Puneeth BN

Process : Adjustment and Refunds

Manage a team of 9 members, guiding daily tasks and project completion. Support team growth, ensure smooth work processes, and help achieve company goals.
Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.

Handle incoming cash reversals and refund tasks on a daily basis, ensuring accurate processing and timely resolution.

An Incoming cash reversal in retirement means undoing a mistake where money was wrongly added to a retirement account.

A refund in retirement usually refers to money being returned to a retirement account or plan due to a mistake, overpayment, or other correction.

Process : Money- IN Processing

The Primary responsibility of cash processing is to ensure timely completion of all tasks related to manual payrolls, loans, and handling conversion assets.

Review the paperwork sent from a plan of the participant and find out the kind of request to be processed and deposit the funds accordingly.

Being a specialist in quality checking is one of the important roles in cash processing analyze and authorizing money-In.

Training and mentoring new joiners for effective business.

Being SME in the team training new joiners and acting as a mentor for them.

Process : Plan owner ( Aces plans)

As plan owner was assigned 1500 plans. handling day to day

cash transaction on FIS omni 7.4. & plan level checks, Participant level checks ,cash handlings ,Manual cash transaction posted adjustments (CTP), Pending matches, Suspense item reviews Transferring funds in and out (TRO & TRI)

Manual Omni processing using T114 and T104 cards. LBX items processing on OPS ( online payroll submission tool )

Handling wire payments and ACH debit plans with manual and automated plans. Assigning tasks to New business ( NB) and Money out( MO) teams.

➢ Ensuring the completeness of the documents required for preparing the detailed petition for filing an H-1B application with USCIS.

➢ Preparing daily reports and analyzing the applications worked upon and shared them with the senior management in IBM

➢ Remote Assistance to Desktop & Laptop issue using Net Meeting, IBM Ayudame & Remote desktop.
➢ Using Ticketing Tools TSRM and IBM Manage now ticketing system, which is SLA driven.
➢ Daily activities include working with daily assigned tickets, attending & resolving end-user’s problems within SLA timings.
➢ Installation, configuration and troubleshooting of all IBM applications like Lotus Notes Client, Lotus sametime, Symantec Antivirus, Thinkvantage, WECM.