Malory Schultz
Quality, Training and Development Coordinator at Info-Pro Lender Services, Inc.- Claim this Profile
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Spanish Elementary proficiency
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English Native or bilingual proficiency
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Bio
Experience
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Info-Pro Lender Services, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Quality, Training and Development Coordinator
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Dec 2021 - Present
Tax Inquiry Coordinator (July 2022- current)- Perform root cause analysis on 70+ inquiries per month for internal and external stakeholders- Monitor 130+ preventative action items per year to mitigate risk in future tax searches via process improvement and continued training for associates.- Collaborate with 13 internal teams to identify and resolve customer inquiries- Perform weekly and monthly audits to identify and mitigate impact for high-risk clients- Maintain standard procedural documents for the Tax Inquiry Specialist position.Training and Development Coordinator (January 2022- July 2022)- Presented 1-3 hour training sessions for a 12-week, internal Tax Researcher Training Program- Graded and reviewed 23 practice files for each trainee to level-set understanding and ensure trainees retained correct research principles and techniques- Maintained metrics for individual program participants to track performance- Analyzed data to form training exam averages, inform training presentation examples/topics, decrease training timeline to completion, and improve trainee outcomes. - Developed and delivered a biannual, 6-week Cross-Training program to internal employee cohorts Show less
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Tax Research Associate
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Oct 2021 - Nov 2021
- Perform Escrow and Delinquent tax research for lender portfolios throughout the 50 US states and select US territories- Work with a specialized tax research team to meet daily production levels in accordance with service level agreements (SLAs)- Call tax agencies to review and establish research specifications and best practice to ensure accurate results for lenders- Collaborate with team members and tax agency representatives to resolve state, county, municipality and agency-specific nuance questions regarding verification process for parcel information, amounts acquisition and reporting Show less
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University of Wisconsin-Madison
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Higher Education
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700 & Above Employee
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Library Services Assistant-Advanced
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Nov 2018 - Aug 2021
Library Supervisor - Served as a student supervisor to recruit, hire, train, schedule and manage 70 student employees. - Standardized student job descriptions, interview questions, interview evaluation criteria to improve equitable hiring practices. -Developed the department's first online training course administered via UW's Learning Management System (Canvas). The online training was adopted by 2 other major libraries. ------------------------------------------- Executive Administrative Assistant - Coordinated executive-level projects and initiatives that connect to 12 Public Services departments. - Set executive meeting agendas, created Gantt charts and tracked action item completion for the Humanities, Social Sciences, and Arts Planning Group (HSSAPG). - Provided programming support to drive innovative, user-centered approaches to research-support in each discipline area. - Chaired the UW-Libraries Ambassador Program focused on increasing outreach and user-centered design in services, products, and spaces. ------------------------------------------- Department Improvement Coordinator - Redefined department scheduling and work flex policies in the UW-Libraries Documentation Team - Performed data analysis including the Customer Service Chat Transcript Analysis to identify user trends and inform web-based resources available to students, faculty and staff - Created a Student Project Workshare program to diversify student's professional experience and meet department-level project assistance needs - Developed department Student Exit Survey to combat turn-over and improve professional outcomes for student employees. Show less
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AmeriCorps NCCC
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United States
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Government Administration
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700 & Above Employee
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Americorps- Promoting Achievement and Student Success (PASS) Program
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Aug 2018 - Oct 2018
- Tutored 6th and 7th grade reading literacy students for 4 hours daily - Created 2 after-school enrichment programs for 15-student participant groups (Art History for Today's Youth and Cooking with Math) - Attended weekly 4-hour professional development workshops with Americorps members and leaders - Tutored 6th and 7th grade reading literacy students for 4 hours daily - Created 2 after-school enrichment programs for 15-student participant groups (Art History for Today's Youth and Cooking with Math) - Attended weekly 4-hour professional development workshops with Americorps members and leaders
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US Department of Agriculture (USDA) Agricultural Research Service (ARS)
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Research Services
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700 & Above Employee
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Research Fellow- US Department of Agriculture
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Oct 2016 - Aug 2018
- Worked on projects within 2 units: Cell Wall Biology and Utilization Unit, Dairy Forage Research Unit. - Performed sample preparation, assays and data summaries to inform manuscripts, presentations, and data visualizations for professional and public applications. Projects included: - Forage Characteristics that Alter Feed Utilization, Manure Characteristics and Environmental Impacts of Dairy Production -Improving Utilization of Forages in Integrated Dairy Production Systems to Enhance Sustainable Farming Systems and Food Security Show less
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Student Research Assistant
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May 2015 - Aug 2016
-Organized lab glassware and tools (pipettes, test tubes, flasks) -Tracked supply inventory and purchased additional lab supplies as needed -Supported lab research by creating stock materials or preparing an experiment for the principle investigators -Organized lab glassware and tools (pipettes, test tubes, flasks) -Tracked supply inventory and purchased additional lab supplies as needed -Supported lab research by creating stock materials or preparing an experiment for the principle investigators
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Circulation Services Assistant
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Aug 2013 - Jul 2016
I served as the first point of contact at the Circulation and Information Services Desk. I assisted patrons with finding and requesting physical and online resources. I performed circulation functions including checking materials in and out, coordinating resource sharing requests between institutions and libraries on campus, and troubleshooting technology issues of computers, scanners and printers.
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Tutoring Program Coordinator
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Aug 2014 - Jan 2016
In this position, I recruited, trained and managed 35 tutors per semester for the GUTS Drop-In Tutoring Program. The Drop-In Program focused on providing immediate peer tutoring for 12 subject areas including Engineering, Math, Chemistry, Spanish and others. I coordinated program events including GUTS semester kick-off parties, tutor appreciation and awards ceremony, Study Day tutoring marathon. I also served on interview panels for new GUTS program coordinators and Graduate-level directors. The link to the current program is included. The program has introduced virtual meetings and a new schedule in 2020 to meet campus demand in the midst of the pandemic. Show less
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Bartender
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Aug 2013 - Nov 2013
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City of Oshkosh
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United States
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Government Administration
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100 - 200 Employee
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Maintenance Associate- City of Oshkosh Parks Department
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May 2013 - Aug 2013
Performed park maintenance including city pool maintenance and aesthetic upkeep of the city's green-spaces. Worked closely with a variety of teams and staff from 3 divisions. Learned basic landscaping, small machine operation and maintenance (e.g. string trimmers, riding lawn mowers, and herbicide backpack sprayers), sanitization/cleanliness of interior and exterior public spaces. Performed park maintenance including city pool maintenance and aesthetic upkeep of the city's green-spaces. Worked closely with a variety of teams and staff from 3 divisions. Learned basic landscaping, small machine operation and maintenance (e.g. string trimmers, riding lawn mowers, and herbicide backpack sprayers), sanitization/cleanliness of interior and exterior public spaces.
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Carter's | OshKosh B'gosh
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200 - 300 Employee
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Sales Associate
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Aug 2011 - Aug 2012
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Education
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University of Wisconsin-Madison
Bachelor of Arts - BA, Psychology -
Lourdes Academy of Oshkosh, WI
High School Diploma