Kaity Fuentes
Palmyra
Summary
Dependable Transaction Processing Associate consistently enhances customer satisfaction through effective problem-solving and communication. Accurately manages client inquiries, ensuring prompt resolution and meticulous record-keeping. Committed to delivering high-quality service and maintaining compliance with retirement plan options.
Overview
24
24
years of professional experience
Work History
Retirement Service Consultant
Ascensus Retirement Services
Dresher
05.2025 - Current
- Guided clients on retirement plan options and compliance issues, enhancing their understanding and decision-making.
- Educated clients on retirement planning tools and resources, empowering them to make informed choices.
- Assisted clients with enrollment and benefit selections efficiently.
- Resolved client inquiries through effective communication and problem-solving.
- Maintained accurate records of client interactions and service requests, ensuring efficient follow-up and service quality.
- Collaborated with departments to ensure efficient handling of all requests.
- Handled incoming calls regarding product or service orders promptly.
- Performed administrative tasks, including filing documents and responding to emails.
Operations Specialist
Ascensus Retirement Services
Dresher
03.2024 - 05.2025
- Identified customer needs promptly, enhancing satisfaction and service delivery.
- Handled difficult calls with strong telephone etiquette, maintaining professionalism and customer trust.
- Maintained accurate records pertaining to customer accounts using specialized software applications.
- Reconciled discrepancies between internal systems and external records, ensuring data integrity and accuracy.
- Analyzed customer data to ensure accuracy of contributions, distributions, loans, and other transactions.
- Maintained confidential records and files related to customer accounts.
- Reviewed plan documents and made recommendations for changes or improvements.
- Researched and resolved client inquiries regarding their retirement accounts.
Transaction Processor
Conduent Solutions
02.2014 - 03.2024
- Entered data from source documents into computer database, ensuring accuracy and efficiency.
- Transcribes routine pre-coded and identifiable alphanumeric data from source document into an automated system
- Verified and ensured accuracy and completeness of data entries.
- Checked postings and documents for correctness, accuracy and proper coding.
- Sorted, verified, and staged completed work for approval, binding, and distribution.
- Managed document processes through scanning, filing and transmitting while following all standard procedures.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Trained newly hired top talent to fill key positions and maximize productivity.
Senior Loan Processor
PNC Financial Services
08.2008 - 02.2014
- Conducted credit investigations for PNC Financial Services to assess loan eligibility.
- Processed loans efficiently, utilizing multiple systems to ensure accurate underwriting information.
- Processed loans promptly, using various systems to ensure accurate underwriting information.
- Communicated with business bankers, relationship managers, and customer care representatives, retrieving credit reports and conducting D&B and OFAC checks.
- Retrieving and returning phone calls and emails to business bankers, relationship managers and customer care representatives, Pulling credit reports, D&B and with OFAC reports
- Uploading information into credit imaging system, inputting information into the Appro system, updating the customer record in the credit administration tracking system
- Utilize Excel to develop spreadsheets on client's personal financials
- Utilize Word to send out letters to clients regarding loan requirements and updates on their loan approval process
- Processed deposits for PNC Financial Services to ensure accurate account balances.
- Verified and examined deposit items from PNC automated teller machines to maintain account accuracy.
- Operating a computer to perform in a timely manner balancing functions on an ATM deposit transactions for our customers
- Making sure everything is accurate for timely updates on the customer's accounts.
Revenue Auditor
UPS
06.2002 - 08.2008
- Inspected packages for proper sealing, labeling, and payment compliance.
- Communicated with customers to resolve discrepancies, assisted with error correction, and provided guidance on future shipping procedures.
- Audited financial records for accuracy and compliance with company policies.
- Reviewed revenue reports to identify discrepancies and recommend adjustments.
- Collaborated with cross-functional teams to ensure compliance with regulatory standards.
Education
Bachelor of Science - Data Science
University of Phoenix
Tempe, AZ05-2027
Certificate - Cyber Security
University of Phoenix
Tempe, AZ05-2025
Technical Degree - Accounting
American Banker Association
PhiladelphiaHigh School Diploma -
Skills
- Retirement plan regulations
- Regulatory compliance
- Data analysis
- Document management
- Client relationship management
- Client interaction
- Customer support
- Data Entry
- Microsoft Office
- Problem-Solving
- Decision Making
- Attention to detail
- Excellent communication
Languages
References
References
Available upon request.
Timeline
Retirement Service Consultant
Ascensus Retirement Services
05.2025 - Current
Operations Specialist
Ascensus Retirement Services
03.2024 - 05.2025
Transaction Processor
Conduent Solutions
02.2014 - 03.2024
Senior Loan Processor
PNC Financial Services
08.2008 - 02.2014
Revenue Auditor
UPS
06.2002 - 08.2008
Bachelor of Science - Data Science
University of Phoenix
Certificate - Cyber Security
University of Phoenix
Technical Degree - Accounting
American Banker Association