Detail-oriented professional with a background in administration, client relations, and financial support services, bringing transferable expertise that aligns with pension plan administration. At Loma Linda Inn, successfully managed direct bill accounts, payroll support, and staff training, demonstrating accuracy, accountability, and strong organizational skills. Skilled in project coordination, scheduling, and cross-team communication, with a proven ability to balance multiple caseloads while meeting deadlines. Experienced in data documentation, reporting, and client service, consistently resolving concerns with professionalism and empathy. Proficient in Microsoft Excel and adaptable to pension administration systems such as DATAIR and FT Williams. Known for being a self-starter, detail-focused, and collaborative team player, with a history of building positive relationships, streamlining processes, and ensuring compliance in fast-paced environments.
Financial Recordkeeping