EVELYN SANCHEZ

Benefits Specialist for Service Retirement and Survivor Benefits unit.

• Counsel and provide information to LACERS members, inform them of retirement eligibility, survivorships, beneficiary, and confirm available benefits.

• Assigned to cases that require attention to detail, research, overcome obstacles, resolves issues that pertain to retirement, benefits, continuances, and beneficiary payments.

• Calculate benefits pertaining to city service, unused contributions, accrued allowances, funeral expenses, monthly continuance benefits, and reciprocity.

• Prepare correspondence for a written or verbal request for further review, while analyzing the member profile to provide most accurate information for members and beneficiaries.

• Resolve issues and problems that arise.

• Provide case updates and reports to management.

• Process retirement benefits, benefit claims, set-up continuance benefits, and payout available benefits to beneficiaries.

• Daily communication with members and beneficiaries via in-person, phone, email and written responses to retirement, beneficiary, executor of estates, and continuance's inquires.

• Council members, and beneficiaries on available benefits; initiates, compiles, calculates, and processes adjustments and manual payments.

• Preforming general administrative tasks.

• Creates City Attorney Memos requesting advise pertaining to problem cases all while reviewing the Admin Code and referencing pages or sections in written/verbal inquiries.

• Discuss cases and interacts with colleagues while providing information or guidance on how to proceed with members cases.

• Work with other agencies to evaluate members retirement eligibility.

• Reviews member’s service history, compensation history, retirement contribution history, and community property court orders.

• Determines member’s eligibility, benefit type, benefit formula to be used, and marital status.

• Checks retirement calculations for Service Retirements, Disability Retirements, Vested Right Retirements, Deceased Active Retirements, Survivorship Continuances to Eligible Spouse or Designated Beneficiary.

• Explain cost of living adjustments, pension and annuity amounts.

• Kept accurate records of all interactions, including customer names, addresses, phone numbers.

• Handled members inquiries, answered questions, and resolved problems in a timely manner.

• Tracking system for assigned cases and progress on an Excel workbook or a Monday board.

• Administration assistant information of retirement programs, and benefits
•Researching retirement or benefit related information for example deductions
•Responding to telephone, email, fax, and in-person inquiries relating to pension benefits and functions of the section and department;
• Processing change of address and tax withholding requests, direct deposit requests, and monthly/mass update voluntary deduction requests; resolving discrepancies with direct deposits; serving as liaison between financial institutions, members, and staff; verifying and entering data into the benefits payment system;
• Preparing the bi-weekly Board of Fire and Police Pension Commissioners General Manager letter; gather pension information and circulate for review and distribute final version;
• Processing pension verification requests from governmental agencies, loan institutions, and members; conducting research and preparing all necessary correspondence;
• Processing stop payments for lost, stolen, or damaged checks and request reissue of checks;
• Clerical work
• Independent judgment and organizational skills using a correspondence log.
• Working closely with colleagues and members of LAFPP
• Review and evaluate the work of colleges and member forms.

• Explained benefits to member's in easy to understand terms in order to educate each on available options and providing members with supporting documents.

Administrative:
Updating calendar
Answering phones
Setting meeting up in outlook
Booking conference rooms
General office work
Customer service
Word processing
Data entry
Filing and organizing
Reports:
Actual Accruals and Actual Containers
Budget to Actuals
Monitoring Reports
Dashboards
Modification on raw data on excel and providing a realistic report
Verification of Funds Available for each division that request the funds
Inventory Check - supplies
Monthly, Weekly, Daily modification of reports that will be provided to the head of each division.
CIP Work Orders Close Expense Report
Share the modified reports on the Port of LA internal website.
Assist during budget season
Presentation and Research

• Maintained integrity of general ledger, including the chart of accounts
• Generated financial statements and facilitated account closing procedures each month
• Compiled general ledger entries on a short schedule with nearly 100% accuracy
• Trained2new employees on accounting principles and company procedures
• Customer Service Phone calls/transferring Reviewing claims and responses Planning and Scheduling Budget Fiscal Y: Equipment scheduling to and from locations Bank Reconciliations Credit Card Balancing/ Reports Accounts Payable and Receivables Daily Inputting Payment Journals Account balancing Sending emails for upper level supervisors scheduling meetings in outlook Organization Filing Answering Phones Process of elimination Processing/typing letters Ethical decision making Analyzed monthly balance sheet accounts for corporate reporting
• Analyzed and researched reporting issues Worked with management at the project level to ensure expense plans are achieved
• Balanced Customer and Vender accounts

• Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
• Resolved months of backlogged work, restored order and organization to processes/records in disarray, researched and correct journal entry errors that had previously been missed
• Operate financial computer systems
• Adjust errors that have created a backlog system.The system will now generate information by monthly or annually on its own
• Updating or creating Journals, Ledgers, Trail Balance reports, Income Statements, Records, and Balance sheets for contract usage
• Budget reports that includes inputting changes in an excel spread sheet while correcting functions
• Managing a system that coordinates/manages facility\'s and tenants
• (Main-Star) Answering phones, messages, and creating appointments
• S canning and filing information into a share drive
• Daily activity logs Cleanup and maintain information for over 20 divisions (500+ people) DMV records, direct contact with customer service reps
• Receptionist duties Create budget reports for accounting division as needed
• Manage contract list for Planning and Coordination
• Track division project spending in excel sheet
• While reviewing, revising, updating service request
• Time Keeping Update contract info on service request Attend budget meetings for capital projects as needed Collect information and pictures for accounting purposes Worked with management at the project level to ensure expense plans are achieved
• Worked with 2nd level supervisors to develop annual expense plan goals

• Responsible for client asset base including bond funds and city funds
• Directed multiple client accounting system conversions into web-enabled Oracle financial platform
• Discovered major instances of fraud, embezzlement and large balances due
• Reviewed collection reports to determine the status of collections and the amounts of outstanding balances
• Answered telephone inquiries on banking products including checking, savings, loans and lines of credit, claims, andfraudulent activity
• Executed wire transfers, stop payments and account transfers
• Executed customer transactions, including deposits, withdrawals, credits, and checks
• Created strategies to develop and expand sales of services to existing customer\'s

• Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner
• Completes tax forms in accordance with policies and in compliance with legislation and regulations
• Compute taxes Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
• Accounting sheet using Excel for refundable receipts, invoices, and business/personal deductions
• Excellent 10 key Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
• Uncover potential deductions and credits
• Advise against potential tax liabilities
• Review financial records such as income statements and documentation of expenditures
• Interview clients to get a thorough picture of financial situation
• Verify totals on past forms for accuracy
• Calculate and invoice for form preparation fees
• Resolve customer complaints
• Prepare tax returns using electronic filing software
• Ensure a copy of the completed return is provided to the customer
• Legal documentation signed and secured on software and filed to secure business from future audit

• Punctual Task Schedule Answer phones, direct calls, and take messages Operate office machines, such as photo copiers, printers, scanners, fax machines, voice mail system, emails and personal computers Plan and direct activities such as sales promotions, coordinating with other department heads as required Review financial statements, sale and activity reports, and other performance data to measure productivity and goal achievement to determine areas needing cost reduction and program improvement
• Supervised 4 employees per shift
• Direct and coordinated activated of business or departments concerned with the production, pricing, sales or distribution of products
• Renegotiated payment terms with dozens of suppliers
• Calculated figures such as discounts, percentage allocations and credits
• Verified details of transactions, including funds received and total account balances
• Coordinated approval processes of all accounts payable invoices and researched and resolved billing and invoice problems