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Bio

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Karl Shepherd is a seasoned professional with expertise in accounting, customer service, and risk management. He has worked in various roles, including Shift Team Lead, Owner, Customer Advocate, Office Clerk, and Regulatory Reporting Manager. Karl has experience in process improvement, financial services, and cross-functional communication. He holds an Associate of Computer Accounting degree from Nashville State Technical College.

Experience

  • Muskogee Creek Nation Casino
    • Tulsa, Oklahoma, United States
    • Shift Team Lead
      • Sep 2022 - Present
      • Tulsa, Oklahoma, United States

      Plan coordinate maintenance, service, and repairs within a shift to ensure that scheduled and non-scheduled facilities obligations are met in terms of quantity and quality and within safety parameters. Lead FAcility Technicians when performing maintenance, service, and repairs in the areas of plumbing, carpentry, painting, plastering, machine service, electrical, tile work, furniture repair, upholstery, welding and/or vehicle servicing are completed. Communicates the strategic direction of the department to the team members. Provides day-to-day operational guidance while performing daily task. Always present a friendly and professional image at the casino.

    • Owner
      • Sep 2019 - Present
      • Tulsa Oklahoma

      Owner operator of a 1 man Handyman/Contracting business in Tulsa Oklahoma.

    • Customer Advocate
      • May 2018 - Sep 2019
      • Tulsa, Oklahoma Area

      Under supervision and following unit specific coaching and training, this position is responsible for researching and responding to telephone and written inquiries within the statutory time frames and in an accurate and objective manner; collecting non-clinical data; determining benefit levels according to contract guidelines; completing notification of maternity cases; and pending designated cases and referral requests to a RN for clinical review. Complete cases that could be completed by the iExchange automated system. Spending approximately 90 of the scheduled time on the phone according to business needs

    • Office Clerk
      • Feb 2018 - May 2018
      • Claremore, Oklahoma

      Work with Cherokee Nation to reformat procedures for manufacturing products.Ensure that procedures are reformatted correctly to insure process flow in the manufacturing process.Explore methods to increase productivity in reformatting the procedures

  • St. Thomas Medical Group
    • Greater Nashville Area, TN
    • Patient Access Coordinator
      • Oct 2017 - Feb 2018
      • Greater Nashville Area, TN

      Receive incoming calls from Patient, Physician, Pharmacy’s etc. Assist patients with scheduling, rescheduling appointments. Assist patients with obtaining Refills for specific medications. Assist patients with requesting referrals, and the status of referrals. Assist patients with getting messages back to the Physicians or nurses. Assist Pharmacy’s with questions concerning medication prescriptions. Assist Physicians NP/PA’s to get in touch with physicians concerning mutual patients. Assist other Reps with questions concerning proper practice and protocol.

    • Customer Service
      • Aug 2016 - Sep 2017
      • Claremore, Oklahoma

      Worked with insurance adjusting company during hurricane season accepting incoming calls from affected customers.Followed up with insurance providers on status of claims for customers. Worked with customers to assign adjusters to claims.Worked with Cherokee Nation changing procedures from one computer system to another.

  • Shepherd General Store LLC
    • La Vegne, TN 37086
    • Owner
      • Nov 2014 - Dec 2016
      • La Vegne, TN 37086

       Act as the sole proprietor of an on-line retail business with responsibility for all aspects of the business, including order processing, purchasing and fulfillment, customer service, accurate accounting, and tax preparation and filings.  Coordinate marketing efforts through managing the content on the website and social media platforms in order to improve product awareness and drive sales performance.

    • Regulatory Reporting Manager
      • Sep 2013 - Sep 2014

       Collaborated with the corporate Regulatory Reporting team to accumulate, review and deliver accurate reporting information to the Federal Reserve and Treasury.  Entered regulatory data and oversaw data integrity by ensuring that both new and existing business is captured accurately, and risk is managed adequately to protect exposure. Tracked responses to requirements, monitored cross-location project deliverables within the team, and participated in post-implementation reviews and process enhancements.

    • Business Information Security Officer
      • Sep 2010 - Sep 2013

       Worked closely with the corporate Information Security Team to review and determine the appropriate level of system access for individual employees as well as outside vendors. Manage and organize the receipt, review, and processing of corporate action transactions, such as exchanges, tenders, consents, mergers, and other types of transactions.

  • -
    • -
    • Highlighted Accomplishments: 1996-Present
      • Feb 1996 - Sep 2014
      • -

       Directed the successful implementation of systems and comprehensive procedures for efficiency, accuracy, and the reduction of risk to the bank. Partnered with operations and business line management to develop the Reorganization Unit from an ancillary product to a profitable revenue generating business line. Selected for immediate relocation to a BCP location in order to allow the company to continue providing the services expected by its clients. Managed creation testing and implementation of 3 MS Access databases that decreased the manual workload and associated risks for Securities Payment and Reorganization Units.

  • DB Services TN., Inc
    • Bankers Trust Company
    • Senior Operations Analyst | Operations Analyst
      • Sep 2000 - Sep 2010
      • Bankers Trust Company

       Work in partnership with management to ensure that areas of risk are identified and accounted for in all processes that are outside normal processing procedures.  Developed professional working relationships with Risk Officers and global Operations teams, and communicated risk control framework principles to stakeholders.  Managed the company’s exposure to risk by serving as a subject matter expert on risk change initiatives as a liaison to Risk Officers, Front Office, and IT stakeholders, and interfacing with teams in London, Russia, Germany and the U.S. Supervised daily activities of the Securities Payment and Reorganization Unit and trained employees in various areas, including the management of corporate action transactions and the processing of money market instruments and commercial paper.  Directed the successful implementation of systems and comprehensive procedures for improving efficiency and accuracy, as well as reducing risks to the bank that are inherent with corporation action transactions. Defined new business processes and improved existing operating procedures. Developed and reviewed requirements with clients and front office, and translated user requirements into formal business requirements documents (BRD).

  • DB Services Americas Inc
    • Bankers Trust Company
    • Transfer Agent | Associate
      • Feb 1996 - Sep 2000
      • Bankers Trust Company

      Transfer Agent  Evaluated, tracked, and processed all certificates that were presented for transfer. Oversaw the development and maintenance of the Transfer Units procedures, and ensured compliance with the standards set by the Bank and the Securities Transfer Association. Recorded certificate numbers and registration information of new stock, and the certificate numbers and date of cancellation of old securities. Verified transactions at the end of each day by matching the number of shares canceled with the number of shares issued.

Education

  • 1986 - 1989
    Nashville State Technical College
    Associate of Computer Accounting, Accounting and Computer Science

Suggested Services

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Industry Focus. “Financial Services”

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