Sara Seipel work email
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Sara Seipel personal email
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I am a 7th grade English teacher with a Master's degree. I pride myself on facilitating a student centered classroom that promotes creativity and critical thinking. I also have 10 years of experience in the financial industry with a strong background in customer service.
Agcs
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English TeacherAgcsWest Chester, Pa, Us
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Operations AssociatePcs Retirement, Llc May 2020 - Sep 2023 -
Installation CoordinatorAscensus May 2017 - May 2020Ensures 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. -
Mortgage Loan ProcessorNvr, Inc. Aug 2016 - Apr 2017Ensure 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. -
Client Relationship AdministratorVanguard Feb 2014 - Aug 2016Management 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 -
Client Relationship AssociateVanguard Oct 2011 - Feb 2014Successfully 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
Sara Seipel Education Details
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English Literature -
Secondary Education And Teaching
Frequently Asked Questions about Sara Seipel
What company does Sara Seipel work for?
Sara Seipel works for Agcs
What is Sara Seipel's role at the current company?
Sara Seipel's current role is English Teacher.
What is Sara Seipel's email address?
Sara Seipel's email address is sa****@****ail.com
What schools did Sara Seipel attend?
Sara Seipel attended West Chester University Of Pennsylvania, West Chester University Of Pennsylvania.
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