Commission Specialist - Finance Ops - Heathos
- Process and calculate commission payments for agents/sales team based on established comp plans, including any deductions/adjustments.
- Reconcile commission statements and payments to ensure accuracy and completeness (e.g., compare carrier/provider statements, internal records
- Respond to inquiries from agents, sales managers, and internal teams regarding commission payouts, commission rate changes, adjustments, and disputes
- Support month-end (or period-end) close activities related to commissions: ensure commission accruals, re
- Ensure compliance with company policy and external/regulatory requirements as applicable for commission payments and contracts
- Submit Bank transfer - CIBC
- Net suite - Nacha Files for deposit
- Update reports for executive
- Answer emails regarding commission
- ACH Return
- Create templates for commission payouts
- Create reports trends based on weekly commission
- Commission ranges from 5MM to 20 MM - processing
Sales Compensation Analyst I - Provident Bank
(2022-09 - 2025-10)
- Administer retail branch network incentive and mortgage reps' commission payouts.
- Validate commercial and retail loans, ensuring accurate referral data.
- Process mortgage sales reps' monthly commissions and bonuses.
- Generate financial reports for executive management.
- Review general ledger allocations and vendor fee income distributions.
- SOP's
- Create Matrix - Branch merger
- Perform data validation and reconciliation to ensure accuracy across compensation and payment reports.
- Create and maintain Excel reports using PivotTables, XLOOKUP/VLOOKUP, formulas, and data analysis tools.
- Track sales performance and compensation metrics to support monthly and quarterly reporting.
- Partner with Sales, Finance, Payroll, and Operations teams to resolve compensation-related inquiries.
- Audit commission calculations and identify payment errors or inconsistencies.
- Maintain accurate documentation of compensation adjustments, overrides, and approvals.
- Assist with implementing and maintaining sales compensation plans, policies, and procedures.
- Prepare management reports highlighting compensation trends, variances, and performance results.
- Support month-end and quarter-end commission processing and reconciliation.
Brand Ambassador & Event Coordinator - Mamitas Company
(2021)
Contract position representing the Mamitas brand at large-scale sporting events, festivals, community activations, and promotional campaigns.
- Represent the Mamitas brand at large-scale sporting events, festivals, community activations, and promotional campaigns.
- Coordinate event logistics for activations at New York Mets and New York Yankees games, ensuring seamless execution from setup through teardown.
- Collaborate with influencers, marketing teams, vendors, and event staff to maximize brand visibility and consumer engagement.
- Meet with clients to define event objectives, create execution plans, and develop detailed timelines.
- Coordinate event logistics, including permits, vendor communication, staffing, guest lists, and promotional materials.
- Plan and execute local parades, bank rallies, community events, and branded promotional activations.
- Manage event budgets by tracking expenses, processing invoices, and maintaining financial accountability.
- Oversee day-of operations, supervising event staff, troubleshooting issues, and ensuring successful event execution.
- Coordinate event setup, décor, signage, and branding to meet client expectations.
- Lead post-event breakdown, collect attendee feedback, evaluate KPIs, and prepare recommendations for future improvements.
Universal Teller - Provident Bank
(2021-03 - 2022-09)
- Processed financial transactions efficiently and accurately.
- Assisted customers with account openings, loan applications, and financial services.
- Promoted bank products to meet customer needs.
- Maintained accurate cash drawer balancing and compliance with banking regulations.
Receptionist & Insurance Billing Coordinator - True Care MHC
(2020-03 - 2020-10)
Part-Time position
- Scheduled patient appointments and handled insurance billing.
- Assisted management with daily operations and administrative tasks.
- Provided front-desk customer service and security compliance.
Team Lead/Troubleshooter (Returns Department) - Geodis
(2019-09 - 2020-03)
Seasonal position
- Diagnosed and resolved issues with returned products.
- Led a team to improve efficiency and meet company goals.
- Provided performance updates to management and implemented safety practices.
Management Consultant Intern - Codis Group
(2018-06 - 2018-09)
Internship position
- Assisted in business strategy development and financial analysis.
- Conducted market research and data-driven decision-making.
Retail Associate - Lord & Taylor - Woodbridge, NJ
(2018-11 - 2019-12)
Customer Service Associate - HMS Host - South Amboy, NJ
(2017-05 - 2018-06)
