SHEENA BURNS
Waterloo,IA
Summary
To acquire a position where I will apply my specialized knowledge and past employment experiences to provide a valuable contribution to the company.
Overview
15
15
years of professional experience
Work History
Retirement Specialist II
Principal
Des Moines, IA
08.2020 - Current
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Answered complex questions about retirement plans, investment options, and related regulations.
- Educated and assisted 401k participants and other retirement savers with their accounts and financial goals.
- Built and maintained relationships with financial advisors and other stakeholders.
- Collaborated with internal teams to develop new tools and resources for improved client support in retirement planning.
- Maintained strict compliance with regulatory requirements to protect both the firm’s reputation and client interests during all transactions involving retirement accounts.
- Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.
Administrative Coordinator
Principal
Cedar Falls, IA
01.2020 - 07.2020
- Determined client/advisor needs within the education guidelines.
- Coordinated meetings via phone and/or email with existing clients, advisors, and or prospective business partners while managing multiple calendars.
- Ordered /prepared advisor, plan sponsor, participant meeting materials and communicate with various internal business partners.
- Provided effective support for Retirement Education Specialists for successful completion of sales and service goals, including sufficient prep information and materials.
- Utilized Salesforce to monitor workflow for assigned regions taking into consideration travel schedules.
- Communicated with internal business partners on appropriate strategies and service delivery methods.
- Ensured cost-effective and high quality services.
Administrative Coordinator Assistant
The Principal
Cedar Falls, IA
11.2018 - 12.2019
- Ordered and prioritized materials needed for client and advisor meetings.
- Handled follow up on post meeting tasks including documentation of meetings and ordering/delivering items in a timely manner requested by the clients and advisors.
- Ran various types of reports from SalesForce and in multiple systems for the advisors.
- Helped with scheduling ABC Online Education meetings as needed.
Billing Specialist
VGM Group
Waterloo, IA
01.2015 - 10.2018
- Reviewed orders to ensure accuracy of codes, quantity and pricing.
- Followed up with providers to obtain necessary documentation to submit claims to insurance.
- Answered questions from patients, staff and other insurance companies.
- Exhibited ability to multi-task and prioritize responsibilities, while being organized and detail oriented.
Loan Counselor/Home Retention Specialist
GMAC Mortgage LLC/Ocwen Loan Servicing
Waterloo, IA
06.2010 - 11.2014
- Ordered and prioritized materials needed for client and advisor meetings.
- Handled follow up on post meeting tasks including documentation of meetings and ordering/delivering items in a timely manner requested by the clients and advisors.
- Ran various types of reports from SalesForce and in multiple systems for the advisors.
- Helped with scheduling ABC Online Education meetings as needed.
Education
Certificate - Information Processor
Hawkeye Community College
Waterloo, IA08.2001
Skills
- Teamwork and collaboration
- Data analysis
- Communication and interpersonal skills
- Dependability and time management
- Adaptability
- Critical thinking and decision-making
Timeline
Retirement Specialist II
Principal
08.2020 - Current
Administrative Coordinator
Principal
01.2020 - 07.2020
Administrative Coordinator Assistant
The Principal
11.2018 - 12.2019
Billing Specialist
VGM Group
01.2015 - 10.2018
Loan Counselor/Home Retention Specialist
GMAC Mortgage LLC/Ocwen Loan Servicing
06.2010 - 11.2014
Certificate - Information Processor
Hawkeye Community College