Samantha Francis, MBA
Plan Manager and Loan Administrator at PenServ Plan Services, Inc.- Claim this Profile
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Bio
Experience
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PenServ Plan Services, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Plan Manager and Loan Administrator
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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
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Cracker Barrel
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United States
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Restaurants
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700 & Above Employee
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Retail Shift Leader
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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
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Columbia College (SC)
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United States
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Higher Education
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100 - 200 Employee
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Registrar's Office Intern
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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
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Capgemini
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India
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Information Services
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1 - 100 Employee
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Software Associate Intern
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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
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Education
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Columbia College (SC)
Master of Business Administration - MBA, Business Administration and Management, General -
Columbia College (SC)
Bachelor of Business Administration - BBA, Business Administration and Management, General -
Columbia College (SC)
Bachelor of Computer Information Science, Computer Science