Carlee Schmalz
Operations Team Lead
Kansas City,KS
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
10
10
years of professional experience
Work History
Financial Intern
RED Legacy Development
Kansas City, MO
05.2014 - 01.2017
- Prepared and recorded monthly invoices for tenants on properties owned by the development.
- Presented property updates in weekly employee meetings for current and future property developments
- Organized financial presentations for potential investors
- Created monthly expense reports for employees.
- Maintained confidentiality of sensitive information while handling tasks related to payroll processing.
- Assisted in preparing business plans and investment strategies.
- Conducted thorough research on industry trends, providing valuable insights for development opportunity and growth.
Operations
Empower Retirement
Overland Park, KS
08.2017 - 06.2018
- Processed hardship distributions for participants and verified qualifications and tax withholding.
- Increased employee engagement through regular performance reviews, training opportunities, and recognition programs.
- Partnered with leadership teams to align strategic goals with day-to-day execution plans for streamlined operations.
- Calculated, Prepared and distributed 401K contributions for client's employees on their bi-weekly payroll spreadsheet.
- Streamlined operations by identifying inefficiencies and implementing process improvements.
Operations Team Lead
Prosperity Advisors
Overland Park, KS
12.2019 - Current
- Delegate tasks among teams, fostering collaboration and ensuring timely completion of projects.
- Update procedures in regards to account opening and submissions to broker dealer to ensure efficiency.
- Educated staff on organizational mission and goals to help employees achieve success.
- Managed complex projects with multiple deadlines, ensuring all objectives were met successfully.
- Collected, arranged, and input information into database system.
- Collaborate with broker dealer processors to achieve the goal of the client in a timely manner, leaving a lasting positive impression.
Education
Bachelor of Science - Social Sciences
Kansas State University
Manhattan, KS05.2017
Skills
- Logistics Oversight
- Task Delegation
- Data Analysis
- Process Improvement
Timeline
Operations Team Lead
Prosperity Advisors
12.2019 - Current
Operations
Empower Retirement
08.2017 - 06.2018
Financial Intern
RED Legacy Development
05.2014 - 01.2017
Bachelor of Science - Social Sciences
Kansas State University