Megan Schlapkohl

Operations & Risk Management

• Managed all documentation processes, ensuring 100% accuracy and completeness through rigorous quality reviews, scanning, and electronic filing.
• Executed essential money movement functions, including check deposits, check issuance, and securities transaction approvals, maintaining strict adherence to compliance protocols.
• Supported the Service and Risk Management team in audit preparedness by continually monitoring accounts and processes to ensure compliance with all firm policies and regulatory requirements.
• Assisted with processing trade adjustments and effectively resolving operational alerts to minimize risk exposure and maintain data integrity.
• Performed quality control and proactively addressed service breaks, escalating complex issues to management for timely resolution.
• Executed actionable items derived from delegated reports and requests, consistently meeting or exceeding service level expectations (SLAs).

Client Service & Support

• Identified and promoted firm services and digital solutions that met client needs, including Morgan Stanley Online, Mobile App, and remote deposit capture features, enhancing client self-service.
• Oversaw and streamlined the distribution of incoming and outgoing mail and deliveries across multiple points throughout the day.
• Served as a key resource for sales, service, risk, and Home Office partners on behalf of the Service Managers.

Administrative & Projects

• Maintained expertise on evolving policy and platform changes through continuous training, effectively communicating updates to the wider team.
• Organized and tracked progress against operational remediation projects to ensure timely completion and compliance.
• Managed various administrative duties for the branch, including telephone coverage, ordering supplies, and facilities support.

• Spearheaded branch operations, leading process optimization efforts that enhanced customer service delivery and operational effectiveness.
• Monitored and enforced regulatory compliance requirements, safeguarding the branch from risk and ensuring audit readiness.
• Mentored and guided team members, fostering a high-performance culture that resulted in improved engagement scores and reduced errors
• Implemented strategic initiatives to drive growth and efficiency, contributing to a improvement in overall branch metrics.
• Analyzed and leveraged key performance indicators to develop and execute strategies for continuous improvement in branch efficiency and customer interactions.

• Operations & Project Management: Coordinated installation schedules and oversaw hardware deployment for multiple school districts, ensuring all technical tasks were completed within established timeframes.
• Security & Access Control: Managed comprehensive access control systems, including device configuration, credentialing for all personnel, and advising board members on security protocols.
• Data Integrity & Compliance: Implemented information safety programs and data encryption to maintain high levels of data integrity and infrastructure security.
• Stakeholder Liaison: Acted as the primary point of contact for facilities directors and software vendors, supervising procurement and approving hardware/software purchases.
• Technical Oversight: Partnered with IT departments to minimize system exploits, resolve technical difficulties, and manage organization-wide software updates.
• Administration: Maintained a professional and organized environment through proactive monitoring of security management systems and ongoing professional development.
• Trained new staff on administrative procedures, fostering a knowledgeable support environment.
• Led communication efforts between departments, enhancing information flow and teamwork.
• Oversaw inventory management of office supplies, maintaining optimal stock levels for operations.
• Managed daily operations, ensuring timely completion of tasks and maintaining a well-organized work environment.
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• Lead Bookseller Delivered consistent, friendly, and knowledgeable service to ensure satisfied and returning customers. Deliver exceptional presentation and commercial appeal with attention to section detail.
• Led team of booksellers to enhance customer service and store presentation.
• Trained and mentored new staff on product knowledge and sales techniques.
• Implemented inventory management practices to optimize stock levels and reduce shrinkage.
• Analyzed sales data to identify trends, driving promotional strategies and initiatives.
• Coordinated author events and book signings, increasing community engagement and store traffic.