North Highlands CA 95660
Looking for work within the company in the position of IRA Specialist. Experienced with behind the scenes managerial duties as well as hands-on work in the industry.
Highlights of Qualifications:
- Remarkable experience in CD & IRA processing
- Huge knowledge of IRA rules
- Steep knowledge of Ally Bank’s products
- Familiarity with Windows-based PC skills
- Amazing ability to multi-task
Capital One, Staten Island, NY
May 2006 – Present
- Managed operational administration of Individual Retirement Accounts.
- Handled IRS compliance and system integrity.
- Assessed receipt of Retirement Account Transaction forms.
- Aided employees and customers.
- Updated individual customer files.
- Administered Retirement account transfer requests.
- Reviewed IRA distributions and conducted research.
Ally, Staten Island, NY
March 2003 – April 2006
- Acted as primary contact for resolution of IRA issues.
- Managed filing and file maintenance.
- Coordinated with Customer Call Center.
- Suggested policy changes to management.
- Formulated varied reports for management.
Bachelor’s Degree in Accounting
St. Francis College, Brooklyn, NY