Retirement Distribution Processor
Current● Meet and exceed client expectations through timely processing of requests for termination and in-service distributions, and loans.● Collaborate with client service administration, and teammates, in order to resolve complex requests.● Review participant submitted paperwork to comply with company standards, plan rules, and federal regulations.● Effectively communicate with team members, and management, on items requiring assistance or escalation.● Successfully navigated transition from full time office to full time work from home.