Nicholas Winjum
WILLIAMSBURG,USA
Summary
Seasoned Retirement Benefit Analyst II at Principal Financial Group, adept in Excel and Python, with a proven track record in enhancing client satisfaction through meticulous financial analysis and effective communication. Leveraged leadership skills to exceed monthly quality standards, demonstrating a commitment to excellence and a knack for strategic project planning.
Overview
17
17
years of professional experience
Work History
Retirement Benefit Analyst II
Principal Financial Group
12.2022 - Current
- Ensures pension documents and system knowledge are applied appropriately to reduce or avoid negative impact on clients, participants, and Principal
- Maintains standard timing on all process types that meet the department standards
- Exercises independence in decision making and daily responsibilities
- Supports the quality of processing tools, training materials, eSource, etc By sharing feedback as needed
- Delay codes, details of NIGO, and effective dates are correctly updated
- Maintains the department standard average monthly quality
- Displays accountability by following procedures closely and submitting Mentor work orders for all questions to ensure the result is of the highest quality
- Handles assigned rushes, corrections, special timing, and emails within a timely manner
Business account sales executive
US cellular
07.2020 - 06.2022
- Identified and pursued new business opportunities through cold calling, networking, and referrals to expand the B2B customer base
- Developed and delivered sales presentations to business clients, effectively positioning UScellular's wireless products and services
- Maintained and strengthened relationships with existing business clients, identifying upselling and cross-selling opportunities to drive revenue growth
- Consistently met or exceeded monthly and quarterly sales targets by managing the sales pipeline and closing deals
- Analyzed market trends, competitor offerings, and customers need to develop tailored sales strategies
- Worked closely with internal teams (marketing, customer service, and technical support) to ensure seamless service delivery and client satisfaction
- Managed sales activities and client interactions using CRM tools, ensuring accurate reporting and forecasting
- Demonstrated strong negotiation and communication skills, securing contracts and fostering long-term business relationships
Annuity Representative
MetLife
11.2018 - 10.2019
- Processed annuity applications, payments, withdrawals, and rollovers while ensuring accuracy and compliance with state and federal regulations
- Provided client support by assisting individuals and financial professionals with annuity product inquiries, transactions, and policy details
- Maintained detailed policy administration records within company systems, ensuring seamless tracking of client interactions and transactions
- Educated clients and advisors on annuity product features and benefits to support informed financial decision-making
- Ensured regulatory compliance by staying updated on industry regulations and adhering to all legal requirements
- Resolved customer concerns and account discrepancies in a timely and professional manner to enhance client satisfaction
- Collaborated with internal teams (underwriting, sales, legal, actuarial and operations) to streamline annuity processes and improve service efficiency
- Utilized financial software and CRM systems to manage client portfolios, track transactions, and generate reports
- Maintain appropriate paperwork for compliance with New York Regulation 60 Requirements
- Process New York Regulation 60 quotes when received from other investment companies
loan servicing specialist
Wells Fargo temporary
08.2016 - 01.2017
- Managed loan servicing activities for commercial and consumer loans, ensuring compliance with bank policies and regulatory requirements
- Assisted customers and financial professionals with loan inquiries, payments, and account adjustments, delivering exceptional service
- Processed and reviewed loan transactions, including payments, modifications, and payoffs, ensuring accuracy and compliance
- Investigated and resolved loan servicing issues, collaborating with internal teams to ensure timely resolution
- Conducted risk evaluations by analyzing loan servicing transactions, identifying potential compliance concerns, and recommending procedural improvements
- Served as a primary escalation point for complex loan servicing issues, ensuring customer satisfaction and operational efficiency
- Worked closely with sales, legal, risk, and operations teams to enhance loan servicing processes and improve client experience
- Monitored key performance metrics and conducted quality control checks to optimize efficiency and maintain compliance
- Utilized loan management systems, financial software, and CRM tools to track loan servicing activities and maintain accurate records
Supply Administrative clerk
united states marine corps
09.2008 - 06.2012
- Prepare budget analysis for battalion for fiscal year operations
- Managed inventory control by tracking, ordering, and distributing supplies to support operational readiness
- Processed procurement requests for equipment and materials, ensuring timely and efficient supply chain operations
- Utilized automated inventory management systems to maintain accurate records, track transactions, and generate reports
- Conducted audits and inspections to verify supply levels, prevent shortages, and resolve discrepancies
- Coordinated the receipt, storage, and issuance of supplies, ensuring proper handling and accountability
- Ensured compliance with Marine Corps policies and regulations regarding supply chain and logistics management
- Maintained operational efficiency by streamlining supply workflows and improving inventory accuracy
- Provided customer support by assisting personnel with supply-related inquiries and procurement processes
Education
MASTER OF SCIENCE - Businesss analytics
University of Iowa
Iowa City, IA08.2025
MBA - investment and Finance emphasis
University of Iowa
Iowa City, IA05.2025
Bachelor of Arts - FINANCE
Buena Vista University
Storm Lake, IA08.2022
associate of arts - Mathematics CONCENTRATION
Marhsalltown Community Colllege
Marshalltown, IA12.2011
Skills
- Excel
- MS Office
- Excel VBA
- MS Access
- Python
- SQL
- JMP
- R
- Oracle
- Tableau
- Salesforce
- Communication skills
- Articulate
- Analysis Skills
- Financial Analysis
- Bloomberg
- Critical thinker
- Project planning
- Spreadsheet management
- Leadership Experience
- Client relations
- Training development aptitude
Awards
- Navy and Marine Corps Achievement Medal
- Navy Unit Commendation
- Meritorious Unit Commendation
- National Defense Service Medal
- Global War on Terrorism Service Medal
- Overseas Service Ribbon
Timeline
Retirement Benefit Analyst II
Principal Financial Group
12.2022 - Current
Business account sales executive
US cellular
07.2020 - 06.2022
Annuity Representative
MetLife
11.2018 - 10.2019
loan servicing specialist
Wells Fargo temporary
08.2016 - 01.2017
Supply Administrative clerk
united states marine corps
09.2008 - 06.2012
MASTER OF SCIENCE - Businesss analytics
University of Iowa
MBA - investment and Finance emphasis
University of Iowa
Bachelor of Arts - FINANCE
Buena Vista University
associate of arts - Mathematics CONCENTRATION
Marhsalltown Community Colllege
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