Natasha D. Johnson, Arps Email & Phone Number

Responsible for implementing, coordinating, and servicing a successful transition of plans into the 401(k) organization across all markets- healthcare, government, education, and corporateServes as a liaison between the clients, financial consultants, and prior record keepers; some implementation issues includes payroll remittance and file, enrollment process, fund mapping and the timing of fund transfers/records from the prior record keeperReviews files requirements and record layouts, required data elements for detailed conversion asset posting and ERISA testing, and the valuation reports for plan level comparisonEvaluates, analyzes and reconciles conversion data. Provides notification and documentation of any reconciling issues related to asset transfer, loan setup, historical data and systematic withdrawal setup.Coordinates internally with Administrative Operations and IT, participant setup, receipt and posting of liquidated assets and conversion files load to CitiStreet/INGPlus other duties as required

Provided telephone, web, email, and mail support to commercial lease customers and internal business partnersSupported multiple lines of business using multiple mainframe and web applications/systemsRoutinely processed financial adjustments including closeout requests, heavy administrative workload and resolve 75-100 inquires per dayAdministered various types of account maintenance issues such as check vouchers, letters of intent, buyout request, payment histories, duplicate invoices, and other routine maintenance requirementsPerformed technical, statistical, and financial calculations as well as inter-office and follow-up calls required to resolve account issuesDepartment SME for creation and removal of estimate property taxes for account closuresTrained and direct New Hires

Transferred funds for all accounts using Chase internal website - APX $1.2 million dailyManaged Lockbox Funding for all Health Savings Account CustomersLiaison between JPMorgan Chase Health Savings Account Program Managers and ClientsImplemented Client Profiles for all new Health Savings Account clientsAnalyzed JPMC Remittance MCI Banking ReportCreated multiple Excel spreadsheet to track various department issues as well as special projectsPreformed KYC verification for all customers to ensure complianceCoordinated and hosted meetings with external clientsPreformed User Acceptance Testing using Chase Quality Assurance WebsiteData entry card linking for Bank Once Online Direct Card

Scheduled/Confirmed appointmentsMaintained all inbound-outbound callsCoordinated conference callsProduced contact call list

Business Administration

Business Administration; Business Management