Thomas Chin
Medfield,MA
Summary
Highly-motivated professional with 9+ years experience leading web and mobile development teams and 20+ years in retirement plan support and administration. Proven track record for delivering detailed analysis and completing projects on schedule. Possess a strong work ethic, exceptional interpersonal skills with the ability to quickly learn new skills. Adept at working effectively unsupervised and in a team environment.
Overview
37
37
years of professional experience
Work History
Experience Product Management
TIAA
Waltham, MA
06.2022 - Current
- Create new or update existing demos to support client meetings and sales presentations.
- Collaborate with business partners to define the requirements needed for sales demos.
- Work closely with development team to address issues and ensure changes are implemented on schedule.
Senior Business Analyst
TIAA
Waltham, MA
03.2014 - 05.2022
- Performed scrum master and business analyst roles simultaneously on web and mobile teams.
- Delivered industry first plan sponsor mobile application.
- Presented web and mobile enhancements to business partners.
- Collaborated with UX team to ensure business requirements are met.
- Collaborated with IT teams on the development of applications based on business requirements.
Product Support
Mercer
Norwood, MA
02.2013 - 03.2014
- Provided OmniPlus support to users in multiple sites.
- Managed various projects including plan spin-offs, plan mergers and investment lineup changes.
- Provided support for fund price fixes effecting entire book of business as well as individual plan corrections.
- Advised operations teams on streamlining plan processing functions to minimized errors.
Senior Consultant
Integrated Benefit Solutions, Inc.
Birmingham, AL
07.1999 - 02.2013
- JP Morgan & Chase: Provided support for system upgrade. Review all custom loan and withdrawal programs.
- Wells Fargo: Provided support for system conversion. Review and document all custom programs for GAP analysis with new recordkeeping system.
- ING: Developed and documented all payroll procedures for incoming and outgoing transmissions for a retirement plan with over 100,000 live plan participants and with a database of over 400,000 total participants. Worked closely with systems groups to ensure payroll programs functioned properly and internal and external auditing requirements were met.
- Putnam Investments: Provided technical support to all OmniPlus users. Created complex calculator and script text files for transaction processing, custom reports and plan corrections.
Sr. Programmer Analyst - Assistant Vice President
Mellon Trust
Medford, MA
09.1996 - 07.1999
- Provided systems support to recordkeeping and new business departments at three operation sites.
- Created calculator scripts to customize client reports and interface files.
- Responsible for supporting recordkeeping to trust interface.
- Supervised creation of automated trade faxes and transmissions to transfer agents.
Recordkeeping Conversion Analyst
Mellon Trust
Medford, MA
02.1995 - 08.1996
- Responsible for converting new business retirement plans to OmniPlan.
- Analyzed system layouts from previous recordkeeper in order to convert data to OmniPlan requirements.
- Determined special programming needs and monitored progress of programs until completion.
Consultant
Mellon Trust
Medford, MA
04.1994 - 02.1995
- Responsible for converting all retirement plans from EBAS to the OmniPlus system.
- Worked with developers to produce a standard EBAS conversion program and process.
- Documented procedures for recordkeeping department. Consult in all facets of plan administration.
Recordkeeping Conversion Specialist – Team Leader
Putnam Investments
Quincy, MA
05.1993 - 04.1994
- Managed all functions relative to converting new retirement plans to the recordkeeping system.
- Reviewed plan documents to determine operational issues and possible constraints on recordkeeping system.
- Served as primary contact for the client, prior trustee and recordkeeper.
Independent Consultant
Self-employed
11.1991 - 05.1993
- John Hancock Mutual Life Insurance, Boston, MA: Assisted in the conversion of plans to the recordkeeping system. Tested system programs for accuracy.
- Towers Perrin, Boston, MA: Implemented procedures and auditing controls to process health forms and check payments for McDonnell Douglas client. Designed a system to track receipt of health forms. Supervised and trained processing team.
- GTE Corporation, Quincy MA: Analyzed and reconstructed participant pension accounts with a focus on problems associated with loans, withdrawals and distributions. Worked with the Human Resources and Benefits Departments to correct account issues.
Recordkeeping Conversion Specialist
State Street Bank and Trust Company
Quincy, MA
12.1988 - 09.1991
- Responsible for monitoring accounting activities related to the conversion of new recordkeeping plans
- Communicate client specifications and program requests to the systems department
- Monitor test case activities
- Document processing procedures and train plan administrator.
Customer Service Representative
Fidelity Investments
Boston, MA
01.1988 - 11.1988
- Answered participant and plan administrator inquiries regarding 403(B) accounts.
- Research and adjust problem accounts.
403(B) Processor
Fidelity Investments
Boston, MA
11.1986 - 12.1987
- Process transfer of asset requests, contributions and distributions for participant mutual fund account.
- Trained new employees.
Education
School of Management - Finance
University of Massachusetts
Skills
- Agile Methodology
- Team Collaboration
- Business Planning
- Requirements Gathering
- Data Analysis
- Problem Solving
- Microsoft Office
- InVision
References
References available upon request.
Timeline
Experience Product Management
TIAA
06.2022 - Current
Senior Business Analyst
TIAA
03.2014 - 05.2022
Product Support
Mercer
02.2013 - 03.2014
Senior Consultant
Integrated Benefit Solutions, Inc.
07.1999 - 02.2013
Sr. Programmer Analyst - Assistant Vice President
Mellon Trust
09.1996 - 07.1999
Recordkeeping Conversion Analyst
Mellon Trust
02.1995 - 08.1996
Consultant
Mellon Trust
04.1994 - 02.1995
Recordkeeping Conversion Specialist – Team Leader
Putnam Investments
05.1993 - 04.1994
Independent Consultant
Self-employed
11.1991 - 05.1993
Recordkeeping Conversion Specialist
State Street Bank and Trust Company
12.1988 - 09.1991
Customer Service Representative
Fidelity Investments
01.1988 - 11.1988
403(B) Processor
Fidelity Investments
11.1986 - 12.1987
School of Management - Finance
University of Massachusetts
Similar Profiles
Akhil GuptaAkhil Gupta
Associate in Finance control (Mortgage Accounting) at TIAAAssociate in Finance control (Mortgage Accounting) at TIAA
Brienne TinderBrienne Tinder
VP, Strategic Talent Programs at TIAAVP, Strategic Talent Programs at TIAA
JUDY KEEJUDY KEE
Customer Care Consultant Licensed at TIAACustomer Care Consultant Licensed at TIAA
Maria MartinMaria Martin
Sr. Business Integration Consultant – Brokerage Operations at TIAASr. Business Integration Consultant – Brokerage Operations at TIAA
Paula PachecoPaula Pacheco
Educational Aide II at Chickering SchoolEducational Aide II at Chickering School