Tinyi Peterson
Westminster,Colorado
Summary
To obtain a challenging position in which my analytical skills and financial experience of 25 years will be utilized and further developed.
Overview
24
24
years of professional experience
Work History
Client Services Research Analyst
TIAA-CREF
Denver, Colorado
04.2014 - Current
- Research, facilitates remediation and delivers resolution information to the Client Services Manager, Plan Administrators or Plan Sponsor
- Process/trained associates on Revenue Credit Account/Plan Service Credits
- Expert proficiency in multiple systems including Omni, Salesforce, Unified Workflow, Unified Desk Tops, PRISM Plan Focus, Legacy/Single Sign On
- Multi-task environments utilizing advanced time management skills
- Help support TCS with inquiries on LEC posting, participants updates
- Delivers internal and external client solutions that are appropriate to the functionality of design and cost savings of the requestors.
Senior Specialist Financial Operations
TIAA-CREF
Denver, Colorado
03.2013 - 03.2014
- Processing of disbursement transactions via check, EFT or Wire received through Power Image, Omni, Corporate Workflow, Seibel and Legacy
- Research and resolve payment issues and inquiries, provide customer service assistance from help desk inquires
- Performs QC of work processed from other staff
- Responsible to record journal entries into PeopleSoft / Bolt On and understand standard practices to the recording of these transactions
- Built relationships within the Team in order to resolve highly client impacting complaints/concerns
- Provided one on one coaching/training to new Associates on the Team
- Utilized Lean methodology within the team including standard work, problem solving, and daily huddles to work towards efficiencies while meeting the client’s demands.
Senior Specialist/ Institutional and Individual Operations
TIAA-CREF
Denver, Colorado
03.2011 - 03.2013
- Handled complex clients which required daily processing and monitoring, validation of monthly and quarterly reporting, research and reconciliation of data to ensure the integrity of clients’ records
- Enhanced the customer experience by using direct telephone communication when appropriate to resolve customer issues and documenting results for retention purposes
- Efficiently used capacity to monitor the team’s work volumes throughout the day and handled additional work as needed
- This reduced the potential for financial loss to the company
- Responsible for training and mentoring Associates to help set goals
- Responsible for processing simple to moderately complex transactions in accordance to plan and business rules
- Networks with colleagues to resolve issues, gain needed information and coordinate completion of work
- Collaboratively with peers and other stakeholders in accordance with the TIAA-CREF Way toward continuous improvement in policies, procedures, and processes
- Demonstrate deductive reasoning skills as well as the ability to pay close attention to detail to ensure the completion and accuracy of transactions.
Service Coordinator
04.2000 - 02.2011
- Handled complex clients which required daily processing and monitoring, validation of monthly and quarterly reporting, research and reconciliation of data to ensure the integrity of clients’ records
- Responsible for training and mentoring Associates to help set goals
- Build and maintain internal and external relationships with customers and peers
- Process different type of transactions: enrollment, adjustments, refunds and contributions
- Use technical skills to research and resolve transactions.
Skills
- Complex Problem-Solving
- Research Abilities
- Teamwork And Collaboration
- Problem-Solving
Timeline
Client Services Research Analyst
TIAA-CREF
04.2014 - Current
Senior Specialist Financial Operations
TIAA-CREF
03.2013 - 03.2014
Senior Specialist/ Institutional and Individual Operations
TIAA-CREF
03.2011 - 03.2013
Service Coordinator
04.2000 - 02.2011
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