Katrina Balley

Experience

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  Metrolina Regional Scholars Academy

  Jul 2019 - Jul 2021

  Teacher

  One of my significant contributions was enriching the student experience through strategic reflection and individual coaching. This approach yielded impressive results, with a remarkable 90% success rate in students reaching their full potential as assessed by year-end growth goals across all categories. I also took on the responsibility of designing comprehensive and play-based lessons. Additionally, I made necessary modifications to cater to the needs of children on Individualized Education Plans (IEP) and behavior plans, ensuring that every student had an inclusive and effective learning experience.As a member of the Pathway Committee, I actively participated in efforts to differentiate student learning styles. Based on assessments and data analysis, we implemented three distinct pathways for students, aiming to tailor education to their unique needs. In a collaborative effort, we successfully revised our grading system to accommodate these pathways better.Furthermore, I met the unique needs of gifted learners by employing various strategies. These included differentiation, project-based learning, emergent curriculum implementation, and hands-on thematic lessons. Additionally, I diligently maintained portfolios for each student, ensuring that their progress and achievements were well-documented and celebrated. Show less

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  Dutch Creek Elementary School

  Jul 2021 - Jan 2022

  Teacher

  I took on a multifaceted role that involved crafting various documents such as emails, presentations, newsletters, and reports. My focus was always on delivering polished and error-free materials consistently.In addition to my writing responsibilities, I played a crucial role in our team's daily operations. I facilitated daily check-ins provided unit overviews, and detailed lesson plans, which significantly contributed to our team's cohesion and the overall efficiency of our processes.Building strong relationships with 29 students and their families was essential to my work. I achieved this by scheduling regular meetings and engaging in informal communication. This ensured their active participation in the educational process, fostering a sense of engagement and commitment.Furthermore, I initiated READ ACT plans for eight students, emphasizing regular progress monitoring every 7-10 days and monthly reassessment. This proactive approach improved academic growth and provided targeted support tailored to each student's needs.One of my most significant accomplishments was spearheading the implementation of the Multi-Tiered System of Support (MTSS) and data-driven strategies. I meticulously analyzed data, creating informative graphs and charts to visualize trends impacting performance. This analytical approach resulted in substantial improvements in learner outcomes. Show less

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  Empower

  Feb 2022 - Aug 2022

  Financial Customer Service Representative

  I took charge of managing inbound calls and my primary focus was engaging with customers over the phone to offer them comprehensive education about various employer-sponsored retirement plans. This effort paid off as it led to our clients gaining a much clearer understanding of the retirement plan options our company had to offer.In addition, I made it a point to thoroughly analyze each customer's individual circumstances, making the most of my deep knowledge of plan rules and regulations. This enabled me to craft personalized solutions that not only met their needs but also further solidified our company's reputation for being responsive and fully compliant with regulatory requirements. When it came to problem-solving, I actively practiced the art of active listening, conducted thorough research, and applied my problem-solving skills diligently. This commitment to ensuring a satisfactory resolution directly translated into higher customer satisfaction rates. It was a testament to my dedication to going the extra mile in order to meet our customers' needs.I'm particularly proud to have achieved the top performer status for three consecutive weeks. This recognition highlights my exceptional ability to manage call volumes effectively while maintaining schedule efficiency. Not only did this contribute significantly to our team's overall success, but it also served as a clear demonstration of my unwavering dedication to consistently delivering outstanding results. Show less

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  Fidelity Investments

  Aug 2022 - May 2023

  Customer Relationship Advocate

  During my tenure, I was dedicated to delivering attentive and personalized assistance to clients. My approach involved actively listening to their inquiries and concerns and providing accurate and up-to-date information on our company's offerings. This commitment resulted in consistently high satisfaction levels among our clients.Handling account-related queries was another crucial aspect of my role. I took pride in guiding clients through the process step by step, ensuring that their transactions were completed securely and efficiently. This approach fostered long-term relationships and built trust in our services.Furthermore, I had the opportunity to simplify complex financial concepts, making them easily understandable for our clients. I shared practical strategies that empowered them to navigate their financial decisions more effectively, boosting their financial confidence and decision-making skills. Through these efforts, I strengthened our client relationships and promoted better communication along the CORE PATH. Show less