Kristina Monson Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana Area

➤ Is working at home not as productive as you’d like? Consider renting an office in Carmel, IN on your terms.Office Evolution Carmel has the space to meet your business needs, including: 20 private office spaces, 3 micro offices, a business lounge that seats up to 10, 1 day office (for weekly, daily, or hourly rental), and 3 conference rooms. If you’d like to learn more, let’s chat:317.343.4488 ♦ Kristina.Monson@OfficeEvolution.com ♦ www.officeevolution.com/locations/carmelOFFICE EVOLUTION CARMEL IS IDEAL IF YOU: ★ Are a first-time entrepreneur, living in or close to Carmel, Indiana★ Need a home office alternative . . . or a more comfortable place to meet instead of Starbucks!★ Want your office to be close to home and/or to your kids’ schools & activitiesOUR DIFFERENTIATORS:♦ My co-partner and husband Brian & I live nearby; we’re here every day.♦ Monthly, complimentary presentations by local business experts to help grow your business. ♦ Because we believe in a healthy work-life balance, our plans include free bike share, an outdoor patio area to work, and free yoga classes for our members at our location.♦ We offer a high level of customer service, including:• Staffed front reception to greet guests and sign for packages• Live-answer phone service – upgrade to a virtual receptionist • Business mailing address services – we have 100 locked mailboxes here – making you look much larger than you are WHAT HAPPY CLIENTS SAY:✔ “I stopped in today to learn more about this space and I am so impressed. The staff was amazing and the office decor is inviting. They have so many options that fit different budgets. I can't wait to start working here!” Victoria Davis, owner, Classy Curlies

Indianapolis, Indiana Area

I’m a fixer by nature. I was hired here to bring more structure to financial processes and make the department run more efficiently.➤ FAVORITE SUCCESSES:EXTRA-MILE CUSTOMER SERVICE | CUSTOMER SUPPORT★ A client panicked because he was not able to make his payroll, due to the way his loan was written. Within 2 hours of his call, I worked with the loan department to change his loan and line of credit, allowing our client to make his payroll.IMPROVING FINANCIAL TRANSPARENCY & FIXING BROKEN PROCESSES★ I love putting processes in place that make companies run more smoothly. For example, I redesigned the “yellow hammer” process and procedures, eliminating daily check fraud exceptions, resulting in fewer client overdrafts and reducing risk to the bank. ➤ WHAT I LEARNED:✤ I learned to speak up, earning the respect of colleagues - strengthening my confidence to open Office Evolution. A co-worker said, “Watching you gave me the confidence to speak up!” I discovered a new way to empower others, incredibly satisfying.✤ I don’t need to be the “behind the scenes person” anymore.

Indianapolis, Indiana

Promoted from the retail banking side to Business Banking Coordinator, where I supported 3 Relationship Managers with a combined loan portfolio of $22M+. In addition, I was the primary contact for portfolio clients, providing them day-to-day assistance.➤ FAVORITE SUCCESSES:CUSTOMER SERVICE★ I was awarded the BMO Harris Bank Spotlight Award for Exceptional Customer Service and Team Work.IMPLEMENTED PROCESSES TO IMPROVE FINANCIAL TRANSPARENCY★ I implemented a process for borrowing base clients – creating a spreadsheet to ensure that clients submitted monthly financials to keep their borrowing bases current – essential for a client’s ability to draw. ★ I reduced the high number of “exceptions” – many delays as high as 500 days late – bringing that number down to acceptable terms of service. ➤ WHAT I LEARNED:✤ I learned the power of community in getting work done. There were 4 of us on our team and we constantly relied on each other for support and sharing the work load. This job further seeded my enthusiasm for community & creating an atmosphere of mutual support.

Hired to implement day-to-day processes after the school failed their State of Indiana audit.By training 100+ faculty, administrators and support staff to adhere to follow State guidelines, we passed our audit the following year! ➤ FAVORITE SUCCESSES:★ Putting processes in place where they were desperately needed! Teachers are very busy – and after school fundraising events, would come by & leave cash on my desk. I created a transparent accountability checks & balances system, also teaching teachers the importance of doing it this way.★ I reduced banking fees by $1.6K annually by switching neglected bank accounts to accounts that waived costly fees.➤ WHAT I LEARNED:✤ I learned how to be a much more efficient, effective communicator to “win over” teachers & administrators over with new, better processes.