Mark Lieberman, Mba Email & Phone Number

Big Lake, MN, US

• Manager of the Unclaimed Property Department which is responsible for the Escheatment Program, the Reunification Program, the Asset Recovery Program, and the HSA Inactivity Returned Mail Program
• Be the intermediary between HealthEquity product owners and the vendor used for unclaimed property, and work with them for audits, compliance and reporting functions
• Maintain and update as needed the Cash Disposition Unclaimed Property Program documents and the Unclaimed Property Standard Operating Procedures
• Update the monthly stale check dashboard
• Provide support to internal and external customers

San Antonio, Texas

• Provided daily, monthly, quarterly, and annual compliance reviews of internal risk and controls over processes and procedures
• Worked with 3rd party Unclaimed Property vendor for all compliance and reporting functions
• Wrote and maintained procedure guides
• Identified, designed, and implemented process improvements

• Provided daily, monthly, quarterly, and annual compliance reviews of internal risk and controls over processes and procedures
• Worked with 3rd party Unclaimed Property vendor for all compliance and reporting functions
• Wrote and maintained procedure guides
• Identified, designed, and implemented process improvements

San Antonio, Texas

• Proofread credit card letters that were mailed to our customers and edited them if needed
• Printed, sorted, and mailed the credit card letters
• Performed quality control for Unclaimed Property functions
• Maintained and disposed of properly customer and company confidential information
• Worked remotely from April of 2020 – February 2022
• Trained three new employees through Zoom, screenshare, and in person and served as their Subject Matter Expert

• Researched dormant accounts to prevent forfeiture of funds to the state; each state has different regulations we had to follow, and our goal was to keep the money at Chase
• Reactivated inactive and dormant accounts from customers received through mail, email, or fax and forward any written maintenance requests to the appropriate department
• Completed state reports for escheatment of unclaimed property for all lines of business at JPMorgan Chase Bank; some of the larger lines of businesses are retail, home loans, auto loans, and credit card
• Provided unclaimed property assistance to customers, bank employees, and state agencies; assistance mostly included completing forms so the customer can claim from the appropriate state, providing contact information.
• Trained all new employees and a manager

• Provided support to Chase branch employees on policies and procedures
• Provided a role on the Branch Operations Support lead line

CW35/Thursday Night Lights, August 2009-August 2016Radio Formula SA, August 2012-December 2012RJS High School Sports, September 1997-April 2015·Provided statistical information to the TV/radio broadcasters

• Provided support to WAMU branch employees on policies and procedures
• Provided support to WAMU branch employees during the facility location conversion to Chase

San Antonio, Texas Area

·Assisted customers with customer service, billing, and general information inquiries through the phone ·Provided a role as a Team Leader, Dispatcher, and Mailer·Employee of the year in 2004 for the Circulation department

• Built and repaired computers

Masters, Business Administration And Management, General

Bachelor Of Business Administration (B.B.A.), General Business, Emphasis In Tourism Management