Marcus Finger Email & Phone Number

Louisville, Kentucky Area

- Currently lead a team of 15+ individuals specializing in complex processing of 401K shareholder accounts.- Direct various function departments such as Closings, Mass Issuance, Capital Control, and UPS Adjustments. - Communicate directly with Relationship Managers of top Fortune 500 companies such as UPS, Merrill Lynch, and Citibank on missing information needed in order to complete shareholder conversions, transfers, and sale processing.- Work with internal Computershare groups on related processes that include the setup of reserve accounts, special issuance projects, equity investment queue management, etc. - Oversee team objectives by measuring daily efficiency, occupancy, quality, and productivity scores per percentage per employee.- Coordinate investigative queries involving the escalations and special issuance response team to retort items of customer dissatisfaction/concerns.

Louisville, Kentucky, United States

- Assist various Client Service Managers with compiling year-end compliance test census data for year-end testing and 5500 filing situations by using IS-View, Power Image, and PES systems.- Communicate directly with Plan Administrators concerning adoption agreement, trust agreement, and pension plan document retrieval - Ensure best year-end testing results by submitting revisions to participant information and census data via the Plan Resource Center (PRC).- Spearheading participant mailing project in order to examine participant address difficulty on a per plan basis. - Aid call-in POD Plan Administrators with numerous situations including 5500 IRS correspondence, deemed distributed loans, and safe harbor match issues. - Investigate unidentified credits to client accounts (i.e. – adjustments, loan repayment returns, etc.). - Create daily EXCEL spreadsheets in order to analyze data relating to different topics on a plan-by-plan basis.

Lexington, Kentucky Area

• Key company point of contact for vendors and suppliers for Smuckers account within assigned market.• Effectively supervise a team of 12 or more in inventory and risk prevention.• Analyze inventory data reports daily and create month-end forecasted EXCEL report. • Forecast, manage, and successfully perform against organization operational budgets.• Build and cultivate strong relationships with members of all levels of leadership and middle management to ensure 100% customer satisfaction.• Develop and implement high impact sales and marketing strategies to attract new clients and retain existing accounts.• Expeditiously resolved $115k loss recovery of product for single client account.• Trouble-shoot client issues for resolution while ensuring quality is not compromised and service delivery remains stellar.

Lexington, Kentucky Area

• Managed customer transactions, processed sales referrals, and promoted bank services and products. • Initiated and approved individual and/or corporate wire transfers daily.• Successfully recovered $250k in balance sheet discrepancies.• Participated in cash drawer audit process on monthly basis.• Coordinated and prepared monthly cash vault audit procedures on quarterly basis as back up to Assistant Branch Manager.• Responded to customer inquiries and resolved issues relating to account balances, loans, and payments within a timely manner.

Lexington, Kentucky Area

• Manage and administer all aspects of multiple accounts to expand client (Sprint Communications) products.• Successfully generated an increased sales pipeline by 15% and enhanced revenue by $400,000.• Spearheaded a medical troubleshooting team resulting in the resolution of over 2,500 client (CVS Caremark) escalated items.• Collaboratively worked within test pilot groups conducting market research of CVS products in comparison to various competitors.• Liaison between pharmacy and CVS customers in order to resolve discrepancies in reference to Rx issues.

Lexington, Kentucky Area

• Engage small business and consumer clientele resulting in the selling of various banking products. • Improved branch profitability from a Performance Level 4 to Performance Level 2 through increase in mortgage loans and investments.• Successfully managed a financial services team to include Financial Advisor and Mortgage Officer which produced an enhanced revenue stream of $750K/yr.• Aided in teller evaluations of job performance on a quarterly basis.• Investigated questionable ACH and wire transfer movement in order to prevent fraudulent activity semi-annually.• Managed, participated, and assisted in semi-annual audits of teller and bank vault activities.• Trained newly acquired employees in freshly obtained remote locations such as Atlanta, San Diego, etc.• Earned highest level cross-selling ratio of bank products with current customers and new customer accounts in Lexington West District.

Master’S Degree, Business Administration And Management, General, 3.8

Masters in Business Administration (General Management)

Bachelor’S Degree, Multi/Interdisciplinary Studies, 3.0

Bachelor of Science (Education)