Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katie Tice

Chicago,IL

Summary

Detail-oriented and results-driven Operations Lead with over 10 years of experience in client operations and asset management. Demonstrated success in leading cross-functional teams, optimizing processes, and enhancing client satisfaction in fast-paced environments. Proficient in data analysis, project management, and building scalable systems that drive operational success.

Overview

11
11
years of professional experience

Work History

Operations Project Lead

Millennium Trust Company
01.2023 - Current
  • Own and operate workflows to improve operational efficiency and client service delivery, directly aligning with Headway's goals
  • Collaborate with engineering, product, and data teams to design and implement scalable processes that address core business challenges
  • Analyze data to identify trends and areas for improvement, proactively delivering on roadmap priorities and team OKRs

Traditional Asset Operations Manager

Millennium Trust Company
01.2022 - 01.2023
  • Managed a team responsible for traditional asset operations, ensuring compliance and enhancing service delivery through process improvements
  • Developed and implemented processes that reduced operational errors by 20%, contributing to improved client satisfaction and operational stability
  • Trained and mentored team members, fostering a culture of continuous improvement and innovation

Senior Client Operations Analyst

Millennium Trust Company
01.2021 - 01.2022
  • Provided expert support for client inquiries and operational issues, ensuring timely resolutions that enhanced client experiences
  • Conducted analysis of client data to drive strategic decisions, improving service offerings based on actionable insights
  • Collaborated with cross-functional teams to streamline workflows, enhancing overall productivity and operational efficiency

Senior Client Operations Analyst

NextCapital
01.2017 - 01.2021
  • Managed relationships with high-value clients, serving as the primary point of contact for complex issues and ensuring satisfaction
  • Developed training materials and conducted workshops that improved team performance and client engagement
  • Analyzed operational metrics to identify inefficiencies, leading to targeted process improvements

Customer Operations Representative

Fiserv
01.2014 - 01.2017
  • Managed client inquiries and provided exceptional service, achieving a 95% customer satisfaction rating
  • Assisted in developing customer service protocols that significantly improved response times
  • Collaborated with cross-departmental teams to enhance service delivery and client experiences

Education

Bachelor of Science - Sociology

Illinois State University
Normal, IL
01.2009

Skills

  • Project Management
  • Operational Data Analysis
  • Client Relationship Management
  • Operational Process Improvement

Timeline

Operations Project Lead

Millennium Trust Company
01.2023 - Current

Traditional Asset Operations Manager

Millennium Trust Company
01.2022 - 01.2023

Senior Client Operations Analyst

Millennium Trust Company
01.2021 - 01.2022

Senior Client Operations Analyst

NextCapital
01.2017 - 01.2021

Customer Operations Representative

Fiserv
01.2014 - 01.2017

Bachelor of Science - Sociology

Illinois State University
Katie Tice