Casey M Schoen
Pensacola,FL
Summary
Subject matter expert in Digital Payments products and services. Familiar with Reg E research and claims. Problem solver and excellent communicator. Dedicated to excellent member services. Highly skilled in resolving member complaints and researching complex requests. Upbeat and positive team member and mentor to other teammates. Excel in working with other departments to create new processes for making systems simpler to learn and use.
Overview
9
9
years of professional experience
Work History
Funds Disbursement Specialist I/II/III
Navy Federal Credit Union
05.2018 - Current
- While in this role I have learned to navigate many systems and hold many responsibilities as well
- I currently am a Senior in my department which holds me accountable for the approvals of every wire in our department along with the last approvals for large wires over the credit union, these wires are policed for any type of issues and red flags.
- It is part of my responsibility to research and report any of these findings to either our fraud department or BSA through our supervisors.
- My multitasking skills have been used in full swing with this role, as I am also responsible for processing wires and other duties such as cashier’s checks, assigned projects, researching accounts for possible fraud, and advising leaders of approvals needed in other departments before our cut off at the end of the day.
Member Service Representative I/II
Navy Federal Credit Union
02.2015 - 05.2018
- Responsible for learning knowledge of different systems and products, including updates to policies and procedures
- Experience in communicating tactfully with different departments
- Selected by leadership to train and mentor two new hires for the branch
- Highly skilled in researching fraudulent activity on accounts and with incoming checks for the safety of our members
- I attained the ability to handle money properly, speak to customers about account problems, learned to resolve escalated matters, and to treat customers properly.
Education
Associate of Science - Pre Nursing And Nursing
Pensacola State College
Pensacola, FLSkills
- Team Leadership
- Staff Training
- Research and Analysis
- Staff Development
- Training Initiatives
- Program Optimization
- Job Assignments
- Customer Experience
- Procedure Implementation
- Quality Production
Timeline
Funds Disbursement Specialist I/II/III
Navy Federal Credit Union
05.2018 - Current
Member Service Representative I/II
Navy Federal Credit Union
02.2015 - 05.2018
Associate of Science - Pre Nursing And Nursing
Pensacola State College
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