Malory Schultz

Quality, Training and Development Coordinator at Info-Pro Lender Services, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Oshkosh, Wisconsin, United States, US
Languages
  • Spanish Elementary proficiency
  • English Native or bilingual proficiency

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Quality, Training and Development Coordinator
      • 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

    • Tax Research Associate
      • 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

    • Higher Education
    • 700 & Above Employee
    • Library Services Assistant-Advanced
      • 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

    • United States
    • Government Administration
    • 700 & Above Employee
    • Americorps- Promoting Achievement and Student Success (PASS) Program
      • 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

    • Research Fellow- US Department of Agriculture
      • 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

    • Student Research Assistant
      • 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

    • Circulation Services Assistant
      • 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.

    • Tutoring Program Coordinator
      • 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

    • Bartender
      • Aug 2013 - Nov 2013

    • United States
    • Government Administration
    • 100 - 200 Employee
    • Maintenance Associate- City of Oshkosh Parks Department
      • 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.

    • Sales Associate
      • Aug 2011 - Aug 2012

Education

  • University of Wisconsin-Madison
    Bachelor of Arts - BA, Psychology
    2012 - 2016
  • Lourdes Academy of Oshkosh, WI
    High School Diploma
    2008 - 2012

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