Experience

Louisiana State Employees' Retirement System

• United States
• Government Administration
• 1 - 100 Employee

• Retirement Benefits Specialist (Quality Assurance)

  • Aug 2013 - Present

  Administered divisional QA reviews. Analyzed findings and prepared reports to communicate areas of attention. Served as content expert in areas involving the interpretation of complex retirement statutes, regulations, and policies. Developed and delivered training to new employees hired in the division. Developed complex, technical communications, procedural manuals, and evaluation instruments to assist analysts in daily tasks. Compiled monthly statistical data on work productivity, analyzed results, and provided recommendations on results that were inconsistent to improve workflow. Special Projects: - 07/2015– Present: Lead Communications Role and Business Expert on Project Optimus (Upgrade of ECM Solution). Provided valuable feedback on the upgrading of technical systems to create requirements. Attended meetings to communicate to the team, staff and divisions, progress and deadlines, created bi-weekly Status Reports to inform division sponsors and executive members of up-to-date dealings, and organized all project related communication between team members and vendors. Created presentation to communicate to vendors the expectations of the project and assisted on on-site presentation days by evaluating vendors. - 08/2014 – 09/2015: Lead staff for the implementation of a retirement plan due to the merger of retirement systems. Organized data from merging system, created informational guides to educate staff, and developed necessary retirement-related documents. - 07/2014 - 01/2015: Participated in implementation of an upgrade of benefits to a retirement plan. Created educational materials to educate changes to staff and provided valuable input on the implementation of needs into the pension administration system (SOLARIS).- 01/2014 - 08/2015: Lead staff for specialty plan project, which included the calculation of manual benefits, creation of necessary retirement-related documents, and the development of efficient work flow and procedures.

• Retirement Benefits Analyst 3

  • Dec 2012 - Aug 2013

  Assisted Retirement Benefits Specialist in the review of all internal divisional quality assurance reviews. Performed complex tasks in a particular area of retirement processing. Audited member records to determine continued eligibility for DROP as well as survivor, disability, and minor child benefits. Calculated retirement benefits and estimates, including advances on final benefit payments, deposits to and disbursements from member DROP accounts and any adjustments to benefit payments due to changes in outside earnings or age.Verified acceptability of a variety of legal documents, including but not limited to, birth certificates, marriage licenses, legal affidavits, divorce decrees, community property settlements, and specific consent decrees. Conferred with school boards, colleges and universities, vocational and technical institutes, state agencies, other retirement systems and individual members on a variety of retirement-related issues. Prepared correspondence explaining the provisions of the Retirement System law, rules and regulations and the method of computation to determine eligibility and retirement allowances.Designed, developed, and delivered training to analysts of varying levels and adapted materials and methods of presentation.

• Retirement Benefits Analyst 2

  • Dec 2011 - Dec 2012

  Audited member records to determine continued eligibility for DROP as well as survivor, disability, and minor child benefits. Calculated retirement benefits and estimates, including advances on final benefit payments, deposits to and disbursements from member DROP accounts and any adjustments to benefit payments due to changes in outside earnings or age.Verified acceptability of a variety of legal documents, including but not limited to, birth certificates, marriage licenses, legal affidavits, divorce decrees, community property settlements, and specific consent decrees. Conferred with school boards, colleges and universities, vocational and technical institutes, state agencies, other retirement systems and individual members on a variety of retirement-related issues. Prepared correspondence explaining the provisions of the Retirement System law, rules and regulations and the method of computation to determine eligibility and retirement allowances.Designed, developed, and delivered training to analysts of varying levels and adapted materials and methods of presentation.

• Retirement Benefits Analyst 1

  • Dec 2010 - Dec 2011

  Audited, under supervision, member records to determine continued eligibility for DROP as well as survivor, disability, and minor child benefits. Calculated retirement benefits and estimates, including advances on final benefit payments, deposits to and disbursements from member DROP accounts and any adjustments to benefit payments due to changes in outside earnings or age.Verified acceptability of a variety of legal documents, including but not limited to, birth certificates, marriage licenses, legal affidavits, divorce decrees, community property settlements, and specific consent decrees. Conferred with school boards, colleges and universities, vocational and technical institutes, state agencies, other retirement systems and individual members on a variety of retirement-related issues. Prepared correspondence explaining the provisions of the Retirement System law, rules and regulations and the method of computation to determine eligibility and retirement allowances.



Louisiana House of Representatives

• United States
• Government Administration
• 100 - 200 Employee

• Appropriations Subcommittee Secretary

  • Feb 2010 - Dec 2010

  Coordinated Appropriations Subcommittee meeting with legislators and divisional staff, organized findings while effectively communicating information to staff, and assisted in preparation for Appropriations meetings. Assisted budget analysts' in daily duties by providing feedback on presentations for committee meetings Technically proficient in various software programs including Excel, Word, and PowerPoint. Coordinated Appropriations Subcommittee meeting with legislators and divisional staff, organized findings while effectively communicating information to staff, and assisted in preparation for Appropriations meetings. Assisted budget analysts' in daily duties by providing feedback on presentations for committee meetings Technically proficient in various software programs including Excel, Word, and PowerPoint.