-Process contract changes which may include account owner/beneficiary changes, cancellations and investment directions-Complete rollover of funds from other 529 financial institutions as well as internal rollovers/transfers-Post basis/earnings information received via rollovers, Coverdell/IRA transfers, and Savings Bond redemption-Post manual and payroll payments received directly from the customer or company’s where customers have established payment through payroll; Post wire payments-Run the necessary jobs in Virginia529’s operating system, Banner, to process lockbox payments through funds received from our bank Wells Fargo-Distribute funds through customer requests either by ACH or check-Complete Reconciliation of ACH payments through comparing and matching funds received from the bank to our internal ledger system-Evaluate all funds received in the day with the end of day spreadsheets for the Invest529 and Prepaid529 programs and match it with our accounting department through audit controls-Complete all requests in compliance with IRS regulations and Virginia529 internal procedures and deadlines-Assist Customer Service when call volume is high and adhere to all guidelines for complete customer resolution

-Process contract changes which may include account owner/beneficiary changes, cancellations and investment directions-Complete rollover of funds from other 529 financial institutions as well as internal rollovers/transfers-Post basis/earnings information received via rollovers, Coverdell/IRA transfers, and Savings Bond redemption -Post manual and payroll payments received directly from the customer or company’s where customers have established payment through payroll; Post wire payments -Run the necessary jobs in Virginia529’s operating system, Banner, to process lockbox payments through funds received from our bank Wells Fargo-Distribute funds through customer requests either by ACH or check-Complete Reconciliation of ACH payments through comparing and matching funds received from the bank to our internal ledger system-Evaluate all funds received in the day with the end of day spreadsheets for the Invest529 and Prepaid529 programs and match it with our accounting department through audit controls-Complete all requests in compliance with IRS regulations and Virginia529 internal procedures and deadlines-Assist Customer Service when call volume is high and adhere to all guidelines for complete customer resolution

-Respond to customer inquiries via telephone, email, and written requests through delivering accurate product information-Assist account owners with account set-up and maintenance, payment and distribution confirmation, and resolve any issues within the customer correspondence while utilizing Banner software-Assist prospective account owners with account set-up and computing numbers for which plan would best suit the customer’s needs-Document the resolution of the customer inquiry -Request forms, documents, marketing materials to mail to account owners and prospective account owners -Sell Virginia 529 as the best plan in the nation through providing the best knowledge of the products and how beneficial it is to save for college as well as how easy the plan is to use-Provide the best customer service experience possible through handling the customer’s inquiry from start to finish

-Used problem-solving skills in dealing with peoples claims for unemployment benefits-Offered great customer service through accommodating each clients personal needs-Handled high volumes of customers in a fast-paced working environment-Assisted customers in their time of difficulty to help them understand unemployment benefits-Matched claimants for potential jobs through giving them job referrals-Built rapport with customers over the telephone in order to gain personal information through fact finding interviews