Dynamic Senior Sales Support Analyst with extensive experience at First National Bank of Omaha, excelling in contract management and sales support. Proven track record in reporting and analytics, enhancing partner onboarding processes. Adept at building strong customer relationships while performing portfolio audits, driving operational excellence, and ensuring compliance.
Overview
42
42
years of professional experience
Work History
Senior Sales Support Analyst
TSYS Merchant Solutions
08.2011 - Current
Contract management, working with Sales in business development efforts to sign and board new referral partner agreements through Risk, Finance and Legal. Once approved and signed I then would establish credentials and operational set up of the partner in our system and then send out the contract to all necessary areas to properly launch the new partner.
Creation, implementation and maintenance of daily, weekly and monthly reporting for management to track new partners and business being brought in for those partners.
Responsible for set up of all new and additional locations for all cash advance locations needed for our Financial Institutions. (This process was also performed in my past role and was asked of me to take on in this role as well).
CAM role for Agent Banks (Another former role and I was asked to step back into as their needs were not being met).
I am the sole individual responsible for establishing credentials and operational set up new partners in our system on the Omaha platform, and still setting up some new Financial Institution relationships on this platform (previous Contract Manager role).
Assist in performing portfolio audits as needed.
Assist in Operation duties on escalated issues requested from Relationship managers.
Perform all duties of Sales Support such as taking lead calls, working return labels, working with the Sales Representatives through the Sales Support mailbox providing them with support for all their needs, keying applications into the online application system and now working Tickets using the Broomfield ticketing systems, Help Trak, Footprints, POS Portal, Salesforce.
Senior Client Service Analyst
First National Bank of Omaha
10.1996 - 08.2011
Company Overview: Became TSYS in 2010
Operational execution and support for our Association, Financial Institution, and VAR relationships, also held responsibilities for our top tier direct Midmarket, Direct and National merchant level accounts.
Built reports using Business Objects.
Training peers and clients on new reports, point of sale procedures and equipment.
Coordinating account setup (i.e. additional locations and conversions).
Documented operational procedures.
The point of escalation for Customer Service Department for merchant issues.
Coordinated the setup of cash advance accounts.
Provided detailed month-end residual reporting.
Completed account maintenance on individual merchant accounts.
Completed sales on new accounts.
Complete set up new account contracts into the system, utilizing an in-house database, as well as Microsoft office programs.
Became TSYS in 2010
Chargeback Coordinator
First National Bank of Omaha
04.1987 - 10.1996
Resolution of Chargebacks and Retrieval requests.
Worked Precompliance and Collection cases.
Supervised over 9 chargeback representatives.
Balanced recon reports daily.
Verified outgoing work daily.
Sr. Embossing Representative
First National Bank of Omaha
01.1984 - 04.1987
Ran embosser machine.
Worked with other departments on rushes and special orders.
Daily inventory of all cards.
Prepared cards for mailing.
Completed nightly audits of inventory.
Secured entire area each night.
Education
High school diploma -
Thomas Jefferson High School
05-1981
Professional Office Skills Program - 42 courses within two years, 279 hours