Steven Knight
Conroe,TX
Summary
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Exchange Manager
WealthBuilder1031
College Station, TX
06.2021 - Current
- Lead 1031 Exchange processes, expertly overseeing all phases of capital gains tax deferment, from account setup to final documentation.
- Collaborate with clients, Title Companies, and financial institutions to ensure precise and timely documentation throughout the transaction process.
- Safeguard client confidentiality and ensure strict adherence to IRS guidelines and maximizing clients' tax deferment opportunities.
- Administered over 100+ exchange transactions annually with 100% compliance with IRS regulations.
- Received over 35 five-star reviews from satisfied clients since 2021 while rebranding the business Nationally.
Record Support Specialist
Lexitas
Bryan, TX
10.2020 - 05.2021
- Executed comprehensive processing of medical records, itemized billing, and subpoenas for law firms while ensuring HIPAA compliance.
- Forged productive relationships with providers, clients, and account managers to ensure efficient record retrieval.
- Fulfilled high volumes of service requests across multiple law firms, meeting daily and weekly quotas.
- Achieved a 95% client satisfaction rate by meeting strict deadlines and maintaining high-quality service.
- Assisted in processing hundreds of medical records and legal documents per month.
Compliance Manager / Office Manager
I.Bioceuticals, Inc.
Orleans, MA
10.2019 - 08.2020
- Championed regulatory compliance and implemented policies for FDA and cGMP standards in supplement manufacturing.
- Oversaw end-to-end logistics, streamlined inventory control, and facilitated distribution of food-grade dietary supplements for North American markets.
- Directed all aspects of office administration, encompassing documentation, procurement, and shipping operations.
- Successfully assumed four roles, and all their subsequent duties, simultaneously for: Logistics Manager, Sanitation Officer, Office Manager, and Compliance Manager.
- Updated a comprehensive Policy & Procedures Manual, including creating new versions electronically for every section.
Assistant Branch Supervisor
Pierce County Library System
Tacoma, WA
04.2017 - 09.2019
- Directed daily library operations, addressing customer inquiries with precision, and managed facility maintenance.
- Led a team of 12 library staff, conducting training that streamlined workflows across shifts.
- Pioneered new scheduling processes which improved shift coverage and task management, enhancing service availability and leading to higher scoring performance reviews among staff.
- Improved team collaboration by identifying bottlenecks and implementing solutions, such as optimized scheduling, one-on-one meetings, and morale-boosting strategies.
- Cultivated a positive work environment by mentoring staff on conflict resolution and customer communication, leading to smoother day-to-day operations.
Assistant Store Manager
Lowe's Home Improvement
Bryan, TX
07.2003 - 01.2017
- Orchestrated daily store operations, optimizing sales, merchandising, and safety protocols.
- Fostered team culture through training, team building, and goal setting to enhance store performance.
- Resolved customer concerns and conflicts, ensuring a seamless shopping experience.
- Created a 20% increase in annual sales through improved merchandising strategies and customer service initiatives.
- Reduced employee turnover and increased team morale through focused leadership development and mentoring.
Education
Montgomery Community College
The Woodlands, TXundefined
Caney Creek High School
Conroe, TXSkills
- Operations Management
- Team Leadership
- Staff Training & Development
- Process Improvement
- Project Management
- Strategic Planning
- Change Management
- Regulatory Compliance (IRS / FDA / HIPPA)
- Policy & Procedure Development
- Data Analysis & Reporting
- Budget Management
- Client Relationship Management (CRM)
Accomplishments
- Rebuilt an underperforming freight workflow in two high-volume stores by redesigning unloading, staging, stocking, and storage processes, significantly improving efficiency and inventory flow.
- Contributed to system-wide planning project that gathered community input and guided funding decisions, helping preserve essential services while maintaining fiscal stability during budget constraints.
- Helped develop long-term service strategy by identifying improvements to programs, partnerships, staffing, technology, and community engagement, strengthening the library’s role as a learning and community hub.
- Independently managed all 1031 exchange operations, including client consultation, documentation, and IRS compliance, while supporting a national rebrand and helping hundreds of clients defer capital gains taxes. successfully defer capital gains taxes.
Freight Operations Improvement
Library Priorities & Funding Initiative
Vision Workplan Strategic Initiative
Business Operations & Expansion
Additional Information
Experience with Office Administration, Scheduling, Payroll Management, Hiring, and Training, Expertise in Auditing, Incident Reporting, Policy Improvement, and Process Optimization
Certification
- IC3 Digital Literacy Certification
- Crucial Conversations
- Beyond Sexual Harassment
- Navigating Change
- Attitudes Toward Differences
- Respectful & Inclusive Workplace
- T.R.A.I.N. - Cultural Agility, Emotional Intelligence, Practical Coaching
- Lynda.com Courses: Leadership Foundations, Customer Service Leadership, Communication Foundations, Diversity, Inclusion, and Belonging
Languages
English
Native or Bilingual
Timeline
Exchange Manager
WealthBuilder1031
06.2021 - Current
Record Support Specialist
Lexitas
10.2020 - 05.2021
Compliance Manager / Office Manager
I.Bioceuticals, Inc.
10.2019 - 08.2020
Assistant Branch Supervisor
Pierce County Library System
04.2017 - 09.2019
Assistant Store Manager
Lowe's Home Improvement
07.2003 - 01.2017
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Caney Creek High School
Montgomery Community College