Christine Deleon

Results-oriented Operations and Process Specialist with 20+ years of experience in the Financial Services and Insurance sectors. Expert in maintaining Data Integrity and leveraging CRM tools to optimize business processes. Proven track record in Workflow Performance Tracking and utilizing Microsoft Excel for complex data analysis, reporting, and process documentation.

Retirement Specialist - ZENITH AMERICAN SOLUTIONS - REMOTE

(2022-02 - 2026-02)

Maintained high standards of Data Integrity while administering complex Defined Contribution and Defined Benefit retirement plans as a lead Pension Analyst.

• Analyzed participant loans, hardship withdrawals, and retirement distributions to ensure strict compliance with federal regulations and plan specifications.
• Resolved Data Discrepancy Investigation issues through meticulous auditing of participant accounts and transactional data to ensure 100% regulatory accuracy.
• Partnered with clients to provide critical operational support, including plan updates and technical data processing to improve workflow efficiency.

Office Manager - GET IT DONE HOME SERVICES - BALTIMORE, MD

(2011-03 - 2022-01)

Maintained operational efficiency by implementing comprehensive Process Documentation for administrative workflows and service delivery protocols.

• Analyzed Workflow Performance Tracking metrics to identify recurring operational bottlenecks and Recommended improvement opportunities for leadership.
• Resolved complex financial reporting issues through systematic reconciliation of accounts and management of wire transfer processes.
• Partnered with executive leadership to provide high-level operational support and optimize CRM data management for tracking service requests.

Implementation Analyst / Department Manager – John Hancock Division - IMPROVED FUNDING TECHNIQUES, INC. - LYNBROOK, NY

(2001-07 - 2011-02)

Maintained a $200M+ retirement plan block of business, ensuring Data Integrity for over 3,000 participants through rigorous Analytical Skills.

• Analyzed complex data feeds during plan conversions and developed automated payroll feeds using the Relius Program to enhance data accuracy.
• Resolved project delays by maintaining detailed Process Documentation and monitoring timelines for multi-phase retirement plan transitions.
• Partnered with John Hancock Life Insurance Company (USA & NY) as the primary liaison for account setups and contract facilitation.

Executive Account Representative – Finance & Customer Service - ROBIN S. WEINGAST & ASSOCIATES, P.C. - GARDEN CITY, NY

(1999-03 - 2001-06)

• Maintained client records and inventory tracking using MS Access as a central CRM platform for financial reporting.
• Analyzed plan legal documentation and contribution reports to ensure strict adherence to regulatory standards using Microsoft Excel and Relius.
• Resolved invoicing discrepancies and monitored past-due accounts to maintain consistent cash flow and financial accuracy.
• Partnered with internal teams to deliver high-level customer service and prioritize operational goals in a fast-paced environment.

Bachelor degree - Business administration and Management - NASSAU COMMUNITY COLLEGE (1997-01 - 2001-01)