Nina Marie Wolbers
Dalton
Summary
Driven and talented professional with a proven track record of utilizing experience to achieve and surpass professional goals. Seeking new opportunities to leverage skills and expertise to make a significant impact within a dynamic and growth-oriented organization. Committed to continuous learning and development, strives to contribute strong work ethic, adaptability, and problem-solving abilities to drive success and deliver exceptional results.
Overview
20
20
years of professional experience
Work History
NQ Associate
Prudential/Empower
04.2019 - Current
- Process Census
- Set up distribution trackers
- Prepare monthly distribution reports
- Review and update Plan Administration Manuals
- Review and set up In-Service withdrawals
- Run SIS Postponement report, generate emails
Disbursement Specialist
Prudential Financial
04.2017 - 04.2019
- Respond to client emails
- Research disbursement issues
- Answer client phone calls
- Assist internal partners with disbursement related questions
RMD Team
Prudential Financial
11.2015 - 04.2017
- Set up URMD records
- Review and calc beneficiary accounts
- Process EPCRS for late RMD
- Work Daily and Monthly RMD reports
- Work Special projects to prepare for forced months
Beneficiary Payout Team
Prudential Financial
02.2014 - 11.2015
- Process Report of Death cases and research beneficiary information
- Process Active Death cases
- Review Quality queue
- Maintain quality and productivity standards
- Work special projects for process efficiencies
Disbursements General Processing
Prudential Financial
04.2012 - 02.2014
- Process a variety of transactions including Single Sums, Rollovers, Direct Transfers, Status Changes, Buybacks, and Reciprocal payments
- Maintain quality and productivity standards
- Work special projects for process efficiencies
Defined Benefit/Contribution Associate - ILT
Prudential Financial
11.2005 - 04.2012
- Report internal errors from performing quality review
- Monitor ILT Inbox (Original Document Requests, File/fiche requests, etc)
- Correct cases that fail validation process
- Index incoming mail & faxes into workflow
- Process misdirected mail
- Process Address Change, Pseudo enrollment, and IVR reports
- Quality review of Defined Contribution cases
- Routinely recognized for taking initiative to create department efficiencies with other departments also being positively impacted
Benefit Representative-Claims Support
Prudential Financial
03.2005 - 11.2005
- Daily account maintenance such as address, bank, and tax election changes
- Process Income Verification requests
- Assist Tax Unit with processing updates when necessary
- Review Power of Attorney documents for completion
Education
BS - Business, Accounting
Keystone College
La Plume, PA12.2011
Skills
- Customer service
- Time management
- Attention to detail
- Computer skills
- Complex Problem-solving
- Work Planning and Prioritization
- Issue resolution
- MS office
- Preparing reports
- Reliable and punctual
- Team collaboration
- Verbal and written communication
Timeline
NQ Associate
Prudential/Empower
04.2019 - Current
Disbursement Specialist
Prudential Financial
04.2017 - 04.2019
RMD Team
Prudential Financial
11.2015 - 04.2017
Beneficiary Payout Team
Prudential Financial
02.2014 - 11.2015
Disbursements General Processing
Prudential Financial
04.2012 - 02.2014
Defined Benefit/Contribution Associate - ILT
Prudential Financial
11.2005 - 04.2012
Benefit Representative-Claims Support
Prudential Financial
03.2005 - 11.2005
BS - Business, Accounting
Keystone College
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