Experienced with managing client relationships and addressing customer concerns efficiently. Utilizes effective communication and problem-solving skills to resolve issues promptly. Strong understanding of customer service principles and maintaining high satisfaction levels.
Overview
14
14
years of professional experience
1
1
Certification
Work History
401(k) Plan Representative II
ADP
09.2022 - Current
Assist in the 401(k) plan Termination process
QC amendments from client service
QC SW contact change from plan support
Assist in compliance testing, match verification, Client service contribution file, and Erisa billing
Charge a termination fee to clients
Assist in collecting money from clients who have been fired
Assist Voya on questions regarding terminating clients
Executive Assistant
Florida National University
01.2012 - 01.2022
Assisted students and families with financial aid applications (FAFSA), scholarships, and grants, ensuring compliance with federal and state regulations.
Provided personalized guidance on loan options, repayment plans, and budgeting strategies.
Conducted informational workshops on financial literacy and student loan management.
Reviewed and processed financial aid packages, maintaining accuracy and timeliness in award disbursements.
Acted as a liaison between students, parents, and financial institutions to resolve aid-related inquiries.
Education
Master of Health Services Administration -
Florida National University
Hialeah, FL
01.2020
Bachelor of Business Administration - undefined
Florida National University
Hialeah, FL
01.2016
Skills
Process Improvement & Efficiency
Regulatory Reporting & Audits
Managing schedules, appointments, and calendars
Keeping files and documents systematically arranged