Sonja Canacari Email & Phone Number

Greater Denver Area

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… 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

Qualified 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

Specialize 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.

Managed 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.

Managed 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.

Mba, Accounting

Ba, Business Administration