Samantha Francis, MBA

Plan Manager and Loan Administrator at PenServ Plan Services, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Elgin, South Carolina, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Plan Manager and Loan Administrator
      • Jul 2021 - Present

      • Manages over 250 403(b) and 457(b) retirement plans to ensure they remain in compliance with IRS and DOL regulations • Oversee the scheduled loan payments of over 1,000 participant loans taken through 403(b), 457(b), or 401(k) retirement plans and ensure the loans remain in compliance with IRS and DOL regulations • Provides excellent customer service to payroll contacts in regard to their retirement plan • Trains new team members in 403(b) and 457(b) retirement plan compliance and company policies and procedures Show less

    • United States
    • Restaurants
    • 700 & Above Employee
    • Retail Shift Leader
      • Mar 2016 - Apr 2021

      • Train new employees ensuring adherence to company policies and procedures • Provide excellent customer service focused on effectively connecting guests to products on the sales floor contributing to increased sales • Operate the POS cash system for fast-efficient and accurate checkout procedure • Refill and stock floor with product ensuring inventory is always available • Run operations when manager is out of the business • Ensure sufficient staffing to adequately handle the predicted business level • Assign tasks to staff members and oversee that those tasks are completed Show less

    • United States
    • Higher Education
    • 100 - 200 Employee
    • Registrar's Office Intern
      • Jun 2020 - Jan 2021

      • Managing a project and ensuring its completion • Utilizing Jenzabar Software to redesign student portal • Designing the student portal to reflect the organization’s mission • Cultivating new training materials • Consulting with a departments throughout the organization • Experience on Jenzabar JICS software • Managing a project and ensuring its completion • Utilizing Jenzabar Software to redesign student portal • Designing the student portal to reflect the organization’s mission • Cultivating new training materials • Consulting with a departments throughout the organization • Experience on Jenzabar JICS software

    • India
    • Information Services
    • 1 - 100 Employee
    • Software Associate Intern
      • Oct 2019 - Dec 2019

      • An active member of a team working on and delivering projects • Operated in the agile software development method • Experience in a real-life work environment • Training on Bash Unix shell language and programming • Visual Basic training in respect to programming with Microsoft Excel • Knowledge of consulting with businesses on software development • An active member of a team working on and delivering projects • Operated in the agile software development method • Experience in a real-life work environment • Training on Bash Unix shell language and programming • Visual Basic training in respect to programming with Microsoft Excel • Knowledge of consulting with businesses on software development

Education

  • Columbia College (SC)
    Master of Business Administration - MBA, Business Administration and Management, General
    2021 - 2022
  • Columbia College (SC)
    Bachelor of Business Administration - BBA, Business Administration and Management, General
    2017 - 2021
  • Columbia College (SC)
    Bachelor of Computer Information Science, Computer Science
    2017 - 2021

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