• Identify opportunities for improving operational processes• Own the implementation of process improvements in a variety of functional areas• Assist the Chief Compliance Officer & Chief Operations Officer in ensuring compliant firm processes and procedures• Direct internal and client facing operations for the Employer Retirement Plan 401(k) department• Organize and maintain investment models• Monitor new accounts and cash flows• Prepare all trades for the firm for review and execution by the Portfolio Manager, using Black Diamond software• Work with clients and advisors to complete account service requests• Work with advisors and Portfolio Manager to implement investment strategies• Execute quarterly billing for wealth management and 401(k) client accounts• Track advisor fees and commissions for wealth management, 401(k), and insurance and relay data to payroll

• Key leader in driving the agile methodology of execution in high impact and visible projects• Partner with Finance executive leadership team and IT teams to drive successful business initiatives• Mentor new Transformation Leads• Identify important issues and risks, recommend options, facilitate and negotiate individual and team decisions• Utilize effective project management, people change management, and team building to achieve strategic objectives

Transformation Lead and Certified ScrumMaster at CUNA Mutual Group

•Develop curriculum for patient access applications (Cadence, Prelude, Real Time Eligibility, and Referrals)•Teach required certification courses for customers, consultants and Epic staff•Teach classes on efficiency and adult education to Epic staff•Utilize proven adult education methods to ensure that students can successfully build, install and maintain complex software at leading medical centers around the world•Test software and provide direct feedback to development and design teams on improvements•Develop and implement internal processes to increase trainer efficiency•Manage an application team of 10 trainers through quarterly upgrades•Mentor new trainers during first year of on-boarding and certification•Act as training liaison to the Foundation System subject matter experts•Act as training liaison to the Patient Access Certification Managers, overseeing exam review and certification process•Certified in Cadence, Prelude, Referrals, RTE, Welcome, and Grand Central•Consistently maintain an average trainer evaluation score above the 9.58/10 division average

•Conduct system design and workflow adoption presentations for healthcare organization leadership•Ensure scheduling, registration and referrals solutions meet operational needs•Manage a team of IT analysts completing system configuration based on operational design•Manage project timelines•Collaborate with healthcare organizations to optimize workflow processes

•Organize and maintain model system, replace securities, add/remove holds and restrictions•Implement schedule for automatic rebalancing and block trading accounts•Monitor model drift reports•Design and execute manual rebalances via advisor investment instructions•Work with clients and advisors for servicing requests, including changes of beneficiary, bank changes, documentation requirements, name changes, etc.•Work with advisors, planning, and clients to prepare, complete, and process paperwork to implement investment strategies•Coordinate client, banks, and MFP to move cash into and out of accounts•Solicit and execute instructions for cash in a timely manner

•Perform registration duties requiring independent analysis, exercise of judgment and detailed knowledge of department and hospital procedures related to work performed •Responsible for obtaining and identifying information necessary to produce billable patient accounts•Utilize Epic Grand Central (fka ADT) and Prelude applications to perform essential hospital admission workflows•Implement and abide by Customer Service Standards•Support and implement patient safety and other safety practices as appropriate•Support and demonstrate Family Centered Care principles when interacting with patients and their families and with co-workers

•Sell pull tabs for charitable gambling organization•Prepare bank deposits for local charity

•Handle all incoming, outgoing, and intercampus mail•Answer and transfer all calls and provide information about the college•Dispatch security calls on nights and weekends

•Design model rooms and give tours to prospective and current students•Prepare housing assignments for all first year and transfer students•Schedule appointments for the Director of Residential Life•Perform basic office duties including answering phones, filing paperwork, and data entry