Summary
Overview
Work History
Education
Skills
Timeline
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Phoua Vang

Woodbury,USA

Summary

Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions

Overview

10
10
years of professional experience

Work History

Customer Operations Sr. Rep (Business Data Input & Review Specialist)

Randstad (Contract with Securian)
03.2025 - 07.2025
  • Enter required data with high accuracy across various applications for portability, conversions, and continuation
  • Research and resolve problems using sound judgment to enhance operational efficiency
  • Follow up to obtain missing information for processing and produce customer-focused correspondence when necessary
  • Cross-train in other departments or team to provide support during slower periods
  • Ensure compliance with department quality and security standards throughout all tasks
  • Complete all assignments within established service level obligations to maintain productivity

Independent Life Sales Agent

First Financial Security
01.2022 - 08.2024
  • Scheduled appointments and meetings with clients
  • Educated clients on each type of insurance coverage and made recommendations based on their needs
  • Entered the client's personal information, health history, desired coverage amount, beneficiary details, and other relevant data into the company's specific application system and submitted to underwriting for processing
  • Scheduled and ordered lab results for the clients as per the insurance company's request
  • Network with potential clients
  • Take continued education courses and stay compliant with the state

Assistant Manager

Maplewood Liquor & Tobacco
01.2022 - 12.2023
  • Managed the day-to-day operations of the store
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Generated repeat business through exceptional customer service.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs
  • Coordinated wine/beer tasting events with vendors

RCA Specialist/Economic Sanctions Screening

US Bank
02.2017 - 12.2021
  • Reviewed incoming/outgoing wires for alert matches OFAC Sanction list
  • Monitored and performed further research on alert utilizing internal systems and procedures
  • Conducted public searches and escalate matters requiring attention to the AML team as needed
  • Contacted wire initiator/company to obtain further information to clear alert
  • Provided guidance, support and recommendations to Lines of Business
  • Other duties as assigned

ACH Fraud Quality Check

US Bank
04.2015 - 02.2017
  • Performed quality checks on ACH claims (electronic funds transfer) processed by the claim processor to ensure the investigations and fraud cases were processed accurately and in compliance with Regulation E and NACHA
  • Conducted research on discrepancies and made appropriate corrections or adjustments
  • Tracked and Reported staff errors to avoid compliance issues and reduce errors
  • Trained new employees in the Quality Check role
  • Served as a backup for various QC Reports
  • Reviewed OLDO Report (Entries Report) to make sure accounting created by the claim processor is credited/debited to the correct customer and GL (account)

Education

Diploma -

Arlington High School
Saint Paul, MN

Skills

  • Strong organizational skills and attention to detail to ensure accuracy, completeness, and timeliness
  • Ability to meet the challenges of a fast-paced and changing environment
  • Computer: Microsoft Word, Excel, Outlook and Internet
  • Extensive experience validating information processing
  • Excellent financial data entry skills and customer service
  • Lotus Note, Sametime Chat System, Adjustments Express System, Passport Web Portal, CEMA, ATF Web, Compass - Contract Administration, Compass – Application Entry, GroupServiceCenter-Work Item Management and GroupServiceCenter-CSC

Timeline

Customer Operations Sr. Rep (Business Data Input & Review Specialist)

Randstad (Contract with Securian)
03.2025 - 07.2025

Independent Life Sales Agent

First Financial Security
01.2022 - 08.2024

Assistant Manager

Maplewood Liquor & Tobacco
01.2022 - 12.2023

RCA Specialist/Economic Sanctions Screening

US Bank
02.2017 - 12.2021

ACH Fraud Quality Check

US Bank
04.2015 - 02.2017

Diploma -

Arlington High School

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Phoua Vang