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Westminster, CO 80021

Phone: 720.379.4302

Certified Employee Benefits Specialist (CEBS) with over 15 years of employee benefit plan administration experience: Health and Welfare plans, Qualified Retirement plans, Compliance Issues, Annual Enrollments, Customer Service and Employee Communications. Provided advice to, and resolved issues for, plan participants, local HR managers, retirees, and vendors regarding day-to-day issues, plan design, claims and other administrative issues. Also provided plan information and statistics to upper management and interacted with government agencies regarding compliance issues. AREAS OF EXPERTISE Medical, Dental, Vision and Prescription Plans Life, AD&D, Long Term Care & Cancer Insurance Long Term and Short Term Disability Plans Annual Enrollment Defined Benefit Pension Plans Defined Contribution Plans Compliance with ERISA, COBRA, HIPAA, FMLA, etc. Employee Communications Customer Service Microsoft Office Outlook, Word & Excel; some exposure to PowerPoint & Access

Ball Corporation, Broomfield, CO 1998 2007 Senior Benefits Analyst 2003 - 2007 Administered all health and welfare plans for hourly employees and retirees covered by collective bargaining agreements. Upon ratification of new collective bargaining agreements, interacted with vendors to implement any plan design or vendor changes. Coordinated with Payroll and Data Entry departments to ensure employee costs were correctly and accurately entered and deducted from paychecks. Provided plan statistics to the Labor Relations team and made recommendations for plan changes in preparation of negotiation strategy prior to contract expiration for six sets of health and welfare benefit plans covering fourteen (14) union groups and two (2) non-union groups. Created initial drafts of employee communications for annual enrollments and new plan designs, including new participant contribution amounts. Revised SPDs, created SMMs and updated SARs. Following two acquisitions in 2006, worked with Balls vendors to transition nine medical/dental plans from vendors used by prior owners, ensuring that benefits provisions and claims adjudication remained the same. Benefits Analyst 1998 - 2003 Administered group life insurance, temporary disability and LTD plans for unionized and non-union employees. Assisted with administration of health care plans.

Westminster, CO 80021 800021

Phone: 720.379.4302

Metropolitan Life Insurance Company Account Services Representative

1996 1998

Performed defined contribution plan administration and record-keeping functions for assigned clients. Interacted with clients regarding day-to-day administrative issues. Performed support functions for peers in a team environment.

United Missouri Bank (UMB), Kansas City, MO Benefits Accountant Performed all qualified retirement benefit accounting functions. Prepared compliance testing for assigned accounts. Reviewed peers work for accuracy and completeness. Performed other duties as assigned.

1995 1996

H & R Block, Westminster, CO (during each tax season) 2008 Present Tax Specialist I Provided professional tax preparation services using proprietary software. Consulted clients with other tax and financial matters, including ways to improve tax savings and financial situation. Consulted with clients on preparation for major life decisions such as home purchase and retirement. Urban Lending Solutions, Broomfield, CO (through Intellisource) 2012 - 2103 Underwriter DOJ Mortgage Modification Program Performed income verification and validation. Trained on mortgage modification underwriting for the GSE/Non-GSE, HAMP/Non-HAMP programs. Created affidavits for modified loans to be submitted and recorded by the appropriate county clerks office, enabling payment of the mortgage tax on modified loans. Measured Progress, Longmont, CO (through Kelly Services) 2008 2013 Test Evaluator Evaluated student responses to non-multiple-choice questions at the elementary and secondary school levels. Assigned scores via computer according to established standards in the areas of reading, writing, science and mathematics.


Bachelor of Arts, Mathematics, University of Nebraska Lincoln (with Minor in Actuarial Science & Economics) Certified Employee Benefit Specialist 1993 Present Fellow, International Society of Certified Employee Benefits Specialists (ISCEBS) 1994 2011

Member, ISCEBS Member, Colorado Chapter, ISCEBS Board Member, Colorado Chapter, ISCEBS, 1998 2000 Member, Education Committee, Colorado Chapter, ISCEBS 1996 1997 1993 2011 1996 2011