Charles Jerry Email & Phone Number

United States

• Advanced from Test Creation Administrator 1 to Test Creation Administrator Lead position. • Support a network of internal English Language Learning (ELL) test developers and external item writers across multiple programs, test measures, and locations. • Coordinator for TOEIC Speaking and Writing platform/prompt reviews, TOEFL Reading passage finder program, TOEFL Essentials item entry and AI synthetically generated speech creation, and Strategic Business Unit reprints deliverables. • Updated all processes and templates in the above roles—resulting in greater production delivery efficiency.• Execute XML and metadata item and stimulus entry/editing in support of assessment test creation.• Create author audio AI synthetically generated speech for TOEFL Listening conversation and lecture sets.• Prepare and distribute item-scoring statistical reports for TOEFL Reading and TOEFL Primary test administrations. • Perform document reviews/revisions, formatting, and SharePoint posting for various programs.• Process payments to external item writers, and update SharePoint payment tracking register to record each transaction. • Interact and partner on ad hoc projects, team cross-training, and assisting our ELL offshore team in India.• ELL “Windows Pilot Partner” team member—assisting less tech-savvy colleagues with Microsoft Windows operation.

Princeton, Nj

• Full-time consultant position via Adecco Staffing USA.• Proof/edit assessment development test series copy, following conversion from legacy TCS system to new IBIS system.• Ensure consistency of style, accuracy of content, layout, and the highest overall editorial quality of text and artwork.• Perform daily XML content and metadata edits to operational pool test series copy. • Work with all academic teams and provide conversion/edit support for all test series and testing methodologies (computer/internet-based, and paper/pencil-based editions).

Toms River, Nj

• Manage and execute defined contribution plan administration and asset reconciliation.• Proactive point of contact for assigned clients and financial professionals.• Execute plan non-discrimination testing (ADP/ACP, Top Heavy, Coverage), and IRS Form 5500 preparation.• Prepare all documentation/correspondence for participant loans, distributions, and client billing.• Manage and execute entire process for new plan implementations and existing plan conversions.• Review all daily participant loans and distributions for accuracy and submit for processing.• Assist technology team with office computer projects and end-user training.

East Windsor, Nj

• Manage and execute the entire plan implementation and/or conversion process of small-, mid-, and large-market retirement plans within company and regulatory protocols.• Set and manage expectations for all internal and external parties.• Point of contact for assigned clients, financial professionals, TPAs, and payroll integration vendors.• Implemented over 1,500 retirement plans during my job tenure—exceeding annual production targets each year.• Skillfully revised all implementation correspondence templates, resulting in a 35% increase in client responses.• Train clients and financial professionals on ExpertPlan’s web-based proprietary recordkeeping system.• Assist with block business acquisitions, call center phone/email overflow, special projects, and training.• Appointed as key liaison to prepare and distribute team metrics to management and key business partners.• Employee Activities Committee event coordinator, writer, and graphics creator.• Designed various company event graphics—including the company’s official 10th anniversary logo used on all company swag and promotional items.

Princeton, Nj

• Point of contact for assigned defined contribution clients and financial professionals.• Provide proactive client service and support; including on-site visits.• Supervised a staff of one to perform client ERISA regulatory tasks (non-discrimination testing and IRS Form 5500 preparation).• Prepare plan sponsor and participant documentation/correspondence for distributions and loans.• Prepare and monitor all assigned client billing.• Spearheaded initiative, delivery, and maintenance of desktop client directory manual.

New Brunswick, Nj

• Manage and execute the entire plan implementation and conversion process of small market 401(k) plans within specific company and regulatory guidelines/timeframes.• Point of contact for assigned clients and financial professionals.• Provide phone/email support to field enrollment and sales personnel.• Maintain, edit, and update all plan binder templates; including all “welcome” correspondence sent to new clients.• Achieved “senior” status—which entailed cross-product implementation, special projects, and training.

Somerset, Nj

• Perform unique role of setting up large/mid market 401(k) plans on the client service platform graphical user interface (GUI) and voice response system.• Assist implementation team with plan document analysis to ensure accurate plan setup.• Identify GUI development and setup required to support both new and existing clients.• Proofread/edit the final GUI requirements used by the programmers to make requested changes.• Develop and write GUI test conditions for plan enhancements, to ensure they perform according to specifications.

Somerset, Nj

• Provide client support and services for 401(k), ESPP, ESOP, IRA, and DRIP corporate retirement and equity plans.• Execute security transactions, provide market data, research, and recommendations to plan sponsors and plan participants.• Elevated to department contact/administrator for all Certificate of Deposit and Chrysler Corporation Qualified Domestic Relations Order transactions.• Selected as key “live” training representative, as a result of exceptional client service accomplishments. • 1993 top department producer for Systematic Investment Program sales.• Author/editor of department newsletter, and desktop reference manual updates.

Bachelor Of Arts (B.A.), Economics / English

Associate Of Arts (A.A.), Business Administration / English, Distinguished Scholar

Activities and Societies: Basic Math, Trigonometry, and Algebra Tutor (Math Lab)