View Candidate Resume

Name: Confidential Confidential
Last Updated: 2019-10-02
Phone #: 1233211234
Address: 123 Confidential
New Orleans, LA 70122
New Orleans, Louisiana 70122



Versatile, detail-oriented, and performance-focused professional, offering diverse experience in administrative functions, benefits and plan

coordination, and general administration.


Project Planning | Data Entry | Inventory Control | Office Administration
Regulatory Compliance | Payroll Processing | Budget Management | Process Implementation


Confidential, New Orleans, LA
Compliance Specialist July 2018–Present
 Utilize complex financial data in identifying, escalating, and dealing with research-related concerns
 Manage all regulatory testing requirements encompassing plan and client data
 Assume responsibility in encoding employer data in a pension system, preparing accurate plan files, as well as tracking plan activities

covering contributions and distributions for ongoing compliance with regulations
 Employ keen attention to detail in organizing and filing 5500, 5558, 8955, and 5330 forms
 Administer operational facets for group client retirement plans which involve pension plan types and defined contribution plans daily

valuation recordkeeping systems to ensure timely completion of plan sponsors’ requests
 Apply principles and practices of retirement administration including federal, state, and Internal Revenue Service (IRS) regulations in

interpreting pertinent laws, administrative rules, and department guidelines
 Conduct non-discrimination testing which includes 402(g), 415(c), ADP, ACP, Top Heavy, Coverage, 414(s) compensation
 Broaden knowledge of plan provisions for retirement plans while completing multiple projects and initiatives to meet target deadlines

Compass Group, New Orleans, LA
Financial Analyst June 2016– July 2017
 Rendered support in planning annual budgets and strategic process related to fringe benefit accounting
 Handled the forecasting of financial results and presentation of fringe benefit accounting results to executive management
 Held accountability in closing out the fringe profit and loss (P&L) statements each month including month-end journal entries
 Keenly analyzed balance sheet, P&L statement, and detailed financial operating summary each month
 Developed and maintained financial dashboards within the company’s internal financial reporting package to be submitted to external clients
 Monitored financial performance for operational and corporate programs and initiatives

American International Group Variable Annuity Life Insurance Company (AIG VALIC), Houston, TX  2007–2017
Plan Coordinator | Team Lead, Third-party Operations Team Jan 2013– June 2016
 Teamed up with internal and external partners on agreements, participant transactions, and invoices with once-and-done processing procedures

by determining root causes to prevent repeated incidents
 Generated and submitted weekly and monthly reports to senior management
 Took charge of balancing team projects based on daily third-party administrator (TPA) requirements to ensure a high number of completed items
 Acted as internal liaison among TPAs, responsible for defining and escalating customer-related concerns
 Maintained professional relationships with primary groups while guiding team members on daily operations

Career Highlights:
 Formulated several operational procedures used to identify invoice dispensation to enable management, team members, and TPAs in completing an

evaluation of any sent/received invoice or communication, subsequently enhancing the quality of team performance
 Efficiently coordinated the processing of invoices from TPAs and consultants in both mutual fund and annuity products in a timely manner to

identify gaps in cooperation with management, thus resolving items within two days after invoice receipt

Plan Coordinator, Plan Sponsor Service Team Jan 2010– Jan 2013
 Dealt with contribution and distribution issues to carry out make-whole earnings adjustments for group clients
 Held accountability in handling client requests and retirement plan changes using project management aptitudes
 Functioned as representative of the Operations Department, accountable for managing system enhancements, pension legislation, and

administrative projects
 Initiated research on setting up and analyzing payment processes for the new TPA regulations set up by the IRS, reviewing, analyzing and

updating audit packages for retirement plans

Career Highlight:
 Surpassed the expectations of individual goals with an average turnaround time in closing approximately 173 cases per month, equal to a 99%

case resolution standard, 99% on call quality with an average of 186 calls taken per month on both annuity and mutual fund products

Client Service Professional | Team Lead March 2007– Jan 2010
 Gained detailed knowledge of all retirement accounts with IRS regulations and changing laws affecting all types of retirement accounts
 Exemplified excellent problem-solving skills in addressing complaints/escalated calls, as well as in answering questions on services/products
 Analyzed all complaint cases related to complex contribution remittances, as well as loan and distribution requests for all products with

follow-up within 24 hours
 Offered assistance in developing skills of service representatives on products, services, company policies, and case management quality audits
 Coordinated closely with customer service supervisor in accomplishing assignments on casework
 Took charge of defining new work procedures
 Served as subject matter expert (SME) on all subjects for both mutual fund and annuity products

Career Highlight:
 Succeeded in achieving and exceeding expectations on a quality level for excellent customer assistance and call handling time of at least 99%


Earlier Positions Held:
American International Group Variable Annuity Life Insurance Company (AIG VALIC), Houston, TX  2007–2017
Annuity/Mutual Fund Distribution/Loan Processor

First Investors Financial Services, Houston, TX
Loan Document Processor

Venturi and Adecco Temporary Personnel, Shreveport, LA; Houston, TX
Accounting Clerk | Executive Administrative Assistant | Freight Forwarding Agent

Career Adventures Temporary Agency, Shreveport, LA
Freight Forwarding Agent | Executive Administrative Assistant

Brance-Krachy Company, Inc., Houston, TX
Executive Administrative Assistant | Senior Logistics Coordinator

Robinson’s Paint and Body, Houston, TX
Office Manager | Dispatcher

Capp Electric Company, Houston, TX
Executive Administrative Assistant

Intercontinental Storage Lot, Houston, TX
Office Manager | Dispatcher


Reliant Energy HL&P, Houston, TX | Arkla, Shreveport, LA
Senior Customer Service Advisor

Coastal Transport, Houston, TX
Lead Dispatcher


Master of Science in Human Resources, In Progress (Expected Completion Date: May 2023)
LeTourneau University, Longview, TX

Bachelor of Science in Business/Accounting, In Progress (Expected Completion Date: May 2021)
LeTourneau University, Longview, TX

Associate of Applied Science in Accounting, May 2018
Lone Star College, Kingwood, TX| National Society of Collegiate Scholars (NSCS)


Microsoft Office Applications (Word, Excel, PowerPoint, Outlook, SharePoint, and Access)
PeopleSoft | Salesforce | Relius | PensionPro | SAP | Spring CM | Oracle | Workday | Google Docs | Dropbox
Claim Platform | Sessions | Lotus Notes | V-System | V-Cat | AGILEnet | Cold | FileNet | Trac | Zebra | Cado
Tige32 | QuickBooks Pro | UNIX | Windows (3.1, 95, 98, XP, 2000, and 7) | CICS | TESS | AP700
AS400 | WordPerfect (Ver 6.) | 10-Key | Quicken | Adobe Publisher

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