Regina Walker
Grand Rapids,United States
Summary
Self-motivated individual with strengths in financial administration. Looking for a professional position within your company, where relevant education, skills, and experience will be applied to benefit your business, and those it serves.
Overview
8
8
years of professional experience
1
1
Certification
Work History
TPA Administrator
KPD Retirement Plan Services
Grand Rapids , MI
10.2024 - 05.2025
- Managed distribution and loan processing, maintaining accuracy and timeliness in transactions.
- Processed mail and calls, maintaining effective communication channels and prompt service.
- Acquired skills in 5500 reporting balancing plans and contribution checks.
- Learning ADP/ACP Testing.
- processed Safe Harbor testing for end of year.
TPA Administrator
WL Burmeister
Grand Rapids, MI
10.2023 - 04.2025
- Facilitated efficient operations for third-party administrators through comprehensive administrative support for 401k services.
- Processed incoming and outgoing mail efficiently to maintain smooth office operations.
- Handled calls professionally to ensure effective communication and client satisfaction.
- Managed supply ordering to ensure availability of necessary resources for uninterrupted workflow.
- Processed distributions and loans, ensuring compliance with regulatory standards.
- Facilitated end-of-year testing, contributing to accurate financial assessments.
All in One Loan Specialist/ Insurance Claim Suppor
Northpointe Bank
Grand Rapids , MI
10.2017 - 07.2021
- Worked with borrowers to understand their new loan.
- Assisted borrowers and coworkers in troubleshooting issues with the loan.
- Document preparation.
- Executed the loan process, and ordered credit reports and appraisals.
- Worked in insurance claims, helping borrowers with processing claims for damaged property.
- Originated the employee training program for the insurance claims department
- Handled loan documentation after approval, ensuring thoroughness and compliance with financial protocols.
- Researched home insurance policies to assess property damage claims.
Education
Associate of Science - Applied Science
Baker College
Muskegon, MI05.2012
Skills
- 5500 reporting
- Document preparation
- Problem solving
- Office administration
- Deadline adherence
- Email management
- Financial reporting
- Troubleshooting and diagnosis
- Loan processing
- Attention to detail
- Time management
- Mail handling
Certification
- Notary Public
Timeline
TPA Administrator
KPD Retirement Plan Services
10.2024 - 05.2025
TPA Administrator
WL Burmeister
10.2023 - 04.2025
All in One Loan Specialist/ Insurance Claim Suppor
Northpointe Bank
10.2017 - 07.2021
Associate of Science - Applied Science
Baker College
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