Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Karen Lucas

Peachland

Summary

Detail-oriented professional with strong communication and conflict resolution skills. Proven ability to manage time effectively and multitask in fast-paced environments, delivering exceptional service in financial services.

Overview

13
13
years of professional experience

Work History

Financial Service Associate

Fidelity Investments
Cincinnati
07.2024 - Current

● Answer questions regarding participant's 401k and pension account balance

● Assist participants with withdrawals , loan inquiries, and estimates

● Provide insight and education on account maintenance and resources

● Managed diverse participant inquiries and conversations driving towards a resolution suitable for all

Housing & Travel Team Lead

Medical Solutions
Omaha
07.2016 - 02.2024

● The Housing & Travel Team Lead assists the Housing & Travel
Supervisor and leads the Housing & Travel team members by providing
training, updates, and team unity as well as restricted normal duties
of a Housing Coordinator
● On an as-needed basis, the Housing & Team Lead will also lead strike
related work efforts

Research, locate and secure quality housing as well as travel
arrangements for our travelers to give them the best housing and/or
travel experience in the industry
Build relationships with vendors and interpret leasing/renting
contractual agreements as well as negotiate contracts with vendors as
needed
● Communicate daily with vendors, sales staff, Placement, and
Management to gather required information for travelers regarding
travel and housing
● Build team unity and communicate updates to the team while
suggesting improvements for efficiencies
● Train new staff in the Housing & Travel Department, monitor progress,
correct/address problem areas

● Conduct 1 on 1s with team members regularly and work with Housing
Manager on team members' annual reviews
● Monitor and update housing & travel starts/requests and delegating
work load among team members as needed
● Started with Medical Solutions as a Housing & Travel Coordinator,
promoted to Sr Housing & Travel Coordinator in December 2021 before transitioning to my final role as a Housing & Travel Team Lead in February 2022

Relocation Specialist

Rising View
Bellevue
04.2013 - 07.2016

● Lead Guided Tours for multiple dwellings on the property
● Specialized in Leasing and Contracts for Active Duty Military assignments, along with Civilians
● Code Enforcement in line with the property upkeep requirements
Detailed Walk-Through reports and Move-Out Inspections
● Clerical duties including reporting, filing, and auditing to remain
compliant with housing regulations

Education

GED -

Samuel Clemens
Schertz, TX

Skills

● Detail Oriented
● Conflict Resolution
● Time and Data Management
● Strong Communication
● Multitasking and Delegation
● Itinerary Management
● Financial and Contract
Obligation
●Compliance

Accomplishments

  • CAREnection Award - Medical Solutions, June 2023
  • Circle of Excellence Nominee - Fidelity Investments , May 2026

Timeline

Financial Service Associate

Fidelity Investments
07.2024 - Current

Housing & Travel Team Lead

Medical Solutions
07.2016 - 02.2024

Relocation Specialist

Rising View
04.2013 - 07.2016

GED -

Samuel Clemens
Karen Lucas