Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Work Availability
Work Preference
Timeline
Hi, I’m

Kera LePitre

Minneapolis,MN
Kera LePitre

Summary

Professional operations leader with consistent track record in optimizing processes and driving impactful results. Proactive and goal-oriented with excellent time management and problem-solving skills. Known for reliability and adaptability, with a swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

4
years of professional experience
1
Certification

Work History

Northwestern Mutual

Director of Operations
08.2023 - Current

Job overview

  • Oversees daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
  • Collaborates with senior management to develop and execute long-term corporate goals and objectives.
  • Leads any change management efforts with a focus on reducing the expense-to-revenue ratio, improving operational efficiencies, and maximizing district performance.
  • Manages the purchase of and ensures proper maintenance of office equipment, furniture, and office supplies while reducing financial inconsistencies, and assessing and verifying billing invoices and expense reports.
  • Conducts regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
  • Improves team morale and reduce turnover by implementing a series of employee engagement programs and events.
  • Optimizes technology support by providing timely and effective troubleshooting for hardware and software issues.
  • Acts as the Director of Philanthropy by budgeting for and managing quarterly initiatives. This includes managing fundraisers, donation drives, matching gifts requests, and organizational outreach.

Houlihan Lokey

Administrative Assistant to the CAO
10.2022 - 08.2023

Job overview

  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information using CRM.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.

Bank of America

Banker Team Leader
09.2021 - 10.2022

Job overview

  • Acted as a liaison between the team and senior leadership, effectively communicating the team's accomplishments and challenges while also advocating for necessary resources or support.
  • Developed strong relationships with clients by delivering comprehensive financial solutions tailored to meet individual client needs resulting in increased retention rates and business opportunities.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Built relationships with local schools and universities to aid in teaching students the intricacies of financial literacy.

Wells Fargo

Customer Service Representative
09.2020 - 08.2021

Job overview

  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Enhanced communication within office by establishing a monthly newsletter summarizing key updates and achievements.
  • Exceeded performance metrics consistently by maintaining 100% quality assurance, earning recognition as a top performer within the team.

Education

University of Minnesota - Twin Cities
Minneapolis, MN

from Spanish
05.2021

University Overview

University of Wisconsin - Eau Claire
Eau Claire, WI

from Social Work
05.2019

University Overview

  • Study Abroad at Universidad de Valladolid, October 2017 – July 2018
  • Developed a deep understanding of diversity, equity, and inclusion.
  • Motivated peers to follow ethical conduct, safety, and compliance while in a foreign country.

Skills

  • Operational efficiency
  • Strategic planning and execution
  • Business management
  • Process improvement
  • Team leadership
  • Staff training/development
  • Hiring and onboarding
  • Performance evaluation and monitoring
  • Employee motivation
  • Financial oversight

Accomplishments

Accomplishments

    Spearheaded the rebuilding of a newly acquired business, overseeing operations, accounting, and foundational processes to establish stability and growth. During this, I led the project management of a large-scale office relocation, coordinating the successful move of 100+ employees to a new city. This transition facilitated the expansion and scalability of the business, positioning it for long-term growth.

Certification

  • Life and Health Insurance License, State of Minnesota, August 2024

Languages

Spanish
Availability
See my work availability
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Available
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tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Location Preference

Hybrid

Important To Me

Company CultureCareer advancementWork-life balanceTeam Building / Company Retreats401k matchPaid time offHealthcare benefits

Timeline

Director of Operations
Northwestern Mutual
08.2023 - Current
Administrative Assistant to the CAO
Houlihan Lokey
10.2022 - 08.2023
Banker Team Leader
Bank of America
09.2021 - 10.2022
Customer Service Representative
Wells Fargo
09.2020 - 08.2021
University of Minnesota - Twin Cities
from Spanish
University of Wisconsin - Eau Claire
from Social Work

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Kera LePitre