*** ********** ****** (W) 518-***-****

Rensselaer, NY 12144 (C) 518-***-****

E-mail: adwfmu@r.postjobfree.com

LINDA FORTE

Experience July 15, 1985 – Retirement 10/13/2022

NYS Office of the State Comptroller, Division of Retirement Services

Employees Retirement System Examiner 4 (Grade 18)

Section Head for the State Enrollment Unit – staff of nine individuals

Supervise two grade 15 (ERSE 3)

Process State Errors for enrollment

Pertain to questions from employers regarding letters staff sent out

Participate in meetings, regarding staff, unit meetings, meetings with payroll, redesign and production of staff

Employees Retirement System Examiner 3 (Grade 15)

Supervise Employees Retirement System Examiner 2’s

Check examiner’s cases for errors

Monitor work flow of examiners

Close recalculation cases that have no errors and send out correspondence

Prepare letters to pensioner’s regarding their recalculation of their retirement case and service credit for Civil Service purposes

Respond to question from pensioner’s and employer’s via phone, e-mail or letter

Calculate DRO (Domestic Relations Order) for amount owed to alternate payee and member

Review refunds prepared by subordinate staff

Participate in unit and/or supervisor meetings

Attended Retirement’s Supervisory Academy (2017)

Employees Retirement System Examiner 2 (Grade 12)

Recalculate pensioner’s retirement cases

Respond to pensioner’s requests in writing regarding retirement cases

Determine amount of service and final average salary

Prepare and calculate Death Benefits for beneficiaries

Respond to questions and issues with employers, beneficiaries, medical examiners,

Attorneys and financial advisors (via letter, telephone and e-mail)

Review and check other ERSE 3 co-workers cases for errors and calculation

mistakes

Participate in unit meetings

Secretary 1 (Grade 11)

Type final reports, communication plans, implementation matrices, flow charts, presentations and project management documents

Coordinate meetings (via Lotus Notes)

Coordinate travel arrangements

Assist with purchasing activities with Purchase Database

Assist with coordinating information on the Training Database

Record notes at meetings (via laptop)

Maintain the bureaus’ resource library

Participate in monthly bureau staff meetings

Calculations Clerk 2 (Grade 9)

Process and calculate member’s retirement application

Determine amount of service and final average salary

Prepare and calculate Death Benefits for Beneficiaries

Participate in unit meetings

Respond to questions and issues with employers, beneficiaries, medical examiners, attorneys and financial advisors (via letter, telephone and e-mail)

NYS Office of Mental Health

Calculations Clerk 2 (Grade 9)

Calculate and generate NYS Psychiatric Center’s patient’s medical bills to be processed

Respond to issues and questions with Psychiatric Center’s staff

NYS Department of Health

Keyboard Specialist 1 (Grade 6)

Type correspondence

Coordinate meetings

Answer phones and transfer to appropriate staff and/or units

Prepare and organize filing of documents

Coordinate travel arrangements

Compile guest lists for office meeting groups

Record information from meetings (via shorthand)

Computer Experience

Outlook, Portal, Payserv, Filenet, MEBEL, Microsoft Team, Microsoft Word,

Microsoft Excel

Education Rensselaer Jr. Sr. High School – Graduated 1985

Hudson Valley Community College

SUNY – Empire State College

Contact this candidate