Ron Moon Email & Phone Number

Colorado Springs, Colorado

• Non-Financial Processing: General Account Maintenance, Required Minimum Distribution Systematic Requests, Date of Death Valuations, Bank Instructions, Direct Deposit and Cost Basis requests• Financial Processing: IRA Rebalancing (Asset Allocation), Incoming Wires, IRA Beneficiary Transfers, Excess Contributions, Roth Conversions, Rollover Purchases, Transfer of Assets, Purchase/Redemption Requests, Taxable Registration Transfers and New Account Requests• Issue Resolution, contacting Clients to discuss clarification items that are not in good order• Collaborating with fellow Associates to resolve complex Work Items

Colorado Springs, Co

Punter/Kicker/Special Teams/Offensive Line

Colorado Springs, Colorado Area

--Quality Check system information --Acknowledgement Letter maintenance--Workload distribution --Pull daily workload reports--Mentor New Hires--Audit for production accuracy--Desktop IT Support

Colorado Springs, Colorado Area

Attend League MeetingsOversee Team/Organization day-to-day functionsInterview potential Coaching StaffMentor fellow Veteran and Rookie playersContribute ideas/feedback to strengthen and build Team and OrganizationDefensive and Team CaptainDefensive End LinebackerPunter (All-Star Punter/Kicker of the Year Runner-up, Rookie Season)Special Teams

-Initiate, update, coordinate and populate meeting minute template-Attend IRB Meetings-Board Secretary and 1st level QC-Record IRB meeting discussions-Publish minutes to Board Members and Coast Operations-Perform 1st level control, coordination and execution on the meeting minutes process-Provide 3rd level support on Inormed Consent Form Checklist requirements (Expedited Review and Revised ICF)-Coordinate with staff to resolve ICF checklist issues-Administer Action Item process: Perform 1st level control, coordination and execution of the Board Action Log-Initiate and archive Action Log-Update and coordinate changes on log with staff and Board Members-Initiate SixSigma Kaizen method (continuous incremental improvements) for improving Action and Open Item Logs organization and process-Creating revised, user-friendly Action Item Log to improve communication between Operations and Board Members-Publish Log to Operations Staff and Board Members-Monitor and track completion and changes with Action Items-Enter information on the Action Item Log regarding corrective action plans imposed on the Principle Investigators-Constructed Departmental Guidance Documentation-Engaged in projects preparing documentation and data for the company’s accreditation process

-Prepared and published documents to send for board meetings, shipping and updating log spreadsheets for accounting, trained new hires and advised co-workers that came to me with questions-Desktop Application Support, provided assistance to co-workers having issues with their desktop programs-Maintenance, repaired jammed printers and assisted with off-site storage and office moves-Team Building, initiated group activities and team building events to boost morale-Design, created floor plan, furniture layout for Multi-Purpose (Recreation) Room with a strict budget

-Updated advertisement spreadsheets following board meetings

(Boarding Services)-Work distribution, appointed to distribute workflow as it comes in from the mailroom-Projects, collaborated with co-workers and managers to create efficient and streamlined procedures. Also traveled to Phoenix for similar projects-Mentoring, teaching new and temporary employees how to audit documents. Quality checking their work and providing feedback for improvement opportunities-Escalations, provided assistance to accelerate resolution to customer issues and demands-Audit Stand Alone, Simultaneous, and Purchase Money documents, ensuring company, county, state and federal requirements and policies are met-Line of credit check ordering, verifying addresses match with system records-Boarding logging, providing log sheet information for Billings, MT records-Wire approval, verify bank information and money amounts match with the system records-Booking, verifying fees and disbursements are correct before the deal funds(File Management)-Organized/Filed incoming electronic and physical documents and files-Partnered with internal/external customers to resolve issues and questions-Facilitated Connecting Daily Meetings (Volunteered)-Scanned/Emailed documents to closing agents-Received incoming Loan Registration faxes, coordinated with the Loan Reg. team to expedite beginning phase of the loan registration process-Maintained Gold Premier Service File Management email box-Prior knowledge of the following functions: -Initial Quality Check -Final Review -Loan Registration -Mailroom Functions

-Organized/Stored customer files and documents-Entered important special education student information (District 11 School Administration)-Accounts Payable, entering data regarding billing information-Purchase Orders, entered purchase order information for merging software companies

-Removed/Trimmed trees and shrubs-Basic landscaping duties

-Organized client files for legal assistants-Assisted incoming clients when receptionists were not in-Delivered requested files to lawyers and legal assistants