Erin Jacobsen
Omaha
Summary
Professional with strong background in financial operations, specializing in cash flow optimization and risk management. Skilled in leveraging financial software, ensuring compliance, and implementing cost-saving measures. Known for effective collaboration, adaptability to dynamic environments, and results-driven approach. Respected for integrity, problem-solving skills, and fostering high-performing team culture.
Overview
19
19
years of professional experience
Work History
Cash Management Specialist
Farm Credit Services of America
09.2018 - Current
- Provide effective cash management services to customers and internal teammates including, reconciling cash positions with commercial banks, processing wire transfers, ACH transactions, lockbox deposits, draft processing, remote deposit activities, ACH file services, returned deposit items, over credit limit monitoring, Agribuy card processing, and escrow account disbursements and maintenance
- Implement and maintain various cash management reports and reporting functions including documentation of daily disbursement and funding activities
- Work with customers, internal teammates, and third-party service providers to complete research, handle specific situations, and resolve issues that arise in the providing of cash management services including assisting with service recovery efforts following customer issues.
- Monitor and address online activity flagged as unusual by fraud detection software to determine appropriate handling/disposition
- Regularly assist Product or Process Business Owners in the development, implementation, testing, and/or training of cash management related products and processes.
- Represent the Cash Management team on cross-functional teams as assigned.
- Provide assistance in onboarding and training to Cash Management teammates
Account Specialist
Farm Credit Services of America
09.2011 - 09.2018
- Maintain excellent relationships with customers by responding to requests and concerns via phone or email.
- Assist with the loan closing process so all internal expectations were met prior to closing.
- Ability to read and understand loan documents to ensure loans are booked accurately in the Loan Accounting system.
- Process monetary transactions for customers.
- Excellent understanding of our Cash Management products to promote to customers.
- Assisted with the Remote Deposit workgroup and helped develop the user guides and training sessions.
- Participate in Farm Credit Services of America workgroups such as Relationship Stakeholders, New Retail Loan Accounting System Implementation, and Agribusiness Capital Team Restructure.
Loan Accounting Specialist – Commercial
First National Bank of Omaha
11.2010 - 09.2011
- Provided operational support for high-volume financial institution.
- Complied with federal, state and company policies, procedures and regulations.
- Communicated with customers, employees and other individuals to answer questions and explain information.
- Consulted with lenders and document coordinators to book new loans or renew matured loans.
- Process monetary transactions for customers.
- Balance bank general ledger accounts
- Trained new employees on procedures and operations
Head Teller/Teller
First National Bank of Omaha
02.2007 - 11.2010
- Ensured all security procedures were enforced.
- Processed customer transactions in a timely and efficient manner
- Maintained and balanced a cash drawer
- Answered questions about accounts and policies
- Open and close the branch while ensuring security policies are met
- Trained new tellers to learn and develop in their role
- Balance bank general ledger accounts
- Assisted in a 98% score of an internal audit of the teller line
- Promoted to Head Teller in August 2008
Education
Associates Degree - Business
Metropolitan Community College
Elkhorn, Nebraska01.2019
Skills
- Training and development
- Bank reconciliation
- Operations analysis
- Complex problem solving skills
- Customer Service
Keywords
- High School Diploma
- Financial Analysis
- Loan Operations
- Computer Proficient
- Customer Service
- Detail Oriented
- Microsoft Word
- Microsoft Excel
Timeline
Cash Management Specialist
Farm Credit Services of America
09.2018 - Current
Account Specialist
Farm Credit Services of America
09.2011 - 09.2018
Loan Accounting Specialist – Commercial
First National Bank of Omaha
11.2010 - 09.2011
Head Teller/Teller
First National Bank of Omaha
02.2007 - 11.2010
Associates Degree - Business
Metropolitan Community College
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