Hope Meyer Email & Phone Number

• Upload bank files for all received deposits from previous business day.• Identify and link all received deposits to correct retirement plan and Third-Party Administrator plan created in Amplify. • Contact Custodians and Plan Sponsors via telephone and email to identify any unidentified funds received. Once identified, link the funds to the correct plan.• Contact Third Party Administrators to identify and resolve any plans with funds outstanding.• Communicate with clients to assist with understanding the life cycle of funds received and their submitted orders and processed distributions. This may include identifying and collecting fees, informing of out of balance orders, processing operational requests, and more. • Review orders with associated funds prior to sending to our Distributions Department for processing.• Assists with mail processing to ensure mail received at our Headquarters is distributed and processed accordingly.• Create Standard Operating Procedures, Job Aids, and other letters and documents, as needed.

• Demonstrate thoroughness and superior research skills to provide accurate information to our customers and business partners.• Create accurate, professional, customer-friendly correspondence in accordance with external and internal policies and procedures.• Perform at a high level of quality and productivity to ensure a consistent and positive outcome within department guidelines.• Ensure Federal, State, and business polices are adhered to.• Multi-tasking and working independently to complete a variety of tasks.• Connect with other departments and third party agencies to gather necessary information.• Provide applicable coaching to the appropriate leadership groups when necessary.• Cross-trained in multiple lines of business including Student Loans, Prime Cards, Personal Lines and Loans, along with other markets.• Adaptable to changes in responsibilities and processes to better serve the business. • Experienced in systems which include Universal Workstation, FDR, Hogan, Shaw, and several other documentation and research systems.• Assist with the Wells Fargo Rebuilding Trust Campaign handling complaints to remediate previous Sales Practice concerns within the company.

• Educate customers about delinquent loan advising of payment and forbearance options through inbound and outbound contact.• Utilized systems such as HELMS, ECaR, Quickview, LSS, BPM, and multiple databases.• Skip Traced customers using Innovis, Accurint, SVP, and other systems to improve Wells Fargo contact to customers to resolve past due accounts.• SME (Subject Matter Expert), floor walking while new hires are in transition row and mentor new hires to help develop skills needed to be a successful team member.• Assisted with special projects to complete work loads in a timely manner.• Ensured Federal and State laws were followed while adhering to Wells Fargo regulations and policies. • Recipient of September Dialer Collector of the Month, Team Excellence Award, and Shared Success Award.

Education record

Graduate