Jonah May Rodriguez, Shrm-Cp Email & Phone Number

Accomplishments: CIS I IRA CertifiedScope of work:• Streamlined and enhanced departmental policies and procedures through comprehensive analysis and updates. • Fostered cross-departmental collaboration to devise effective solutions, ensuring exceptional customer satisfaction. • Executed routine processing tasks for garnishments, subpoenas, and account verifications, including those from SSA and Medicaid. • Developed proficiency in a range of systems, including Symitar, Synergy, Clear View, Sovos UP Exchange, Ascensus, and True Checks. • Expertly managed and oversaw IRA, ESA, and H.S.A. accounts and transactions, encompassing applications, contributions, distributions, rollovers/transfers, and RMDs. • Cultivated robust partnerships with internal departments and customers to optimize daily operational outcomes. • Analyzed, interpreted, and processed various reports, including IRA Transaction History, Dormant Accounts, Escheatment Accounts, and Uninsured Shares. • Skillfully managed diverse tax-related matters, including 5498s, 1099Rs, 1099SAs, 1099Qs, FMVs, and 945s for Tax Withholdings.

Guam, Guam

• Collaborated with the sales team to disseminate information on 401(k) and other retirement products to over 40,000 participants. • Worked closely with the advisory team to enhance client satisfaction among high-value clients. Conducted informative presentations and educational sessions for clients regarding company 401(k) benefits and solutions. • Provided one-on-one counseling to clients, addressing their retirement inquiries and concerns. • Forged strong partnerships with companies to facilitate 401(k) plans. • Acquired extensive expertise in establishing 401(k) plans, specifications, and regulatory compliance.• Developed a profound understanding of IRA, HSA, FSA, 403B, and 529 College Savings Plans. Received comprehensive training in processing trades, transfers, and account setups for Relius.

Guam

• Gained comprehensive knowledge of local and federal banking and finance policies. • Managed daily operations involving the handling and processing of significant cash boxes and transactions. • Ensured the precision of account information while adhering to regulations for account openings, closures, and revisions. • Became a subject matter expert in various banking products, including loans, mortgages, checking/savings accounts, and business accounts. • Collaborated seamlessly with team members to consistently meet daily goals and elevate customer satisfaction.