TABITA MAUREIRA COLON

**** ********** ***. ** 336-***-****

Concord, NC 28027 adr5m2@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Versatile skill set that has facilitated a tangible history of dedication to results in a broad spectrum of employment

An exceptional business education that has aided strategic thinking and critical analysis A Master of Business Administration degree from a highly regarded university Bi-lingual (English & Spanish); exceptional ability to effectively communicate regardless of the audience

Extensive proficiency in a variety of systems, to include MS Office (Excel, Word and Power Point), Tesseract, Omni, Power Image, SmartDesk, AWD, PeopleSoft, Citrix, HRIS, Recordkeeping, Scharp, Admin Tool, and Ginsul, ServiceView, PEGA (ECMP), Salesforce, SharePoint. Adult learning teaching experience

Strong troubleshooting and critical thinking skills Detail oriented and self-motivated

Strong analytical, strategic, conflict resolution, and project management skills Strong customer service skills

Effective collaboration and consultation skills in a corporate environment Experience building partnerships and consulting effectively with leadership Ability to interact with integrity and a high level of professionalism at all levels Ability to balance multiple demands and competing priorities EDUCATION

High Point University- High Point, NC Graduated May, 2007 Master’s in Business Administration GPA 3.75/ 4.00 Dean’s list Cum Laude

High Point University – High Point, NC Graduated May, 2004 Bachelor of Science GPA 3.85/ 4.00 Dean’s list

Business Administration with concentration in Management Suma Cum Laude Palmer Theological Seminary – St. Davis, PA January 2020 – December 2021 Master of Theological Studies

CERTIFICATIONS

ASPPA (Defined Contribution Administrative Issues –Basic Concepts DC-1 exam passed RPF Modules (Retirement Plan Fundamentals) passed

TABITA MAUREIRA COLON PAGE 2

WORK EXPERIENCE

Wells Fargo Bank (Randstad) Charlotte, NC

Compliance Consultant 3 December 2021-March 2022

Responsible for the coordination of meetings and minutes distribution

Responsible for special projects

Responsible for the team share mailbox

SharePoint administration

Coordination and share drive organization

Retirement Operational Risk Analyst January 2021 – November 2021

Assisting with daily overdraft monitoring by accessing and utilizing the overdraft system.

ORE Remediation project.

Coordinate with exceptions found through the tools utilized.

Submit justifications and explanations to the appropriate individuals.

Monitor an operational loss program that the team works with and handle extensive protocols for loss to any clients they work with.

Gather client data and information concerning retirement trust and categorize it to display to stakeholders.

Handle the analysis regarding loss information, then put the information into their proprietary operational risk event system.

Wells Fargo Bank (Insight Global) Charlotte, NC

Escalated Complaints Specialist February 2020 – June 2020

• Assisting line of business team members with the escalated complaints received

• Communicating with people throughout the organization to resolve customer complaints

• Reviewing correspondence within the Complaint Reporting tool

• Correcting transactions

• Escalating complaints to the Enterprise Complaints Management Office Wells Fargo Bank (contract Robert Half) (remote) Charlotte, NC Executive Compensation Specialist Consultant October 2018 – August 2019

• Day to day functions for contracts/special deals, SERP’s and life insurance policies

• Managed life insurance carriers and vendor relationships, customer experience, reconciliations and escalations

• Monitored and update procedures documentation as needed

• Raised issues as appropriate. Suggested process development & improvement of activities

• Handled complex employee allegations related to contracts, SERP, and special deals

• Set payment schedule for participants to make payments on time.

• Partnered with accounting/finance on reconciliations items and ensure any findings were cleared within a 30 day window

• Partnered with the Legal department on interpreting contracts agreements and Plan administration

• Developed or increased knowledge of the organization, procedures and customers. Analyzes and understands information, past practices and business objectives to make appropriate recommendations to management.

• Partnered with Payroll and accounts payable to make payments on time and accurately

• Resolved overpayments and underpayments issues and compensation complaints

• Reviewed executive compensation contracts to make payments accordingly. TABITA MAUREIRA COLON PAGE 3

• Identify, define and resolve complex issues, which require an evaluation of various factors; implement solutions.

• Subject matter expert for all Contracts/Special Deals, SERP’s and Life Insurance compensation related.

• Customer Service interaction with participants

• Managed 3rd party relationships

Charles Schwab Retirement Technologies Charlotte, NC Sr. Retirement Specialist/Help Desk Analyst December 2016 – August 2018

• Provided Technical support for clients

• Helped clients to resolve their system issues by duplicating cases in testing environment and applying solutions in production

• Assisted recordkeeping clients with their day-to-day processing issues

• Researched participants or clients questions

• Increased customer satisfaction by responding to inquiries within the established service level agreement and by developing and delivering web training

• Provided guidance to clients during systems migration

• Worked collaboratively within the organization, share best practices, and aid in the continuous improvement of the services provided by the company

• Diagnosed and resolved IT related support requests

• Built strong relationships with customers and offered valuable insight to team

• Worked cross-functionally with peers to improve processes, identify best practices and better utilize resources

• Prepared and delivered detailed training and consulting presentations University of Phoenix Online Remote Online, NC

Adjunct Professor Part time July 2007 – August 2018

• Human Resources class (Compensation programs evaluation, job descriptions, job postings, performance increases, salary surveys, benchmarking, analyzing internal and external compensation data, pay guidelines, staffing needs, etc.)

• Leadership class (Managers and Supervisors)

• Management class (Planning, Organizing, Leading and Controlling)

• Liderazgo y Desarrollo class (Leadership and Development in Spanish graduate students)

• Recursos Humanos class (Human Resources in Spanish, graduate students)

• Educated and provided technological and academic training to students

• Ensured students were aware of the competencies necessary for all objectives in the syllabus

• Advising students to help them overcome those traits that were keeping them from a high level of achievement

• Identified and referred “at risk” students, advocating for them and providing guidance and helping them to develop a career plan.

• Used a variety of modalities during instruction (discussion, group work, mini-lectures, question and answer, etc.) to support active learning and student engagement. TABITA MAUREIRA COLON PAGE 4

Massmutual (remote) Boston, MA

Account Manager January 2013- March 2016

• Managed a book of business in the Custom-Large market sector with plans over $5MM

• Maintained Plan Administrators informed by conducting monthly meetings

• Increased Call Center efficiency and performance by providing excellent customer service for escalated calls

• Discover known and unknown client’s retirement needs by engaging clients in exploratory (discovery) conversations

• Ensured customer retention by managing participant’s accounts efficiently and by building strong relationships with clients.

• Assessed client’s financial situation and personal circumstances to provide a distinctive experience and appropriate advice aimed at instilling the confidence to grow and retail the client relationship

• Increased customer’s confidence by interpreting the plan documents in an accurate manner

• Increased plan’s profitability by minimizing payroll mistakes and processing distributions accurately

• Diminished plan’s expenses by working diligently with the Compliance team on annual plan’s testing

• Encouraged a team environment by delegating and providing training to less experienced team members

• Demonstrated strategic thinking when pursuing issue resolution when resolving issues for a client

• Executed client transaction requests to implement recommendations

• Identified opportunities and gained client commitment to take action

• Built relationships within the company by interacting with several departments as needed to complete different transactions

• Increased company profitability by eliminating systems issues

• Improved operational efficiency and reduced costs by submitting ideas recommending process improvement

• Trained less experienced associates

• Worked closely with Client (plan sponsor, benefits manager, payroll contact and/or IT departments), Sales, Relationship Managers, Client Service Consultants, Call Center, Legal, Compliance, Operations, Marketing, Product, IT and implementation team

• Third Party Administration (TPA), Defined Contribution & Defined Benefit experience

• Prepared Excel spreadsheets and included basic formulas The Hartford Hartford, CT

Client Service Manager April 2008 – December 2012

• Four years of experience managing twenty six 401-K plans for different clients

• Introduced appropriate plans of action to service newly identified client’s needs

• Increased retention by training Plan Sponsors to utilize available tools

• Increased company’s efficiency by providing analytical support

• Positively affected call center’s numbers by responding to escalated calls

• Increased participation level on 401-K plans by serving as a liaison between Plan Sponsors and participants

• Reduced possible fines by keeping clients informed of ERISA and government regulations changes

• Increased client’s confidence by providing conflict resolution in a timely manner

• Improved plan’s efficiency by updating plan information on multiple IT platforms

• Increased plan’s profitability by effectively managing resources

• Communicated and consulted directly with clients in a proactive manner to identify sales and asset retention opportunities

• Improve customer relationship by routinely conduct reviews with them to identify opportunities for service improvement

• Increased reports accuracy by performing data validation periodically TABITA MAUREIRA COLON PAGE 5

• Improved efficiency by identifying system issues and partnering with subject matter experts to resolve them in a timely manner

• Increased customer satisfaction by responding to inquiries within the established service level agreement and by developing and delivering web training

• Third Party Administration (TPA), Defined Contribution & Defined Benefit experience

• Prepared Excel spreadsheets and included basic formulas R.J. Reynolds Tobacco Co. Winston-Salem, NC

Benefits Analyst/Benefits Administrator October 2000 – December 2007

• Provided Analytical support for employee benefits program

• Actively looked for opportunities to refine the Company's benefits administration processes

• Implemented Roth 401-K option into the 401-K plan

• Served as a primary point of contact with vendors who have been hired to conduct plan administration

• Ensured the highest possible level of consistency, fairness and accuracy in benefit plan administration

• Ensured that each vendor received all of the participant data required to support plan administration, and timely funding of plan contributions and loan repayments

• Provided employee counseling and problem resolution interviewing multiple parties within a case

• Effectively managed a 401-K plan and two Non-Qualified Plans (Executive Supplemental)

• Effectively balanced the Defined Benefits payroll

• Conducted monthly retiree meetings

• Conducted trend analysis in a variety of benefit-related subject areas

• Drove process improvement within IT systems that directly affected the Benefits Administration Department

• Audited computerized calculation of company matching contribution

• Served as lead in-house contact point for participant inquiries

• Responsible for researching account history for subpoenas and other inquiries.

• Served as Spanish translator for department

• Coordinated electronic data transmissions between Payroll, Accounting, HR systems, and outside vendors.

• Coordinated with Payroll on 401(k) loans.

• Audited computerized calculations of company matching contributions and prepared related voucher.

• Coordinated production of 401(k) print communications with print shop and outside vendors

• Assisted with plan information sessions

• Conducted investigations, employee counseling, and problem resolution. Interviewed multiple parties

• Plan Administration – Experience with plan documents, plan design, recordkeeping agreements, and recordkeeping services (including Eligibility, Vesting, and Compliance Limits Monitoring)

• Prepared Excel spreadsheets and included basic formulas

• Responds to manager and employee inquiries about a broad range of HR topics Hanesbrands, Inc. Winston-Salem, NC

SASS Analyst January 2000 – September 2000

Executive Secretary September 1997- December 1999

Contact this candidate