Customer Service Developer
Resume:
Tom Orth
Email: *********@********.***
Address: **** *** *****, ** **** Rd
City: Dry Ridge
State: KY
Zip: 41035
Country: USA
Phone: 859-***-****
Skill Level: Experienced
Salary Range: $45,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Thomas K. Orth
1279 Dry Ridge, Mt Zion Rd
Dry Ridge, Ky 41035
Career Objective
To obtain a position within a growth oriented company that will allow me to demonstrate my organizational and administrative skills while utilizing my attention to detail by maintaining standards and attaining set goals.
Work Experience Fidelity Investments 2007 - 2012
Operations Representative III
- Daily completion of various transactions within Fidelity Record Keeping system for all plan 401K participants.
- Transactions included rollovers to IRA, Payouts (check creation), and MRD(Minimal Required Distributions) based on the participant request.
- Creation of proper tax record for the participant and Fidelity based on IRS regulations for accurate record keeping.
- Daily audit and reconnaissance of all 401K plan activity to ensure accurate balance for the plan based on nightly cycle activity.
- Lead automation projects with Visual Basics Developer to improve the quality of transactions by eliminating manual keying by associates into the record keeping system.
- Responsible for training new associates on all Fidelity systems used for processing, tracking and auditing while adhering to procedures.
Inventory Control Clerk 2000 - 2007
- Full time position that included the maintenance, tracking and auditing of all of Fidelity mailing items within the inventory system ( ERP Oracle).
- Duties included adhering to guidelines and standards to ensure proper revisions are made to the items in the inventory system.
- Collecting data and reporting inventory discrepancies to Customer Service Representatives.
Creation and maintenance of all BOM (Bill Of Materials) for all mailing items.
- Setting min/max levels on inventory item based on monthly reports and supply and demand.
- Lead automation projects with Visual Basics Developer to improve the quality of transactions by eliminating manual keying by associates into the inventory system.
- Responsible for training new associates on all Fidelity systems used for setting up, revising and tracking inventory items.
Laser Print Room Work Leader 1996 - 2000
- Full time position that included meeting nightly print goals and deadlines of 401K participant checks and statements.
- Scheduling and completion of the maintenance of all high speed laser printers per standards.
- Collecting and reporting all pages and job streams completed on a nightly basis to determine inventory items such as paper and toner needed to eliminate excessive downtime.
- Scheduling of all print operators based on demand of print schedule.
Achievements
Winner of multiple departmental awards which included:
- Perfect Quarter Award - Zero processing errors for the 4 quarters of the year.
- Team Work Award - Providing team member with support when not asked.
- Cinergy Award - Creating automated processing techniques to improve transaction quality.
Key Skills
Extensive knowledge and use of the following computer programs:
. Microsoft Excel, Word, PowerPoint, and Outlook
IBM mainframe - JES, MVS, SQL,InfoPac
Oracle (ERP), Discoverer
Data Load
Education
Bachelor Of Art Degree 1985 - 1991
Northern Kentucky University
Major - Graphic Design Minor - Marketing
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