Summary
Overview
Work History
Education
Skills
Timeline
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STEPHANIE TYACKE

Aurora,CO

Summary

I'm a dependable and motivated associate with a reputation for processing high volumes of accurate transactions while continually meeting or exceeding department metrics. Proven skills and communication have led to experience with training new associates and continued support for new learners.

Overview

16
16
years of professional experience

Work History

Specialized Processing Associate Fees and Billing

Empower
12.2019 - Current
  • Understanding the set up and execution of fee structures as well as monitoring system functionality for all retirement services lines of business
  • Processes fee setups, changes, conversions, invoice adjustments and payments in Empowers Recordkeeping systems
  • Actively manages assigned requests and prioritize requests based on deadlines and financial impact
  • Interpret and translate contractual agreements
  • Collaborate with multiple departments across the organization
  • Effectively communicate across a diverse workforce
  • Problem solving skills to ensure a consistent high level of service and quality
  • To be able to correct any discrepancies if found.
  • Top quality control producer

Specialized Processing Associate

Oppenheimer Funds
01.2017 - 06.2019
  • Able to negotiate and process high volumes of client and broker requests with an average of 99.9% accuracy rate
  • With my industry knowledge and communication skills I am utilized as a subject matter expert for multiple functions for both existing and new employees
  • Because of my strength in knowledge and attention to detail I am frequently utilized to verify accuracy for new learners and provide coaching opportunities
  • Collaborated with team to define business requirements for organizational processes, achieve productivity standards, and adhere to accuracy standards.
  • I’ve identified a gap in procedures regarding a process with a high potential of fraudulent activity
  • I collaborate with multiple departments and communicate the new process to all affected departments
  • This in turn reduces the potential for fraudulent activity on a shareholders account.

Senior Processing Associate

Oppenheimer Funds
12.2007 - 01.2017
  • Negotiated and processed outgoing and incoming transactions according to shareholder or financial advisor requests
  • Applied knowledge of internal procedures and industry policy along with my critical thinking skills to exceed accuracy and productivity
  • Quickly developed into a coaching role within the department
  • As a peer coach I was able to apply my knowledge as a teaching aid for associates to improve their processing skills
  • Helped create a standardized non-registered payee template for multiple financial companies
  • This has created better accuracy and greatly reduced NQR errors department wide.

Education

Bachelors of Science -

Colorado State University

Skills

  • Strong attention to detail
  • Collaborative
  • Decision Making
  • Problem Solving
  • Critical Thinking
  • Strong communication skills
  • Timely Processing
  • Continuous Improvements

Timeline

Specialized Processing Associate Fees and Billing

Empower
12.2019 - Current

Specialized Processing Associate

Oppenheimer Funds
01.2017 - 06.2019

Senior Processing Associate

Oppenheimer Funds
12.2007 - 01.2017

Bachelors of Science -

Colorado State University

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STEPHANIE TYACKE