Administrative Assistant at Carnow & Associates, Ltd. (2022-11 – Present)
- Assist with the processing of client's retirement plan contributions, distributions, and loan requests in a timely manner
- Prepare and review plan documents, notices, and client communications for accuracy
- Help coordinate annual filings (e.g. Form 5500 and 1099R)
- Maintain effective communication with internal and external clients via phone, email, and written correspondence
Consumer Lending Specialist at Abbott Labs Employees CU (2021-06 – 2022-11)
- Processed consumer loan and credit card applications and partnered with underwriting to expedite approvals
- Delivered exceptional member support via phone and ticketing systems
- Assisted the title and accounting department as needed
Universal Banker at PNC Bank (2020-06 – 2021-06)
- Delivered excellent customer service by assisting members with routine banking transactions, opening and maintaining deposit accounts, identifying financial solutions to meet member needs
- Ensured compliance with banking policies and procedures while building strong member relationships
