Experience

Iowa State Bank (Des Moines, IA)

• United States
• Banking
• 1 - 100 Employee

• Assistant Vice President & Trust Officer

  • Aug 2023 - Present

• Trust Assistant

  • May 2015 - Aug 2023



Businessolver

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Operations Processor

  • Sep 2012 - May 2015

  Businessolver delivers online benefits support for US and Canadian benefit plans. Operations Processor • Processed checks or ACH funds received for payment of health benefits. • Prepared daily deposit reports and scanned checks to appropriate deposit account for health benefit payments processed. • Prepared daily deposit for Accounting department receivables. • Processed all required COBRA notifications, elections and terminations via the proprietary Benefitsolver system. Businessolver delivers online benefits support for US and Canadian benefit plans. Operations Processor • Processed checks or ACH funds received for payment of health benefits. • Prepared daily deposit reports and scanned checks to appropriate deposit account for health benefit payments processed. • Prepared daily deposit for Accounting department receivables. • Processed all required COBRA notifications, elections and terminations via the proprietary Benefitsolver system.



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Senior Pension Specialist

  • Nov 2005 - Feb 2012

  Reconcile deposits, disbursements, and wires received daily in cash account. Partnered with office manager, pension specialist team, and pension administration team to process daily transactions, provided customer assistance, utilized cross-training to meet required processing deadlines, assisted with semi-annual procedural updates and special projects including monthly revenue reporting and producing quarterly participant statements. Verified accuracy of transactions processed and resolved processing issues that occurred such as vesting calculations and distribution codes reported on IRS form 1099R.Coordinated data collection for 401(k) plan specific audits and annual internal audits. Back up for trade desk and submitting trades to fund companies. • Assisted the operations manager in implementing a new automated system using paperless distribution processing and file transfer protocol (FTP) site for issuing distribution checks to 401(k) plan participants resulting in more effective and efficient distribution processing, including increasing the number of checks issued from 30 to over 100. • Initiated the lead role in processing plan termination distributions resulting in an increase of 1,400 distributions in a four month period. Show less

• Pension Specialist II

  • Nov 2000 - Nov 2005

  Processed daily transactions for participants in defined contribution retirement plans including distributions, installment payments, loans, contributions and investment fund transfers.Responded to participant inquiries/requests via phone or email.



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Anniversary Technician

  • Mar 1998 - Sep 2000

  Reviewed and monitored accuracy of figures, calculations, and postings entered by pension processing specialists for annual review/valuation of defined benefit pension plans. Verified employer provided data uploaded correctly to pension recordkeeping system. Compared system settings with defined benefit plan document to ensure benefits calculated correctly in pension recordkeeping system.

• Pension Record Specialist

  • Mar 1997 - Nov 1998

  Interpreted defined benefit plan document and calculated benefit payments for participants eligible for distribution from defined benefit pension plans at termination of employment, retirement, death, or disability. Requested distribution of benefits (lump sum or annuity payments) to defined benefit plan participants according to timing guidelines.



Employers Mutual Insurance Co

• Accounting Clerk

  • Sep 1992 - Nov 1996

  Performed routine posting and verifying duties involved in insurance premium payment processing and banked insurance premium payments.

• Policy Typist

  • Nov 1990 - Sep 1992

  Prepared letters and completed forms for insurance policy mailings.