Experience

Maryland State Retirement and Pension System

• Government Administration
• 100 - 200 Employee

• Administrator I Enrollments

  • Dec 2015 - Present

  120 Baltimore Street Supervise, manage and control the operations of the Enrollments Section of the Data Control Unit. Responsibilities include, but are not limited to: supervision and leadership of staff assigned to the Enrollments Section in enrolling new members into the Maryland State Retirement and Pension System, reviewing enrollment and membership reports generated by the MPAS system to correct problem enrollments, processing leave of absence requests, assisting in the enrollment of new participating… Show more Supervise, manage and control the operations of the Enrollments Section of the Data Control Unit. Responsibilities include, but are not limited to: supervision and leadership of staff assigned to the Enrollments Section in enrolling new members into the Maryland State Retirement and Pension System, reviewing enrollment and membership reports generated by the MPAS system to correct problem enrollments, processing leave of absence requests, assisting in the enrollment of new participating governmental employers, processing transfers of service as provided by legislation, establishing Active Master File records to facilitate the administration of alternate payees, and assisting with processes to ensure the integrity, completeness, and accuracy of data on the Active Master File at fiscal year close.

• Supervisor - Fiscal Technician

  • Jul 2005 - Dec 2015

  Supervise staff assigned to the Payroll Collections Unit. •Supervision of staff and behaviors, establishing regular processes to measure performance, being available to staff, and consistently guide, encourage, and coach staff as appropriate. •Control staff using performance evaluations and ensure staff’s behavior meets established policies and procedures. • Monitor the tracking systems established to ensure timely receipt of payroll data, accurate validation of the data, reconciliation and… Show more Supervise staff assigned to the Payroll Collections Unit. •Supervision of staff and behaviors, establishing regular processes to measure performance, being available to staff, and consistently guide, encourage, and coach staff as appropriate. •Control staff using performance evaluations and ensure staff’s behavior meets established policies and procedures. • Monitor the tracking systems established to ensure timely receipt of payroll data, accurate validation of the data, reconciliation and proper updating of member contributions to the Active Master File • Monitor the tracking systems established to ensure agency/PGU discrepancies are communicated to the agency/PGU and ultimately resolved accurately and timely, via re-submission of data, manual adjustments or adjustments of future cash remittances. • Monitoring of validation discrepancies to ensure that the errors are corrected and updated timely • Collection of electronic payroll data submitted by over 160 payroll reporting centers • Communicating payroll discrepancies to employers. Identifying and analyzing the nature of validation discrepancies/errors and deficiency payments. Reconciling data adjustment validations to manual adjustment submissions. Communicates effectively with internal and external customers. Interpret and develop expert level understanding of Pension Law, C and regulations as they relates to the Payroll Collections Unit. Assists Enrollment Unit with the correct coding of MSRP's ten month employees, counsel contact as it pertains to enrollment processes.

• Fiscal Account Technician Lead

  • Feb 2004 - Jul 2005

  120 Baltimore Street Plan and organize the available resources to meet the goals of the Payroll Collection Unit. Responsible for the Receipt, tracking, and processing of Employer Supplied Payroll Data. Serves as the Principal Contact with the Staff of Participating Governmental Units. Acts as Principal Interface Between the Payroll Unit and the Systems Division With Respect to the Processing of Payroll Data. Prepare monthly Invoice for Late Cash and Late Data.



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Accounting Clerk

  • Nov 1999 - Jun 2003

  Baltimore, Maryland Area Processed transactions resulting from M&T investment strategies. Duties included but not limited to the following duties. Verify and post stock splits, stock dividends, spin-offs, dividend, re-investments, optional dividends, cash mergers, stock mergers, election mergers, exchange offers, tender offers, conversions, distributions in kind, consents, proxies, bankruptcies, and class actions with 95% accuracy rate. Post tax cost adjustments related to reorganization items. Meet departmental… Show more Processed transactions resulting from M&T investment strategies. Duties included but not limited to the following duties. Verify and post stock splits, stock dividends, spin-offs, dividend, re-investments, optional dividends, cash mergers, stock mergers, election mergers, exchange offers, tender offers, conversions, distributions in kind, consents, proxies, bankruptcies, and class actions with 95% accuracy rate. Post tax cost adjustments related to reorganization items. Meet departmental standards for quality and productivity while performing basic responsibilities. Train new and current team members. Develop procedures for the Reorganization Department. Review and revise existing procedures. Work with minimal supervision. Identify, analyze and solve problems. Excellent time management skills, customer service and interpersonal skills. Show less



PNC

• United States
• Financial Services
• 700 & Above Employee

• Accounting Clerk - Supervisor

  • Oct 1993 - Aug 1999

  Baltimore, Maryland Area Responsible for Updating, tracking and maintaining the Master Files for bank own assets. Activity included but not limited to:* Set up, maintain and verify the accuracy of various bonds, stocks and other securities* Prepared Estate Valuation for trust customers* Prepared employee evaluations* Developed procedures for the department* Back-up for Securities Clearance Supervisor. Depository Trust Company, Federal Reserve, Securities Lending, Physical and Foreign Settlement* Reconciled positions… Show more Responsible for Updating, tracking and maintaining the Master Files for bank own assets. Activity included but not limited to:* Set up, maintain and verify the accuracy of various bonds, stocks and other securities* Prepared Estate Valuation for trust customers* Prepared employee evaluations* Developed procedures for the department* Back-up for Securities Clearance Supervisor. Depository Trust Company, Federal Reserve, Securities Lending, Physical and Foreign Settlement* Reconciled positions of securities held at various depositories* Verified and posted stock splits, stock dividends, spin-offs, dividend re-investments, optional dividends, cash mergers, stock mergers, election mergers* Progressively increased responsibilities to include quality review and other duties as assigned* Trained new hires for various job functions. Supervisor Mutual Funds staff, Responsible for planning, organizing and monitoring staff activities.* Reviewed statements received from various Fund Companies, posted of dividend re-investment transactions, short and long term capital gains* Reconciled trust accounts balance with the funds.* Processed trades, maintenance, redemption's, exchanges, transfers, free receives and deliveries via Depository Trust Company and the Fund Companies.* Resolved/researched client problems* Supported dept projects as needed* Built an effective working relationship with external clients, group members and management Show less