Nancy Mirra
NJ
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
28
28
years of professional experience
Work History
Benefits Administration Services Analyst
Conduent
07.2018 - 07.2024
- Reviewed and resolved weekly error reports for RPSI DB files, ensuring accurate payments and maintenance updates for both qualified and non-qualified participants.
- Reviewed and settled RPSI file, transmitting it to the Client's trustee bank for payment processing.
- Managed the upload of all necessary forms and ensured accurate posting of payments and maintenance updates in trustee bank system.
- Manually updated monthly payments or Lump Sums payments for Non resident Alien (NRA) and US citizens living abroad in trustee bank system.
- Review and update as needed trustee banks error report.
- Review and resolve passes/cases regarding payments, taxes, and direct deposit issues.
- Investigated and resolved outstanding stale dated reports and Audit passes/cases.
Functional Analyst
ACS/Xerox
04.2011 - 06.2018
- Reviews (QA) for accuracy: MRD calculations, AP Benefit Commencement Packages and Projections
- Process, manual updates, settles BCPs / Projections and QDRO and MRD spreadsheets for participants and AP'S
- Prepares and settles calculations for various small plans within Client group, utilizing different spreadsheets Monitors the DB QDRO in box's Retirement and lssue passes
- Review JOD, QDRO and participant's information for accuracy and resolution.
EB Administrator
EDS/HP
06.2006 - 03.2011
- Processes complex calculations, Retirement Packages and Estimates for umbrella, Serp and RA participants
- Prepares and settles QDRO spreadsheets for Participants and Alternate Payees.
- Researches and resolves B flags on participant's account
- Assists co-workers with questions concerning plan rules and resolution of B flag participants
- Maintains a high productivity and quality score
- Prints off accounting information for DBM and verifies for accuracy
- Verifies true-up for participants payments set-ups
- Payment Set-Up: Prints off and verifies retirement documentation, contacts participants for missing or incomplete documentation
- Sets up annuity payment in DBM, also sets up special Lump Sum payments in RIA in timely manner
- Updates Clarify, DBM, and spreadsheet after payment for accuracy and resolution.
Trust Administrator Office
Wachovia Bank NA
01.1997 - 01.2005
- Managed Institutional Account Relationships ranging from 2mm-500mm in assets.
- Daily Monitor account balances, processes cash transfers, wires, checks and oversees actively trading accounts.
- Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
Education
ACCOUNTING - Accounting And Computer Science
Peirce Junror College
Philadelphia, PA06.1990
BUSINESS - Accounting
Palmer Business School
Philadelphia, PA01.1980
Skills
- Analytical Thinking
- MS Excel
- Documentation And Reporting
Timeline
Benefits Administration Services Analyst
Conduent
07.2018 - 07.2024
Functional Analyst
ACS/Xerox
04.2011 - 06.2018
EB Administrator
EDS/HP
06.2006 - 03.2011
Trust Administrator Office
Wachovia Bank NA
01.1997 - 01.2005
ACCOUNTING - Accounting And Computer Science
Peirce Junror College
BUSINESS - Accounting
Palmer Business School
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