Karen Graham

Assisted with implementing Repertoire, a computer software program, where Reps and advisors in the field can set up new accounts and submit the associated document images seamlessly to the backoffice for review. Any issues are noted and passed back to the rep, otherwise the account is approved and the documents can then be submitted to the vendor. With Repertoire, reps can see any compliance infractions on their transactions and correct them prior to the cycle. This helps to lessen and possibly eliminate calls to the back office. Repertoire provides rep reporting which will show them a listing of all the expenses charged through the Broker/Dealer, as well as keep them updated with their current 1099 status throughout the year. In order to stay compliant, a rep has to be licensed. During renewal season a rep can see all of their state registrations that are about to expire. But not only can they see the states, they can see all the business they have produced that year for each state. This gives them another powerful tool in their arsenal to let them make decisions on which states to renew. Repertoire allows access to everyone in your firm's hierarchy (assistants, representatives, managers, OSJ's, and back office staff). Representatives can use Repertoire to: • Access their clients' account and suitability information • Download their commission/fee statements (including historical) • View pending transactions for the current pay period • Store and retrieve client document images • Examine any compliance issues that may be holding commission/fee payments • Display and maintain their FINRA licenses Repertoire also includes a data bridge to Laser App's Broker-Dealer and Vendor forms so that they are automatically filled in with the client information, thus eliminating unnecessary duplicate entry s well as electronic signature through Laser App. I Trained over 100 Financial Representative on how to use these various software programs to streamline workflow as well as accounting. Worked with the Administrative Assistant on setting up conferences, ensuring hotels, flights, meeting areas, food and beverages, as well as any multi media needed was provided for all attendees. Organized, ordered and furnished the move from our old office to the new office building.

• Assisted and customized an electronic workflow system for processing all transactions, new accounts and broker commissions.
• Set up data feeds from different investment companies for over 6,000 accounts and reconciled them.
• Trained over 100 brokers and their assistants on how to utilize software.
• Put together training presentations and instructions on how to utilize several different software programs.
• Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
• Explained technology-related details in easy-to-understand terms to individuals from different backgrounds and in various job positions.
• Assisted in technical support process refinement to improve customer service and support.
• Responded to assistance requests from users and directed individuals through basic troubleshooting tasks.
• Developed strong communication and organizational skills through working on group projects.
• Paid attention to detail while completing assignments.
• Proved successful working within tight deadlines and a fast-paced environment.
• Identified issues, analyzed information and provided solutions to problems.
• Demonstrated a high level of initiative and creativity while tackling difficult tasks.
• Gained strong leadership skills by managing projects from start to finish.
• Resolved problems, improved operations and provided exceptional service.
• Organized and detail-oriented with a strong work ethic.
• Developed strong organizational and communication skills through coursework and volunteer activities.
• Learned and adapted quickly to new technology and software applications.
• Worked flexible hours across night, weekend, and holiday shifts.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Self-motivated, with a strong sense of personal responsibility.
• Adaptable and proficient in learning new concepts quickly and efficiently.

Salary $78,000

• Serve as the Program Analyst for the Acquisition functions of the Support Service Product Line.
  
• My responsibilities included analyzing, administering, coordinating and monitoring all computer application programs that are related to Acquisition programs and systems
• Responsible for analyzing problems and issues involving the development of records management systems
• Prepared reports related to action, manages advance acquisition plans and databases related to acquisition, identified, organized and updated reference material needed by the CO, maintained and updated standard contract formats and processing of same, participated on specialized projects related to acquisition as requested. Manages the comprehensive contract data collection system within the Electronic Contract Management System (eCMS)and IFCAP
• As needed, worked with acquisition staff to identify, develop and implement data system modifications to reflect overall organization needs and changes.
• Performed work related to developing and monitoring quality programs, plans, procedures, and methodologies for Acquisition functions.
• Analyzed a wide range of processes to include short and long-term goals and results
• Conducted informal and formal training of new Acquisition staff on database procedures to insure data integrity and accuracy
• Performed staff training in software and system applications for both small group and on an individual basis as requested by management
• Worked with Quality Assurance staff to insure data validation and accuracy
• Designed diagnostic reports for database validation
• Developed, analyzed, evaluated, advised on, or improved the effectiveness of work methods and procedures, organizations, manpower utilization, distribution of work assignments, delegations of authority, and similar functions of management
• As Program Analyst, I planned, coordinated, directed, and evaluated Acquisition services for NCO 9
• My responsibilities included providing or obtaining a wide variety of services in the areas of procurement and policy procedure management
• I analyzed procurement issues based on a through knowledge of functions, processes, and principles of acquisition, identify the problems and prepare solutions
• I compiled, formated and prepared information materials for routine distribution in response to requests for information for formal and/or informal presentations at conferences and meetings to promote NCO 9
• As the Federal Procurement Data System (FPDS) Point of Contact for NCO 9 I was responsible for communicating with supervisors and all staff keeping them informed of any changes
• I provided NCO 9 with access to FPDS, registration, security and all training
• I provided management with all FPDS reports as well as review all reports to ensure data accuracy
• I provided initial and continuing education to the current contracting staff: provided training in the utilization of the Electronic Contract Writing & Management System (eCMS), IFCAP, FPDS and other related acquisition software applications, as well as training in emerging contracting technologies
• I participated in national workgroups to test various acquisition process and software functions
• I was responsible for orientation of new employees to NCO software applications, databases and functions
• I was also the point of contact for all questions from existing staff regarding software applications, databases, and functions
• I developed expert knowledge in eCMS,
• PDS, PPlRS, IFCAP, as well as future acquisition related applications, and be a resource for addressing questions and training needs for the NCO
• I provided training to new users of automated systems used by the NCO staff
• I performed long-term planning, establishes annual training programs, and reviews and evaluates training development, and evaluates contracting staff
• Planned, integrated, and scheduled training program, sets priorities, and furnished advice and assistance as required to resolve problems and ensure efficiency of training operations
• Identified system inefficiencies and developed studies or data collection techniques related to specific identified problems
• Coordinated with other staff to identify information needs and develops data collection methods and report formats to meet those needs
• I participated in national work groups to recommend improvements to acquisition software applications, tests applications as updates are released, reports operational problems, and recommends solutions to developers
• I served as the program liaison to the various user groups to the Acquisition Application Coordinator Workgroup, FPDS POC Group, etc., in helping the Network Director of Contracting (DoC) develop information, resolve a wide variety of problems, maintain effective relationships, and meet program objectives
• I was the Automated Data Processing Applications Coordinator (ADPAC) for the NCO
• Supervisor: Susan Nagel (615) (225-6967)
• Salary: $71,422 USO Per year

Purchasing Agent (PA) for the Network Contract Activity, VISN 9, responsible for a variety of specialized, complex, & routine supplies/services & equipment orders. Performing work in support of purchasing and/or procurement of services, products, supplies/equipment that encompassing different duties & responsibilities requiring knowledge of all applicable operations, procedures, programs, policies & regulations. 2008-2010 specialized in Nursing Home Contracts until they were transitioned to GS-9- 1102, Contract Specialists. In Dec. 2009 I was appointed the sole point of contact for the National Acquisition Center (NAC) for VISN 9 for High Tech/High Dollar Medical Equipment. Software/Database Utilization & Government Sites: Utilize IFCAP (VISTA), Electronic Contract Management System (eCMS), Federal Procurement Data Systems (FPDS), Fed Biz Ops (FBO), eBuy (an electronic request for quote [RFQ]/request for proposal [RFP] system designed for government buyers to request information & prepare RFQ/RFP's on line for services/supplies offered, through GSA's Multiple Award Schedule), Solutions for Enterprise Wide Procurement [SEWP] IT equipment, & Microsoft Office Suite.

• Daily reference the Federal Acquisition Regulation (FAR) & the VARR
• Leadership/Training/Mentorship: 5/24/201I the Deputy NCA, selected me as the back-up eCMS point of contact for VISN 9 as well as the first line of contact for the Small Purchase Team.
• As the eCMS Backup Coordinator I have handled urgent suspense deadlines verifying for VISN 9 2nd quarter FDPS Audit and the Special Code Service Inventory Random Sample & the Service Contract Inventory Questionnaire for SAO.
• All suspense deadlines completed before due dates
• Volunteered to train new users on weekends within eCMS, FPDS and VISTA
• Process Implementation: Provided training to Contract Specialist, 1102-GS- 9/11/12, PurchasingeBuynts l105-GS-7/8/9 regarding the use of GSA Advantage eBuy & SEWP
• Volunteered to be on the IFCAP to eCMS team, assisting the eCMS Coordinator with the VISN 9 temporary employees, training usage of!FCAP orders under $25K, retrieving data, uploading documents, & entering data fields in eCMS and FPDS.
• Sourced new vendors for purchasing needs.
• Prepared, coordinated and communicated price quotes, terms of sale, delivery dates and service obligations to customers and contractors.
• Analyzed competitive prices, products and market-related information.
• Conducted market research to determine appropriate pricing.
• Worked effectively in fast-paced environments.
• Proved successful working within tight deadlines and a fast-paced environment.
• Delivered services to customer locations within specific timeframes.
• Proven ability to learn quickly and adapt to new situations.
• Developed strong organizational and communication skills through coursework and volunteer activities.
• Organized and detail-oriented with a strong work ethic.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Identified issues, analyzed information and provided solutions to problems.
• Excellent communication skills, both verbal and written.
• Paid attention to detail while completing assignments.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Adaptable and proficient in learning new concepts quickly and efficiently.

I was responsible for the credentialing and privileging of all members of the medical staff at the Tennessee Valley Healthcare System, community based outpatient clinics and contract staff, which is comprised of physicians, dentists, optometrists, psychologists, audiologists, speech pathologists, podiatrist's, registered nurses, licensed practical nurses, nurse practitioners, physician assistants, social workers, pharmacists, involved in patient care who are appointed or utilized on a full-time, part-time, intermittent, consultant, attending, WOC (without compensation), on-station fee basis, on­ station contract or on-station sharing agreement basis, who possess clinical privileges or scope of practice. I managed multiple computer systems; including coordinating and operating VetPro. I assured that the provider enters and submits credentialing information into VetPro, providing guidance and training when needed. I notified practitioners/employees at the time of

reappraisal to update credentialing data and submit through VetPro. Performed complete credentialing process in VetPro of credentialed and privileged practitioners, as well as health care professionals who function under scopes of practice. The credentialing process requires multiple source verification of all credentialing information. I ensured that the data entered into VetPro is accurate and timely. Ensured NPDB query has been obtained for each licensed practitioner prior to appointment to the medical staff and at the time of appraisal/reprivileging, or medication of clinical privileges. Ensured completed C&P 6 part folders are submitted in a timely fashion for review and recommendation to the Medical Executive Committee and Director for approval/disapproval - to include appointments/privileging, reappraisal/reprivileging, scope of practice appointments and/or renewals, modification or privileges or scope of practice.

I was responsible for the payment of licensure verifications, education training screenings, etc. that require VA payment to obtain. I completed the mandatory purchase card training course in September and was provided my VA Credit Card. On November 27, 2007 I took the Refresher Purchase Training Course for FY08. As a credit card holder I was required to maintain records, reconciling charge statements and verifying legitimacy of requests for licensure verification, board certification costs, etc. Processed purchase order requests, reconcile transactions and balance control point accurately and in a timely manner.

Knowelgeable in word and excel.

• Paid attention to detail while completing assignments.
• Identified issues, analyzed information and provided solutions to problems.
• Developed strong communication and organizational skills through working on group projects.
• Organized and detail-oriented with a strong work ethic.
• Learned and adapted quickly to new technology and software applications.
• Proved successful working within tight deadlines and a fast-paced environment.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Developed strong organizational and communication skills through coursework and volunteer activities.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Self-motivated, with a strong sense of personal responsibility.
• Proven ability to develop and implement creative solutions to complex problems.

Deputy Chief, Medical Service, Chief Medical Resident and Chief Primary Care Resident. This position is the principal and is the only administrative person to the Chief Medical Resident and Chief Primary Care Resident, and operates independently in the office. Provided back-up support to the Computer Specialist/Instructor for the Department of Medicine. I served as Primary ADPAC for the service and have worked closely with !RM, providing me the keys needed in setting up access codes and verify codes for the residents, fellows and students when the previous ADPAC retired. I assumed this duty for approximately 6 months until the position was filled and continue to provide back-up support when needed. I have trained the students in VISTA as well as CPRS and continued to support this function as needed. My position included a broad range of administrative responsibilities, which arose from the central role that the Medical Service had in support of the mission of the Tennessee Valley Health care System, VISN-wide and nationally. I served as a liaison between the Nashville and Murfreesboro Campuses and its affiliates, Vanderbilt Medical School and Meharry Medical School. My duties were based on a thorough working knowledge of the clinical and educational programs under the System Chiefs direction. I identified problems associated with administrative processes of the office and determined resolution and corrective action. I served as the House Staff Coordinator/Office Manager for the Medical Service, Nashville Campus and provided technical guidance to other Medical Service support staff on changes to format, policies, and standard operating procedures for administrative processes. Coordinated the flow of work among clerical staff and ensured adequate coverage during periods of staff absences, such as lunch, breaks, training, annual and sick leave. Established priorities for the office on a daily basis and consulted with the Supervisory HSS on complex issues. Provided back-up coverage for all clerical staff in

Medical Service Suite (Gastroenterology, Oncology, Pulmonary, and Hematology), which included: patient consults, scheduling patient appointments, obtaining patient prescriptions and all other patient issues and concerns. Provided other duties as assigned by the I was responsible and oversaw approximately 203 residents/interns, 118 Clinical Fellows/Trainees, eight-ten 3rd year students (monthly) and two 4th year students (monthly). Supervisory HSS to ensure the smooth operation of the Service. Analyzed and interpreted technical and administrative directives, policies, regulations, and memoranda and determined their impact on the goals and mission of the Medical Service. Independently took action as appropriate and/or advised the Chief'. Medical Service and Deputy Chief, Medical Service of action (s) necessary to accomplish these requirements. I assisted and participated in the decision making process of the 2nd floor remodel to improve health care efficiency, effectiveness and safety. I was the APDAC for Medical Service and I am very familiar with computer software to include outlook, word, excel and power-point. Prepared written responses to correspondence, congressional, letters, memos and reports of contracts. Assisted Administrative Officer with annual budget, equipment requests, equipment turn-ins, and inventory. Served as timekeeper for the Nashville Campus Chief and back-up to 17 in Medical Service. I have kept up-to-date VA policies for the department to include: Time and Attendance, GEMS, Safety, Hazardous Material, Infectious Disease, etc. I assisted the Administrative Officer with performance appraisals for both mid and end of year appraisals, special contribution awards, retention pay, part-time physician pay, promotions, position descriptions whether they were new or to be reclassified and organizational charts. I made arrangements for travel for the staff I ordered the supplies for the department. I have knowledge of administrative procedures and policies of Human Resources and Fiscal equipment. I have knowledge of and the ability to research, interpret and apply regulations, policies and guidelines, and to evaluate and independently solve problems that arise daily. I communicate well with both professional and non­ professional personnel.

• Self-motivated, with a strong sense of personal responsibility.
• Resolved problems, improved operations and provided exceptional service.
• Learned and adapted quickly to new technology and software applications.
• Identified issues, analyzed information and provided solutions to problems.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Proved successful working within tight deadlines and a fast-paced environment.
• Paid attention to detail while completing assignments.
• Developed strong organizational and communication skills through coursework and volunteer activities.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Organized and detail-oriented with a strong work ethic.
• Proven ability to develop and implement creative solutions to complex problems.
• Cultivated interpersonal skills by building positive relationships with others.
• Developed strong communication and organizational skills through working on group projects.