Kelly Schmidt Email & Phone Number

Perkiomenville, Pa, Us

Oaks, Pennsylvania, United States

● Manage a team of 14 individuals and the day to day activities for the team within the Operations department● Implemented a standardized training program to provide cross training to team members and expand their knowledge● Assembled a team of individuals to run point on a project to improve operational effectiveness by streamlining our team’s processes and procedures● Mentor individual team members through monthly one on one meetings to optimize performance, prioritize individual… Show more ● Manage a team of 14 individuals and the day to day activities for the team within the Operations department● Implemented a standardized training program to provide cross training to team members and expand their knowledge● Assembled a team of individuals to run point on a project to improve operational effectiveness by streamlining our team’s processes and procedures● Mentor individual team members through monthly one on one meetings to optimize performance, prioritize individual and team goals, and guide individuals on career development● Conduct daily team meetings to motivate team members and address any concerns and questions Show less

Oaks, Pennsylvania, United States

● Daily reconciling and research of discrepancies for clients● Review, analyze, and research breaks on health checks● Assisting with training incoming new hires on team processes and procedures● Provide excellent internal and external written and oral communication across internal teams and clients

Oaks, Pennsylvania, United States

● Processing agent for retirement plan clients, supporting 25,000 participants● Onboarded and trained fully remote within 3 months fully processing as a region owner for the team● Process daily recurring and non-recurring check runs of payments made through a variety of reports which include verifying payment amounts, participant information, and prepare the transfer of money from our systems to ACH or checks● Complete financial and non-financial data entry for over 100+ of our… Show more ● Processing agent for retirement plan clients, supporting 25,000 participants● Onboarded and trained fully remote within 3 months fully processing as a region owner for the team● Process daily recurring and non-recurring check runs of payments made through a variety of reports which include verifying payment amounts, participant information, and prepare the transfer of money from our systems to ACH or checks● Complete financial and non-financial data entry for over 100+ of our clients and assist with a variety of incoming client requests● Assist with service indexing and transferring a variety of incoming documents into our system where they can be accessed by multiple users● Train individuals on the team on check run procedures and processing incoming requests from banking clients Show less

Zieglerville, Pa

● Scheduled various deliveries and delivered material to job sites● Updated accounts receivable and accounts payable, and assisted with various payroll duties● Transcribed written invoices into typed invoices

Perkiomenville, Pennsylvania, United States

● Received and input customer payments into company records● Scanned and deposited checks into appropriate bank accounts and updated participant records● Assisted in billing customers for services provided● Resolved accounts receivable disputes

Royersford, Pa

● Communicated with customers through various forms of communication and assisted with numerous requests● Retrieved and updated customer data● Converted customers from print to digital invoicing, and collected outstanding payments in the process● Provided support to customers, and directed customers to appropriate departments within the company

Kutztown, Pennsylvania, United States

Provided excellent student service during the semester. Attended lectures and transcribed detailed written notes for students who required aid in note taking. Ensured notes were uploaded and delivered to the resource center to accommodate students in a timely manner.