Patricia Jimenez Email & Phone Number

Riverside, California, United States

*Provide Third Party Administration services to employees at over 300 school districts for the 403(b), 457(b), 401(a), and FICA retirement plans. Maintaining compliance to all IRS regulations as they pertain to distributions, exchanges, loans, hardships, and Qualified Domestic Relations Orders (QDRO), contribution changes, limits, and ensuring all aspects of record management. *Act as a subject matter expert for the team, supervise operations, coordinate workflow within department, develop… Show more *Provide Third Party Administration services to employees at over 300 school districts for the 403(b), 457(b), 401(a), and FICA retirement plans. Maintaining compliance to all IRS regulations as they pertain to distributions, exchanges, loans, hardships, and Qualified Domestic Relations Orders (QDRO), contribution changes, limits, and ensuring all aspects of record management. *Act as a subject matter expert for the team, supervise operations, coordinate workflow within department, develop and implement key performance metrics, analyze departmental needs, identify potential gaps and weaknesses, and provide recommendations for training, process enhancement and modifications to solve problems and achieve organizational goals. Show less

Riverside, Ca

*Provided World Class personal service showing innovative thinking, persistence, and follow through, while processing transactions with accuracy and offering expertise in 403(b) and 457(b) product and service information. *Analyzed 403(b) and 457(b) contributions for all participating district employees to ensure compliance with IRS regulations on annual limits and dramatically decreased over contributions.*Collaborated within a team in the streamlining and improvement of internal… Show more *Provided World Class personal service showing innovative thinking, persistence, and follow through, while processing transactions with accuracy and offering expertise in 403(b) and 457(b) product and service information. *Analyzed 403(b) and 457(b) contributions for all participating district employees to ensure compliance with IRS regulations on annual limits and dramatically decreased over contributions.*Collaborated within a team in the streamlining and improvement of internal processes, forms, and systems with analysis of job functions, provide recommendations, as well as writing job aides for the department functions. Show less

Riverside, Ca

*Respond promptly to inquiries from Members, teammembers, district employees, financial advisors and investment companies regarding IRA’s, 457(b) Deferred Compensation Plans, and 403(b) Tax Sheltered Annuities.*Process and post payroll for 457(b) Deferred Compensation certificates with attention to detail and accuracy. *Maintain records and balancing of general ledgers, research fees, tax statement problems, and corrections relating to IRA’s, 403(b), and 457(b) plans.*Communicated… Show more *Respond promptly to inquiries from Members, teammembers, district employees, financial advisors and investment companies regarding IRA’s, 457(b) Deferred Compensation Plans, and 403(b) Tax Sheltered Annuities.*Process and post payroll for 457(b) Deferred Compensation certificates with attention to detail and accuracy. *Maintain records and balancing of general ledgers, research fees, tax statement problems, and corrections relating to IRA’s, 403(b), and 457(b) plans.*Communicated 403(b) and 457(b) deferral changes to district for their employees. *Decreased amount of returned contributions from investment companies by 90%.*Was the primary contact to district personnel; as well visited potential school districts interested in our TPA services and take part in the implementation of bringing them on board. *Created SOP’s, job aides and PowerPoint presentations which I presented in department meetings as well as individualized training. Show less

Tustin Ca

*Provide exceptional Member service while managing Member transactions, analyzing account problems and making corrections through research and follow-up. Initiate applications and funding of consumer loans, such as credit cards, personal and auto loans, as well as providing consultation on financing options for home equity loans. *Contribute to meeting department goals by handling high call volumes. *Deliver consistent qualitative service to Members with exceptional productivity… Show more *Provide exceptional Member service while managing Member transactions, analyzing account problems and making corrections through research and follow-up. Initiate applications and funding of consumer loans, such as credit cards, personal and auto loans, as well as providing consultation on financing options for home equity loans. *Contribute to meeting department goals by handling high call volumes. *Deliver consistent qualitative service to Members with exceptional productivity resulting in numerous compliments and service scores exceeding expectations.*Problem resolution while maintaining a professional association. *Respond to a broad range of Member service inquiries and swiftly resolve problems.*Provided assistance in Retirement Services department, the specialist queue, as well as worked back office. Show less

Santa Ana, Ca

*Scheduled, supervised, and trained staff of 30 to service client base of more than 40 hospitals and health plans. Monitored customer service representatives to ensure quality service. Handled various administrative duties to support the department manager. Managed and interacted as a key contact for all aspects of client service projects *Implemented an effective quality assurance call-monitoring program to measure and track progress of call-center staff, which resulted in a 20% increase… Show more *Scheduled, supervised, and trained staff of 30 to service client base of more than 40 hospitals and health plans. Monitored customer service representatives to ensure quality service. Handled various administrative duties to support the department manager. Managed and interacted as a key contact for all aspects of client service projects *Implemented an effective quality assurance call-monitoring program to measure and track progress of call-center staff, which resulted in a 20% increase in productivity.*Assisted in the development of training materials and plans to build internal software and capabilities, evaluation programs and reference materials, which resulted in improved service quality.*Monitored ACD stats, summarizing and reporting trends, volumes and metrics to senior management.*Maintained quality control/satisfaction records while constantly seeking new ways to improve service.*Demonstrated ability to analyze, write and implement changes to policies and procedures dependent on need. Show less

Bachelor Of Arts - Ba, Organizational Leadership

Associate Of Arts - Aa, Management

Certificate Of Proficiency, Human Resource Management

Certificate Of Achievement, Management

Certificate Of Proficiency, Supervision

Associate Of Arts - Aa, Liberal Arts - Social And Behavioral Sciences

Associate Of Arts - Aa, Sociology

Associate Of Arts - Aa, Liberal Arts - Art, Humanities, Communications Emphasis

Associate Of Arts - Aa, Liberal Arts - American Studies Emphasis