Margaret Bowen
Saint Paul,MN
Summary
Enthusiastic and motivated risk-taker with demonstrated adaptive abilities and excellent customer service skills. Organized and accurate; strong analytical abilities. Easily develops and maintains strong rapport with internal and external clients. Highly competitive, self-starter who is organized, goal-oriented, with strong written and oral communication skills. Computer knowledge and experience in software applications including: Microsoft Office and WebEx. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
14
14
years of professional experience
Work History
Retirement Account Administrator
Alerus
08.2022 - Current
- Work to resolve technical, service and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards
- Timely response to internal and external inquiries
- Monitor receipt of client’s census information to prioritize completion of compliance tests and/or Form 5500 reporting for an assigned set of plans
- Understand and interpret plan documents
- Ensure that appropriate compliance tests are accurate and completed within standards
- Ensure Form 5500 and Summary Annual Report is accurate and completed within standards
- Identify changes/amendments to documents for client requests
Retirement Reconciliation Distributions Specialist
Alerus Financial
09.2017 - 08.2022
- Reconciled daily reports, tracking overages and shortages through compilation of summary reports and comparing against variances to isolate and address possible causes
- Troubleshot and resolved problems with programs and systems
- Managing files daily to assure accurate processing of all withdrawals
- Making federal tax payments on a daily basis
- Updating 1099Rs to ensure accuracy at the end of the tax year
- Resource to distribution team to answer questions and provide guidance regarding processing withdrawals
- Maintain roles & responsibilities database to ensure up-to-date procedures are available when needed
- Responded to all emails and phone calls within 24 hours of receipt.
Settlement Analyst
Western Refining/Northern Tier Energy
10.2014 - 04.2017
- Processed daily product movements in RightAngle
- Reconciled monthly movements to ensure all tickets have been entered and processed prior to third business day of close
- Processed daily receipts in RightAngle to ensure all invoices are generated prior to invoice date
- Managed sales analysis reports via Microsoft Excel to determine and communicate discrepancies with customers prior to the settlement date
- Implemented a spreadsheet to track errors in driver's tickets, which was used for a driver incentive program
- Key member in user acceptance testing to improve processes within RightAngle
- Entered journal entries into Oracle to 99% accuracy.
Referral Support Specialist
Black Knight Financial Services
01.2011 - 07.2014
- Managed missing critical data to 99% accuracy on a daily basis
- Collaborated with referrals department to bring work queues down to zero daily
- Resolved emails regarding acquisitions to deliver results within 24 hours
- Assisted in answering and resolving intercoms on Desktop Process Management within 24 hours
- Perform manual referrals to Desktop Process Management
- Trained co-workers on missing critical data, setups and issues
- Demonstrated referral procedures to visiting clients
- Reviewed referral department procedures, offering feedback and commentary to ensure accuracy and clarity for deployment on business intelligence.
IT Business Analyst
Black Knight
07.2013 - 01.2014
- Collaborated with clients via WebEx and conference calls to determine business needs and document changes based on feedback using Microsoft Word
- Worked with IT via helpdesk tickets to resolve issues in Desktop Process Management
- Validated information with various tools to ensure accuracy between Desktop Process Management and client's feedback
- Demonstrated workflow processes using WebEx, Microsoft Visio and Word
- Identified and made changes to business processes
- Assisted in writing procedure manuals
- Lead meetings with clients.
Education
Bachelor of Science Business Management -
Rasmussen College
Eagan, MN09.2013
Skills
- Multitasking
- Teamwork and Collaboration
- Data Analysis
- Problem-solving abilities
- Critical Thinking
- Compliance Reporting
- Analytical Skills
- Problem-solving aptitude
- Written Communication
- Attention to Detail
Timeline
Retirement Account Administrator
Alerus
08.2022 - Current
Retirement Reconciliation Distributions Specialist
Alerus Financial
09.2017 - 08.2022
Settlement Analyst
Western Refining/Northern Tier Energy
10.2014 - 04.2017
IT Business Analyst
Black Knight
07.2013 - 01.2014
Referral Support Specialist
Black Knight Financial Services
01.2011 - 07.2014
Bachelor of Science Business Management -
Rasmussen College
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