Processor Resume

SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential

Processor

Responsibilities:

Processes retirement account Special Distribution ASAP requests (Beneficiary, Divorce) & Distribution Reversal ASAP requests for branch offices and Confidential line of business
Specialize in Confidential Special Distribution processing
Review Death & Divorce Retirements Distributions per internal audit procedures and IRS regulations
Determine if payments are being distributed to authorized parties

Confidential

Subject Matter Expert

Responsibilities:

Assist internal Confidential employees with Death & Divorce Retirement Distributions
Review Death & Divorce Retirements Distributions per internal audit procedures and IRS regulations
Update distribution and contribution history for Retirement Tax Reporting within Confidential

Centralized Document Controller

Confidential

Responsibilities:

Review high net - worth transactions for Confidential clients on brokerage accounts
Review Letter of Authorizations, Company Drafted Retirement Distribution Documentation, and internal Branch Verbal Recordings in accordance to IRS, FINRA, and internal regulations.

Confidential

Retirement Distributions Specialist

Responsibilities:

Enter distribution request on the Confidential platform for clients via telecommunication and documentation.
Mitigate potential fraudulent transactions and escalate to a Service Manager.
Remain up to date with IRS, DOL, FINRA, and internal regulations for distributions out of Confidential brokerage accounts and be able to rely this information to the client directly in a clear and concise manner.

Confidential

Group Sales / Marketing Assistant

Responsibilities:

Sell tickets to group leaders with detailed information towards a customized experience for an upcoming theatrical event.
Input, organize, and maintain comprehensive internal database for all upcoming group payments based upon their specified schedule
Market and promote Broadway, National School Performances, and other Concert and Variety shows to groups within the Jacksonville area.
Create and maintain social media accounts for group sales
Promote upcoming performances through telecommunication marketing and grass root campaigns

Patron Service Agent

Confidential

Responsibilities: