Summary


SKILLS/TRAINING/STRENGTHS : Over 40 years of payroll experience in an in-house and outsource arena.
10+ years of secretarial experience in a human resources environment.
Excellent interpersonal, communications and time management skills. Proven ability to train and coordinated administrative staff.
Vast knowledge of computer software packages, but not limited to Microsoft Word, Excel, PowerPoint and QuickBooks.
AS400 IBM, UNIX


Education

Skills

Listening, How to Deal with Difficult People, Stress Management, The 7 Habits of Highly Effective People and Compliance Fundamentals of ERISA.
JUNE, COST PLUS - WORLD MARKET PRESENT GLEN ALLEN, VA 23060 P/t Bookkeeper Bookkeeping/Gatekeeping : Reconcile cash drawers and balance daily receipts ; maintain accuracy and integrity of store safe and change fund ; prepare daily total receipt reconciliation and alert supervisors to major errors ; maintain sales and financial spreadsheets ; maintain accounts payable module of AS400 retail software and balance claimed to actual amounts. Customer Service : Answer customer inquiries, phones ; ring up sales, returns and perform all other required cash register duties. Complete other projects as assigned by the General Manager or Supervisors. FEBRUARY, BANK OF AMERICA APRIL, 2009 GLEN ALLEN, VA 23060 Temporary Home Service Specialist Processed loans approved by an Underwriter or an automated decisioning system ; had signing authority in delegated limits. Was responsible for clearing conditions and issuing changes to the terms on previously approved loans ; responsible for but not limited to verifying conditions of approval which may include, customer income/assets documentation, resolves routine title issues, but not limited to the following : vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens reconveyances ; processed subordinations ; resolved appraisal disputes ; depending on channel, may coordinate closing activities. Maintained a high level of customer service by being proactive in communication with customers, may include banking center associates, realtors, etc. FEBRUARY, 1ST CAPITAL MORTGAGE, INC JUNE, 2008 TELECOMMUTING Company Administrator My role as the company s administrator was bring all of my years of professionalism in human resources, benefits, payroll, taxes and the corporate structural environment in helping to mold this company into a respected player in the mortgage industry. Responsibilities to go without saying included maintaining confidentiality, coordinating with public relations for events, marketing campaigns, coordinating with support functions and other Administrator work ; ability to set schedules, prioritizing, usage of excellent self correspondence skills. Well versed in Office. AUGUST, FIDELITY FUNDING, LLC FEBRUARY, 2007 GLEN ALLEN, VA 23059 Mortgage Loan Processor As a mortgage loan processor my duties included : preparing files for submission, copying the loan package and preparing it for delivery, keeping the loan officers and clients up to date on the status of all outstanding loan files, review approvals and complete all processor conditions, confirm fees, extensive follow-up and auditing on all loan packages. OCTOBER, RETIREMENT PLAN Administrator. SERVICE, INC RPAS, LTD MARCH, 2004 RICHMOND, VA 23229 Compliance and Cafeteria Plan Administrator Duties included preparing IRS Form 5500s, processing new loans, updating investment election changes, preparing participant distributions, and performing ADP/ACP testing for the Cafeteria Plans ; optimized the accuracy and efficiency of importing data into the database through the use of a combination of manual entries, OCR, automatic conversion tools and techniques ; installed, customized and modified both new and old plan documents using Corbel software. OCTOBER, HARRIS EMPLOYMENT AGENCY OCTOBER, 2005 NEW YORK, NY 10031 Executive Assistant Proficient in handling simultaneous projects and meeting deadlines effectively ; hired and managed support personnel. Solid ability to interact effectively with clients and staff at all levels. Personnel recruitment and coordination. Prepared and updated financial statements for each project budget. MAY 1996 PFPC GLOBAL FUND SERVICES, Richmond, VA. Formerly SEPTEMBER, 2000 FIRST DATA INVESTOR SERVICES GROUP, Richmond, VA Participant Recordkeeping Specialist Established, communicated and maintained close relationships with businesses concerning their recordkeeping plan document and or or IRS regulations. Interpreted plan documents, reviewed client census/testing data, reconciled Trust accountings and verified processed data. Prepared customer allocation packages for various Employee Benefit Plans on a quarterly, semi-annual and annual basis. Performed year-end compliance testing and 5500 - tax form preparation in departmental time constraint. JANUARY ROBERT HALF ACCOUNTEMPS, Richmond, VA APRIL 1996 James River Paper Company Tax Preparer Mercer, Inc Participant Recordkeeping AMF Bowling Inc Tax Consultant APRIL George B. Buck Consulting Actuaries, Inc, SEPTEMBER 1994 Secaucus, NJ Payroll Manager Planned, managed and trained staff of 7 to perform daily the payroll operations. Guaranteed the accuracy, integrity, maintenance of payroll information for twenty-one branch offices while interacting closely with other departments personnel at all levels. Insured the timely withholding of tax deposits and tax filings for each payroll according to Federal, State and Local government regulation schedules. Insured the receipt of company s reimbursements for disability claim payments and daily disbursements of petty cash. Processed unemployment claims and represented the company in protest hearings.


Miscellaneous

DONNA M. MORENO
10015B CASTILE ROAD
DIRECT
EFAX
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