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Gracy Tonnesen

gracy@gmail.com    ·     (603) 673-9876     ·     17 Quarry Circle Drive     ·     Milford, NH  03053

Customer Service Professional

 

CORE STRENGTHS


Experienced with Microsoft Access, Excel, Outlook, Power Point & Word
Bilingual English/Spanish
Organized
Effectively work with employees, clients, participants & management
Conflict resolution
Customer focused
Enjoy dealing with the public & helping others
Ability to train/teach
Ability to handle multiple tasks and prioritize deliverables
Time management
Independent worker
Detail oriented
Legal negotiation
Collection skills
Team player
Willingness to learn

 


PROFESSIONAL EXPERIENCE


Consultant     12/2009 – Current; etimeSoft, Burlington, MA
IT Consultant and QA testing for a Home Health Care company

  • Created regression test scenarios
  • Completed on going and regression testing of software application
  • Assisted with editing user guide
  • Recommended changes to application to make it more user friendly

Fidelity Investments

06/1999 – 10/2009, Merrimack, NH


QA Engineer     07/2009 - 10/2009     
Test lead for three Defined Benefit corporate action projects; clients were Bristol Myers-Squibb, Ford Motor Company and Olympus America Inc.

§  Created test strategies and/or plans for Bristol Myers-Squibb, Ford Motor Company and Olympus America Inc. projects

§  Completed functional testing in applicable Fidelity systems
§  Tracked defects which arose as part of testing
§  Worked with Sequel

Systems Analyst    09/2007 – 07/2009
Test lead on several Defined Benefit corporate action projects for General Motors Corporation.
§  Created test strategies and test plans
§  Completed functional testing in applicable systems
§  Performed client testing via WebEx with General Motors Corporation
§  Provided reports to General Motors pertaining to testing results
§  Worked with Sequel
§  Received a “SPOT” award from a project manager in special recognition for work done on one project

Integrated Data Operations Specialist     09/2004 – 09/2007
Responsible for maintaining the integrity of participants’ indicative data across various Fidelity systems.
§    Client facing  role, owner and accountable for various clients (09/2004 – 07/2005)
§    SCF (Single Client Feed) data reconciliation; analysis of indicative data  (09/2004 – 07/2005)
§  Assisted with updating procedural documentation
§  Set up beneficiary and alternate payee accounts
§  Reconciled indicative data across Defined Contribution, Defined Benefit, Stock Option and Health & Insurance Plans
§    Experienced handling classified materials
§    Involved in a specialized team responsible for processing time-sensitive client requests in a timely manner, to meet deadlines specified in a Service Level Agreement (SLA)
§    Worked with various applications (Oracle based, Mainframe based and PeopleSoft)
§    Audited team members work to make sure they adhered to procedures and SLA’s
§  SME (Subject Matter Expert for data maintenance)
§  Received a quarterly award and several “SPOT” awards in special recognition for work done

HR/Payroll Issue Resolution Representative    10/2003 – 09/2004
Responsible for maintaining the integrity of participants’ payroll data.
§  Researched & resolved issues involving Defined Contribution, Defined Benefit, and Health & Welfare Plans that affected payroll
§  Performed calculations for adjustments as needed on participants’ accounts
§  Updated participant accounts via form

Bilingual Retirement Benefits Coordinator     02/2003 – 10/2003
Responsible for walking participants through the retirement process.
§  Assisted participants in completing forms
§  Followed up with participants regarding form completion, missing information and check information
§  Communicated in Spanish as needed with the participants

Pension Service Delivery Specialist    01/2002 – 10/2003
Responsible for training new hire as well as seasoned phone representatives on plan rules for certain Defined Benefit Plans. Assist employees on help desk regarding plan issues.
§  Liaison between phone representatives and operations for certain Defined Benefit Plans           
§  Updated plan training
§  Composed monthly reports for certain Defined Benefit Plans

401K Service Delivery Specialist    05/2000 – 06/2003
Responsible for training new hire as well as seasoned phone representatives on plan rules for certain Defined Contribution Plans. Assist employees on help desk regarding plan issues.
§  Acted as a liaison between phone representatives and operations for certain Defined Contribution Plans
§  Updated plan training
§  Composed monthly reports for certain Defined Contribution Plans

401K Customer Service Representative    06/1999 – 05/2000
Responsible for addressing customer inquiries and processing transactions.
§  Processed loans, withdrawals, trades, systematic withdrawal payments, and Minimum Required Distributions 
§  Set up 401K elections; deferral and contribution percentages
§  Educated participants on plan rules, restrictions and IRS regulations
§  Provided fund performance and information; relayed market quotes

Child Support Enforcement Officer   07/1998 – 06/1999 NH DEPARTMENT OF HEALTH AND HUMAN SERVICES, Nashua, NH
Responsible for enforcing child support orders.

  • Negotiated with attorneys and interviewed clients in English and Spanish (if necessary) to resolve conflicts
  • Drafted various legal motions, Uniform Support Orders and case summaries to be submitted to the court
  • Created arrest warrants, prepared lien proceedings, and initiated collections proceedings
  • Prepared and presented cases in court to the judge; enforced court orders by initiating legal proceedings
  • Performed case financial audits






Program Specialist 1, Medicaid TPL Unit  10/1997 – 07/1998 NH DEPARTMENT OF HEALTH AND HUMAN SERVICES, Concord, nh
Responsible for analyzing and billing insurance companies.
                                                           
§   Analyzed insurance information
§   Communicated with insurance companies to obtain coverage information to ensure proper billing
§  Billed insurance companies for expenses already paid by Medicaid

Field Sales Representative  02/1997 – 10/1997 SANDRA LEE SWEETS, Lowell, MA & Nashua, NH
Responsible for serving existing accounts and establishing new ones.                                                                                    
§   Represented candy company to retail stores
§  Established and maintained new client contacts

Bilingual AFDC/TAFDC Case Manager  01/1994 – 03/1997 COMMONWEALTH OF MA, Fitchburg, MA
Responsible for evaluating the on going need for public assistance.    
                                                                                               
§   Interviewed clients; assessed client needs; authorized child care
§   Developed client employment plans
§  Interpreted and applied government policy

EDUCATION

  • Brigham Young University, Provo, UT - 1992 - BS – Sociology, with a minor in Business Management

CONTINUING EDUCATION

  • Six Sigma White Belt Training, Fidelity Investments, Merrimack, NH
  • Fundamentals of Payroll Course, Fidelity Investments, Merrimack, NH



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