Conversion Specialist Resume Samples

Description :

1. Converted data from new clients with existing plans and created new plans for both existing and new clients into the Relius system.
   
2. Created enrollment materials, 404(c) compliance information, Universal Plan Documents, Safe Harbor notices, Beneficiary forms, and open enrollment forms for new and existing plans.
3. Designed, created, and maintained a customer relationship management (CRM) program with a team member, to assist in organizing information for multi-divisional clients.
4. Coordinated with other departments to create and use the CRM program efficiently and accurately.
5. Processed incoming payrolls for clients when assistance was needed.
6. Reduced processing times and elevated accuracy by creating multiple data converting macros for the payroll processing department.
7. Worked with the programming department to create programs that eliminated timely manual entries in the Relius system.
8. Utilized, designed, and created a Virtual Basics program that interacted with Microsoft Outlook to create personalized email blasts for multi-divisional clients.

Experience

0-2 Years

Level

Entry Level

Education

BS In Management

Description :

1. Provided operational support for FBI executive management, field agents and analysts to administer judicial and administrative proceedings.
2. Performed analysis and program management functions addressing document conversion, preparation and tracking using the Bates Stamping process.
3. Produced useful text files (txt) for search and retrieval, as well as other output formats such as TIFF, JPG, PDF, and MSWord, using Optical Character Recognition (OCR).
4. Enforced applicable regulations and security directives while serving as Functional Area Manager (FAM), as Acting Evidence Technician, and when handling or processing Federal Grand Jury evidentiary materials.
5. Ensured Scanning/Quality Control, using various scanning equipment, formats, applications, and software.
6. Configured scanning equipment to process work and determine the sequence of actions to complete assignments.
7. Oversaw Quality Assurance of the scanned images to ensure they are complete, legible, and of high quality.
8. Prepared responses to various Quality Assurance reports and other operational matters.
9. Saved, burned and copied scanned images to a form of optical media such as a CD or DVD.

Experience

2-5 Years

Level

Junior

Education

High School Diploma

Description :

1. Coordinated all elements for conversion of new retirement plans from existing platform to new platform.
2. Coordinated all elements of retirement plans leaving the platform.
3. Consulted with TPA, recordkeepers, and plan sponsors to gather specifications, discuss parameters of conversion, develop timelines, and obtain proper documentation from client to perform conversion process.
4. Validated, interpreted, compiled, verified accuracy, and loaded conversion data.
5. Ensured that appropriate forms, documents, applications and contracts with client are completed and forwarded to appropriate parties to establish trading and trustee platforms.
6. Organized all reports, documents, and data for review and set up files for operations.
7. Monitored conversion process by uploading and organizing all plan and client conversion data in internal database, and ensure proper scanning and filing of documents.
8. Completed quality assurance audits on assigned cases.

Experience

5-7 Years

Level

Executive

Education

Business Administration

Description :

1. Adjusted and reconciled participants' accounts before platform conversion using financial database.
2. Contracted transfer to fit system guidelines.
3. Provided corresponding letters to inform changes to participants' accounts.
4. Issued contracts using financial mainframe and web-front database.
5. Researched contracts on the mainframe to determine the appropriate plan, sources, and funds for the platform conversion.
6. Processed manual platform conversion.
7. Reviewed and revised issued and processed contracts by the first processors to ensure accuracy on the new platform.
8. Trained and distributed cases and mentored processors to provide and support procedures for adjustments and conversion process.

Experience

2-5 Years

Level

Junior

Education

Graphic Design

Description :

1. Managed the conversion of retirement plan accounts from the proprietary balance forward processing system or from external sources.
2. Worked with customers to develop processing procedures and prepare legal plan documents.
3. Met with the team assigned to the account to review all processing procedures and documentation.
4. Processed balance forward plan allocations.
5. Generated participant statements and employer reports.
6. Prepared reconciliations of customer trust accounts to participant account balance totals.
7. Worked with customers to resolve discrepancies and/or questions.
8. Converted new customers into Booke & Company's proprietary recordkeeping system.

Experience

5-7 Years

Level

Executive

Education

B.S Of Science In Mathematics

Description :

1. Led multiple medium - large scale projects simultaneously and managed all aspects of the conversion process for newly acquired client business including implementation methodology and resource planning.
2. Coordinated asset transfers and physical conversion of records from prior providers and trustees.
3. Acted as liaison and provided ongoing interface with client, prior provider and internal operations, legal and communication departments to facilitate a smooth and accurate transition for plan sponsor clients and participants.
4. Completed, reviewed, and delivered prototype plan documents and adoption agreements.
5. Accountable for the proper testing of systems and data to ensure seamless project delivery.
6. Held internal business partners and 3rd party vendors are accountable to established service agreement and project live date.
7. Developed strategy and executed 100+ creative promotional campaigns.
8. Setup, implemented and analyzed testing and targeting campaigns, working with merchants to generate ideas, plans, and A/B tests.
9. Analyzed promotional campaigns and provided recommendations based on data.

Experience

10+ Years

Level

Senior

Education

Business Administration

Description :

1. Responsible for working with 401(k) Data/records from prior/other record-keepers and then converting data from their format into our BISYS formats to build and load data files.
2. Successfully run "edits" and checks/balances on data to ensure it is correct and then load participants' information into the system.
3. Converted data from outside vendors over to BISYS by working with the client and/or their payroll vendors to establish file connections and help them a program to BISYS's file specifications.
4. Supported existing clients to help them elevate/implement new services offered for their plan/plan participants.
5. Responsible for project management around all conversion and payroll level data for new and existing clients.
6. Mentored all-new Data Leads in the department for the past year, training them on all aspects of the job.
7. Developed ongoing procedures for position and others within the department.

Experience

10+ Years

Level

Senior

Education

A.S. In Accounting

Description :

1. Elicited requirements using interviews, document analysis, surveys, site visits, and business process analysis.
2. Reviewed, analyzed, and evaluate business systems and user needs of financial applications.
3. Facilitated specification meetings with project team members to determine the scope, current operating procedures, and project limitations.
4. Led conversion project for Financial Institutions at multiple sites.
5. Managed written and telephone requests to correct application errors and Change Management needs.
6. Assisted with installation, validation testing using Crystal Reports 10, operations training, and live week activities at multiple client sites.
7. Managed the conversion of 401k plan records and assets from the Merrill Lynch platform to other record keepers.
8. Conducted plan activities for mergers and acquisitions based on company guidelines.
9. Responsible for producing the relevant conversion documentation, including conversion lay-outs, mapping keys, valuation reports, loan amortization schedules, and ad-hoc reports.

Experience

2-5 Years

Level

Junior

Education

M.S. In Technology

Description :

1. Provided editorial and user support service and converted electronic documents for BNA subscribers worldwide.
2. Defined conversion requirements for incoming electronic court data.
3. Edited HyperText Markup Language (HTML) documents and conformed to the company's specifications prior to submission over the firewall.
4. Monitored automatic document conversion schedules to ensure that processes were running smoothly.
5. Provided resolutions to basic local and remote data communication problems.
6. Coordinated with online vendors and BNA departments to facilitate problem resolution and ensure a smooth delivery process.
7. Utilized Microsoft Access to track services for roll-off containers.
8. Assisted customers with scheduling deliveries, empty and returns and removals for temporary roll-off containers.
9. Ensured that all deliveries requested for the next day were set up and scheduled within twenty-four hours.

Experience

2-5 Years

Level

Junior

Education

A.S In Applied Science

Description :

1. Audited balance sheet and created new chart of accounts for conversion to new financial software.
2. Reconciled historical pricing and made cumulative corrections for all service contracts of active clients using Oracle R12.
3. Demonstrated a constant progression of responsibilities.
4. Achieved most senior position in the North East billing group after six weeks.
5. Produced and reviewed over forty invoices daily with greater accuracy, efficiency, and communication.
6. Designed and implemented processes that reduced errors, increased accuracy, and strengthened communication between group members.
7. Created Crystal Reports for clients during conversion and ongoing, set up General Ledger programs, VB Scripts for 401(k) match, Garnishments and Pay calculations.

Experience

10+ Years

Level

Senior

Education

M.S. In Statistics