Chelsea Herndon

Supported account-level reconciliation, corrections, and redemptions across 100+ retirement plans while ensuring compliance with financial controls and regulations. Conducted gap analyses and audits that reduced participant data errors by 15%, and built SOPs for ACH rejects, RMDs, and contribution corrections to improve accuracy and team efficiency.

Resolved billing discrepancies and financial transaction issues, improving data accuracy and customer account integrity. Performed QA reviews to identify documentation and workflow gaps, and developed SOPs and training materials; analyzed ticket and call-volume trends to support performance tracking and compliance.

Reviewed and reconciled 100+ telecom service orders monthly to ensure billing accuracy and compliance with federal financial policies. Developed SOPs and documentation for onboarding across bureaus, redesigned file systems to improve retrieval efficiency by 40%, and supported audit preparation, spend tracking, and contract closeout through detailed documentation review.

Processed loan applications and validated customer financial documentation in line with internal control procedures. Flagged inconsistencies, collaborated with underwriting to maintain data integrity, and led the transition of customer files from paper to digital classification to meet audit requirements.

Managed high-volume financial transactions with accuracy and adherence to security protocols, identifying and escalating transaction discrepancies to maintain regulatory compliance. Supported customer account services and educated clients on secure digital banking features.

Maintained confidential financial documentation and supported vendor contract audits and invoice processing. Tracked reporting workflows and created templates with operations and finance to improve submission readiness and reporting accuracy.