Semaj Fields

• Non-Profit 501 (C) 3 Pro-Bono Position
• Collaborates with board of directors to carry out decisions of board
• Energizes and engages volunteers, partners, and funders
• Oversees records maintenance, compliance, and other administrative duties
• Responsible for overseeing fundraising and ensuring sound financial practices
• Manages social media presence to garner new opportunities, promote stronger branding, and cultivate relationships with potential funders
• Creates community outreach initiatives in City of Houston to combat under education, truancy and financial illiteracy
• Effectively creates organizational change and influences business processes that lead to increased awareness and donations
• Effectuates change within underserved communities by connecting those in need with valuable resources
• Organizes community think tanks to conduct root cause analysis and identify solutions to be implemented
• Plans and coordinates assignment of resources in support of various initiatives

• Interviews executives, managers, and employees to determine compliance-related priorities
• Develops and enacts compliance strategies
• Coordinates regulatory compliance procedures across organizational structures
• Monitors client data to determine if all is in good order to perform testing
• Conducted thorough regulatory research and analysis to stay informed about changes in regulations, guidelines, and industry trends, providing strategic recommendations to senior management
• Lead cross-functional teams in preparation and submission of regulatory applications and filings, including 5500s, 5307 Determination Filings, 5310s, etc
• Provides feedback to direct reports to improve quality, training and departmental standards
• Member of E-Diversity team to cultivate awareness in workplace
• Interpreted regulatory rules or rule changes and communicated with others through corporate policies and procedures
• Prioritized project-related tasks to efficiently complete essential tasks
• Performed and documented quality control checks to maintain compliance with company initiatives

• Cultivated lasting client relationships, consistently meeting and surpassing their expectations, resulting in 20% growth in client portfolio
• Maintained 100% compliance record with industry regulations, staying ahead of trends and technologies to ensure client security and satisfaction
• Developed and delivered comprehensive staff training program, leading to 95% adoption rate of new document management practices within organization
• Collaborated with cross-functional teams to design and implement tailored document solutions, resulting in 15% increase in overall productivity
• Successfully led high-impact document management project resulting in 30% reduction in operational costs and 40% improvement in compliance.
  Conducted comprehensive document audits for key clients, identifying and mitigating risks, and saving over $500,000 in potential fines.
• Drove 20% increase in operational efficiency for clients by implementing cutting-edge document automation and digitization strategies.

• Leads new business expansion through identification of profitable cross-sell opportunities by evaluating fund and product performances
• Manages high value portfolio of retirement plans, focusing on performance, compliance, and alignment with client plan objectives
• Implemented cost-saving initiatives, collectively saving clients $5 million in fees and expenses, significantly boosting profitability of retirement plans
• Negotiates and manages new client agreements with key stakeholders and decision makers to offer strategic recommendations to clients for optimizing retirement plan designs and investment options
• Directs USI client outreach efforts by conducting education sessions, creating communications and training client company executives through digital platform user experience
• Conducts annual plan reviews to assess client account health. Utilizes data analysis to provide clients with valuable insights for decision-making regarding pricing or plan changes according to analysis

• Successfully managed cross-functional implementation teams, ensuring timely delivery of complex projects. Achieved average project completion time 20% ahead of schedule, resulting in significant cost savings.
• Continuously reviewed and improved implementation methodologies, resulting in 15% increase in project efficiency and 25% reduction in implementation cycle times
• Established comprehensive reporting and documentation standards, leading to 30% reduction in post-implementation support requests and improved client self-sufficiency
• Mentored and developed high-performing implementation team members, leading to 20% increase in employee retention and 25% boost in team productivity
• Instituted rigorous quality assurance processes, resulting in 98% accuracy rate in project deliverables and 20% increase in client satisfaction.
• Effectively managed implementation budgets, consistently achieving 10% cost reduction through strategic resource allocation and negotiation with vendors
• Proactively identified and mitigated project risks, reducing potential issues by 40% and ensuring 100% success rate in project delivery
• Identified and implemented process improvements, resulting in 25% reduction in implementation costs and a30% decrease in errors, leading to higher client retention rates
• Collaborated with internal and external stakeholders to align project goals and expectations. Achieved 15% reduction in project scope changes, preserving project timelines and budgets
• Led client onboarding efforts, facilitating seamless transitions for over 50 clients, resulting in 95% client satisfaction rate and increase in client referrals by 30%

• Provided direction and leadership to multiple operational business functions for retirement plans related to customer delivery
• ERISA and Governmental plan contract negotiation between internal and external clients
• Managed implementation of participant data services, digital experience tools, process excellence, and business alignment to ensure all functionalities were in place and operating efficiently
• Created departmental procedures and performed full cycle payroll integrations for mergers and acquisitions
• Implemented Voice of the Customer Survey system to gauge KPIs for key stakeholders which allowed organization to anticipate future trends and their impacts to clients
• Established FTP connections with internal and external stakeholders
• Champion and key stakeholder in driving organizational change and innovation by initiating solutions that maximized outcomes
• Consulted with clients and outside vendors on migration of client’s payroll management system to VALIC proprietary systems
• Developed skills matrix to identify right fit and ability for project teams and initiatives
• Enhanced milestone database used to track project completion and timeliness
• Maximized change management practices using both Kotter and Influencer models
• Developed and executed strategies to build and increase leadership support for process changes
• Co-Authored white paper strategy for Service Excellence through Lean with calculated waste production projected savings of over $250,000 per year by transforming quality assurance into a paperless environment

• Served as pipeline gatekeeper to Relationship Managers, Sales Consultants, Investment Advisors, and in-house ERISA attorneys to support book of business profitability
• Guided onboarding process by partnering with new clients and their intermediaries to identify key needs and plan specifications throughout conversion process through creation of educational materials and presentations
• Managed diverse portfolio of retirement plans, ensuring their performance, compliance, and alignment with client goals. Reduced administrative costs by 20% and delivered 10% increase in plan performance.
• Lead plan document design and client education training to ensure all regulatory notices and disclosures are properly delivered to plan participants within record keeping systems
• Advised clients and internal business partners of potential risk and liabilities that might arise when creating or restating or amending retirement plan documents while acting as SME for colleague's questions on issues related to ERISA/IRS/DOL guidelines
• Managed conflicts in payroll reporting on record keeping platform within selected books of business
• Developed, coached and mentored skilled team of retirement planning experts and support project teams, fostering 20% increase in team productivity and enhancing client service quality
• Offered strategic guidance to clients on optimizing retirement plan design and investment options, leading to 15% increase in employee participation and 20% reduction in plan fees
• Implemented cost-saving measures, collectively saving clients $3 million in fees and expenses, increasing retirement plan profitability by 12%
• Successfully expanded services within existing clients, increasing number of retirement plans under management by 20% and achieving 25% growth in assets under management
  

• International Mentor for Remote Expert Global Solutions (EGS) BPO site Manila, Philippines (2012)
• Managed and trained team of key staff to read and review plan documents, implement compliance tools and conduct maintenance for ERISA and non-ERISA covered 401(k), 403(b), 457, cash balance, defined contribution, and defined benefits plans at Signature Service and Sensitive Client levels
• Created processes to implement standardization when receiving client indicative data for use in RELIAS database
• Delivered education and reinforcement of various plan rules to ensure smooth transitions for participants and plan sponsors
• Collaborated with and leveraged technical support teams, attorneys plan sponsors and human resources liaisons to ensure proper delivery of all conversion materials to participants and ensured regulatory DOL/ IRS adherence
• Initiated VCP corrections and other corrective actions as needed
• Worked closely with NIGO team and external stakeholders to determine root cause for any misapplied funds or missed contributions
• Mapped plan documents and scripting to ensure service center team members were adequately equipped to answer questions from participants concerning compliance and tax reporting related questions
• Managed and implemented process improvement design initiatives which led to overall increase of client experience ratings for the organization
• Implemented and piloted Telephony Call review process to monitor and track information being provided by offshore Manila BPO representatives to clients while engaging participants in the U.S.

• Researched legal information and reported back to judge advocate attorneys in support of
• UCMJ rules and guidelines
• Processed personnel files for incoming soldiers, memo writing and research
• Assisted military human resource specialists with processing and payroll files for soldiers transitioning into unit or soldiers exiting Army
• Instructed unit personnel on policies and procedures
• Implemented project plans with administrative staff for onboarding new Army regulations as relevantly applied to specific command

Military Service Branch: Army, United States Rank: E-4