Willing to relocate: Anywhere Authorized to work in the US for any employer Willing to relocate: Anywhere
Overview
10
10
years of professional experience
1
1
Certification
Work History
401 (k) Specialist
Genpact
08.2025 - 12.2025
Analyzed participant data to ensure compliance with regulatory standards and plan provisions.
Educated clients on 401(k) options, enhancing understanding of benefits and investment strategies.
Facilitated enrollment processes, streamlining onboarding for new participants and improving user experience.
Coordinated plan audits, identifying discrepancies and implementing corrective actions to maintain accuracy.
Developed training materials for staff, fostering knowledge transfer and improving service delivery efficiency.
Led initiatives to enhance plan features, driving increased participation rates among employees.
Mentored junior staff in regulatory compliance protocols, promoting adherence to best practices within the team.
Reviewed quarterly performance reports, providing insights that informed strategic decisions for plan enhancements.
Reconciled HSA, FSA and 401K elections against vendor records and reported weekly demographic changes to HR, payroll and 401K vendor.
Server/Waiter
Pappadeaux Seafood Kitchen
02.2024 - 08.2025
Served guest with food & beverage items in a timely manner
Have excellent menu knowledge to keep guests informed & to upsell menu items when possible
Ensure handling guest with care to have more than a pleasant dining experience
Handling on hand cash tips
Team Lead
Chick-fil-A Restaurants
08.2024 - 07.2025
Resolved conflicts within the team by facilitating open dialogue and promoting a positive work environment
Served as a liaison between upper management and the team, effectively communicating goals, objectives, and expectations
Implemented effective communication strategies to foster collaboration and improve team productivity
Developed and implemented training programs for new team members, resulting in reduced onboarding time by XX%
Monitored team performance and provided regular feedback to drive continuous improvement
Led regular meetings with the team to discuss progress updates, address challenges, and provide guidance on project priorities
Developed strong relationships with clients through effective communication and exceptional customer service skills
Developed and maintained strong relationships with key stakeholders to ensure alignment of goals and objectives
Implemented a new performance evaluation system that provided more accurate feedback for employee development
Cultivated a positive work culture that encouraged teamwork, creativity, innovation among employees
Provided mentorship opportunities for junior members of the team in order develop their skills
Mortgage Loan Processor
PNC Bank/National City Bank
05.2022 - 12.2023
Collecting pension, 401K, retirement plan information
Financing and refinancing real estate properties
Guiding clients through application processing and pension plan
Ensuring data is in line with national & financial rules
Help resolve problems with participants
Prepare & submit Documents to send to participants or clients
Ability to handle confidential information
Reliability & honesty while handling participants acct information
Providing financial services to clients
Loan Specialist
Protiviti
11.2020 - 11.2021
Worked with clients to prepare their application for a loan. Compiled loan documents, as well as reviewed and arranged them according to policy and customer service standards. Followed up with clients, internal staff, and all appropriate and required parties including title companies to resolve issues.
Obtains necessary documentation required for the file.
Collections Representative
Santander consumer USA
11.2019 - 06.2020
Collected delinquent consumer accounts in accordance with collection policies maintaining compliance with state and federal laws. Negotiated recovery of collateral and repayment schedules to minimize loss.
Sent out dunning notices when necessary.
Team Lead
Amazon
05.2019 - 10.2019
Monitored & managed scheduling.
Maintain staff by selecting, orienting, & training employees and developing personal growth opportunities.
Overseeing delivery operations to ensure quality standards needs are met
Inventory/Warehouse/Forklift
Grove Collaborative
10.2018 - 04.2019
Packed and labeled customer orders quickly, securely and efficiently. Met daily performance goals and targets. Helped maintain an organized and clean warehouse.
Collections Representative
Equifax
08.2017 - 09.2018
Contacted customers via phone and email in attempt to collect on past due balance and reduce delinquency. Followed up on accounts appropriately to meet collection and charge off deadlines. Also negotiated settlements.
Customer Service Representative
Serco
08.2016 - 07.2017
Took inbound calls from customers and contacted them regarding healthcare applications. Advised proper documents needed to complete the application process. Sent correspondence notify of documents needed to complete application process
Cashier
Taco Bell restaurant
04.2016 - 10.2016
Greeted guests. Took food and drink orders. Prepared food and drink, while maintaining a clean and safe work environment.