Economics Researcher

ALVINA ZHANG

**** ********* ******, ******** *******, NY 10598

914-***-**** adm4pv@r.postjobfree.com

EDUCATION

COLUMBIA UNIVERSITY, School of International

and Public Affairs

Master of Public Administration,International

Finance and Economic Policy

New York, NY

Started Jan 21

Key coursework – Macroeconomic Analysis, Quantitative Analysis, Analysis of Public Sector, Economics of European Integration

SMITH COLLEGE

Bachelor of Arts, Economics

Northampton, MA

Finished May 2015

Key coursework – Intermediate Microeconomics & Macroeconomics, Econometrics Graduated Dean’s List Spring 2015

EXPERIENCE

NEW YORK LIFE INSURANCE COMPANY

Senior Specialist

New York, NY

Dec 2017-Nov 2019

● Handled daily processing of annuity and life, third party and agent interest payments.

● Analyzed payment issues, answered questions, and discussed solutions for payment processing to agents and clients with various service and technology teams.

● Managed over 200 daily interest payments, check-in with peers to ensure timely and accurate delivery to recipients.

● Managed and resolved issues for out-of-balance transactions.

● Main person of contact. Directed clients on policy related inquiries. Settled disputes for outstanding payments.

● Researched death claim processing for unresolved payments and error in reporting.

● Corresponded with Service Representatives and Business Analysts to ensure processed payment. NEW YORK LIFE INSURANCE COMPANY

Specialist

New York, NY

Sep 2015-Dec 2017

● Specialized in FATCA, reviewing case policies for compliance.

● Researched FATCA regulations for updated policies and guidelines.

● Updated and developed improved FATCA procedures, improving efficiency. Reduce error in reporting by 5%.

● Reported 8300 cash equivalent payments from client accounts to IRS through BSA.

● Created direct correspondence with technology and service teams for year-end tax form development and mailing.

● Handled monthly account reconciliation items for AARP. Monitored out of balance transactions and errors.

● Delivered oral presentation on third-party vendor products across departments to initiate streamline process.

● Improved streamlined correspondence with technology and service teams for year-end tax form testing.

● Presented on Diversity and Inclusion initiative. Highlighted importance on diversity in thought and idea. ADDITIONAL INFORMATION

● Proficient in PC, Macintosh, Microsoft Office, Adobe, STATA.

● Experienced in Public Speaking, PowerPoint Presentation, Customer Service and Policy Research.

● Foreign Languages include Conversational Chinese and working knowledge of French.

● Extensive travel in Asia, Europe, and the U.S.

● LOMA 281 and 381 Certification.

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