Research claims through analysis of documentation, photos, bills of lading and any other pertinent information required to validate claim requests.Identify claim trends across customer base and suppliers. As trends are identified, work to pinpoint root cause and corrective action plans to reduce or avoid re-occurrence.Provide regular notifications and reminders via email and social media to sales staff to ensure claims are reported within vendor deadlines to reduce company losses Liaise between sales staff, customers and vendors to ensure credit requests are processed and resolved in a timely manner.Build and maintain strong partnerships with vendors and customers. Maintain ongoing communication with all relevant parties.Create PowerPoint guides and other documentation as needed for new hires and existing sales staff to ensure claims are accurate and complete in NAV and delivered to vendors promptly to avoid delays in resolutionAssist accounts payable department to resolve customer accounts in arrears by researching invoice discrepancies on unreported claims and historical claims.Record Keeping- Maintain database of all claims and associated documentation to allow for accurate reporting to auditors and year-end analytics

Completed over 100 hours of course work and certification training. Received hiring reference from course instructor based on overall high score received on testing. Position was obtained in high profile office within requested district. Participated in "Business Building Events"Worked side by side with tax mentor to gain exposure to various tax situations, laws and company policies.Developed client interviewing skills by observing individual interviewing and preparing styles of senior tax associate to strengthen newly acquired skillsPrepared basic tax returns, drop-off returns and more involved returns as season progressed. Performed day to day office responsibilities such as appointment scheduling, filing, researching rejected returns, auditing completed returns to ensure compliance requirements.

Managed the life cycle of projects, including project scoping and planning, work flow, requirements definition, recommendations for problem resolution, testing, training and implementationKey member of Space Management Team responsible for all home office employees in NJ offices; included but not limited to printer management, new construction, swing space projects, phones, faxes, all hardware and related dependencies.Met weekly with on-site vendors and CRE Project Management Team to review requirements and upcoming projects; projects encompassed multifaceted moves, management of space, networking, voice and data, desktop, furniture for call centers, executive offices and trading desks.Responsible for on-boarding of all Wealth Management new hires, included creation of domain and exchange accounts utilizing MAC application. Coordinated with vendors to ensure phones, network connections and all required hardware were functional within the firm's SLA.Utilized MAC Role Management Tool to provide entitlements to organizations on new platform,ensuring network share drives and requested applications were available to new hiresMAC - firm code migrations, Role Management Tool, Mobile Management and Divisional approvalsRSA/Remote Desktop/Safe Boot -created and supported Citrix access and remote desktop access to clients

Participated in Disaster Recovery and Business Continuity plans for entire firm. Responsible for scheduling Desktop staff to cover 3 day quarterly tests. Provided on-site technical support to business clients testing live data during the quarterly Disaster Recovery tests. Attended all D.R. meetings to identify requirements from D.R. team and assure all objectives and dependencies were identified and met by Desktop Group at time of testing as well as follow-up meetings to discuss any issues or failures that may have occurred to ensure they were resolved by next testing quarter.Utilized interpersonal, communications and negotiating skills to interact with all levels of management, clients and technology resources. Dynamically interacted with Technology, Business and QA groups to solicit feedback, track documentation and provide support.Supported 6000+ clients in a Windows XP, NT environment. Ensured all desktop requests were assigned and addressed within the SLA.Performed application installations,fixes for Microsoft Office products,Lucent Software and MS updates utilizing GHOST application.

Managed specialized desktop support staff of four individuals.Responsibilities included testing, installing and supporting all stock option plan administration software. This encompassed all Transcentive products as well as in-house applications, Oracle, Sql Server and Crystal Reports.Software support for Dev, QA, Life Cycle and Production versions of all stock option software.Responsible for identifying and documenting all Disaster Recovery required items to ensure uninterrupted service during system failures.Strong involvement in Disaster Recovery and Business Continuity plans for Plan Administration staff. Participated in quarterly D.R. tests by coordinating test objectives and managing test activities. Performed post-test research; worked as Liaison between firm's D.R. team and SOF department.Port Management for multiple switch network supporting 900+ devicesSpace management for staff of 450+Responsible for design and build out of Operations Cage expansion project supporting 30+ agents.Maintained all Reuters entitlements, hardware and software inventorySetup of NICE LOGGER and Symon Server; handled all firmware and software upgrades on Symon boards.Responsible for monitoring/researching nice logger data related to trading errors/discrepanciesManaged relationship with all outside vendors such as Symon, NICE and IPC.Responsible for all requirements related to new client on-boarding: Symon upgrade, Eowin/Espwin configuration, TNS Oracle configuration, granted database access based on client requirements to 80+ plan administrators

Responsibilities included testing, installing and supporting all stock option plan administration software. This encompassed all Transcentive products as well as in-house applications, Oracle, Sql Server and Crystal Reports.Software support for Dev, QA, Life Cycle and Production versions of all stock option software.Responsible for identifying and documenting all Disaster Recovery required items to ensure uninterrupted service during system failures.Strong involvement in Disaster Recovery and Business Continuity plans for Plan Administration staff. Participated in quarterly D.R. tests by coordinating test objectives and managing test activities. Performed post-test research; worked as Liaison between firm's D.R. team and SOF department.Port Management for multiple switch network supporting 900+ devicesSpace management for staff of 450+Responsible for design and build out of Operations Cage expansion project supporting 30+ agents.Maintained all Reuters entitlements, hardware and software inventorySetup of NICE LOGGER and Symon Server; handled all firmware and software upgrades on Symon boards.Responsible for monitoring/researching nice logger data related to trading errors/discrepanciesManaged relationship with all outside vendors such as Symon, NICE and IPC.Responsible for all requirements related to new client on-boarding: Symon upgrade, Eowin/Espwin configuration, TNS Oracle configuration, granted database access based on client requirements to 80+ plan administrators

Nashville expansion and relocation (2 phase move) from Commerce St. to UBS location at Perimeter III. Included the mirror setup of Mill Creek for both Symon server/Netbrite boards and Nice logger system.CSR Call Center expansion to 100 positions including Symon expansion, NICE logger expansion and upgrade to latest inventory and port requirementsRedesign of Global User groups on Stock Option Administration software platform encompassing business staff of 150+ and 66 client companies.Design and setup of UBS/PaineWebber Call Center relocation(Lincoln Harbor/Mill Creek) designed to accommodate all existing CSRs, all registered department members, as well as Series 7 registered employees from other departments that were required to handle excessive call volume during the UBS/PW Merger.Key player responsible for ongoing department expansion including space management, port management, printer assignments, phone configurations, IDF room floor planning.

Strong focus on maintaining Service Level Agreements within department guidelinesMarket Data Rollout of Consultworks platformDaily processing of all voice and data requests from end users.Cost savings initiative - ongoing reduction/removal of Quotron/Reuters entitlements based on continuous review of granted entitlements vs. business need

Provided support and training of real-time quote services to end users.Managed and logged end user service issues through problem tracking system while ensuring contractual obligations were met by outside vendorsTrained co-workers to support new RS/6000 based workstation platform rolled out by firm over a two year period.Supported end user community of all U.S. branches and correspondent locations.