Experience

EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Junior Distributions Specialist

  • Aug 2015 - Present

  150 State Street, Unit 200, Rochester NY 14614 *Facilitate the distribution submission process, following documented procedures & policies, with minimum supervision within stated service standards. *Initiate transaction requests for cash disbursements, lump sums/rollovers/residuals, split distributions, hardships, partial payments, required minimum distributions, in-service withdrawals & periodic payments in compliance with plan document & participant requests. *Self-audit batches generated after processing requests. Release… Show more *Facilitate the distribution submission process, following documented procedures & policies, with minimum supervision within stated service standards. *Initiate transaction requests for cash disbursements, lump sums/rollovers/residuals, split distributions, hardships, partial payments, required minimum distributions, in-service withdrawals & periodic payments in compliance with plan document & participant requests. *Self-audit batches generated after processing requests. Release batches. *Manually enter & synopsize participant requests in worklog database. Review form for valid data. *Worklog all distributions. *Monitor requests to completion. *Manage Distributions inbox for incoming requests & high priority items. *Review payout reports to ensure accurate processing prior to check issuance. *Distribution payout upload. *Upload LDT check files for specific trade platforms (Mtxdirect/Moo, MATC, TDATC). *Review plan document to establish in-service withdrawal template setup. *Research & resolve identified problems for clients & staff. Analyze situations and/or information. *Perform other duties, as requested: processing new loans, loan reamortizations, & loan refinances; peer review; or submit transaction reversal corrections when applicable. *Research Outstanding Worklog Report. *Educate employees on distribution processes. *Host shadows for employees. *Help develop & improve processes. *Ability to read & interpret documents such as task procedures, plan documents & varied request forms specific per plan. *Ability to communicate effectively with internal Client Support Specialists & staff via email, phone, or face-to-face interaction. *Provide detailed explanations of issues to internal contacts. *Collaborate with internal staff. *Create checklists & procedures for myself, teammates, &/or Client Support Specialists. *Knowledge of Microsoft Office applications: Excel, Outlook, Power Point & Word. *Experience using Schwab Retirement Technologies software.

• Recordkeeping Support Admin

  • Mar 2014 - Aug 2015

  150 State Street, Unit 200, Rochester NY 14614 *Manage daily tasks with minimum supervision. *Process all distributions & loans (new loans, reamortizations, refinances). *Update participant data. *Maintain accuracy in data entry. *Worklog distributions. *Self-audit batches generated. *Peer review. *End-of-day loan sorting. *Promissory note review & upload. *Meet daily deadlines. *Enrollment form entry & review. *Research Outstanding Worklog Report. *Attend on-site professional development… Show more *Manage daily tasks with minimum supervision. *Process all distributions & loans (new loans, reamortizations, refinances). *Update participant data. *Maintain accuracy in data entry. *Worklog distributions. *Self-audit batches generated. *Peer review. *End-of-day loan sorting. *Promissory note review & upload. *Meet daily deadlines. *Enrollment form entry & review. *Research Outstanding Worklog Report. *Attend on-site professional development trainings. *Successful completion of Retirement Plan Fundamentals (RPF), Parts 1 & 2 --ASPPA.



Wegmans Food Markets

• United States
• Retail
• 700 & Above Employee

• Customer Service Catering

  • Oct 2012 - Jun 2016

  2157 Penfield Rd, Penfield NY 14526 *Provide incredible customer service. *Knowledge of food items/trays or products within catering menus. *Assist customers in planning detailed menus specific to their event, such as: anniversary, baby shower, birthday, bridal shower, church events, dinner, funeral, graduation, junior prom, luncheon, meeting, themed party/gathering, senior ball, wedding, or other. *Develop catering contracts. *Set-up catering deliveries. *Set-up and cater events in small and large conference… Show more *Provide incredible customer service. *Knowledge of food items/trays or products within catering menus. *Assist customers in planning detailed menus specific to their event, such as: anniversary, baby shower, birthday, bridal shower, church events, dinner, funeral, graduation, junior prom, luncheon, meeting, themed party/gathering, senior ball, wedding, or other. *Develop catering contracts. *Set-up catering deliveries. *Set-up and cater events in small and large conference rooms on-site or at St. John Fisher College, Wegmans School of Pharmacy. *Reserve conference rooms for various meetings or events (employee development, workshops, luncheons). *Educate employees of our catering process. *Cross-train in other departments. *"Who We Are" Award: Caring (April 2013) *Receipient of compliments from customers through C.A.R.E. Program.

• Cashier, Front End

  • Oct 2004 - Oct 2012

  Latta Rd & Penfield *Provide incredible customer service. *Scan & bag customer groceries. *Operate a cash register. *Communicate totals to customers. *Responsible to take money in the form of cash, check, or credit card from customers in exchange for food/items. Provide change or process card transactions as applicable. *Enter product codes manually as necessary. *Maintain a clean register environment. *Front End Superstar: Employee of the Month (June 2012)



BROOK-LEA COUNTRY CLUB INC

• United States
• 1 - 100 Employee

• Busser/Server/Hostess

  • Dec 2008 - Feb 2016

  891 Pixley Rd, Rochester NY 14624 *Provide efficient customer service to members & non-members. *Work independently & as a team to service needs of members & non-members. *Organize & coordinate set-up of special events, such as: meetings, reunions, showers, tournaments, weddings. *Delegate job tasks to co-workers during event set-up in order to complete in organized, timely manner. *Creatively arrange rooms to accommodate needs of specific event. Refer to handmade diagrams. *Train newly hired employees… Show more *Provide efficient customer service to members & non-members. *Work independently & as a team to service needs of members & non-members. *Organize & coordinate set-up of special events, such as: meetings, reunions, showers, tournaments, weddings. *Delegate job tasks to co-workers during event set-up in order to complete in organized, timely manner. *Creatively arrange rooms to accommodate needs of specific event. Refer to handmade diagrams. *Train newly hired employees. *Answer phones. *Greet & seat members for dinner service weekly based upon seat availability. Take reservations. Show less