Hardworking and reliable Sam Houston State University Alumnus with strong ability in client service and due diligence. Offering time, commitment, and dedication. Highly organized, proactive and punctual with client-oriented mentality.
Overview
5
5
years of professional experience
Work History
Retirement Services Specialist
First Financial Group of America
08.2020 - Current
Oversaw all 403(b)/457 transactions ensuring all schools and participants were incompliance with the IRS code.
Provided excellent service and attention to customers and schools when face-to-face or through phone conversations.
Improved operations by working with team members, schools and customers to find workable solutions.
Demonstrated self-reliance by cleaning up 2 months worth of backlog and exceeding workflow needs.
Improved customer satisfaction by finding creative solutions to problems.
Document Scanner
First Financial Group Of America
01.2019 - 08.2020
Prepared files for scanning by removing any physical barriers such as clips and preparing destination locations.
Demonstrated efficiency by successfully cleaning up over 6 months worth of backlog.
Prepared, scanned and quality-checked documents and images converted into electronic and digital format in high-volume environment.
Located key data on scanned documents and keyed alphanumeric data into appropriate databases as part of data capture services.
Organized scanned documents on various local, network and cloud storage devices virtually eliminating physical storage needs and improving information security.
Sr. Product Owner / Lead Business Analyst Payment Administration Product Team at Mutual of America Financial GroupSr. Product Owner / Lead Business Analyst Payment Administration Product Team at Mutual of America Financial Group