Monique Parra

Practiced data management protocols to enhance data integrity and accessibility across departments. Developed and maintained comprehensive documentation of data procedures for 8 Business Representatives, enhancing team knowledge sharing. Served as a point-of-contact for external partners and clients, addressing inquiries or concerns related to data-sharing agreements and protocols. Facilitated communication between departments, ensuring alignment of data-related objectives and strategies. Ensured compliance with industry standards and regulations regarding sensitive information handling protocols, maintaining strict confidentiality where necessary. Compiled information and input into UnionNet database.

Day to day customer service and processing of 401k cash out or rollover paperwork for all employees in the plan. Managing over 1000+ plans and maintaining IRS guidelines and deadlines. Daily communication with the main contacts of the plans. Understanding and applying vesting schedules for accurate pay outs of the accounts. Annual Required Minimum Distributions (deadline 12/31). Regular research to stay up to date with IRS, DOL and state regulations for distributions out of a plan. Managing and closing over 200 projects monthly in a timely manner.

Responsible for occupancy—sales. Handling of over 200 client contracts. Account Services. Billing—invoice management and payment handler. Responsible for center profits as well as earnings before interest and taxes. Client IT services—phone and internet programming. Delegation of center daily tasks to CA. Customer service. Phone handling. Conflict management. Accounts payable/receivable. Center maintenance of the common areas.