Susan L. Pearson Email & Phone Number

Arlington, Virginia, United States

Atlanta, Georgia, United States

Gulf Breeze, Florida, United States

Branch teammate providing excellent customer service to branch clients in all banking transactions. Established and maintained personal relationships with client to better anticipate their banking needs. Ensured consistent daily reconciliation of branch transactions. Reconciled and replenished ATM weekly. Provided branch vault reconciliation in the absence of the teller coordinator. Assisted with monthly audit of branch adherence to SunTrust operational requirements.

Greater Atlanta Area

ISDA Transaction Confirmation Specialist in Derivatives Operations. Prepared contract documentation pertaining to interest rate, equity and commodity derivatives trading initiated on multiple trading platforms. Responsible for tracking the progress of the process from trade initiation to final completion. Leasing Documentation Specialist in SunTrust Robinson Humphrey Equipment Finance Group. Prepared contract documentation pertaining to the equipment finance operations. Responsible for transaction implementation and closing financial documentation. Client On-Boarding Documentation Specialist. Provided support in client on-boarding process which involved the preparation of account documentation for new clients. requiring initial profiling of the client, KYC, AML risk assessment and related enhanced due diligence. Collected required compliance documentation and information from the client, obtained required internal approvals prior to opening new accounts. Managed project related to Dodd Frank regulatory requirements in financial industry. Reviewed ISDA documents for accuracy, compared documentation to booked trades to ensure compliance with documentation requirements.

Greater Atlanta Area

ERISA - Employee BenefitsProvided technical and administratvie support to multiple attorneys whose practice encompassed all aspects of employee benefits, including retirement and health and welfare.Drafted, reviewed and revised correspondence to clients, vendors and governmental agencies.Assisted in the production of government filings which included determination letter applications for plan qualification, excise tax and voluntary correction program filings for plan corrections and 5500 filings.Assisted with DOL audit of retirement plans. Revised plan documents and summary plan descriptions to reflect plan changes. Drafted plan amendments and resolutions pertaining to changes in tax code. Maintained client's plan documents, both electronically and hardcopy. Assisted in the preparation of HIPAA compliance manuals.Drafted health and welfare plan documents and summary plan descriptions.Researched retirement and health and welfare issues in resources such at The ERISA Outline Book, RIA Checkpoint, the IRS and DOL websites. Drafted correspondence to the DOL, IRS and clients relating to plan issues. Created procedures manuals to improve efficiency of workflow.

Greater Atlanta Area

ERISA - Retirement PlansProvided administrative and technical support to the partner of the firm.Produced government filings including determination letter applications, excise tax filings, voluntary correction program filings and 5500 filings. Revised plan documents and summary plan descriptions to reflect plan changes from amendments. Drafted plan amendments. Maintained client's plan documents. Researched retirement plan issues in resources such at The ERISA Outline Book, RIA Checkpoint, the IRS and DOL websites.Drafted correspondence relating to plan issues. Managed the administrative and daily functions of the office.

Greater Atlanta Area

Managed the administration of over 20 retirement plans. Collaborated with fund managers to engage in daily trading. Provided exceptional support to clients through an outstanding ability to resolve issues in a timely manner.

Greater Atlanta Area

Provided plan administration for monthly and quarterly retirement plans, including reconciling trust statments with plan activity. Assumed essential administrative functions including the production of 5500 filings and descrimination testing.

Greater Atlanta Area

Managed the administration of retirement plans by processing various plan activity per plan requirements. Implemented new plans, reviewed plan documents and systems procedures to ensure plan administration was efficient and applicable to client's needs.

Bachelors Of Business Administration, Business Administration

Associate'S Degree, Paralegal Program