Kathleen McElwain

• Manage team outputs daily, handle escalations from team and relationship managers, weigh risks involved with exception granting and logging, extensive research into issues for firms, report and letter approvals, assigning/approving CEOS items, assist in monthly audit reports, call reviews and side by sides, call coach and mentor, training new hires, AS developing leaders program 2023, Spirit of Schwab award 2023, you make the difference award 2023.

Manage Dedicated relationships, mentor new employees/assist peers on a daily basis, provide insight to peers in improving productivity, maintain productivity standards for grade level, assist in monthly audit reports, take ownership of IA escalations when presented, quarter one candidate for founders award.

Build effective relationships with cross functional departments to resolve client issues/inquiries in a timely manner, multi-task inbound calls, electronic communications and working case files while providing excellent service and building rapport with RIAs, actively identify gaps and seek opportunities to implement new procedures, update standard workflows and create resources that would be helpful guides to other RMs and/or teams, expertly guide other associates with accurate information to assist with complex client account issues, manage the Cash management escalation queue, winner of the 'Work from Home Hall of Fame' award.

• .Oversight and implementation of cleanliness standards project, created and managed staff schedules, cost control and organization of all inventory and supplies, conducted training for all new employees, hosted all corporate meetings throughout the region, recognized as employee of the month multiple times