Christie Scheer
About Christie Scheer
Christie Scheer is a Document Operations Plan Specialist at Transamerica, where she has worked since 2018. She holds a BA in Applied Mathematical Sciences from The University of Connecticut and specializes in drafting retirement plan documents and improving business practices.
Work at Transamerica
Christie Scheer has been employed at Transamerica since 2018, serving as a Document Operations Plan Specialist. In this role, she develops updated procedures aimed at enhancing business practices, promoting efficiency, and improving customer experiences. Scheer specializes in drafting Plan Documents specifically for retirement plans. Her responsibilities include preparing documents for plan provision changes to ensure compliance with IRS regulations. Additionally, she analyzes provisions of new retirement plans to identify potential compliance and administration issues.
Education and Expertise
Christie Scheer earned her Bachelor of Arts degree in Applied Mathematical Sciences from The University of Connecticut, where she studied from 2011 to 2014. Her academic background provides her with a strong foundation in analytical skills, which she applies in her current role at Transamerica. Prior to her time at Transamerica, she graduated in the top 5% of her class from Portland High School in 2010. This educational trajectory has equipped her with the knowledge necessary for her specialization in retirement plan documentation and compliance.
Background
Before joining Transamerica, Christie Scheer worked at the University of Connecticut Residential Life Front Desk as a Student Supervisor from 2011 to 2014. This role involved overseeing operations and providing support to residents, which contributed to her development of organizational and leadership skills. Her experiences in both academic and professional settings have shaped her approach to document operations and compliance in her current position.
Achievements
Christie Scheer has made significant contributions in her role as a Document Operations Plan Specialist at Transamerica. She is involved in comparing plan designs for mergers and discussing solutions for consolidating differing provisions with employers. Her work focuses on ensuring that retirement plans are compliant with regulations and that they meet the needs of clients. Scheer's ability to analyze complex provisions and develop efficient procedures reflects her commitment to enhancing the customer experience.