Jeffrey Brown

Experience

• 

  Third Federal Bank

  Oct 2002 - Feb 2008

  Provide customer service to business and individual customers on a recurring basis as well as supervise the teller staff to assure quality service is being provided. Responsible for day to day operations of the branch, including scheduling, payroll, yearly reviews, scheduling maintenance, and coordinating technical upgrades for the branch.Completed Lending and sales training to be better able to offer products and services to suit customer needs.Assigned Additional monthly and quarterly reports for completion, such as Reg. CC compliance audit, bait lists, alarm system test, and main vault cash audits. Show less

  • Head Teller

    Oct 2005 - Feb 2008

  • Assistant Head Teller

    Oct 2004 - Oct 2005

  • Teller Supervisor

    Oct 2003 - Oct 2004

  • Teller

    Oct 2002 - Oct 2003
• 

  Health Advocate

  Aug 2010 - Nov 2012

  Benefits Specialist

  • Assist more than 21 members daily with Benefits related issues including comparing medical insurance options, verifying coverage for specific conditions and treatments, enrollment related problems, eligibility concerns, COBRA and Medicare.• Research specific governmental policies on a state and federal level as related to insurance, coverage levels and federally mandated legislation• Routinely access Medicare information including plan offerings, discrepancies in coverage, and funding alternative due to income levels. Show less

• 

  Trion

  Nov 2012 - Jan 2013

  Client Service Representative

  • Manage client expectations and drive decisions related to timing, procedures and documentation of implantations, open enrollment, and ongoing deliverables.• Assist in gathering clients' plan requirements to support the creation and documentation of internal specifications, test plans, training materials, and procedures.• Handle the day to day management of participants and employer questions related to claims filing, deadlines, QLE's and general administration questions in a timely manner.• Established new procedures and forms for a custom bonus spending program for a high value multinational corporation. Show less

• 

  Vanguard

  Jul 2015 - Apr 2018

  • Performs standard compliance testing and analysis functions for defined contribution plans such as ADP/ACP testing, Coverage Testing, Annual Additions Testing, and 402(g) Testing.• Complete Top Heavy and General Tests as needed based on the standard test results.• Obtain employer census files, payroll data, check for reasonability, and upload to proprietary system for testing.• Provide documents and maintains the appropriate written and oral communications to internal and external personnel that is required to resolve any issues encountered.• Researches and resolves compliance technical and regulatory issues as necessary. Show less • Selected for the TOA/BD/New Accounts Hotline and received in excess of 40 calls day, to help address questions, concerns, and time frame clarifications for intra and inter department business partners units. • Made a SME (Subject Matter Expert) to process daily high priority requests for the Personal Advisory Services Department, which includes, but is not limited to: ACAT, NonACAT, DRS, PTF, TOA, AP’s, and new account request. • Process client requests on the Transfer of Assets path in a timely manner, making sure that client timeframes and expectations are met. • Communicate with financial institutions to ensure that paperwork was completed in full and that there would be no delay for the clients. Show less

  • Compliance Administrator

    Dec 2015 - Apr 2018

  • RCAS - Processing Associate

    Feb 2014 - Dec 2015

  • Compliance Administrator - Internship

    Jul 2015 - Oct 2015
• 

  Yoh, A Day & Zimmermann Company

  Mar 2019 - Sept 2019

  Payroll Analyst

  Perform testing on 401(k) and salary data related to the Acquisition of 2 firms by SAP.Assist in semimonthly payroll audits as assigned.Assign mail and ticket items to payroll team members to expediate employee questions and concerns related to their pay.

• 

  SAP

  Oct 2019 - Aug 2021

  Payroll Consultant

  Handle all Garnishment questions and maintain the relationship with garnishment vendor (ADP).Process semimonthly payroll banking and maintain daily logs and communications with our financial institution (Citizens Bank).Perform semimonthly payroll audits including: Zero net pay, Garnishment, Local Tax Jurisdiction, Bank records, and Earnings comparisons. Assign Daily ticket items to payroll team members to expediate employee questions and concerns related to their pay as well as handle a majority of department daily and monthly tickets. Show less

• 

  Robert Half

  Aug 2021 - Jul 2022

  Talent Director

  Robert Half is the world’s leading provider of senior-level accounting, finance and business systemsprofessionals on a project and interim basis. Our consultants specialize in corporate accounting, financial and business systems analysis, internal audit, taxation, regulatorycompliance, mergers and acquisitions, financial reporting, and more.Companies have come to rely on us to support their most important initiatives. Many of our contract professionals have earned one or more of the business credentials employers’ value most, including the certified public accountant, certified internal auditor, certified information systemsauditor, chartered financial analyst and certified fraud examiner designations. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” for 23 consecutiveyears. (February 2020) Show less

• 

  UHS

  Aug 2022 - now

  Associate Compensation Analyst