Teresa Ramey
Cedar Falls
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
45
45
years of professional experience
Work History
401K Specialist
Principal Financial Services
Des Moines
10.2019 - Current
- Processed retirement plan transactions for clients efficiently and accurately.
- Collaborated with team members to streamline plan administration workflows.
- Reviewed client account statements for discrepancies and resolved issues promptly.
- Provided ongoing customer service to clients regarding their 401K accounts.
- Responded promptly to participant inquiries via phone or email regarding any issues related to their retirement savings accounts.
- Reviewed requests for hardship withdrawals or loan repayments in accordance with IRS guidelines.
Foreclosure Specialist
GMAC Mortgage
Waterloo
09.1995 - 09.2019
- Managed foreclosure documentation to ensure compliance with legal requirements.
- Researched discrepancies in foreclosure documents and loan agreements.
- Ensured all actions were taken within the scope of company policies and procedures.
Administrator
US Army/National Guard
Waterloo
09.1980 - 11.2001
- Managed administrative tasks for personnel records and documentation.
- Monitored inventory levels and maintained office supplies for daily functions.
- Implemented filing systems to organize critical documents efficiently.
- Supported communication between different departments and personnel effectively.
- Provided general administrative support to staff members.
- Monitored emails, sorted mail and distributed correspondence accordingly.
- Performed data entry tasks into computer databases from paper documents.
- Answered incoming calls and responded to customer inquiries.
- Maintained filing system for important documents such as contracts and invoices.
- Ensured that all paperwork was completed accurately before submission deadlines.
- Updated databases with new employee information, job changes and terminations.
- Coordinated meetings, conferences, travel arrangements.
Education
High School Diploma -
Cedar Falls High Scool
Cedar Falls, IA05-1979
Skills
- Client communication
- Hardship withdrawal assistance
- Customer service
Timeline
401K Specialist
Principal Financial Services
10.2019 - Current
Foreclosure Specialist
GMAC Mortgage
09.1995 - 09.2019
Administrator
US Army/National Guard
09.1980 - 11.2001
High School Diploma -
Cedar Falls High Scool