LINDA E. HANSON
Oliver Springs,TN
Summary
Highly accurate and detail-driven Retirement Services Specialist with 5+ years of experience in 401(k) distributions, compliance, and participant transaction processing. Skilled in loans, hardships, rollovers, death benefits, and RMDs with a strong ability to interpret plan documents and meet strict regulatory requirements. Known for exceptional documentation review, problem-solving, and thriving in high-volume environments. Quick to learn new systems and committed to delivering high-quality service, strong knowledge of Microsoft Office, proficient with Excel, accuracy, attention to detail. Self-motivated and driven to excel and a team player, tenacious. Strong multi-tasking, time management, and organizational skills, excellent communication skills.
Experienced with coordinating and managing distribution networks to ensure efficient and timely deliveries. Utilizes effective communication and organizational skills to streamline operations and enhance productivity. Track record of implementing strategies that improve workflow efficiency and team collaboration.
Results-driven logistics professional with solid background in overseeing distribution operations and ensuring seamless supply chain management. Known for strong problem-solving abilities and collaborative approach to achieving organizational goals. Committed to fostering team environment and adapting to dynamic work conditions.
Overview
26
26
years of professional experience
Work History
Distributions Specialist
TAG Resources
02.2020 - 12.2025
- Processed participant loans, hardships, rollovers, death benefits, and RMDs with strict adherence to IRS, ERISA, and plan document rules.
- Reviewed distribution documentation for accuracy, eligibility, and completeness.
- Maintained exceptional accuracy in a high-volume environment while meeting turnaround and compliance deadlines.
- Provided clear guidance to participants, advisors, and internal teams regarding plan requirements and distribution processes.
- Managed distribution workflow queues and monitored inbox activity to ensure timely responses.
- Utilized Salesforce and multiple recordkeeping systems to track cases, upload documentation, and maintain audit-ready records.
- Trained new distribution team members and account managers on distribution types, documentation, and system workflows.
- Research & resolve any issue with a distribution.
- Review contacts in system to ensure process of requests and for discrepancies.
- Processed Force Out requests
Accounting / Finance Support Specialist
Whirlpool Corporation
01.2005 - 01.2014
- Supported accounting operations including financial documentation, data review, and audit-ready record maintenance.
- Assisted customers with sales orders, payment processing, and account resolution.
- Conducted collections activities and approved or denied accounts based on review.
- Built strong relationships with distributors, account managers and resolved account issues.
- Entered sales orders into SAP and generated spreadsheets showing invoices, payments, and credits.
- Accounts payable used in balancing accounts and verifying payments and credits.
- Provided technical support for customer inquiries, ensuring timely resolutions and high satisfaction levels.
- Assisted in troubleshooting product issues, enhancing user experience through effective problem-solving techniques.
- Collaborated with cross-functional teams to streamline support processes and improve service delivery efficiency.
- Conducted training sessions for new staff, fostering knowledge sharing and enhancing team capabilities.
- Implemented feedback mechanisms to gather customer insights, driving continuous improvement in service quality.
- Developed and maintained documentation for support procedures, ensuring consistency and accuracy in operations.
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
- Acted as a liaison between clients and development teams, ensuring timely communication during critical incidents.
- Led initiatives to optimize workflow, significantly reducing response times and increasing overall productivity.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Operations / Executive Support
Medtronic
01.2000 - 01.2005
- Supported the Executive Vice President of North American Sales and five Directors.
- Managed confidential documentation with precision and adherence to internal procedures.
- Reviewed and approved expense reports for accounting processing.
- Coordinated communications, deadlines, and operational support activities.
Education
Associate Degree - Accounting & Business Management
Volunteer State College
Skills
Known for exceptional documentation review, problem solving, and thriving in high volume environments Quick to learn new systems and committed to delivering high quality service, strong knowledge of Microsoft Office, proficient with Excel, accuracy, attention to detail Self-motivated and driven to excel and a team player, tenacious Strong multi tasking, time management, and organizational skills, excellent communication skills
Section name
EXPERTS WERE ONCE BEGINNERS
Timeline
Distributions Specialist
TAG Resources
02.2020 - 12.2025
Accounting / Finance Support Specialist
Whirlpool Corporation
01.2005 - 01.2014
Operations / Executive Support
Medtronic
01.2000 - 01.2005
Associate Degree - Accounting & Business Management
Volunteer State College