- Update processing procedures to maintain high quality and efficiency.
- Train new employees on best practices and quality assurance standards.
Service Processor I
Lincoln Financial Group
08.2018 - 03.2020
- Underwrite/process loans and distributions, maintaining high accuracy and compliance.
- Perform data entry within multiple databases, ensuring data integrity.
- Mentor new employees, emphasizing the importance of quality assurance and accuracy.
Office Assistant
Indiana State University
02.2017 - 05.2018
- Greet visitors, and respond to inquiries, maintaining a high level of professionalism.
- Sort and distribute mail accurately and efficiently.
- Manage phone calls, emails, and fax messages with attention to detail and customer service.
Shipping Clerk
Vera Bradley
06.2014 - 01.2018
- Pick and pack items for online orders, ensuring accuracy.
- Process orders for shipment with attention to detail, and timeliness.
Education
Bachelor of Science - Criminology & Criminal Justice
Indiana State University
05.2018
Skills
- Process Improvement
- Communication
- Customer service
- Problem solving
- Time Management
- Attention to detail
- Data analysis
Careeraccomplishments
- Led cross-organizational continuous improvement project to streamline process and data flows for intake, creation, modification, and delivery of participant educational and enrollment materials.
- Responsible for creation and maintenance of process documentation implementing best practices to ensure all team members operate with consistency and efficiency while delivering customer value.
- Represented Operations in distribution technology enhancement project to support critical bank validation integration designed to reduce fraud and mitigate risk of processor error.
- Recognized for ability to balance daily work while supporting teams beyond the scope of LNC plan role during peak volumes to ensure that we meet or exceed our service obligations.
Timeline
Enrollment Kit Specialist
Lincoln Financial Group
02.2022 - 08.2024
Service Processor II (LNC Plan)
Lincoln Financial Group
03.2020 - 02.2022
Workforce Management Specialist
Lincoln Financial Group
08.2018 - Current
Service Processor I
Lincoln Financial Group
08.2018 - 03.2020
Office Assistant
Indiana State University
02.2017 - 05.2018
Shipping Clerk
Vera Bradley
06.2014 - 01.2018
Bachelor of Science - Criminology & Criminal Justice
Indiana State University