Lantz Shifflett

E

Data Analyst for Collections Department

Equitable Financial Holdings

Jun 2024 - Mar 2025 (10 months)

• Worked under the General Retirement department as a remote retail and data analyst. • Reviewed incoming funds for clients investing in their retirement accounts including pensions, 401k, 403b, 401a, 457b, IRA, and other qualified and non-qualified accounts. • Produced reports and filed, organized, emailed, and presented data to the collections team. • Reported fund discrepancies from incoming fund transfers, rollovers and exchanges. • Verified that funds meet IRS requirements for clients to deposit and withdrawal in the future. • Reached out to financial advisors to correct misapplied funds to their client's accounts. • Produced letters to clients, and third parties to confirm funds that are accepted.

E

Customer Service Representative

Equitable Financial Holdings

Nov 2022 - Jun 2024 (1 year 8 months)

• Worked under the General Retirement department as a remote CSR. • Communicated professionally with clients and their employers, advisors, and third parties. • Answered calls from customers inquiring about their retirement investments • Sent earnings, quarterly reports, benefits statements to customers per their requests. • Assisted clients with filling out forms for hardship withdrawals, loans, and investment changes. • Worked with management to escalate calls when necessary, ensuring client satisfaction. • Managed email inboxes to send client's forms, reports, and other information as requested. • Communicated important IRS policies regarding state and federal taxes on select funds.

F

Freelance Communications Specialist and Virtual Assistant

May 2021 - Current (5 years 2 months)

• Work remotely with past colleagues and new clients for virtual administrative requests including writing, editing, email management, travel booking, and web design for organizational needs. • Correspond with clients on a timely basis through email, and assist them with copy editing, website editing, and general research requests on a variety of platforms. • Maintain personal office spaces for previous colleagues, keep up correspondence with them as necessary to send and receive personal records and research when traveling abroad. • Analyze information gathered in research databases, Google Analytics, and other platforms.

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Assistant

CISR

Aug 2019 - May 2021 (1 year 10 months)

• Assisted the Center for International Stabilization and Recovery in their efforts to hold a conference for members of international demining groups around the world. • Worked with members of Mine Action Groups to participate in tours around the JMU campus, • Facilitated presentation needs of participants at JMU, and aiding with technical difficulties among setups.

C

Grad Assistant

Center for International Stabilization and Recovery (CISR)

Aug 2019 - May 2021 (1 year 10 months)

• Worked under the CISR director to help with global humanitarian affairs. • Maintained active communication through email with various center affiliates and advocates. • Produced quarterly reports for senior staff, and Humanitarian Mine Action Groups (MAG). • Worked with Mine Action Group advocates to facilitate the CISR Senior Manager's Course in 2019. • Attended government presentations from the United States Institute for Peace (USIP) and the UN. • Organized financial data, contact information, and travel information for CISR faculty. • Recorded meeting notes for staff meetings, events, and smaller group projects.

Arts and Learning (CAL) Assistant

career

Mar 2016 - Jan 2017 (11 months)

• Assisted with operations for the JMU Career Arts and Learning Conference, supporting JMU alumni, and there needs to present on their post-graduation experiences.

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Technology Assistant

James Madison University,

Jan 2016 - Dec 2017 (2 years)

• Coded, edited, updated, and maintained the Department of Justice Studies website. • Analyzed web code using Cascade, Eclipse, and HTML IDE. • Interviewed, researched, and wrote for the JMU Justice Studies Alumni Newsletter. • Managed social media accounts while collaborating with other student workers. • Collaborated with faculty, student workers, and staff on various research tasks. • Used office supplies, printers, copiers, and computers to process faculty requests. • Leveraged Microsoft 365 to correspond with faculty and manage the department's calendar, ensuring timely scheduling of meetings and handling faculty requests through cloud-based materials. • Conducted data entry by organizing and cataloging faculty and studen

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