Stephanie Bailey
Elkhorn,NE
Summary
Seasoned business professional and talented leader with 12 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Overview
13
13
years of professional experience
Work History
Shared Living Provider
Mosaic
03.2020 - Current
- Organized social activities and community outings for residents to enhance their quality of life.
- Ensured clear communication between residents, their families, healthcare providers by maintaining thorough documentation of updates and progress reports.
- Advocated on behalf of residents within the broader service system to access additional supports or resources as needed based on individual circumstances.
- Conducted regular assessments of the resident''s abilities and limitations in order to adjust care plans accordingly for optimal outcomes.
- Maintained a safe and comfortable home for individuals, ensuring compliance with all regulations and guidelines.
Events Coordinator + Office Manager
Relevant Community Church
09.2022 - 01.2024
- Improved team productivity with skilled leadership, mentoring, regular communication and progress updates, fostering a collaborative work environment.
- Boosted team morale and productivity by organizing team-building activities and maintaining open-door policy for feedback and concerns.
- Prioritized and managed multiple projects simultaneously, ensuring all met their deadlines and objectives without compromising quality.
- Conducted comprehensive market research to inform strategic planning, leading to more targeted and effective project initiatives.
- Coordinated logistics for large-scale events, significantly reducing setup times and eliminating scheduling conflicts.
- Spearheaded volunteer program that expanded organization's community outreach, enhancing its public image and engagement.
Operations + Senior Client Service Associate
Lutz Financial
02.2018 - 09.2022
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
- Championed process improvements by conducting regular audits of existing systems and recommending adjustments as needed based on findings.
- Led training sessions for colleagues on various topics, sharing knowledge and expertise to elevate team performance.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
- Managed complex projects from inception to completion, ensuring all deliverables were met within specified timelines.
Territory Relationship Manager
CLS Investments
08.2015 - 02.2018
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
- Coordinated efforts between various departments such as sales, new business, service, and operations teams for smooth delivery of services to clients.
- Implemented CRM best practices, improving data accuracy and usability for client management.
- Established and checked coding procedures, monitored reports and updated internal files.
- Supported financial director with special projects and additional job duties.
Personal Banker + Sales
US BANK
11.2011 - 01.2015
- Provided leadership, training, and support to branch employees.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Education
Bachelor's Degree - Business Management -
Bellevue University
Omaha, NEMaster of Arts - Organizational Leadership -
Doane University
Crete, NE12.2023
Skills
- Team Leadership and Collaboration
- Problem-Solving
- Excellent Communication
- Adaptability and Flexibility
- Decision-Making
- Conflict Resolution
Timeline
Events Coordinator + Office Manager
Relevant Community Church
09.2022 - 01.2024
Shared Living Provider
Mosaic
03.2020 - Current
Operations + Senior Client Service Associate
Lutz Financial
02.2018 - 09.2022
Territory Relationship Manager
CLS Investments
08.2015 - 02.2018
Personal Banker + Sales
US BANK
11.2011 - 01.2015
Bachelor's Degree - Business Management -
Bellevue University
Master of Arts - Organizational Leadership -
Doane University