Ensures appropriate fund selection, availability and establishment of account and trading information. Works through any residual issues to ensure funds, share classes, trading activity and account set-up is correct.Manages case load effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness.Provides clear communication regarding the roles of each individual involved in the implementation.

Ensure the timely and accurate packaging of all loans originated by our loan officers.Responsibilities include: Gather information and take each file from pre-approval to closing. Input proper loan information into the system for processing. Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy. Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting. Review file documentation and make sure all items needed are requested. Order and coordinate loan documents. Meet crucial deadlines requested.

Management of employer sponsored 401(k) and NQP plan administration Maintaining a book of business of over 20 clients with at least 500 participants per clientPlan conversions for clients with at least 500 participantsParticipating in sales finals for new clientsReleasing required notices including statements, fee disclosures, and QDIA noticesParticipant recordkeeping including processing contribution and demographic files, assisting in plan audits, and processing correctionsProducing and analyzing reportsProblem resolutionReduce risk by developing processing efficiencies Facilitating client meetings in person and over the phone

Successfully positioned services to retain and acquire more than $2.5 million in client assets.Educated retirement plan participants on employer sponsored retirement plansTrained new hiresDirected departmental change by participating in training method improvement initiativesLed department staff meetings