Experience

HAWKS REAL ESTATE PROFESSIONALS, INC.

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • Jan 2023 - Present

  Hawks Real Estate Professionals I am a real estate professional with a high passion real estate professional for helping people find their dream homes. I have a deep understanding of the local market and is committed to providing my clients with the best possible service. She is always willing to go the extra mile to ensure her clients get the best deal. She is also a great listener and is always willing to take the time to understand her client’s needs and wants. With her knowledge and expertise, I am the perfect realtor to help you and your friends to find your perfect home. Here is my contact information: 785-861-0016. Show less



Security Benefit

• United States
• Financial Services
• 400 - 500 Employee

• Compliance Analyst

  • Nov 2011 - Feb 2022

  Compliance Analyst • Prepared and improved Broker-Dealer/Reps’s annual AML Online certification letter requests. Answered Broker-Dealers and IMO agents’ inquiry phone calls and helped them with AML & Suitability online Certification’s filings, replied to negative consent letters, and run weekly reports to track their records and ensure that they followed compliance regulation procedures when they sold SBL products. • Prepared Anti-money Laundering training material for new hires and annual associates. • Prepared and filed se2 TPA license renewal’s documents with 39 USA States to ensure that se2 TPA license renewals were filed on time and fees paid according to States’ compliance requirements. • Processed employment activities on FINRA registration database and CRD website for SBL associates: such as new employee registrations, fingerprints, transfers/promotions, terminations, and employee examinations and CE courses notices, etc. • Downloaded and generated FINCEN bi-weekly reports and verified reports with SBL client transactions to discover those clients whether are under government suspect investigate process. • Reviewed and revised annual Prospectus pages, updated price, rate, product name, etc., information and filings with government for SBL several products during annual tax season. • Filed annual anti-Fraud plan or Fraud reports for different States’ regulation requirement, and reviewed and filed misc. States’ filling requirements for different issues, such as, healthcare, travel, Lost Life Policy, etc. • Prepared and tracked audit review for suitability policy from client sample, and updated SBL procedure and policy pages and reviewed and audited certain subject topic related to SBL policy pages. • Self-studied and passed FINRA series 6 & 26 registration exams & SIE and CE course. Show less



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Customer Service Representative (GS05-GS06) and Tax Examiner (GS04-GS05)

  • Feb 2009 - Nov 2011

  •Worked on the phone, in person and via e-mail/online chat to provide information and counsel to taxpayers, and answers questions about when people should expect refunds, and how they should submit taxpayers’ payments information. •Researched taxpayers’ returns information on IDRS, and recorded notes on AMS, provided all related federal government administration phone information and address. •Processed taxpayers’ refund inquiry form 3911 and reissued refund checks, or traced refund checks, or sent various letters correspondence information to taxpayers regarding their tax return accounts. •Reviewed 1040X tax returns for accuracy and completeness, and coded 1040X tax returns for computer processing in IDRS by using IDAP or Xclaim. •Resolved errors and corresponds with taxpayers to obtain missing information and inform taxpayer's tax rights and responsibilities according to Individual Return Manual (IRM). •Responded to taxpayer's claim credits in amendment tax returns, related schedules, and other documentation, resolved account inquiries, advised taxpayers of enforcement actions, etc. •Analyzed a wide range of income tax issues involving current and prior year's rules, regulations, and procedures. Also analyzed and researched and resolved tax processing problems. Adjusted taxpayer accounts, prepared and issued refund credits, performed multiply credit transfers, computed tax according to IRM. •Identified under reported incomes and/or over reported incomes and deductions, and adjusted taxpayers’ accounts, and identified potential tax issues, math verifications, and possible solutions. •Served as a technical advisor, OJT coach, or correspondence reviewer to assist team member's work, and received 2011 Performance Award. •Performed other duties as assigned, such as Cash for Clunkers program to verify car insurance, driver ID vehicle title, sale document, purchase order information, etc. Show less



Milliman, Inc

• Machinery Manufacturing
• 1 - 100 Employee

• Financial Service Associate

  • Apr 2008 - Jul 2008

  •Reconciled twenty Pension Plans on daily basis among Omni Manager, Omni Trade, and Schwab. •Identified, and researched discrepancies and causes, and made adjustments to participant accounts according to Power Image task information after conversion from RPAS to Omni Manager. •Produced, reviewed, and revised T957 and participants’ quarterly statements. •Understand DC transactions, Trust relationship and basic accounting principles, and financial cause and effect of financial/trade movements. •Project management for special/complex reconciliation issues, fund changes, QDROs, special money transfers and other ad hoc projects. •Provided plan external audit assistance. •Worked closely with CSR, and effectively communicated with internal and external business partners. Show less



Global System Solution

• Bulgaria
• IT Services and IT Consulting
• 1 - 100 Employee

• Business Analyst/Consultant

  • Jun 2007 - Apr 2008

  •Analyzed and adjusted participant accounts on Omni Plus system for TIAA-CREF due to the company Retirement plans’ conversion from Legacy. •On Omni Plus system: Data analysis and research for all DC financial error transactions: Make adjustments, provide solutions, correct the data, and identify cash payment & post payment to Omni Plus system, and other work as needed on a variety of projects from Power Image request. •On Legacy: Researched incoming money transactions, moved money between contracts in a participant account on PADJ, researched transactions on Legacy screens to insure data correction. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Accountant III & Fund Accountant III

  • Sep 2004 - May 2007

  Portfolio Accountant III •Processed daily custody accounting and asset securities/trade settlement activities for Pension and Investment Plans (e.g. 403B plans) •Monitored cash flow, determined cash availability on Hogan system. •Reconciled beginning and end of day balance to trial/general ledger balance on MCH system. •Performed daily cash sweep, set wire, payments etc. on Logon system. •Produced and verified daily & monthly financial statements and ERISA reports. •Prepared proofs of account balances. •Researched, resolved and documented exceptions on OSA system. •Processed all income inquires, and researched unpaid items and reported overdrafts to Account Manager. •Effectively communicated with internal and external business partners daily. Fund Accountant III •Responsible for the day-to-day trading operations of a Canadian insurance company on Pam system. •Completed reporting tasks according to guidelines and requirements. •Prepared and reported net asset information for assigned products. •Produced and verified financial statements, trust reports, Schedule D’s or daily NAV reports. •Prepared proofs of account balances. •Entered and monitored general ledger and daily account activity (e.g. Trade processing, Corporate Action,). •Processed all trades activity including for limited complexity funds. •Prepared monthly accounting control reports reconciliation. •Developed and maintained effective interpersonal relationships and timely communications with business partners, clients and/or third party contacts. Show less



OVERLAND PARK REGIONAL MEDICAL CENTER

• United States
• Hospitals and Health Care
• 400 - 500 Employee

• Computer Operator (part-time)

  • Jan 2004 - Aug 2004

  •Operated computer-related equipment to prepare for distribution of information and data in support of the medical center’s management information, clinical and control systems. •Manually input patient medical files for billing and backup information to the accounting system. •Scanned patient insurance information and prepared billing invoices. •Printed and distributed medical reports to different departments for internal and external customers. •Assisted in staffing helpdesk for all medical office printers and operations equipment. Show less



UMB Bank

• United States
• Financial Services
• 700 & Above Employee

• Accountant I

  • Jun 2000 - Feb 2004

  •Processed and invested contribution deposits, loan payments and distributions for 401(k) and 403(b) plans. •Reviewed, monitored and trained fellow accountants on the Omni Plus System. •Answered questions related to the daily administration of Pension Plans. •Authorized money movements related to the daily investments of 401(k) plans. •Generated reports to assist with the annual Government reporting of all Pension Plans. •Prepared monthly, quarterly and yearly participant statements. •Reconciled record issues between Trust system and Omni Plus system before and after conversion. •Prepared year-end work for discrimination testing, 5500 forms, and reports for Trust Tax Dept. •Worked closely with administrator, Client Relations Representative (CRR), and legal team. Show less



COMMERCE BANK

• United States
• Banking
• 1 - 100 Employee

• Accounting Clerk II

  • Jul 1999 - May 2000

  •Managed and monitored purchase loan transactions for Corporate Finance Department. • Reviewed accounts payable invoices, and authorized loan payments, and recorded loan transactions. •Reconciled the month end balance on outstanding loans for corporate finance general ledger. •Managed and monitored purchase loan transactions for Corporate Finance Department. • Reviewed accounts payable invoices, and authorized loan payments, and recorded loan transactions. •Reconciled the month end balance on outstanding loans for corporate finance general ledger.



KOCH & KOCH CPA Firm

• CPA Assistant Internship (tax season)

  • Jan 1998 - Mar 1998

  •Integrated and defined accuracy of financial data on worksheets for corporations and partnerships. •Audited financial documents related to assets, insurances, loans, and distributions. •Prepared adjustment entries for trial balances including bank reconciliations, prepaid insurances, fixed asset depreciation tables and accrued interest on mortgages. •Integrated and defined accuracy of financial data on worksheets for corporations and partnerships. •Audited financial documents related to assets, insurances, loans, and distributions. •Prepared adjustment entries for trial balances including bank reconciliations, prepaid insurances, fixed asset depreciation tables and accrued interest on mortgages.