PATRICK LILLY

Work history:

• Job Title: Customer Care Specialist

  Company: a Xerox Company

  Period: January 2009

  Role Description:
  ACS Customer Care Specialist * Answer and respond to incoming calls from active and retiree employees for PricewaterhouseCoopers LLP, Northwestern Memorial Hospital, and ConAgra Foods. * Provide expertise in 401 (K), Defined Benefit, and Health and Welfare benefits * Process 401 (K) transactions including but not limited to final distribution, funds transfer, funds reallocation, withdrawal, loan request, and loan repayment. * Provide callers with information about investment funds. * Provide information and resolve any issues pertaining to these calls in a timely, courteous and professional manner. * Perform, track and log all transactions related to Human Resources and/or Benefits processes in PASS and AIS software systems. * Notify Technical Analyst and Team Manager of potential or recurring problems or issues. * Handle confidential information with sensitivity and discretion according to HR guidelines.

• Job Title: Member Service Representative

  Company: BP

  Period: January 2004 - January 2006

  Role Description:
  * Interacted with members to perform transactions and member requests: * All monetary and non-monetary transactions, Sold and redeemed US Savings Bonds, Wire transfers and remote, Processed home equity cash advances, funds transfers, Stop payments, check reorders, certified checks, direct deposit/EFT enrollments * Sales/Relationship Building: * Identified sales opportunities and made referrals to appropriate staff member for further evaluation. * Consistently exceeded branch goals in terms of referrals and face to face sales of the products and services * Performed end of day /branch balancing duties: * Balance teller drawer at the end of the day in accordance with MSR Balancing Procedures * Completed required reports and miscellaneous end of day duties as assigned * Adhered to all branch internal security procedures with knowledge of the contents of the Branch Internal Procedures Manuals.

• Job Title: Customer Service Representative

  Company: Mellon HR Solutions

  Period: January 2000 - January 2002

  Role Description:
  * Answered Contact-Us messages submitted by participants from Allegheny Technologies pertaining to Health and Welfare, Defined Benefit, and Defined Contribution issues. * Advised American Express participants on issues pertaining to Health and Welfare benefits.

• Job Title: CIS Analyst

  Company: AT&T Solutions

  Period: January 1999 - January 2000

  Role Description:
  * Processed Account Information - Payment Prep. * Preparation of Daily, Weekly & Monthly Reports (Process Payments) * Account & Variance analysis (Monthly & Quarterly) * Preparation of Accruals - Transmitted to Accounting * Liaison between Vendors Management and Procurement.

• Job Title: Electrical Power Production Apprentice

  Company: Current

  Period: January 2003

  Role Description:
  Electrical Power Production Apprentice

• Job Title: Staff Sergeant

  Company: Deployments

  Period: January 2003 - January 2003

  Role Description:
  Responsibilities include Installation operation maintenance and inspection of electrical power plants electrical equipment and aircraft arrestment systems.

• Job Title: Operation Iraqi Freedom

  Company: Salem AF Base

  Period: September 2008 - January 2003

Education:

• The Pennsylvania State University

  Bachelor of Arts History

  Period: September 2026

• Kean University

  MBA

  Period: September 2026