Tra` Clifton
Euless
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
7
7
years of professional experience
Work History
DC Advance /DB/HW Specialist
Milliman
Dallas
11.2024 - Current
- Processed employee contributions and distributions accurately and efficiently.
- Maintained compliance with federal regulations and internal policies.
- Collaborated with financial advisors to optimize client investment strategies.
- Managed pension plan enrollments for diverse employee groups.
- Analyzed participant data to ensure compliance with regulations.
- Coordinated with external vendors to resolve pension-related inquiries.
- Assisted in the development of retirement benefit packages to attract and retain talent.
- Facilitated the transfer of assets from one provider to another.
- Drafted documents such as Summary Plan Descriptions, Summary Annual Reports, participant notices and other plan materials.
Data Analysis
JPMorgan Chase
Lewisville
03.2023 - 11.2024
- Conducted data analysis to prepare forecasts and identify trends.
- Conducted data analysis to identify trends and opportunities for process improvement.
- Assisted in the development of weather forecasts and data analysis.
- Analyzed immigration applications for compliance with legal requirements and policies.
- Reviewed case files for accuracy and completeness before submission.
- Researched changes in immigration laws and regulations to inform clients effectively.
- Maintained secure records of sensitive client information according to regulations.
Operations Manager Cash Office
Walmart
Fort Worth
02.2019 - 01.2023
- Supervised cash office team and coordinated daily operational activities.
- Managed cash handling procedures and ensured compliance with company policies.
- Trained staff on cash management systems and best practices for accuracy.
- Processed deposits and reconciled cash drawers to maintain financial integrity.
- Conducted audits of cash transactions to identify discrepancies and resolve issues.
- Developed schedules for cash office personnel to optimize workflow efficiency.
- Monitored daily cash flow, prepared bank deposits and balanced tills.
Education
Associate of Arts -
Tarrant County College
Fort Worth, TX05-2014
High School Diploma -
Trinity High School
Euless, TX05-2011
Skills
- Document drafting
- Cash management
- Client relationship management
- Data analysis
- Problem solving
- Customer service
- Coaching and mentoring
- Knowledge sharing
Timeline
DC Advance /DB/HW Specialist
Milliman
11.2024 - Current
Data Analysis
JPMorgan Chase
03.2023 - 11.2024
Operations Manager Cash Office
Walmart
02.2019 - 01.2023
Associate of Arts -
Tarrant County College
High School Diploma -
Trinity High School