TINA OK
Old National Bank (First Midwest Bank)
Bolingbrook,IL
18
years of professional experience
Administrative and financial services professional with 18+ years of experience in banking operations, retirement plan administration, documentation, customer service, data processing, and compliance. Experienced in handling confidential records, high-volume transactions, detailed documentation, and time-sensitive requests with a high degree of accuracy. Strong communicator with proven ability to resolve complex issues, coordinate with multiple departments, and manage competing priorities. Seeking to transition these highly transferable skills into the healthcare industry.
Work History
Retirement Plan Specialist
6 Years 8 Months- Processed high-volume 401(k) contributions, loans, distributions, and fees while maintaining a high level of accuracy.
- Reviewed payroll uploads, participant information, and financial files to identify discrepancies and ensure accurate processing.
- Maintained confidential participant records and updated account information in accordance with established procedures.
- Prepared client correspondence, promissory notes, plan documentation, and other time-sensitive records.
- Created Excel tracking tools to organize retirement plan activity and monitor processing.
- Communicated with HR representatives, clients, and participants to research and resolve account and transaction issues.
- Managed a high volume of email requests while prioritizing urgent and time-sensitive matters.
- Supported compliance requirements through careful documentation, record maintenance, and quality-control reviews.
- Used Optima and other internal systems to transmit and process daily financial information.
Customer Service Representative (Part-Time)
3 Years 2 Months- Assisted customers with returns, refunds, orders, account concerns, and complex service issues in a fast-paced environment.
- Resolved customer inquiries and escalations while maintaining a professional and service-focused approach.
- Processed transactions accurately and maintained detailed customer records.
- Coordinated with multiple departments to resolve problems and complete customer requests.
- Managed competing priorities while maintaining accuracy during high-volume periods.
Administrative Support / HR (Part-Time)
1 Year- Supported hiring and onboarding activities, including applicant communication and new-hire documentation.
- Coordinated interviews, training schedules, and internal communications.
- Maintained organized employee records and administrative documentation.
- Assisted with workplace safety initiatives and employee-support activities.
- Handled sensitive employee information with discretion and professionalism.
Middle Office Assistant
3 Years- Processed invoices, billing requests, vendor payments, and check requests with careful attention to detail.
- Maintained Excel-based records used to track client billing activity.
- Researched and resolved billing discrepancies.
- Coordinated vendor communications and outgoing certified and FedEx mail.
- Improved organization and tracking of invoice-related information.
Documentation Research Specialist
8 Years 7 Months- Processed business and retail account documentation while maintaining accuracy and compliance with established banking procedures.
- Performed high-volume data entry and account maintenance.
- Researched account information and resolved documentation discrepancies.
- Processed account updates and closures.
- Conducted quality-control reviews to verify accuracy and completeness.
- Prepared official correspondence, checks, and account documentation.
Makeup Artist / Sales Associate (Part-Time)
1 Year 1 Month- Provided individualized skincare and makeup consultations based on customer needs.
- Built customer relationships through product knowledge and personalized service.
- Consistently supported sales objectives in a customer-focused retail environment.
Education
Certificate
Undergraduate Coursework - Business Administration
High School Diploma
Skills
Administrative Operations
Data Entry & Records Management
Documentation & Compliance
Customer Service
Records Management
Confidential Information Handling
Scheduling & Administrative Support
Financial & Transaction Processing
Microsoft Excel
Microsoft Word
Microsoft Outlook
Optima
Trust Desk
Host On Demand
Problem Solving
Communication
Multitasking
Additional Qualifications
- Extensive experience working with confidential customer and account information
- Strong attention to detail and accuracy
- Experienced in high-volume, deadline-driven environments
- Strong written and verbal communication skills
- Comfortable learning new systems, procedures, and technology
Timeline
Customer Service Representative (Part-Time)
Lowe's Home Improvement
03.2018 - 05.2021Read More
Retirement Plan Specialist
Old National Bank (First Midwest Bank)
06.2017 - 02.2024Read More
Administrative Support / HR (Part-Time)
Macy's
03.2017 - 03.2018Read More
Middle Office Assistant
First Midwest Bank
06.2014 - 06.2017Read More
Makeup Artist / Sales Associate (Part-Time)
Shiseido
02.2012 - 03.2013Read More
Documentation Research Specialist
First Midwest Bank
11.2005 - 06.2014Read More
Naperville Skin Institute
Certificate
Read More
DeVry University
Undergraduate Coursework from Business Administration
Read More
Romeoville High School
High School Diploma
Read More