Jan Baldado
Keauhou,HI
Summary
Motivated team player with experience in customer service, operational efficiency and team management. Gained hands-on experience in research, dispute resolution and project management while working simultaneously with various vendors and/or departments. A clear communicator with proficiency in Microsoft Office and easily adaptable to computer applications and programs.
Overview
24
24
years of professional experience
Work History
Card Services Officer
Hawaii Community Federal Credit Union
11.2013 - 12.2024
- Mentored department staff, helping them develop their skills and advance in their careers.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
- Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
- Participated and completed projects in relation to plastic card detail and performance.
- Created processes and procedures to minimize error and ensure daily completion of department tasks.
- Process and research card transaction disputes and resolution.
Training and Development Coordinator
Hawaii Community Federal Credit Union
09.2009 - 11.2013
- Enhanced employee productivity by developing comprehensive training programs tailored to individual and department needs.
- Coordinated cross-functional team trainings for better workplace collaboration and communication.
- Managed on-site training at all branches to ensure cost-effective program delivery and branch accommodation.
- Ensured and tracked required training to adhere to federal regulations.
Call Center Representative II
Hawaii Community Federal Credit Union
10.2005 - 09.2009
- Managed high call volumes while providing exceptional Member support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for Members.
- Enhanced Member satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Cross-sold products and services tailored to Member's needs.
Loan Processor I
Hawaii Community Federal Credit Union
05.2005 - 10.2005
- Worked with Members in person and via telephone to answer questions, process applications, and resolve issues.
- Ensured accuracy of Member information, verifying data collected during the application process and updating records as needed.
- Assisted Members in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Teller I
Hawaii Community Federal Credit Union
07.2003 - 05.2005
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed Member transactions promptly, and accurately, minimizing wait times.
- Assisted Members with account inquiries, resolving issues promptly and professionally.
- Answered Member inquiries regarding account balances, transaction history, services charges, and interest rates.Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for Members.
- Increased cross-selling opportunities by identifying Member needs and recommending appropriate banking products or services.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Sales Clerk
Kailua Candy Company
02.2001 - 07.2003
- Developed strong relationships with customers, driving repeat business and loyalty.
- Processed transactions quickly and accurately, maintaining a high level of customer satisfaction.
- Packed, restocked and took inventory of products.
- Processed and packed mail and wholesale orders.
Education
High School Diploma -
Konawaena High School
Kealakekua, HI06-2000
Skills
- Work coordination
- Strategic planning
- Organizational development
- Project management
- Operational efficiency
- Effective communication
- Team leadership and Teamwork
- Problem-solving abilities
- Reliability
- Issue research
Timeline
Card Services Officer
Hawaii Community Federal Credit Union
11.2013 - 12.2024
Training and Development Coordinator
Hawaii Community Federal Credit Union
09.2009 - 11.2013
Call Center Representative II
Hawaii Community Federal Credit Union
10.2005 - 09.2009
Loan Processor I
Hawaii Community Federal Credit Union
05.2005 - 10.2005
Teller I
Hawaii Community Federal Credit Union
07.2003 - 05.2005
Sales Clerk
Kailua Candy Company
02.2001 - 07.2003
High School Diploma -
Konawaena High School
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