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Cash Operations Resume

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Sicklerville, NJ

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MANAGER/CUSTOMER SERVICE REP

A versatile and detailed manager/customer service representative with more than 15 years
of experience working in the financial and retail industries. Team player, willing to take on any
additional training, to improve ability to contribute.

SUMMARY OF QUALIFICATIONS

  • Monitored monthly company retirement funds, as a plan processor for TIAA-CREF
  • Detailed management of quarterly statements for 401K and 403B participants
  • Receiving manager for Macy's East, Menlo Park Store, partnering with Human Resource Department in conducting hiring and retaining processes for holiday hires, as well as, payroll implementation.

PROFESSIONAL TRAINING

  • Omni Systems (SunGard data systems), completed training course Fall 2001
  • AS400 and Power Image systems, completed training course Fall 2003
  • Proficient in MS (Word, Excel, Power Point)
  • Lotus Notes and Share Point

PROFESSIONAL EXPERIENCE

Confidential,NJ 5/16/11 - PRESENT
Cash Operations

  • Process monthly/weekly loan payments, 401k/403b/457b contributions, update participant enrollment information, process distribution/rollover claims request

Confidential,NJ 1/16/09 - 11/19/09 (11/19/09 END OF TEMP ASSIGNMENT)
Archive analyst

  • Gathered lab references, catalogued Lab notebooks and reference guides for FDA approval

Confidential,NJ 02/2008 - 09/05/08 (09/05/08 END OF PROJECT)
Contribution Processor

  • Participated in six month conversion project for TIAA-CREF, inputting and editing payroll information, and aiding in Omni system conversion process for all new companies/plans

Confidential,NJ 10/2007 - 02/2008 (02/01/08 JOB TERMINATED)
Customer Service Representative

  • Provided customer service for all credit cards, car and home loans, checking/savings accounts inquiries and rate updates for European currency exchange

Confidential,NJ 5/2007 - 10/2007 (10/02/07 END OF TEMP ASSIGNMENT)
Credit Analyst

  • Resolution analyst for various mortgage, credit and collections discrepancies

Confidential,NJ 9/2006 - 4/2007 (04/28/07 COMPANY DISSOLVED)
Loan Officer

  • Mortgage consultant for all FHA, Conventional and Veteran\'s loan products

Confidential,NJ 9/2005 - 8/2006 (08/30/06 COMPANY SOLD)
Loan Officer

  • Mortgage consultant for all FHA, Conventional and Veteran\'s loan products

Confidential,NJ 4/2001 - 9/2005
Statement Analyst/Contribution Processor

  • Managed 135 company/plan participants, monitoring incoming 401K, 403B monies
  • Assisted statement department with quarterly audits

EDUCATION

Graduate
Bachelor of Arts, History

References Available Upon Request

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