Ashlee Daniel Email & Phone Number

Kingwood, TX

Kingwood, Texas

• Process timely payroll for clients; review client payroll data for accuracy and completeness; routine review for compliance with federal, state, and local regulations for various pay day laws including: FLSA.
• Provides system training to client contacts.
• Reviews and analyzes payroll reports for accuracy and readiness to distribute to clients; reconciliation of client invoices; collaboration with internal partners for creation of custom reports.
• Maintain client data for employee records including employee basic information (ex: address changes), pay rate changes, PTO management and reporting; reviews new hire paperwork for compliance.
• Assesses payroll needs for clients and identifies/recommends payroll service solutions to streamline or enhance payroll service delivery.
• Acts as second point of contact for client, collaborating with internal non-client facing partners to resolve/escalate complex client issues

Kingwood, Texas

• Monitor team inbox; Provide direction or assistance with various 401k inquiries.
• Processing and Quality Checking various financial transactions including:o 401k loan repaymentso 401k rollover contributionso In-services distributions, termination distributions, permissible withdrawalso Deceased.
• Daily Reconciliation of 401k contributions and 401k loan payments to fund payroll deductions
• Daily Reconciliation of all 401k disbursements allowing for accurate check processing and 1099 creation from Trustee
• 401k Plan Review of prospective clients, assisting BPA in validation that client is a good fit for Insperity 401k Plan
• 401k Plan Amendment updates

Kingwood, Texas

• Responsibilities:
• Manage all incoming mail from Insperity 401K participants
• Process incoming participant account maintenance (name change requests, address change requests, beneficiary designations) via Omni
• Process participant contribution requests (401k rollover requests)
• Process participant distribution request (loan payoffs, loan payments, hardship withdrawals)
• Research various issue such as 401k check re-issuances, death claims, asset verification requests, distribution requests for terminated participants

Plano, TX

• Promoted to assist with influence between Credit Bureau Disputes Team and Quality Control to obtain 95% accuracy. Collaboration between upstream and downstream processes to establish effective controls. Identify areas.
• Review and score dispute responses of Credit Bureau Dispute processors
• Assist with efforts to gather necessary documentation for periodic audits and reviews
• Lead in training of associates and external parties as needed
• Provide weekly coaching and feedback to 6 processors
• Maintain & schedule monthly meetings

Plano, TX

• Promoted through recommendation. Monitored entire Home Loans and subservicing populations to ensure compliance with SCRA. Identified possible fraudulent or suspicious activity as well as various potential exceptions or.
• Demonstrated ability to effectively maintain SCRA process upon reduction of staff from three FTE to one FTE, becoming acknowledge departmental expert
• Received President of Financial Services recognition for 100% accuracy
• Created team job aids and facilitated training for new hire/relief associates
• Effectively managed all Policy and Procedure updates for six upstream and downstream processes
• Designed, presented and gained approval for first SCRA benefits De-enrollment process in company.

Plano, Texas

Responsibilities:Audit foreclosure action via "Living File Review", ensuring all legal noticeshave been filed/recorded timely and according to state statuterequirementsAccomplishments:Redesigned process for obtaining documents for foreclosure attorneys that have been phased out. This decreased time from <30 days to >5 daysCreated process documentation for.

Lewisville, Texas

Responsibilities: Manage foreclosure firms to timely completion of foreclosure action in CAand FL Assist in resolving escalated issues including: QWRs, Loss MitigationRequests, Bankruptcy filings Service Transfer Assignment Requests andany requests for Postponement of Sale Assist in providing any missing documentation for foreclosure firm tocomplete.

Bellevue, Washington

Responsibilities:Draft various documents necessary to carry out legal action including:Substitution of Trustee and Assignment of Deed of Trust; review files foraccuracy and correct Chain of Title (COT) Prepare legal action notices including: Notice of Default, Notice of TrusteeSale Order and review Title Reports for Accuracy; limited title curative.

Bachelor'S Degree, Psychology

Associate'S Degree, Liberal Arts And Sciences/Liberal Studies