Katrina Bloodworth
Huntersville,NC
Summary
Inventive and Analytical Seasoned Operations Specialist with comprehensive knowledge of business techniques, methods and principles. Careful and meticulous with dedication to accuracy. Proven history of working closely with team members to complete safe and effective data management. Skilled at digitizing documents, modernizing systems and organizing data for optimized productivity.
Overview
28
28
years of professional experience
Work History
Processing Specialist II
Principal Financial Group Inc
DesMoines, IA
10.2020 - Current
- Complete calculations and process complex transactions to create and maintain computerized retirement plan records, for customers, within established timing and quality standards.
- Analyze internal and external correspondence to determine appropriate action needed.
- Participate in the training, leadership, and development of team members. provide technical and problem solving expertise and assist with procedural updates.
- Communicate in writing with customers regarding recordkeeping needs and routine employee date.
- Utilized software programs to enter data into the system and maintain records.
- Created reports to track progress on tasks related to processing activities on Salesforce and SaaS
- Maintained confidentiality of sensitive customer information at all times.
- Ensured compliance with applicable laws and regulations governing the handling of financial documents.
Operations Specialist
LPL
Fort Mill, SC
01.2016 - 06.2020
- Account Transfers
- Review, research, reconcile, and/or process transfer requests and be able to expedite requests within the service level expectations
- Must be able to work at a computer workstation for the majority of the day
- Effectively communicate verbal and written information to Financial Advisors and contra firms on the status of the transfer requests, plus any other additional requirements that may be needed to complete the transfer
- Handle inbound and outbound calls, and display utmost professionalism
- Assist with questions from internal departments and Service Center, as well as assist with information distribution to various internal and external business partners
- Ensure proper application of, and compliance with, internal and regulatory standards, guidelines, and procedures
- Act as a resource to the department, and be able to apply complex knowledge of the overall transfer process for inquiries received from internal and external customers and vendors.
- Supported asset transfers, lender and equity requests and audit inquiries.
- Tracked outgoing and incoming money of LPL and assisted in quality control management duties.
- Met productivity goals by adhering to operating standards and managing labor and expenses.
Annuity New Business Representative
Metlife
Charlotte, NC
04.2012 - 01.2016
- Communicate with both technical and non-technical users from all levels of the organization
- Process new business applications for all lines of business, AOC transactions, and 10-day free looks
- Provides new business management reports and identifies trends and issues
- Tracks new business orders and follow up on all requirements.
Client Services Representative
TIAA-CREF
Charlotte, NC
11.2000 - 01.2012
- Answered inbound calls and made outbound calls to institutions, participants, financial advisors, and wealth management representatives
- Served as the primary contact and liaison between participants, wealth management, and the loan officers
- Processed simple to moderately complex financial transactions (i.e
- Annuity withdrawals, etc.)
- Reviewed error reports and made necessary updates/corrections
- Proofread documents for accuracy and completeness, obtained necessary signatures when needed
- Demonstrated deductive reasoning skills and attention to details
- Applied knowledge of pertinent Federal, State and local laws, regulations and rules when required
Business Services Coordinator
Staff Builders Home Health Care
Atlanta, GA
12.1995 - 11.2000
- Multi-faceted functions included preparing patient discharge documents
- Notified departments on status of patients
- Responded effectively to numerous phone requests for their records
- Performed extensive data entry; Typed verbal physician orders
- Maintained a high volume of patient medical logs each week for nursing staff
- Managed office operations, scheduling and inventory audits.
- Fostered client and vendor relationship building through consistent and effective communication.
Education
Associate of Science - Computer Operations
Central Piedmont Community College
Charlotte NC08.1997
BBA - Finance/Operations Management
Queens University of Charlotte
Charlotte, NC06.1994
Skills
- Data Entry
- Dedicated Team Player
- Record Management
- Case Management
- Microsoft Office
- Data Management
- Quality Control
- Recordkeeping Skills
- Data Collection
- Document Management
- Data Tracking
Timeline
Processing Specialist II
Principal Financial Group Inc
10.2020 - Current
Operations Specialist
LPL
01.2016 - 06.2020
Annuity New Business Representative
Metlife
04.2012 - 01.2016
Client Services Representative
TIAA-CREF
11.2000 - 01.2012
Business Services Coordinator
Staff Builders Home Health Care
12.1995 - 11.2000
Associate of Science - Computer Operations
Central Piedmont Community College
BBA - Finance/Operations Management
Queens University of Charlotte
Similar Profiles
Sarah HockettSarah Hockett
Product Manager 1 at Principal Financial Group, Elevate by PrincipalProduct Manager 1 at Principal Financial Group, Elevate by Principal
ERIC ANDREWSERIC ANDREWS
Client Service Representative at Principal Financial GroupClient Service Representative at Principal Financial Group
Debra L. StrawDebra L. Straw
Director-RIS, Customer Care Training at PRINCIPAL FINANCIAL GROUPDirector-RIS, Customer Care Training at PRINCIPAL FINANCIAL GROUP
Vamsi KrishnaVamsi Krishna
Sr. Java Full Stack Developer at Principal Financial GroupSr. Java Full Stack Developer at Principal Financial Group
Jackson MunroJackson Munro
Shift Leader at Smoothie KingShift Leader at Smoothie King