payroll clerk

Yamini Pandit

Telephone: 718-***-**** or 347-***-****

************@*****.***

Summary

Sound Conceptual Understanding of the Employment and Payroll Process

• Passed the Fundamental Payroll Certification (FPC) exam offered by American Payroll Association in April 2011. Also, completed Paytrain Payroll Fundamental Course offered by New York Institute of Technology in April 2011.

• Excellent knowledge of employment forms, regulations, salary and benefits.

• Completed web training courses on ADP Pay Expert/Workforce software.

• Currently engaged in Bookkeeping and Quick Book Courses and expected to certify by June 26,2011

Customer Service Experience

• Multi-language skills: English and Russian.

• Heavy telephonic interaction experience with brokers and agents; accountants and lawyers; medical offices; and life insurance companies.

• Sales experience in financial services industry

• Interacted with over 100 clients of an accounting firm for payroll and sales tax issues

• Excellent experience in interacting with all levels of management while working in financial services industry

Excellent Administrative and Documentation Processing Experience

• Heavy exposure to compiling financial documentation and maintaining client files

• Coordinated and obtained financial and other administrative documentation from external firms for processing.

• Knowledge of basic accounting and payroll and sales tax filing.

WORK EXPERIENCE

Abacus Settlements LLC, New York: Closing Manager, 2007 to 2009

Abacus Settlements, LLC is a provider of life settlements in secondary life insurance market. My work profile consisted of:

• Review life insurance policy purchase document and determine compliance with established company polices toward suitability for secondary market.

• Close life transactions contract transactions involving transference of ownership and beneficiary rights to the funding financial institutions.

• Obtain relevant closing information/documentation from procurement brokers, life insurance companies, and financial and legal advisors

• Provide periodic status on closing transactions currently in process to senior management.

• Maintain tracking spreadsheets itemizing in-progress and processed transactions including comparison offer and settled price for various contracts.

• Assist in special projects directed by senior management from time to time.

Allsettled Group Inc., New York: Underwriter, 2005 to 2007

Allsettled Group is a speciality finance company in the life insurance secondary market. My work profile consisted of the following:

• Participate in underwriting, case management, and closing of viatical and life settlement transactions.

• Work on other assigned special projects including: portfolio policies, updating policy premiums, due dates tracking, review illustrations, policy pricing, and risk classification.

• Liaison with Insurance carriers to obtain the best rating and pricing for premium financing clients.

New York Life, 2003 to 2005, Life Insurance Agent

• Promoted the company’s life insurance products to diverse clients

• Completed necessary paperwork for opening of new life insurance accounts

• Responded to client inquires on insurance policies

• Attended training sessions organized by the company on life insurance products

Padela & Lunat LLC CPAs, New York-2001 to 2003: Taxation Consultant

• Independently prepared Payroll Tax and Sales Tax returns for over 100 clients of the firm

• Dealt direct with Internal Revenue Service (IRS) re: Payroll and Sales tax audit and tax notices

• Direct client contact for resolution of queries and tax planning

• Supervised two employees of the firm

Career Vision, Computer Training School, New York, 2000-2001: Business Analyst

• Processed student Loan applications for Financial aid

• Dealt with various financial institutions for the Loan process

• Counseling students for various program offered by the Training School

• Supervised two employees for education program scheduling

EDUCATION

• Fundamental Payroll Certification, 2011, American Payroll Association

• Masters (International Banking and Finance), August 1999, Dowling College, Oakdale, New York.

• Certification in GAAP (Generally Accepted Accounting Principles), 1998, Touro University, Moscow-Russia.

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