Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Evan Dahl

White Bear Twp,MN

Summary

Skillful Custody Operations Analyst adeptly supporting system management and problem resolution to improve records management. Over 12 years of experience managing customer activity, addressing technical issues and maintaining system operations. Skillfully assessed operational procedures, providing hands-on experience analyzing records and investigating complex troubleshooting issues. Accomplished expert navigating latest compliance regulations and service-level agreements, maintaining strict compliance with updated standards.

Overview

17
17
years of professional experience

Work History

Custody Operations Analyst

US Bank
01.2013 - Current

  • Handled client accounts and ensured precise payment calculations for each account.
  • Handled the payment of principal and interest on debt securities to client accounts through our paying vendor.
  • Developed Excel spreadsheets to automatically identify and calculate payments using SQL queries and Excel formulas.
  • Led the testing efforts for the bank's new wealth platform.
  • Ensured all client accounts were balanced for the transition to the new platform.
  • Conducted training sessions for the team on the new platform.
  • Quickly resolved client issues with top priority using the Income shared folder in Outlook.
  • Constantly tested the bank's new wealth platform system to ensure the product functioned correctly for our department.

Bankruptcy Specialist/Auditor

Lender Processing Services
01.2009 - 01.2013
  • Developed excellent communication skills with lawyers and bank officials over the phone and email.
  • I have been assigned to various departments, exploring new areas of business such as pre-discharge and discharge audits, financial issues related to payments, and document management locations.
  • Brought great work ethics to departments and helping others when needed.
  • Received reliable details about specific usernames and passwords for various clients to access the database.
  • We continue to take annual tests from clients to ensure we stay up to date with the company's latest rules and regulations.

Education

AAS - Financial Accounting

Rasmussen College
Brooklyn Park, MN
03.2008

Skills

  • SQL Management Studio (Microsoft)

  • Microsoft Excel

  • Time Management

  • Oral and Written Skills

  • Problem-Solving

  • Leadership

  • Operations research

  • Reporting

  • Professionalism

  • Oracle Database

Accomplishments

  • Documented and resolved payments which led to successful client statements.
  • Collaborated with teams in the development of moving to a new wealth platform system.
  • Used Microsoft Excel to develop payment tracking spreadsheets.
  • Resolved product issue through constant testing of the new platform.

Timeline

Custody Operations Analyst

US Bank
01.2013 - Current

Bankruptcy Specialist/Auditor

Lender Processing Services
01.2009 - 01.2013

AAS - Financial Accounting

Rasmussen College

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Evan Dahl