Katelyn St Peter Email & Phone Number

Appleton, Wisconsin

• Act as the representative/contact for the Give Back Bus program to internal and external partners.• Meet with businesses interested in bringing the Give Back Bus to their organization. • Produce proposals, plans and reports on all Give Back Bus rides, Coordinate with upper management to define program goals and fiscal objectives, including business plan.• Communicate with team members on all aspects of Give Back Bus current and future rides including timelines, tasks and marketing initiatives.• Develops and maintains an efficient filing system, mailing lists and databases, including processing calls and inquiries.• Maintains a tracking system of responses to inquiries & requests.• Assists the Marketing Director in maintaining and updating Give Back Bus information on Volunteer Fox Cities’ website.• Liaises with and assists nonprofits as required to ensure smooth functioning of Give Back Bus rides and projects.• Prepares informational emails and training documentation/material to nonprofits and participants in a timely manner.• Coordinates registration process and acts as contact person for the participants.• Perform administrative support duties and manage all incoming and outgoing documentation.• Performs other related duties in accordance with Volunteer Fox Cities staff.

Appleton, Wisconsin

• Recruited, educated, and trained Operations Team leaders and volunteers• Communicate with Operations Team leaders, volunteers, and vendors by phone, email, and meetings• Follow up with Operations Team leaders to ensure that assigned tasks are completed on time• Provide financial proposals, quotes, and expense reimbursements to the Finance Coordinator

Loveland, Colorado

• Responsible for event planning, coordination and organization for all district events• Organized and managed recruiting and networking events for the Financial Representative position• Provided job training for new Financial Representatives, as well as training for licensing and certifications including a detailed study plan and frequent check in appointments for coordination• Created and facilitated lesson plans and study plans for Financial Representative recruits• Presented and discussed offered products and services with members, families and individuals

Appleton, Wisconsin

• Lead cultural competence and diversity training courses for the Cultural Competence Cohort project

Appleton, Wi

•Educate members, chapter leaders, volunteers and prospects regarding products, fraternal programs and services offered by Thrivent Financial•Provide information on various life/health, mutual funds, annuities, and claims•Answer and address customer questions and concerns using verbal and written communications to a deliver a high level customer experience•Participated in Thrivent Story Pilot grassroots initiative to reinforce relationships with our current members, and to grow membership •Participated in development with Workforce and Real Time Analyst Teams to manage the staffing of internal call centers and communicates performance results•Anticipate staffing needs and requirements throughout the year, and make edits and improvements daily to achieve service levels and volumes •Nominated and selected to participate in Cultural Competence and diversity initiative and facilitate cultural competence training sessions

Appleton, Wi

•Develop and maintain competitor analysis grid displaying comparisons for mutual fund and insurance industries •Created voice of the customer dashboard for reporting quarter end results to management •Recognized a $40,000 business cost save for member accounts that are no longer active •Continual improvement initiative team member tasked with improving login ease and ease of doing business on the Thrivent.com website•Assisting with implementing ease improvements to statements and correspondence as well as on thrivent.com

Appleton, Wi

-Exceptional with detail oriented activities such as prescription entry,filling, and safety procedures-Initiated insurance billing, adjustments and interaction on behalf of patients-Successful in executing privacy and HIPA procedures to ensure patient confidentiality-Entrusted with opening and closing duties thereby givenresponsibility of receipts and credit transactions for daily sales of approximately $1,000

Oshkosh, Wisconsin Area

Ensures loan and lease documentation is within compliance of bank and federal policy and procedures, regulatory guidelines, and investor standards by gathering and reviewing necessary documents and information. Communicates with staff, customers, clients, realtors, brokers, counsel, title and other companies to respond to inquiries, resolves problem and obtain additional documents needed to ensure compliance. Effective processing of collateral maintenance documentation in accordance with bank policy and procedure.Process Improvement Team Member

Grand Chute, Wi

-Planned, organized, and executed events and retreats-Developed effective communication between junior high and high school youth department, church members and parents through email, weekly-bulletin, presentation, and other social media-Led and worked in middle and high school small groups weekly

Bachelor Of Business Administration (B.B.A.), Marketing And Finance

Activities and Societies: College of Business-Marketing Club College of Business-Finance Club

Associates Of Arts And Science, Business

Education record