Conner Jacobs
Toledo,OH
Summary
Dynamic Global Payments and Disputes Specialist at Directions Credit Union with a proven track record in problem-solving and compliance awareness. Skilled in enhancing customer satisfaction through effective communication and teamwork. Successfully streamlined dispute resolution processes, ensuring accurate documentation and timely outcomes while maintaining meticulous attention to detail.
Overview
10
10
years of professional experience
Work History
Global Payments and Disputes Specialist
Directions Credit Union
11.2022 - 07.2025
- Assisted in resolving customer disputes through effective communication and problem-solving techniques.
- Collaborated with team members to gather necessary documentation for dispute investigations.
- Conducted research on case histories to identify patterns and potential resolutions.
- Maintained accurate records of disputes and outcomes using internal tracking systems.
- Assisted in creating automatic payment templates for customers
- Processed incoming and outgoing wire transfers for customers
Member Service Representative
Directions Credit Union
03.2018 - 10.2022
- Delivered exceptional customer service, resolving inquiries and issues promptly.
- Assisted members with account management and product selection, enhancing satisfaction levels.
- Maintained accurate member records using CRM software, ensuring data integrity and compliance.
- Collaborated with team to streamline processes, improving workflow efficiency and response times.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Verified customer identification and documentation for compliant transactions.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
High School Football Coach
Washington Local Schools
01.2016 - 12.2017
- Developed game strategies to enhance team performance and achieve competitive success.
- Conducted player evaluations to identify strengths and areas for improvement.
- Organized practice sessions focusing on skills development and teamwork.
- Mentored student-athletes to promote discipline, resilience, and sportsmanship.
- Analyzed game footage to refine tactics and improve player decision-making skills.
Education
No Degree - Engineering
University of Toledo
ToledoEngineering
Whitmer High School
Toledo, OH 06-2014
Skills
- Compliance awareness
- Assertiveness
- Policy interpretation
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Verbal and written communication
- Phone and email etiquette
- Microsoft office
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved Promotion by completing advanced training with accuracy and efficiency.
Timeline
Global Payments and Disputes Specialist
Directions Credit Union
11.2022 - 07.2025
Member Service Representative
Directions Credit Union
03.2018 - 10.2022
High School Football Coach
Washington Local Schools
01.2016 - 12.2017
No Degree - Engineering
University of Toledo
Engineering
Whitmer High School
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