Sonja Canacari Email and Phone Number
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Incoming Phone calls monitoring and handling of escalated callsQualifed Plan Fee and Statement ProcessProcess Improvement-Measurement of perfomance and trendsEmployee development and guidanceProject Management related to InnoTrust conversion, establishement of Credit Card payment options for clients, 2014 Qualified Plan Document Restatement supportVendor relations, purchasing and contract negotiationsStellent IBPM and imaging workflow expertiseRecords managment
Lincoln Trust Company
View- Website:
- ltretire.com
- Employees:
- 112
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Lead Retirement Plan SpecialistLincoln Trust Company 2011 - PresentGreater Denver AreaMulti Tasker:-InnoTrust Fee and Statement Processing quarterly-Ongoing Maintnenance of Fee Receiveables-Incoming calls loop line monitoring and escalated calls-Quality Assruance on Qualifed Plans Distribution and Transfer Out transactions-High level customer service to Qualified Plans and IRA clients-Training of bank financial representatives on Basic and Advanced IRAKnowlege and Experience:-Lexis Nexis and Anti-Laundering review and research-Customer… Show more Multi Tasker:-InnoTrust Fee and Statement Processing quarterly-Ongoing Maintnenance of Fee Receiveables-Incoming calls loop line monitoring and escalated calls-Quality Assruance on Qualifed Plans Distribution and Transfer Out transactions-High level customer service to Qualified Plans and IRA clients-Training of bank financial representatives on Basic and Advanced IRAKnowlege and Experience:-Lexis Nexis and Anti-Laundering review and research-Customer Information Program and Escheatment process-Credit Card Project management and Credit Card processing-Suppport in the Qualified Plans 2014 Restatement process-Power of Attorney and other legal documents review Show less
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Corporate Retirement Services SupervisorLincoln Trust Company Nov 1996 - Dec 2011
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Corporate Retirement Services, Processing SupervisorLincoln Trust Company (Formerly Fiserv Investment Support Services) 2009 - PresentQualified Retirement Plans Lead Specialist with responsibilities for Quarterly Statement and Billing process, Phone Call Center direction and feedback, Corporate Retirement Plan processes, rules and regulations. Handle escalated calls and issues using research and retirement plan rules and regulations. IRA plan training for Bank Clients
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Tax Compliance SpecialistFiserv Iss Apr 2008 - Dec 2009Specialize in 5500 tax reporting for clients holding 401K, Profit Sharing and Money Purchase Plans. Project management for corporate sale transition related to records management and segregation for all parties. -
Manager Of Imaging And General SerivcesFiserv Iss (Fortune 500) Nov 1999 - Mar 2008Managed back office support for large financial institution. Facilitated logistics for internal mail and records management. Equipment purchase and cost analysis along with annual budget management were frequent responsibilities.Development and guidance for over 30 employees.
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Manager Of ManufacturingRocky Mountain Orthodontics Jul 1973 - Jan 1994Managed 300 employees in the manufacturing of applicances and fixtures for orthodonics.Metal injection molding and brazing technologies were key processes used.Utilized "Theory of Constraints" in developing quality and timely processes to support sales. Reduced product delivery time 10 days.Planned annual budget of $5.5 million; maintained within 2% of estimates.Prepared and planned support for yearly trade conventions held in Seattle, St. Louis and Canada.
Sonja Canacari Skills
Sonja Canacari Education Details
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Accounting -
University Of Phoenix, DenverBusiness Administration
Frequently Asked Questions about Sonja Canacari
What company does Sonja Canacari work for?
Sonja Canacari works for Lincoln Trust Company
What is Sonja Canacari's role at the current company?
Sonja Canacari's current role is Lead Retirement Plan Specialist at LT Trust Company with American Trust.
What is Sonja Canacari's email address?
Sonja Canacari's email address is so****@****iss.com
What is Sonja Canacari's direct phone number?
Sonja Canacari's direct phone number is +130329*****
What schools did Sonja Canacari attend?
Sonja Canacari attended Keller Graduate, University Of Phoenix, Denver.
What are some of Sonja Canacari's interests?
Sonja Canacari has interest in Civil Rights And Social Action, Human Rights.
What skills is Sonja Canacari known for?
Sonja Canacari has skills like Management, Process Improvement, Leadership, Financial Services, Mutual Funds, Project Management, Finance, Banking, Training, Customer Service, Software Documentation, Securities.
Who are Sonja Canacari's colleagues?
Sonja Canacari's colleagues are Vid Pavsic, Francisco Garibay, Benson B, Tomiko Keizo, Patricia Garcia, Elizabeth Spitler, Richa Parashar.
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