Summary
Overview
Work History
Education
Skills
Additional Information
Interests
Strength
Timeline
Generic

Sheeba Thomas

Bachelor In Computer Application (B.C.A)
Mumbai,MH

Summary

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

5
5
years of professional experience
5
5
years of post-secondary education

Work History

Process Associate

Principal Global Services
Pune, MH
05.2013 - 09.2015
  • Principal Financial Group is American global financial investment management and insurance company dealing in Retirement, Investments and Insurance.
    Roles and Responsibilities:
     Worked as Process Specialist on 401 K Retirement plans through details received by scanned documents for US clients.
     As a part of 401 K plan administration, worked on New Enrollments, Beneficiaries, Investment allocation change, Contributions, Record keeping loan payments, Rollovers, D.P.A.C funds transfer, Refunds, Death Claims Processing in Express for Distributions.
     Correction and Reversal in DC (Defined contribution) 401 K plans.
     Coordinating with Business Coordinator through emails or Lync for missing information.
     Answered queries raised by (C.T.T) Client transaction technicians.
     Team Spoc for Error revert, Q/A replies and (W.F.M) Work force Management Data.
     Training and mentoring new joiners.
     Good Team Bounding with team members.
     Worked with B.P.M.W team in which request are handled which are stuck in incomplete status. I research and reprocess them and sent request into finish status.
     I am also trained on Corrective distribution for Define Contributions in which process reversals of excess amount using Work up to calculate gains and losses.
     Part of Quick fix team- Communicate through E-Mail with Advisor for quick changes on contract number and in participant details.

Transaction Processing Officer

Mphasis an Hp Co.
Pune, MH
09.2010 - 05.2013
  • Worked for Charles Schwab process, American multinational financial services Company, which deals in brokerage, banking, and financial advisory services to both retail and institutional clients.
    Responsibilities :
     Analyze Client’s financial history and give financial advises.
     New Enrollments (Saving, beneficiary, Custodian, PF, loan) for clients.
     Closing Accounts, after all settlements like loans, payments.
     Worked on Loans, Taxes, opening, closing and transferring accounts to other financial institution.
     Handled high profile client’s account.
     Handled financial transaction through electronic fund transfer modes across globe.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Increased customer satisfaction by resolving [Product or Service] issues
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Used coordination and planning skills to achieve results according to schedule
  • Used critical thinking to break down problems, evaluate solutions and make decisions
  • Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending payment to banks

Education

Bachelor in Computer Application (B.C.A) - Finance And Computer

St Mira's College, Pune University
Pune
07.2007 - 04.2011

Higher Secondary (Commerce) - Commerce

S.V. Union Junior College, Maharashtra Board
Pune
05.2006 - 02.2007

Secondary Education - Schooling

St Francis High School, Maharashtra Board
Pune
06.2004 - 03.2005

Skills

Problem-Solving

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Additional Information

Personal Details


Name : Sheeba Varghese Thomas
Date of Birth : 19-Oct-1988
Gender : Female
Marital Status : Married
Marital Status : Christian
Languages Known : English, Hindi, Marathi, and Malayalam
Nationality : Indian
Permanent Address : 14-A, New Chandan Apartment, Navghar Road,
Bhayandar East, Pin- 401105

Interests

Drawing

Gardening

Creating and Organizing things

Strength

  • Adaptability
  • Positive Attitude
  • Willingness to Learn New Things
  • Teamwork

Timeline

Process Associate

Principal Global Services
05.2013 - 09.2015

Transaction Processing Officer

Mphasis an Hp Co.
09.2010 - 05.2013

Bachelor in Computer Application (B.C.A) - Finance And Computer

St Mira's College, Pune University
07.2007 - 04.2011

Higher Secondary (Commerce) - Commerce

S.V. Union Junior College, Maharashtra Board
05.2006 - 02.2007

Secondary Education - Schooling

St Francis High School, Maharashtra Board
06.2004 - 03.2005

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Sheeba ThomasBachelor In Computer Application (B.C.A)