Tina Chen, CSPO

Experience

• 

  CVS Pharmacy

  Jun 2007 - Nov 2012

  Shift Supervisor

  • Managed a staff of ten employees and oversaw store opening and closing responsibilities• Reconciled cash transactions and completed required daily deposits with cash reports• Completed cycle counts and vendor orders to ensure proper inventory on hand• Ensured store display areas are organized and resolved customer service issues

• 

  Ascensus

  Dec 2011 - Nov 2022

  • Responsible for processing financial and non-financial transactions such as account establishment, disbursements, contributions, and profile updates at a high rate of efficiency and quality• Completed tasks to meet aggressive partner and state mandated service level agreements • Trained and mentored new staff and performed quality control of peer work with strong attention to detail• Provided analysis on applications processes and procedures utilized by the transfer agency and made enhancement recommendations to the management team based on findings • Performed data analysis and delivered work volume, quality and trending reports to the senior management team• Member of department achieving National Quality Review (NQR) 5 Star designation for accuracy for multiple quarters Show less • Responsible for processing financial and non-financial transactions • Maintained high understanding of college savings plans’ policies and procedures to meet quality standards• Assisted with preparation of mail for scanning and breakdown of mail• Input and processed financial requests for numerous states’ College Savings Plans• Resolved account and financial issues per each state plan’s rules and regulations• Created weekly and monthly financial and performance data reports for distribution to upper management and client groups Show less

  • Senior Business Systems Analyst

    Jul 2021 - Nov 2022

  • Business Systems Analyst II

    Jul 2018 - Jul 2021

  • Business Systems Analyst

    Apr 2015 - Jul 2018

  • Senior Client Services Representative

    Oct 2014 - Apr 2015

  • Client Services Representative

    Jun 2012 - Oct 2014

  • Client Services Representative

    Dec 2011 - Jun 2012
• 

  Quantexa

  Dec 2022 - now

  Technical Business Analyst