Kate Chavez Email & Phone Number

Scottsdale, AZ, US

Scottsdale, Arizona, United States

• Supports business initiatives and goals through a rigorous process of understanding core business processes, researching potential solutions and making them shovel ready for development teams
• Explores vendors and technologies within and outside of Vanguard to determine the best and most cost-effective technology to implement
• Completes analysis that looks at people, process, and technology to bring clarity to the scope and design to enable good business decisions and expedite product delivery
• Uses relationship management skills to collaborate with business partners and persuade stakeholders to adopt proposed solutions

Scottsdale, Arizona, United States

• Managed a complex and vast group of stakeholder relationships, and ensure deliverables meet project timelines
• Assessed business needs and translated business processes and problems into technology solutions
• Developed, quantified and validated 8 error-proofing functions for 6 different businesses leading to over $360,000 dollars in annual cost savings
• Represented abstract ideas in a visual and digestible manner for internal clients who are not familiar with proposed ideas
• Collaborated with technical developers to define business requirements for new systems
• Created and managed a communication website to interact with and inform Client Care’s internal and external stakeholders

Scottsdale, Arizona, United States

• Managed team performance for multiple crew roles as they worked to restore client trust through resolution of clerical errors and manage a book of business. Created individualized coaching and development plans for.
• Oversaw team of IC4 administrators aligned to CMS Foundational for growth in their lean maturity and overall professional development and provided feedback to their direct leaders

Scottsdale, AZ

• Used case management skills to research and resolve complex clerical and monetary issues due to Vanguard or client error in a timely manner
• Restored client trust through the resolution of complex situations by using advanced CRM skills, processing acumen, client contact through email and maintaining detailed documentation of client issues
• Used critical thinking and relationship management to resolve complex client issues and restore client trust

Scottsdale, Arizona, United States

• Managed a group of 12 Randstad Associates in day-to-day responsibilities
• Established effective and actionable coaching plans and delivered performance management conversations to drive business outcomes. Responsible for facilitation of calibration of metrics amongst peers
• Used time management to plan WILO, run daily huddles, conduct bi-weekly 1 on 1’s and process confirmations

Scottsdale, Phoenix And Mesa, AZ

Collaborates with a production and creative team to produce and film weekly church services and special events. Responsible for the scheduling and relationship management of the Mesa production team on a weekly basis.

Assists clients with investment and clerical needs. Provides investment guidance and builds investment acumen through investor education and inspiring digital confidence in clients. Senior Associate Responsible for management coverage for a team in Personal Investor during a time of transition in leadership. Maintained crew relationships and team.

Scottsdale, AZ

Created quick and personal connections with guests while simultaneously crafting delicious coffee beverages.

Scottsdale, Arizona

Transitioned from a Box Office Salesperson to Food Runner to Kitchen Expeditor to Bartender and Server. In a dine-in movie theater environment, assisted guests with various requests to create an enjoyable and entertaining movie going experience.

Bachelor’S Degree, Business Administration And Management, General

International Baccalaureate Diploma Program