Joseph Santillan Email and Phone Number

Working at Guidant Financial, fulfilling duties as a 401(k) Retirement Plan Administrator I

-Work with clients to obtain the necessary information to prepare the annual reporting-Review documents submitted by clients for completeness and accuracy-Reconcile safe harbor plans with deferrals or plans with distributions and loans using Excel and administration software-Prepare participant loan origination documents-Utilize administration software to complete 401(k) testing and reporting-Make outgoing reminder calls and send emails to clients during the plan year reporting process-Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software-Share knowledge and explain complex topics simply-Train on concepts for a Retirement Plan Administrator II-Contribute to department and team projects-Perform other duties as required

*Requirements Gathering: Gather and document detailed business requirements through interviews, surveys, workshops, and studying existing documents and systems.*Process Improvement: Evaluate existing business processes and workflows, and identify opportunities for optimization and efficiency improvements.*Stakeholder Communication: Act as a liaison between business stakeholders and the IT team, ensuring clear communication and alignment of objectives.*Project Management: Lead or participate in project management activities, including project planning, scope definition, and tracking progress to ensure projects are delivered on time and within budget.*Change Management: Support change management efforts by helping stakeholders adapt to new processes, systems, and technologies.*Risk Assessment: Identify and assess potential risks and issues that could impact project success and propose mitigation strategies.*Mentorship: Provide guidance and mentorship to junior business analysts, sharing expertise and best practices.*Continuous Improvement: Stay updated on industry best practices, emerging technologies, and trends in business analysis to continually enhance skills and knowledge.*Strategic Planning:Contribute to the development of strategic plans and roadmaps that align with the organization's goals and objectives.

• Preparing and amending plan documents• Preparing quarterly employee statements• Assisting with plan questions• Completing annual nondiscrimination testing• Producing distribution and loan paperwork as requested by 401(k) participants.• Preparing annual filings as required by the IRS, DOL, and other agencies.

• Kept all accounts current and up to date.• Generated monthly aging schedule and reconciled Accounts Receivable• Followed up with customers to collect payment for delinquent accounts.• Worked with Real Estate and Legal departments to resolve severely aged accounts.• Provided recommendations for bad debt allowances.• Assisted with other ad hoc projects.

• Collecting payments and settling outstanding balances• Handling outbound and inbound calls to address past-due credit card accounts.• Arranging payment plans to bring accounts up to date.• Offering education about outstanding credits to customers• Using problem-solving and decision-making skills to ensure customer satisfaction.• Complying with call quality standards to provide the best possible service.

• Process claims• Negotiate settlements.• Confirm insurance coverage.• Assess insurance cases.• Solve queries via email, incoming calls, or cases.• Manage daily activities well and meet deadlines.• Follow targets and adhere to SLAs.• Be accurate, efficient, and organized.• Be adaptable and open to learning new processes, concepts, and skills.

• Oversee daily schedules and responsibilities of staff.• Surpass growth achieved in the previous year and month.• Achieve retail sales transactions through bidding.• Provide consultative services to build a loyal customer base.• Approve daily transactions and supervise store opening and closing.• Conduct performance evaluations of team members

• Assist customers and corporate clients with queries, complaints, and returns.• Process payments• Stock shelves and displays with products.• Meet monthly retail/corporate sales quotas.• Educate customers on how to use products and services.• Manage daily store operations.

• Customized software systems tailored to meet specific demands and specifications of each customer.• Training provided for clients on how to use the software.• Installation of customized software systems once authorized.• Implementation of software for new customers• Configuration and data workflow• Customer guidance, recommendations, and solutions throughout the implementation process

• Address customer concerns in a timely and professional manner• Provide acceptable answers and alternatives within set timeframes.• Follow up to ensure issue resolution to the client's satisfaction.• Keep detailed records of customer interactions, account processing, and document filing.• Follow communication protocols, rules, and guidelines for a professional and efficient work environment.