I oversee the payroll workstream of a project for new clients onboarding. I assist new clients in the implementation process from their previous legacy payroll system to ADP payroll system Workforce Now. Analyze client’s payroll data/documents like, Pre/Post tax deductions, hours/earnings code, payroll registers, state/local taxes, deferred compensation plans and client Masterfile. Conduct payroll analysis interview with the client to dive deep into their payroll needs and get a sense of their current payroll structure. Export client payroll data to autopay (payroll engine) and workforce Now (payroll system). Configure the client data in autopay.

Accurately prepare and provide mortgage closing disclosures for loan closings. Partner with Loan Officer to deliver superb customer experiences while ensuring adherence, quality, and efficiency as loan progresses toward final stages. Operate Encompass to devise and edit closing disclosures to ensure consistent closure of 10 per day. Analyze Mavent data to make decisions that require the application of company guidelines as well as applicable state and federal regulations.• Assigned to help Underwriting Team with assessing and uploading key loan documents.

Within the retail department of ADP, I assisted each retail clients with basic inquiries regarding ADP products. I will take up to 30 to 40 calls each day helping retail clients with their payroll accounts. I will process up to 30 to 40 retail client’s payrolls each day. With processing payroll, I will process their hours, salaries, bonuses, commission, hourly rate, taxes and deduction. Make sure that all the data matches what the client gives me. I will also do maintenance on each client account in terms of, adding employees, terminating employees, edit taxes/deduction, change direct deposits and process manual checks.

Partner with Sales Department to submit sales orders electronically, onboard new company clients, and process sales orders from company onboarding system (OTTO). Develop ~20 accounts in RUN (powered by ADP) per day for each new client. Address any incompletions regarding sales for clients by gathering documents such as bank proof, sales order form, reporting agent authorization form, client account agreement form, tax IDs, and other documents. Upload sales order form, reporting agent authorization form, and client account agreement forms into Client Engagement Hub for each client. Assisted Sales Help Desk with client support and service. Answered up to 40 phone calls per day dealing with client onboarding and issues. • Member of Year-End Team assisting Sales/Help Desk Order Team during times of need.

Member of 711-Project Team to profile each 7-11 client, ensuring attainment of all information needed to proceed forward with pertinent processes; key each client before and present quarter spreadsheet, which encompass federal income tax, Medicare, Social Security, and local taxes. Guaranteed company compliance regarding payroll tax processes with local, state, and federal tax laws. Updated schedules, databases, organizational charts, and other tax tools as changes occurred in legal entity structure, tax laws, etc. Helped Payroll Supervisor with registering and filing for payroll and unemployment taxes in assigned states. • Recognized for helping company proceed forward by resolving multiple Out of Balances (OOBs) every week for each client.

Exercised best practices in customer service to engage with clients for transaction needs such as deposits, withdrawals, check cashing, printing debit cards, locating bank statements, and providing support for various financial needs. Focused on meeting branch sales goals regarding opening checking/saving accounts, credit cards, loans/investment referrals, and business accounts; used Genesis Teller to process banking transactions and Genesis Account to open checking/saving accounts, credit cards, or process loans. Used knowledge of banking products and services to meet customer needs and help them achieve their financial goals. Established and strengthened customer loyalty through in- and outbound calls, teller interactions, setting appointments, and lobby engagement. Completed daily teller and branch operations as well as maintenance transactions. • Successfully opened 5 to 10 checking and saving accounts per month. • Spearheaded and exceeded monthly branch sales goals regarding checking and savings accounts, loans, and credit cards. • Boosted customer satisfaction by resolving customer issues related to account fraud, new debit cards, variances in bank statements, and other account-related elements. • Made up to 25 sales calls per day discovering prospect clients. • Monitor sales metrics with our weekly, monthly and yearly goals.

Engaged with clients to complete transactions such as deposits, withdrawals, check cashing, printing debit cards, researching bank statements, and facilitating any financial needs. Met branch sales goals regarding opening checking/savings accounts, credit cards, loans/investment referrals, and business accounts. Kept all bank information confidential by protecting bank operations to maintain customers’ confidence. Completed monthly audits, monitored logs, and supervised customer accounts through follow-up calls to customers and ensured completion of paperwork while answering customer inquiries. • Boosted company sales by opening ~10 consumer checking accounts for branch. • Kept customers happy by rectifying their issues regarding account fraud, new debit cards, and discrepancies in bank statements. • Monitor sales metrics with our weekly, monthly and yearly goals.• Made up to 25 sales calls per day discovering prospect clients.

Delivered remarkable customer service to each customer while helping them with setting up their rental cars, booking reservations, and developing contracts for vehicles. Focused daily on reaching branch sales goals regarding insurance packages offered to each customer. Authorized customers’ insurance through telephone calls or inspecting visible insurance cards. Focused on upselling insurance products (damage waiver, personal accident insurance, supplemental liability protection, and roadside assistance protection) to maximize sales.