Debbie Moritz Email & Phone Number

Brooklyn, Ohio

- Responsible for balancing plan assets, reconciling valuations, and delivering accurate Plan and participant statements. Main contact for clients with daily issues and questions. Processed contributions, loan issues, loan repayments, and distributions.- Developed, organized and implemented strategic internal plan coordinating management of sensitive accounts. - Created and maintained relationship with sensitive clients, ensuring confidence, trust, and continued business relations. - Administered plans with accuracy achieving exceptional performance ratings. - Oversaw process of auditing plan valuations for team, resulting in accurate quarter-end reports.- Established and designed tracking system to monitor activity of plans per analyst generating management-reporting tools. - Recalculated profit sharing contributions for external client correcting account balances and ensuring final statement accuracy.

Brooklyn, Ohio

- Established highly productive team, providing motivation to achieve while assigning roles which capitalized on unique and diverse backgrounds. - Identified recurring issues and implemented solutions improving accuracy of processing and customer service. - Worked closely with upper management to create reports improving timely identification and correction of out of balance conditions. - Trained new analysts in departmental standards and procedures ensuring quality work and improving individual productivity.

Brooklyn, Ohio

- Coordinated with client managers, Human Resource professionals and payroll vendors to develop process and procedures for administration of new daily 401(k) plans. Earned reputation for quality service resulting in significant expansion of client base. - Hired into full time position upon college graduation.

Brooklyn, Ohio

Part time position while working toward college degree.

Ba, Business Administration, Accounting

High School