Stephanie Caldwell
Wake Forest,NC
Summary
Results-driven business professional with extensive experience in management, financial oversight, and customer service across public and private sectors. Recognized for exceptional interpersonal skills that foster collaboration among management, peers, employees, vendors, and clients to achieve strategic business objectives. Demonstrates strong leadership capabilities and adaptability in dynamic environments, consistently driving projects to successful completion while maintaining high standards. Expertise in project management, team coordination, and delivering exceptional performance under pressure enhances the ability to navigate complex challenges effectively.
Overview
21
21
years of professional experience
Work History
LEAD ASSOCIATE OPERATIONS
JPMORGAN CHASE
11.2021 - Current
- Support the Branch Manager in all aspects of branch operations, with a primary focus on loss control, compliance and audit standards
- Educate and guide the Chase clients to the appropriate banking technology in order to improve their lives and reach their financial goals
- Research and provide overrides in accordance with JPMorgan Chase policies and procedures when needed to complete various complex transactions
- Determine staffing needs of branch and schedule staff of eight bankers accordingly
- Collaborate with Branch Manager to ensure employees are trained in all phases of their job and provide input to evaluate job performance
- Manage bank cash totaling over $500,000 across various entities; in sole and dual control, including cash orders/shipments to and from the Federal Reserve Bank
- Responsible for ordering office/bank supplies and maintaining appropriate levels
LEAD TELLER
CHARLOTTE METRO CREDIT UNION
08.2019 - 11.2021
- Managed Teller training in conjunction with recent (2021) acquisition/merger of Premier FCU by Charlotte Metro, including multiple personal trips to Charlotte home office to learn new procedures, processes and policies
- Coach, mentor and lead tellers by example to deliver a unique member experience aimed at improving member financial wellbeing and creating loyalty
- Manage vault cash totaling $500,000 on average; in sole control, including cash orders and shipments to and from the Federal Reserve Bank
- Ensure each teller balances daily and assist management and coworkers in correcting various discrepancies while ensuring any out of balance conditions are properly handled and reported
- Manage daily ATM deposit reports, month-end reports, and create master teller schedule
BANQUET AND FINE DINING SERVER
RUTH'S CHRIS STEAKHOUSE
03.2017 - 10.2020
- Provide exceptional customer service in this fast-paced, upscale restaurant
ADMINISTRATIVE ASSISTANT II
CIS, Inc (Contractor to US Dept of Defense)
09.2014 - 10.2015
- Provided contract support to Contracting Specialists and Contracting Officer for the Dental/International team
- Prepared and delivered compliant documentation and contractual documents in accordance with Federal Acquisition Regulation (FAR)
- Electronically distributed modifications, delivery orders, and correspondence to external contractors and internal contracts management team
- Established and implemented team meetings for management and staff
- Provided back-up support for other Procurement Technicians on the West and Pharmacy teams
PROGRAM SPECIALIST II
CNJV, LLC (Contractor to US Dept of Energy)
03.2010 - 01.2013
- Delivered administrative and financial tracking support to twenty-two project managers and two branch chiefs for grants totaling $1.8 billion
- Monitored and reported the contract performance of state, county, and municipal recipients (all U.S States & territories) of block grants under the Energy Efficiency and Conservation Block Grant Program
- Create purchase requisitions for various grant actions
- Used DOE and Department of the Treasury financial management tools to track and manage grant funds
- Production of periodic and ad-hoc grantee financial expenditure reports
SERVER AND STAFF TRAINER
MCCORMICK & SCHMICK'S
11.2004 - 07.2010
- Provided customer service to restaurant and bar patrons in fine dining, banquet and bar settings
Education
Bachelor of Science - History
UNIVERSITY OF COLORADO
Boulder, Colorado12.2000
Skills
- Service excellence
- Operations management
- Effective team management
- Compliance Management
- Audit preparation
- Adaptability and flexibility
- Conflict resolution
- Financial Analysis
- Employee supervision
- Client relationship management
- Staff training
Timeline
LEAD ASSOCIATE OPERATIONS
JPMORGAN CHASE
11.2021 - Current
LEAD TELLER
CHARLOTTE METRO CREDIT UNION
08.2019 - 11.2021
BANQUET AND FINE DINING SERVER
RUTH'S CHRIS STEAKHOUSE
03.2017 - 10.2020
ADMINISTRATIVE ASSISTANT II
CIS, Inc (Contractor to US Dept of Defense)
09.2014 - 10.2015
PROGRAM SPECIALIST II
CNJV, LLC (Contractor to US Dept of Energy)
03.2010 - 01.2013
SERVER AND STAFF TRAINER
MCCORMICK & SCHMICK'S
11.2004 - 07.2010
Bachelor of Science - History
UNIVERSITY OF COLORADO