Stephanie Patterson Email and Phone Number
I am currently a facilitator, assisting military members and their spouses who are preparing for their separation from the military. I have a background in training and customer service. It was due to my time as a trainer, for a large corporation, that I received my first experience in being in the HR space. I loved what I experienced, and decided to pursue my Bachelor's degree in Human Resource Management and added a minor in Business Administration. I consider myself an employee engagement advocate because of my love for HR and supporting the needs of the employees. I am dedicated, self-motivated, and enjoy finding solutions. If you are passionate about discussing the ever-evolving workspace and/or opportunities for the military community, I would like to invite you to connect with me.
Innovative Directions Investment Group (Idig), Llc
View- Website:
- idigllc.com
- Employees:
- 15
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Site LeadInnovative Directions Investment Group (Idig), Llc Jun 2024 - PresentFort Stewart, Georgia, United States• Organize and manage facilitators’ schedules for 2 locations, including scheduling workshops 3 months in advance. • Completing travel requests 20 days before scheduled workshops, and submitting completed travel reports 3 days after travel has concluded. • Collaborating with 4 other Site Leads, within 5 states, to fill order requests for workshops.• Training and assessing facilitators' understanding of 3 Employment Workshop materials. • Continual communication regarding compliance with policies and procedures for three different entities; contract holder, client, and employer.• Monitor weekly participant enrollment to ensure effective use of resources, while meeting client needs.• Attend weekly meetings with the region to support the organization’s strategic objectives.• Facilitate a minimum of 3 workshops per month: exceeding expectations by facilitating approximately 12 workshops per month. • Since becoming a Site Lead have been recognized, again, as a 5 Star Facilitator for the quarter. -
Senior Employment FacilitatorInnovative Directions Investment Group (Idig), Llc May 2024 - Jun 2024Fort Stewart, Georgia, United States -
Employment FacilitatorInnovative Directions Investment Group (Idig), Llc May 2021 - May 2024Fort Stewart, Georgia, United States• Provides military service members, family members, and veterans a comprehensive understanding of preparing for civilian employment, by discussing job searches, job application processes, the applicant tracking system, networking, technical training opportunities, and credentials.• Conducts formal DOL Employment Workshops and Career Technical Training Information Sessions to groups with up to 50 participants, both in-person and virtual settings. • Enlightens participants about federal employment, to include an overview of basic pay scales and grades, flexible hiring authorities, such as veterans’ preference, and required documentation.• Adheres to security and privacy procedures to guarantee protection of Personal Identifiable Information (PII) in both electronic correspondence and virtual meetings.• Submits Daily Post Course Reports (PCR) for workshops to contract holder and summary communications to site lead.• Coordinates yearly training sessions with Fort Stewart Transition Assistance Program (TAP) Employment Facilitators.• One of three facilitators from Fort Stewart Hub to be selected for Transitions Employment Assistance for Military Spouse (TEAMS).• Six time Five-Star Facilitator awardee for facilitating a minimum of 18 workshops per quarter.• Travels up to 25% to locations across the US and have been asked to return to many locations to hold other facilitation events. -
Tax ProfessionalH&R Block Jan 2021 - Apr 2021• Filed 180 tax forms and maintained company standards for record keeping of confidential files. • Primary preparer and point of contact for office location.• Coordinated with corporate financial department for resolving pay issues due to form errors, as well as corrected actions from previous filings.• Communicated with both clients and non-clients the different aspects of the income tax process and laws.• Directed military service members to the correct point of contact regarding military pay issues on tax forms.• Maintained filing forms were locked and stored in proper locations when not being worked on or corrected for clients.• Transported profit information, to include automated daily reports and money received, to primary location.• Utilized proprietary software to communicate information regarding tax preparation with clients across the globe.• Collaborated with 2 out-state-locations to complete unique filing situations.• Primary Tax Preparer for satellite location on Fort Stewart. -
Tax ProfessionalH&R Block Jan 2020 - Apr 2020• Interviewed Customer Service Professionals candidates for 2020 Tax Season.• Primary key holder for office locations, ensuring private information was secure and properly stored in accordance with standards for record keeping.• Oversaw office operations procedures while reporting directly to Multiteam Leader.• Person of contact for H&R Block and AAFES: orchestrated base entrance permissions, key holder services, and overseeing COVID office response.• Completed 200 tax forms using organizations tax software, in accordance with company policies and in compliance with local, state, and federal laws.• Uncovered potential deductions and credits and advised against potential tax liabilities.• Recommend additional products and services that would help future tax filings to be accepted by tax agencies.• Coordinated the completion of returns via online drop-off, for the remaining 30 days of the tax season, through written and over the phone communications with clients.• Verified over 300 returns were accepted by various revenue offices and were organized for warehouse storage. -
Client Service ProfessionalH&R Block Jan 2019 - Apr 2019• Front office initial point of contact for clients.• Completed over 300 outreach calls to previous clients and weekly appointment confirmation calls.• Maintained appointment calendars for Tax Professionals while scheduling approximately 600 appointments.• Evaluated incoming calls to ensure the accurate tax profession was contacted, based on the needs of the client.• Assisting with record management and daily tasks, such as appointment conformation, and client touch base calls, while maintaining procedures regarding PII privacy. • Reviewed acceptance of over 500 state and federal returns and communicated with Tax Professionals about rejections.• Recognized multiple times by direct supervisor for customer focused behaviors. -
Military Senior Game AdvisorGamestop Sep 2017 - Jan 2018Fort Irwin, Ca• Practiced using elements of GameStop's Buy-Sell-Trade Model, The Circle of Life, and Solution Selling model to provide customers with individualized experience• Assisted with weekly store reports regarding merchandising, inventory control, and loss prevention, resulting in 100% inventory accountability.• Accurately completed daily task of recording keeping for daily closeout paperwork, via point of sale close out procedures, and assembling bank deposits 5 times a week.• Supported with staffing levels to ensure store team was successfully in operating at required strength.• Completed required knowledge training in a timely manner.• Aided in the closing for store location by preparing items for shipment to warehouse and other store locations, resulting in 100% inventory accountability. • Selected by direct leadership for district visits due to customer service skills. -
Field Colleague TrainerCvs Health May 2015 - Aug 2017• Completed up to 25 employees' I-9 and onboarding documents during weekly New Colleague Orientation, by using approved US Citizenship and Immigration Services identification.• Monitored and tracked new colleagues via People Soft.• Completed bi-annual Personal Health Information (PHI) and Personal Identifiable Information (PII) training insuring adherence to privacy and security.• Discussed with district supervisors the Maryland state laws regarding pharmacy technician hiring requirements and forward information regarding state certification to correct individuals.• Consistently communicated, via email and telephone, with new colleagues, training sites, and leadership, regarding completion of onboarding and set forth training dates and deadlines with trainees, pharmacy training sites, and home locations.• Coordinated with Field Leadership to enhance talent development programs.• During weekly orientation, explained topics such as laws, policies, benefits, entitlements, and job responsibilities.• Facilitated four Pharmacy Technician courses weekly and administered the State Board of Maryland Pharmacy exam. • Held monthly Pharmacy Technician Certification Board (PCTB) training sessions and created PowerPoints used for Regions PCTB sessions. • Provided feedback to colleagues and management from instructional and on-the-job sessions within 48 hours of session completion.• Utilized Microsoft Office products to enhance record keeping, data analysis, and training completion.• Routine review of systems to ensure correct pay grades for promoted technicians• Improved communication and scheduling between trainees, training sites, and home stores resulting in a 40% increase in program completion• Achieved 100% learning program compliance for two districts, 40 stores, through rigorous record keeping and reporting practices. -
Hospital ConciergeCvs Health Jan 2015 - May 2015• 1 of 3 people selected to participated in “meds-to-beds" piloting program.• In room prescription delivery from store locations to University of Maryland Hospital - Midtown Campus.• Navigated and coordinated prescription services for soon-to-be discharged patients.• Imputed required information to show success of piloting program to corporate and district leaders in records for both hospital monitoring and designated pharmacy.• Discussed prescription insurance issues with attending physicians, resulting in an increase in affordable health care coverage for prescription drugs• Built customer relationships with the organization and improved customer brand loyalty.• Handled PHI and PII and secured information resulting in 100% compliance in privacy laws -
Lead Pharmacy TechnicianCvs Health Apr 2014 - May 2015• Ensured pharmacy compliance with all federal and state regulations, including PHI, PII, and technician duties. • Participated in interviewing potential pharmacy technicians.• Reduction of liability from state record audit, by improvement of prescription record keeping practices.• Mentored pharmacy technician trainees with successful implementation of abilities gained from training sessions at on-the-job training sites.• Preserved patient privacy while recording and updating patient records to reflect conversations and prescription fulfilment requests.• Set up daily schedule rotation for pharmacy technicians and trainees.• Given authority to use personized codes to ensure completion of pharmacy tasks that needed management oversight.• Helped secondary location, working both Bel Air and Havre de Grace locations. -
Pharmacy TechnicianCvs Health Oct 2013 - Apr 2014• Prepared and distributed medications under the supervision of a licensed pharmacist.• Became Inventory Specialist (unofficial title and does not receive pay increase) and oversaw ordering procedures and deadlines.• Maintains inventory and record management, using pharmacy inventory binder to balance medication ordering budget.• Performed customer-service oriented tasks, with a strength in active listening.• Communicated insurance prescription coverage with medical professionals to select affordable medications for patients.• Accurately imputed patient information, prescription, and insurance information into data system while preserving patient privacy, such as PII and PHI.• Assisted with the training of pharmacy interns on pharmacy procedures and tasks specific to pharmacists.
Stephanie Patterson Education Details
Frequently Asked Questions about Stephanie Patterson
What company does Stephanie Patterson work for?
Stephanie Patterson works for Innovative Directions Investment Group (Idig), Llc
What is Stephanie Patterson's role at the current company?
Stephanie Patterson's current role is Employment Facilitation | Administration.
What schools did Stephanie Patterson attend?
Stephanie Patterson attended University Of Maryland Global Campus, Barstow Community College.
Who are Stephanie Patterson's colleagues?
Stephanie Patterson's colleagues are Amanda Szampruch, Bernetta Sweet, Melissa Poole, Heather Mcdonald, Karen Dixon, Amanda Mcdowell, John Harris.
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Stephanie Patterson
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Stephanie Patterson
Madison, Al1mda.mil -
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