Kathy Lebrón
Fresh Meadows,NY
Summary
In my current role, I begin as a temporary associate and eventually was chosen to manage (2) financial funds. It used to be four associates and now it's only 2 analysts.
I also received two Merit Increases, one of which allowed me to be promoted to a higher pay scale. I have two letters of recommendation from my supervisor to the administrator of my department as well.
Overview
7
7
years of professional experience
Work History
Annuity Retirement Specialist
The Joint Industry Board of Electrical Workers
Fresh Meadows, NY
10.2021 - Current
- Process all annuity fund distributions for Local 3 members. I begin with their application packets by researching information, coordinating with various departments to clear them of loans, divorces and eventually creating their checks, splitting checks for loan pay offs and ensuring the checks are sent out on our deadline dates each month.
- Work closely with the account, legal & pension departments to effectively process all retiree applications
- Coordinate with Empower Retirement to process all 401k disbursements
- Process any changes and direct deposit transactions for existing annuity distributions
- Facilitate annuity rollovers to Traditional/Roth accounts for external financial institutions
- Exhibit strong customer service by assisting members and their financial advisors
- Research sensitive legal documents to clear member of any funds owed through QDRO (Qualified Domestic Relations Order)
Permit Specialist
Jenny Flores Expediting
Ozone Park, NY, USA
06.2018 - 03.2020
- Collaborated with various contractors for NYC DOB work permit
- Cleared plumbing and fire suppression violations by gathering all documentation necessary
- Made revision of permits when contractors would receive a DOB audit
- Reviewed blueprints to secure a permit approval
- Scheduled annual boiler and fire suppression inspections
- Coordinated appts for our Expeditors to pull architectural plans
Assistant CFO
Keller Williams Realty Landmark
Bayside, NY, USA
06.2017 - 06.2018
- Promoted within 6 months to Assistant CFO
- Coordinated weekly training classes for realtors
- Managed the social media accounts & all relevant marketing materials for events
- Created open house flyers and presentation material for realtor meetings
- Assisted the CFO with payroll, sending out statements and billed dues
- Assisted at large events to promote Fair Housing and other required classes
Education
Bachelor - Business Administration, Finance
Mercy College
Skills
- Client Relationship Building
- Continuing Education Commitment
- Long-Term Care Planning
- Retirement Transition Support
- Retirement Withdrawal Strategies
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent Communication
- Critical Thinking
- Organizational Skills
- Team Collaboration
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Decision-Making
Websites
Timeline
Annuity Retirement Specialist
The Joint Industry Board of Electrical Workers
10.2021 - Current
Permit Specialist
Jenny Flores Expediting
06.2018 - 03.2020
Assistant CFO
Keller Williams Realty Landmark
06.2017 - 06.2018
Bachelor - Business Administration, Finance
Mercy College