Experience

Orange County Employees Retirement System

• United States
• Government Administration
• 1 - 100 Employee

• Senior Retirement Program Specialist

  • Aug 2022 - Present

  Quality Assurance in Member ServicesLead Quality Assurance representative on special projects for recalculationsReview and apply retirement statutes for benefit processingCompliance- policies and proceduresEnsure retirement calculations are calculated error free.Peer training, one-on-one and classroom setting to ensure error free calculations.Review and process complex member benefit calculations for regular service and disability retirement, deferred retirement benefits, disability supplemental benefits, and survivor death benefits.Review, research, and recalculate benefits for corrective actions.Review and research service credit audits.Active Subject Matter Expert (SME) to assist department representatives with interpreting statutes, regulations, memorandum of understanding (MOU), employer contracts, and complex calculations.Active SME to develop training guides, presentations, and facilitate training in a classroom setting.Assist in the production of the retiree's payroll and processing of monthly benefits and lump sum payments.Assist team members with complex calculations and continuous peer training.Review and provide opinions and updates on new and current procedure guidelines.Communicate with various groups within the organization regarding the retirement systems regulations and benefits. Show less

• Retirement Program Specialist

  • Jun 2016 - Jul 2022

  Counsel retirement system members on retirement process, interpreting statutes, regulations, and policies. Calculate benefits and counsel members and beneficiaries for service retirement, disability benefits, death benefits, and Domestic Relations Orders.Perform technical work using pension and imaging software.Data gathering and analysis for benefit calculations and processing. Peer audits on different worktypes.Facilitate pre-retirement seminars in large group settings. Create job knowledge sharing and training documents.Train new team members.Specialized in processing benefits for Disability and Domestic Relations Orders. Show less



County of Orange

• Government Administration
• 700 & Above Employee

• Data Entry Technician / Social Services Agency

  • Feb 2014 - Jun 2016

  Review and extract document information, such as applications, for Medi-Cal and Cal Fresh programs. Process application registration with vital client information in an accurate and timely manner. Organize and assemble client case folders for Eligibility Technicians. Assign caseloads to Eligibility Technicians for client eligibility review through web based management system (Workload Management System). Assist Eligibility Technicians with my interpretation skills for Spanish speaking clients. Organize paperwork for image storage, which includes generating barcodes through the Barcode Generator System. Request client Benefit Identification Cards. Client case maintenance, such as updating addresses, updating current aid codes. Distribute work to team members. Train new employees on process and procedures. Maintain and distribute processing statistics, in Excel format, to Office Supervisor via email. Verify and obtain incomplete application information from clients through office reception window. Work with confidential information on a daily basis. Provide internal and external customer service. Show less



New Meatco Provisions, LLC

• United States
• Software Development

• Accounts Receivable & Credit

  • Feb 2011 - Apr 2013

  Analyzed weekly sales for appropriate account credit limits. Managed chain stores and high volume distributor accounts. Managed and maintained all credit files, including accounts on HOLD, increase & decrease credit limits. Established new accounts and reviewed trade references to set credit terms and limits. Researched and resolved out of balance accounts. Account reconciliation. Collection phone call on past due accounts. Gathered and maintained third party collection files. Maintained Bankruptcy files, including court filings for Proof of Claim. Managed escrow accounts and follow up for final account payments. Reviewed and submitted escrow claims based on Pacific Report listings. Provided client statements and aging reports via email. Document control, invoice and credit memo scanning. Show less



Teazers Hair Salon

• United States
• Consumer Services

• Hairstylist

  • Sep 2010 - Jan 2011

  License# KK517672 Haircuts and hairstyles for women, men and children, Color and highlights, Brazilian Blowouts, Japanese Straightening, Manicures/Pedicures, Waxing - Hair Removal, Clipper cuts. License# KK517672 Haircuts and hairstyles for women, men and children, Color and highlights, Brazilian Blowouts, Japanese Straightening, Manicures/Pedicures, Waxing - Hair Removal, Clipper cuts.



Career Academy of Beauty

• Student

  • Oct 2009 - Aug 2010

  Sabbatical to accomplish personal goal and obtain Cosmetology license. Licensed in September 2010. Haircuts, Hairstyles, Color and highlights, Clipper cuts, Brazilian Blowouts, Japanese Straightening, Keratin Treatments, Perms, Manicures/Pedicures, Skin care, Waxing - Hair Removal, Makeup - beauty and costume. Sabbatical to accomplish personal goal and obtain Cosmetology license. Licensed in September 2010. Haircuts, Hairstyles, Color and highlights, Clipper cuts, Brazilian Blowouts, Japanese Straightening, Keratin Treatments, Perms, Manicures/Pedicures, Skin care, Waxing - Hair Removal, Makeup - beauty and costume.



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Nov 2005 - Aug 2009

  Website project management while producing requirements documentation.Produced milestone schedules using Microsoft Office Project.Managed project timelines and implemented new features and documents to retirement websites. Identified and defined new troubleshooting work processes, written documentations as well as Microsoft Visio diagrams.Change Control Board member – Authorized and determined updates to websites as needed.Served as a liaison between business partners and vendors.Monthly reports on website usage.Mentored project team testers.Opened and managed system issues using ClearQuest tracking system. Show less

• Web Representative

  • Dec 2002 - Nov 2005

  Developed project test plans, testing timelines, and executed beta testing for multiple projects simultaneously.Researched and resolved web related issues by recreating issues on the beta system to mirror live production websites.Constant communication between IT department and business partners regarding web enhancements.Produced test case scenarios by reviewing business designs and business rules.Responded to all incoming website comments.Produced monthly statistics on website comments and transactional usage.Opened and managed system issues using ClearQuest tracking system.Educate website users on existing and new functionality. Show less

• Fund Rep. / Shareholder Services

  • Dec 1997 - Oct 2005

  Improved the service level to retirement plans on new systems and web-based programs.Specialized in group retirement plans such as 401(k), SIMPLE IRA, and 403(b).Coordinated informational meetings for processing system between financial advisors, Third Party Administrators, and myself.Resolved complicated issues daily in a deadline-based environment.Processed large dollar amount investments to retirement plans.Assisted the Training Department and facilitated classes regarding New Shareholder Accounts, and processing Group Plans.Mentored newly trained associates on daily work processes.Conducted one-on-one overviews with new and existing associates. Show less



World Bazaars, Inc.

• United States
• Manufacturing

• Credit Analyst

  • Jan 1996 - Nov 1997

  Analyzed credit reports, such as Dunn & Bradstreet, and review trade references. Processed and opened new client accounts. Determined credit terms and credit limits. Reduced Bad Debt Expense Journal by 56%. Minimized past due credit report from 120 days to less than 90 days on a monthly basis. Collection calls on past due accounts. Analyzed credit reports, such as Dunn & Bradstreet, and review trade references. Processed and opened new client accounts. Determined credit terms and credit limits. Reduced Bad Debt Expense Journal by 56%. Minimized past due credit report from 120 days to less than 90 days on a monthly basis. Collection calls on past due accounts.