Jane Daoheuang
Minneapolis,MN
Summary
Case Examiner with over 12 years of expertise in finance and customer service, adept at managing US Savings Bond redemptions, account operations, and loan officer experiences.
Overview
12
12
years of professional experience
Work History
Case Examiner
Federal Reserve Bank of Minneapolis
01.2024 - Current
- Review and process US Savings Bond redemptions, ensuring compliance with federal policies.
- Communicate with customers to gather necessary documentation and resolve inquiries efficiently.
- Analyze complex cases, applying detailed knowledge of Treasury Services regulations.
- Facilitate accurate payouts, enhancing customer satisfaction and trust in financial services.
- Review US Savings Bond redemption cases, ensuring compliance with federal policies and significantly reducing processing errors.
- Conduct thorough examinations of non-administrative cases, identifying discrepancies and improving overall case resolution time.
- Engaged with customers to clarify documentation needs, fostering clear communication and expediting the redemption process.
- Demonstrated strong problem-solving skills by assisting customers through complex inquiries, ensuring a positive service experience.
Universal Branch Associate
Wings Financial Credit Union
11.2015 - 08.2023
- Assist members with account tasks, boosting satisfaction and retention.
- Open new accounts and process loans efficiently, enhancing service quality.
- Handle diverse financial products like IRAs, ensuring compliance and accuracy.
- Resolve complex account issues, ensuring operational excellence.
- Facilitate wire transfers, contributing to improved efficiency.
- Streamlined account opening processes, significantly reducing wait times and enhancing member satisfaction through efficient service.
- Analyzed member feedback to implement service improvements, leading to measurable gains in member retention and loyalty.
- Developed training programs for team members on financial products, boosting knowledge and confidence in member interactions.
- Coordinated with cross-functional teams to enhance loan processing, achieving timely approvals and contributing to portfolio growth.
Banking Sales Representative
TCF Bank
05.2014 - 05.2015
- Assisted customers with transactions, ensuring accuracy and efficiency.
- Opened new accounts and resolved account issues, enhancing customer satisfaction.
- Processed wire transfers and filed Regulation E claims, maintaining compliance.
- Referred mortgage opportunities, contributing to branch sales goals.
- Met fluctuating monthly sales targets, demonstrating adaptability and results.
- Coordinated with team members to streamline account opening processes, reducing wait times and improving the overall customer experience.
Education
Some college - Aviation
Academy College
Bloomington, MN, US06.2022
Skills
- Customer Service - Expert
- Loan Officer/Processor- Experienced
- Finance - Experienced
- Cash Handling - Expert
- Account Management - Expert
- Wire Transfers - Experienced
- IRA Management - Experienced
- Estate Planning - Novice
- Trust Administration - Experienced
Timeline
Case Examiner
Federal Reserve Bank of Minneapolis
01.2024 - Current
Universal Branch Associate
Wings Financial Credit Union
11.2015 - 08.2023
Banking Sales Representative
TCF Bank
05.2014 - 05.2015
Some college - Aviation
Academy College