Kelly Schuler Email & Phone Number

Winnetka, IL, US

Northfield, IL

• Direct nonclinical operations, including 7 direct reports, 2 additional staff, 54 personnel, accounting, client billing of 1.5M, facilities, business office, Human Resources, Medical Records and Information Technology.
• Lead IT operations – computers, software, networking, telephone system, accounting system and client data management systems; identify information needs; design information-management systems; define and capture data.

405 Central Ave

• Grew client revenue streams 25–50% of total revenue – $490K to $960K+ in 4 years
• Saved $150K by collaborating on decision to switch from Joint Commission to CARF accreditation
• Develop, facilitate and oversee 24 Risk Management strategies that identify risks in Human Resources, Governance, Facility, Financial, Client Care, Information Technology and Crisis / Disaster Management
• Increased clinical productivity 10% and rising, within 7% of the clinical capacity
• Consult with 15+ Illinois community mental health providers on private insurance, Medicare and Medicaid/Medicaid MCO billing, including specialized mental health software for scheduling, charting and billing
• Manage medical record system including electronic medical records software, CIS – develop policies, procedures, systems and safeguards; train all clinical and administrative staff

Northfield, IL

• Developed and coached 40 clinical and support staff on policies and procedures to provide framework to become accredited by national healthcare accreditation organization
• Trained staff on new software that streamlined business processes and provided real-time service data on productivity, collections and client demographics; agency reduced a 1.5 FTE
• Acquired 3-year Joint Commission accreditation within 6 months; re-accredited 3 years later for another 3 years
• Steered the search for new electronic medical record and billing software
• Established policies, procedures and agency management plans for Leadership, Financial Planning, Information, Risk Management, Health and Safety and Human Resources for 1st policy and procedure manual

Chicago, IL

• Managed $196M portfolio of multifamily loans in the Midwest, underwrote defensive refinances and conventional cash loans and developed and implemented action plans for troubled loans
• Assessed and created recommendations for assumptions, partial releases, easement and subordinate financing requests; examined casualty and national disaster losses
• Educated new staff on the annual assessment review process, the property valuation process and the Freddie Mac Multifamily Processing System software
• Reviewed annual assessments performed by the team Loan Administrator
• Regional Representative: Multifamily Processing System software at corporate headquarters in Virginia

Greater Chicago Area

• Evaluated assumption and partial release requests, analyzed annual loan assessments and designed reports
• Supported customer training and onsite audits of customers servicing Freddie Mac multifamily loan portfolios
• Regional Representative: Multifamily Processing System committee during the 2-year development of the software

Greater Chicago Area

• Executed underwriting analysis for residential mortgages, examined participation loans, computed annual mortgage rate adjustments, reconciled client tax escrows and paid portfolio’s real estate taxes
• Prepared monthly status reports for Commercial National Bank and the River Forest Bancorp

Winnetka, IL

• Processed and approved new residential leases and finalized credit analysis for commercial leases
• Coordinated and supervised maintenance staff