Summary
Overview
Work History
Education
Skills
Affiliations
Desiredlocations
References
Availability
Languages
Software
Timeline
Generic

Karen Hofmann-Schmidt

Las Vegas,United States

Summary

Diligent supervisor with a proven ability to effectively manage and lead teams. Implemented process improvements that significantly enhanced operational efficiency and team productivity. Strong problem-solving and communication skills utilized to drive team success.

Overview

7
7
years of professional experience

Work History

Supervisor

Horne
07.2021 - Current
  • Managed a team of 5 supervisors, 5 senior associates and 50 associates
  • Ensured policies are upheld and production continued
  • Verified team members are performing quality work and adhering to Horne attendance and other policies
  • Ensured appeals continued processing in a consistent manner throughout the many disruptive priority tasks assigned to team members
  • Drove production, managed expectations with team members and expanded processes to incorporate new project requirements
  • Worked on reporting for the client, by using excel formulas
  • Quality controlled notices that were sent out to applicants and landlords
  • Assisted with development requests and testing these to verify accuracy
  • Performed anywhere from 5 -8 Performance Advisor annual and semi-annual reviews
  • Mentored new team members
  • Reviewed timesheets of team members to ensure the accuracy of billable hours
  • Managed and analyzed extensive documentation required by federal regulations for implementing the Emergency Rental Assistance Program in response to the COVID-19 crisis, by using critical thinking and analytical skills, utilized internal control framework to prevent fraud, waste, and abuse
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Utilizing program policies and procedures to quickly solve problems and ensure program compliance
  • Implemented cost-saving measures, significantly reducing operational expenses.
  • Maintained database systems to track and analyze operational data.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.

Associate Officer

Alliance Bernstein
04.2018 - 07.2021
  • Assisted the IT department in enhancing internal operating system and testing the enhancements
  • Assisted with conversion of OASYS trades to CTM (automated trade confirmation process)
  • Trained and mentored new and senior level analysts (in person and remote) by cross referencing various daily tasks within the Trade Confirmations process
  • Managed three employees: mid-year reviews and end of year reviews
  • Hold weekly remote meetings to ensure team stays engaged (via Zoom)
  • Mentored junior staff members, helping them develop their skills and advance their careers.
  • Assisted team members with yearly goal setting
  • Trained offshore team to take over account setups and ALERT setup
  • Escalation contact for offshore team
  • Assisted with the launch of Project Scorpion (taking Trade Confirmations in-house from State Street to AB)
  • Assisted with internal software Back-test and Stress-test prior to production launch
  • Accomplished a 5- year project in 6 months with a 2% touch rate (98% success) compared to the market average of 90% according to DTCC
  • Mitigated daily risk exposure for potential failed trades through proactive liaison with Settlements, Custodians, and Broker-Dealers
  • Researched financial discrepancies using Bloomberg terminals
  • Assisted traders, internal management teams and brokers to confirm and settle trades across multiple asset types (Equity, Futures/Options, Derivates)
  • Created Excel reports which the team uses for daily functions
  • Delivered high-quality work under tight deadlines, contributing to overall team success.
  • Responsible for setting up client accounts in internal system

Intern

PWC
09.2017 - 10.2017
  • Created invoices for clients; ensuring accurate and timely payments for audits and taxes performed
  • Assisted with documenting and inventorying bank records and invoices, in an effort to ensure accuracy

Education

Master's degree - MBA, Project Management

Southern New Hampshire University
Hooksett, NH
06.2022

Bachelor's degree - Accounting

Southern New Hampshire University
Hoksett, NH
12.2017

Some college (no degree) - Post Baccalaureate in Speech Pathology

Portland State University
Portland, OR
06.2013

Bachelor's degree - Bachelor of Science, Kinesiology, Dance

California State University Northridge
Northridge, CA
06.2012

Associate's degree - Letters, Arts and Sciences

Antelope Valley Community College
Lancaster, CA
05.2008

Skills

  • Training and mentoring
  • Goal-Oriented
  • Staff Management
  • Employee Motivation
  • Staff Development
  • Operations Management
  • Process Improvement
  • Project Management

Affiliations

  • Alpha Delta Chi - Member
  • Military Spouse Professional Network - Member

Desiredlocations

  • Las Vegas, Nevada, United States
  • Creech AFB, Nevada, United States
  • Nellis AFB, Nevada, United States
  • Nellis Air Force Base, Nevada, United States
  • Nellis AF Base, Nevada, United States
  • Creech AF Base, Nevada, United States
  • Creech Air Force Base, Nevada, United States

References

  • Christine Waldron, Horne, Senior Manager, (516)456-3152, christine.waldron@horne.com
  • Kimberly Pertierra, Horne, Supervisor, (714)287-6973, kdpertierra@gmail.com

Availability

Permanent, Telework, Full-time

Languages

Afrikaans
Professional Working
German
Native or Bilingual
English
Native or Bilingual

Software

* Power BI

* Excel

*Neighborly

* Onbase

*Outsystems

Timeline

Supervisor

Horne
07.2021 - Current

Associate Officer

Alliance Bernstein
04.2018 - 07.2021

Intern

PWC
09.2017 - 10.2017

Bachelor's degree - Accounting

Southern New Hampshire University

Some college (no degree) - Post Baccalaureate in Speech Pathology

Portland State University

Bachelor's degree - Bachelor of Science, Kinesiology, Dance

California State University Northridge

Associate's degree - Letters, Arts and Sciences

Antelope Valley Community College

Master's degree - MBA, Project Management

Southern New Hampshire University
Karen Hofmann-Schmidt