Nelsida Ingram Email & Phone Number

Levittown, Pa, Us

During my time at organization, I delivered pro-active supportin processing and servicing of transactions / recordkeeping fordefined contribution business record-kept on MLII platform. My duties comprised of evaluating / processing loan re-amortization on daily basis and ensuring all plan loans adjustedto match participant’s current status. In this role, I avoided financial exposure by ensuring adherenceto processing standards, while researching / responding toinquiries regarding all assigned functions.It is worth mentioning that I Leveraged professional expertisein assessing all transactions; processed within specific plan and IRS regulations. I was responsible for overseeing and processing all residentialplan withdrawals and Non-Qualified Plans withdrawal availabilitywith keen focus on increasing efficiency.My accomplishments within this role are following: Executed proven expertise in resolving all front-end systemrejects to streamline operations.  Ensured seamless workflow by investigating andtroubleshooting share / cash discrepancies attributable toassigned transactions.  Guaranteed flawless workflow by evaluating and resolvingcomplex operations problems / initiatives. Achieved team objectives within deadline-driven / fast-pacedenvironment and reported open cases for further review asneeded by collaborating with other Plan administrators / IPSection managers.  Implemented best practices in developing and evaluatingwithdrawals, DRO, and participant Non-Qualified Planwithdrawal qualification.

United States

Within this job role, I coordinated and supported Retirementplanning decisions, contribution limits, and IRS guidelines bygathering materials needed for seminars / presentations. One of my key tasks was to facilitate financial advisors andclient associates by providing value added advice and suggesting solutions. During this tenure, I steered significant efforts in keeping thePlan in compliance with IRS / DOL.A section of my key contribution include: Enhanced organizational growth by utilizing leadershipskills. Administered overall Retirement Plan operations, including213,000 participants and $439.9B in assets. Reduced / eliminated corrections by identifying andprocessing account correction / analyzing root cause. Enhanced productivity / efficiency and resolved complexproblems / escalated complaints by assisting with training ofnew / existing staff, team members, and department manager.

United States

Helped Department drive sales of all the Merrill Lynch Trust products, provided operational and logistical support tom all Trust Consultants and Financial Advisors. Oversaw and managed temporary employees.Executed new product rollouts, quality control/coordinated all the leads to be distributedSupported product development to enhance the current system

United States

Provided product information to Financial Advisors on Retirement and Education PlansResearched and interpreted tax laws and publications to clarify general client's questionsAssisted Financial Advisors with Retirement/Education planning decisions

United States

Supported clients, Financial Advisors with respect to operational inquiries related to reviewing and confirming trading activities, checks, statements and disputes-Collaborated with various internal departments to ensure timely resolutions of clients concernsMaintained service levels of customer expectations and timeliness from initial call to resolution-Promoted the Visa Card benefits resulting in increased enrollment-Trained associates regarding procedural/technical and operational department/policy changes

Bachelor Of Arts - Ba

Bachelor Of Science, Business Administration