Chase Kerlin Email & Phone Number

Colorado Springs, CO, US

Monument, Colorado, United States

• Designed and implemented a new contract processes for new and returning employees improving relations between the district and employees while simultaneously speeding up the turnaround time.
• Built processes for importing and tracking of employee assignments allowing for better audit transparency.
• Ran and built reports for the annual Colorado Department of Education reporting to create a more efficient reporting cost and reduce wasted time.
• Analyzed current pay schedules for licensed staff and developed reporting to improve starting salaries resulting in increases of five steps for tenured staff
• Identified inefficiencies in the HR onboarding and offboarding processes and built new processes to improve functionality.
• Archived over 900 inactive staff profiles reducing unneeded staff roles by 100% while simultaneously allowing for increased accuracy for staff and positional reporting.

• Incorporate a detailed analysis tool into operations to determine proper staffing for full time employee; analyze and evaluate current output that each full time employee can produce, applied data analysis to ensure.
• Calculate appropriate staffing levels for new departments utilizing the analysis tool.
• Introduce two additional full time positions to existing staff using analysis results for each team process.
• Optimize efficiency of back office processes through implementation of process improvement initiatives.
• Streamline the process to execute 401K to IRA rollovers.
• Conduct research to implement optimal processes managing uncashed checks under deceased clients.

Colorado Springs, Colorado, United States

• Received a promotion to a full time role from an acting role in December of 2019.
• Investigated escalated client requests to address and resolve complex issues.
• Identified inefficiencies to develop appropriate process improvements.
• Aligned objectives and bridged communications among various departments to develop innovative solutions to complex problems.
• Provided leadership as needed for Retail Account Management and Retail Investment Services.
• Trained and coached new and low-performing associates to motivate improved performance.

Colorado Springs, Colorado

• Completed financial, nonfinancial, and brokerage requests for accounts.
• Consulted with customers to understand and interpret their requests.
• Collaborated with other departments and firms to efficiently complete requests.
• Successfully completed training on Private Asset Management processing in July 2019.
• Successfully completed training on Brokerage Operations processing in August 2019.
• Elected to an acting position in the Center of Excellence in September 2019.

Monument, Colorado

• Catered to over 100 guests on a daily basis while ensuring accuracy of orders.
• Provide exceptional customer service to boost customer satisfaction.
• Coordinate training and onboarding for new servers and bartenders to ensure adherence to company standards.
• Exceed sales objectives, achieving above average sales while working on the floor.
• Awarded with Employee of the Month in March 2018.
• Achieved highest gift card sales in the entire market for Holiday 2018.

Colorado Springs, Colorado Area

• Oversaw daily operations such as finances, marketing, and sales, in order to drive business.
• Managed a team of employees while motivating company loyalty, hiring and firing employees as needed.
• Supervised the efforts of various groups of employees, delegating tasks to ensure completion of all duties as efficiently as possible.

Colorado Springs, Colorado Area

• Monitored inventory to ensure sufficient stock, placing additional orders as needed.
• Constructed displays according to plan-o-grams.
• Investigated opportunities to expand our market into new stores.
• Tracked the performance and needs of 12 accounts.