Owen Borchert Email & Phone Number

Fargo, ND, US

Healthcarebank - Center West

Serve as operation processing for benefit plan administrators, financial institutions and TPAs, in the custodial management of consumer-driven healthcare funds and investments.

15 Broadway Suite 400, Downtown Fargo

Provide operational support to the Retirement Division. Complete operational and transactional requests from plan sponsors and retirement plan participants directly and through recordkeeping vendor.

Downtown Fargo

Responsible for utilization of CRM and DST Trac for reporting and data mining on behalf of the Retirement Department. Design and implement reporting to assist the Relationship Managers and Senior VPs of the Retirement Department with their job duties. Liaison to the IT department. Provide expertise to Retirement Services Specialists, Relationship Managers.

Moorhead

Upload and verify retirement plan contributions. Provide reports for audits, assist with upgrade testing.Part of the Conversion team that verified setup and data of ~300 retirement plans that were converted from Schwab Retirement Recordkeeping to Verisight. * Crystal Roports XI Level 1 & 2 Training Completed through North Dakota State College of Science.

Center

• Created procedures for image capture, updating with feedback from coworkers and supervisors
• Trained tellers how to use the check scanner and run branch capture program
• Reported and recorded monthly volumes of items by branch and edits made by image capture staff
• Scanned and balanced in the branch capture environment
• Cross trained on running and troubleshooting the statement stuffer as well as completing a manifest for the post office
• Installed or upgraded check scanners for the implementation of branch capture for all State Bank & Trust branches

• Achieved bronze level sales incentive goals for 1st quarter 2008
• Performed cash drawer monthly audits every third month
• Assisted with training and coaching new tellers, while being coached by higher management
• Approved larger and more complex transactions
• Recognized as the go-to guy for computer issues prior to calling technology support
• Achieved bronze then gold level customer service incentive goals for the branch in the 3rd and 4th quarter 2007, based on random customer surveys

• Cenex C-Store
• Developed strong customer service skills and built customer relationships through daily interactions
• Entered invoice data to analyze costs using C-Stars, a software for C store inventory accounting
• Tracked quarterly adjusted cigarette buy down checks for accuracy