Nancy Luberto Email & Phone Number

Pennsylvania

Dresher, Pa

April 2008, promoted to Supervisor of the Technical DepartmentSupervise team of associates, conduct regular team meetings, one on ones and reviews. Manage workload, overtime budget, vacation scheduling. Lead projects within the team as well as for the organization.

Dresher, Pa

Monitor 3,000 participants’ loans for missed payments, default status and tax reporting. Participate in conference calls with Client Relationship Manager and the Account Manager to report the resultsComplete plan/participant level financial corrections and calculationsFacilitate associate mentoring and training to improve service deliveryServe as escalation point for client issues involving servicing and ongoing projectsDeveloped and published departmental procedural manual to standardize complicated technical proceduresAssumed additional responsibilities for two staff vacancies processing payroll and distributions to assure workflow continuity with minimal impact internally and transparency to external clientsProject lead for Summary Annual Reports and Required Minimum Distributions

Springhouse, Pa

Monitor and ensure plan level positions balance with investment fund positions.Ensure timely and accurate participant statement production including preparatory activities and quality checksPerform daily dividend and earning postingsParticipate in statement production meetingsComplete plan and participant level corrections and calculations, as necessary

Springhouse, Pa

Ensure timely and accurate investment of contribution processing.Identify root causes and recommend solutions for investment delays.Communicate with client, broker, trustee and partner while tracking with appropriate documentation.Responsible for timely and accurate reconciling of trust accounts to ensure the investment process continues.Analyze, identify and resolve outstanding balances in trust accounts

Warminster, Pa

Responsible for answering all incoming phone calls from clients and vendors.Responsible for management of accounts payable/receivable.Developed and generated journal entries and reporting for monthly closing.Prepared and deposited daily checks received.Developed and trained two associates.