The Institutes

Compliance Specialist

Ascensus

•	Scheduled, prepared and lead presentations with Clients and other internal departments to review plan information, plan documents and plan regulations to ensure plans were within’ ERISA rules. 
•	Analyzed, and researched plans data with strong attention to detail to identify any potential risk or compliance issues. 
•	Efficiently and clearly communicated with Clients via email and/or phone about plan details, complex data and calculation needs, document provisions and technical support/assistance with the Plan Sponsor site. 
•	Reviewed and helped prepare plans for successful compliance testing, completion of 5500 forms and other important plan document deadlines. 
•	Developed and maintained strong relationships with Clients through empathy and by building trust with prompt responses to inquiries and concerns.

Sr Retirement Service Consultant

Infosys Ltd

•	Collaborated with internal partners such as: Adjustments, Operations, Project Managers, CRA's, Custody Control and Participant Services, on various projects. 
•	Successfully managed a book of business of 85+ fortune 500 companies. 
•	Scheduled, organized and lead team meetings to update and improve RPA procedures. 
•	Utilized CRM tools and software to analyze, research and resolve Client inquires. 
•	Earned scores of 9 and 10's, along with positive feedback on peer review survey.

Retirement Plan Associate

•	I transitioned to Infosys due to the partnership between Infosys and Vanguard. While at Infosys in this role, I performed the same duties and worked on the same plans while at Vanguard.

Retirement Plan Service Representative

Ulta Beauty

Lead Beauty Advisor

Beauty Advisor

Vanguard

•	Earned 91% for call quality, year to date. 
•	Earned 98% for case creation, year to date. 
•	Analyzed, informed, and educated Participants on plan information and options available. 
•	Identified Participants inquiries with empathy, active listening, and agility. 
•	Researched and collaborated with internal partners such as PRA's, PSA's, and CRA's to positively resolve participant inquiries.

Retirement Service Representative

Aetna

1. Educating members about their benefits and policies to help them become more knowledegable. 
2. Going above and beyond to provide an outstanding experience for the member; aiming to improve their day.
3. Efficiently, productively multi-tasking and working on time management to constantly improve the customer's experience.
4. Continuous training, researching, engaging and asking questions to gain more knowledge to be more effective and proficient.
5. Creating a welcoming, hospitable, joyful and fun atmosphere for the member to help reduce any stress, tension and negatively to uplift their spirits.

Customer Service Representative

Under Armour

1. Embracing all guests, creating a warming and vibrant environment. 
2. Encouraging, assisting and affectively informing guests and co-workers.
3. Positively resolving customers' needs, questions, concerns and/or complaints.
4. Effective, welcoming and informative phone etiquette.
5. Properly and responsibly handling all transactions, returns and/or exchanges.

Customer Service Specialist

Wegmans Food Markets

1. Successfully and accurately replenishing, rotating, and restocking essential items for guests.
2. Maintaining, upholding and ensuring all products were up to health regulation codes.
3. Going above and beyond to ensure guests have a memorable and wonderful shopping experience.
4. Organizing and cleaning the desk area, as well as stock area.
5. Working diligently at a fast efficient pace to complete/exceed goals.

Frozen Food Team Member

Affinity Property Managment

1. Efficiently handled and operated all office equipment.
2. Created, reviewed, assembled and distributed important confidential documents to clients.
3. Diligently and precisely scheduling phone and in office meetings.
4. Responded to calls/emails, as well as additional follow ups in a very timely appropriate manner.
5. Being very informative, thorough and pleasant both with clients and co-workers.

Administrative Assistant

*Salesforce Associate Certified and Retirement Plan Fundamentals Certified*

   Experienced Retirement Services Industry Professional with a history of excellent CRM, improving processes and procedures and increasing team engagement and morale.
   Skilled in building and maintaining strong lasting relationships, problem solving, project management, leadership, and data analysis.

* Romans 5:3-5 *

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