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Scott Luebe
**** **** **** *******, ** 68522 402-***-**** *******@*****.*** BUSINESS SYSTEMS ANALYST
Creating Excellence in Business Systems Analysis and Data Management Motivated professional offering 10+ years’ experience in coordinating, organizing, and maintaining programs to ensure the highest levels of business systems analysis. Strong analytical skills with the ability to define problems, collect data and draw reasonable conclusions. ACH
VALUE OFFERED:
Regulatory Compliance. Experience with FDA, HIPAA
Business and Analytical Background.
ACH processing.
Drive for Results. Consistently awarded new challenges and responsibilities throughout career.
Training & Communication. Excellent communication abilities.
Customer Service.
SQL Programming.
Microsoft SQL Server 2016.
SQL Server.
Ability to work independently as well as in a team setting.
Performs well under pressure on time sensitive projects. BUSINESS AND ANALYTICAL EXPERIENCE
Service Specialist II
EDWARD JONES INVESTMENTS St Louis, MO May, 2025 to July, 2025
Edward Jones is a financial services firm headquartered in St. Louis, Missouri. Founded in 1922, Edward Jones pioneered the branch-office brokerage model in the United States. In 2022, the firm had approximately 55,000 employees, $12.3 billion in revenue, and $2.2 trillion in assets under management.
• Involves answering a high volume of inquiries, offering tailored solutions, and contributing to a fast-paced, engaging work environment that promotes growth and career progression
• Answer a high volume of phone calls and written inquiries from clients and branch teams
• Partner closely with trainers, coaches, and team leaders to build proficiency in the role
• Provide superior service and single call resolution to clients and branch teams
• Grow knowledge on assigned topics and build expertise
• Maintain a distraction-free and consistent workplace for hybrid or remote work arrangements
• Financial Customer Associate
•
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• FIDELITY INVESTMENTS Omaha, NE May, 2022 to February, 2025
Fidelity Investments is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world with
$5.8 trillion in assets under management, and $15.0 trillion in assets under administration as of September, 2024.
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers
• Ability to establish rapport and relationships through effective communication
• Proficiency in navigating and troubleshooting basic technology issues or systems
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who brings energy and passion to the team
• Have a passion for helping people
• Desire for continuous learning apply new concepts, and using training and experience to assist with decision-making
• Provide outstanding customer service and communication via voice or digital channels
• Received award for being the top performer for my Omaha group in October, 2024
• Received recognition on six occasions as a top performer for my Omaha group BUSINESS AND ANALYTICAL EXPERIENCE
Customer Care Advocate
METLIFE, INC. Omaha, NE March, 2021 to March, 2022
MetLife, Inc. is the holding corporation for the Metropolitan Life Insurance Company (MLIC), better known as MetLife, and its affiliates. MetLife is among the largest global providers of insurance, annuities, and employee benefit programs, with ninety million customers in over 60 countries. The firm was founded on March 24, 1868. MetLife ranked No. 43 in the 2018 Fortune 500 list of the largest United States corporations by total revenue.
• Caringly and thoughtfully respond to customer requests via telephone or email, providing excellent service to MetLife’s customers
• Research requests regarding various product aspects, policy provisions, claim status, basic procedures, etc.
• Dutifully process transactions and refer requests for other policy modifications to appropriate areas. Track responses to ensure completion.
• Enhance and strengthen the relationship between the customer and MetLife using strong communication skills, keen listening skills and empathy.
• Support special product and/or service campaigns as needed, or if solicited by the customer.
• Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer’s inquiry.
• Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills.
• Was the top performer in my group in 2021.
• Became a job coach in 2022.
• Received “Performer of the Month” awards twice in 2021.
• Had a streak of 6 consecutive months where the customer was 100% satisfied with my service. SCOTT LUEBE
402-***-**** ***********@*******.*** Page Three Bank Services Specialist
AUTOMATED SYSTEMS, INC. Lincoln, NE March, 2018 to March, 2021
Based in Lincoln, NE, Automated Systems, Inc. is a leader in providing core banking software for community banks. Since 1981, Automated Systems. Inc., the developer of the INSITE banking system, provides an array of integrated application solutions giving customers competitive choices to address the processing requirements associated with progressive customer service. ASI has offices in Nebraska, South Dakota, Kansas, and Texas.
Processing of incoming bank files for posting transactions to bank customer accounts.
ACH, Cash Letter, and ATM/EFT
Processing of internal files for posting, returning, or charging back transactions per bank request
Processing of outgoing bank files for submitting transaction or balance information to other third-party providers on behalf of the bank
Receiving support requests from banks and provide appropriate support
Report and/or resolve problems as they are received or identified either from banks or from file processing
Partner with appropriate resources within the company for research and problem resolution purposes
Establish effective working relationships to ensure issues are resolved with appropriate urge
Analyze customer issues to develop a tactically sound response that will resolve the issue
Maintain proactive communication with banks regarding pending-status outstanding issues
Complete documentation of all communication and research using system tools
Work on various special projects as needed
Data Entry Specialist --- Temporary through Excel Personnel SANDHILLS PUBLISHING Lincoln, NE October, 2017 to March, 2018 Based in Lincoln, NE, Sandhills Publishing provides trade publications and hosted technology services meeting the ever-evolving requirements of the trucking, agriculture, construction, heavy machinery, aviation, and technology industries. Since 1978, Sandhills’ facilities have expanded to include four international office locations as well as an on-site printing press, bindery, and two state of the art data centers; these investments have made Sandhills Publishing the one of the foremost leaders in the industry.
Responsible for entering information into their equipment databases
Review and correct incoming information or historical information in their equipment databases
Responsible adhering to standards while reviewing this information
Works closely with individuals within the department itself as well as those within other departments at Sandhills Publishing
Responsible for watching the common problems and patterns and communicating them to other
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department members as well as the Department Manager
Includes constant communication as to how a department as a whole can operate most efficiently Financial Services Trainee
TD AMERITRADE Omaha, NE August, 2017 to October, 2017 Based in the brokerage firm’s headquarters, this role was in preparation for the General Securities Representative Exam (GSRE), also known as the Series 7 Exam, which is administered by The Financial Regulatory Authority (FINRA). The Series 7 license is required for stockbrokers to trade in the United States. Clinical Data Management Assistant
CELERION Lincoln, NE December, 2014 to August, 2017 Located in the corporate headquarters in Lincoln, NE, this position is responsible for the analysis of highly confidential and complex data collected during clinical studies for a multitude of internal and external clients followed by the accurate and precise entry into a proprietary database. For over forty years, Celerion, a leader in early clinical research, has delivered Applied Translational Medicine by applying expertise and experience in translating information gathered during clinical research studies that support the early drug decisions in the development of new medications.
Perform accurate data entry and verification for study specific External Studies, Celerion Standard, Sponsor Provided EDC and Sponsor Provided Paper Case Report Forms
Work with Data Manager for External Studies to create a working copy of the completed paper Case Report Forms to ensure accurate and consistent data entry
Perform Data Management Database QC steps, Celerion Standard, Sponsor Provided EDC and Sponsor Provided Paper Case Report Forms
Collate source data and signed disposition pages into final Case Report Forms
Archive data management documentation including Case Report Forms
Communicates project outcome in a clear, effective and timely manner
Strong analytical and problem-solving skills
Develops and maintains current knowledge of assigned business areas
Partners with business areas to define solutions and resolve technical issues
Partners with Data Management and Quality Control for scheduling the receipt of data and any questions or concerns that arise concerning trial data.
Receives and analyzes primary data from in-progress pharmaceutical trials. PART-TIME CPC MANUAL OPERATOR
NELNET Lincoln, NE December, 2016 TO August, 2017 Nelnet is a United States-based conglomerate that deals in the administration and repayment of student loans and education financial services. The company provides a range of products through its subsidiaries that include: customer service for student loan borrowers, technology related to student loan customer service, outsourcing services for guaranty agencies, tuition payment plans, education planning, enrollment-related services and higher education planning tools.
Ensure integrity of data and information
Update information on accounts in the Loan Servicing system
Perform other tasks related to resolving customer needs, by displaying ownership on escalated calls
Contact customers on accounts, including outbound customer contact
Serve as a resource person within team as needed, including assisting new associates with training needs Telephone Interviewer
GALLUP Lincoln, NE 2015 TO DECEMBER, 2016 This position reports to the Performance Team Lead for Outbound Engagement and is responsible for performing telephone interviews to ascertain information about the attitudes and behaviors of specific targeted SCOTT LUEBE
402-***-**** ***********@*******.*** Page Three groups of people. Since 1935, Gallup has furthered the understanding of human nature and delivered analytics and advice to organizational leaders for the purpose of creating optimal operational strategies that will enhance customer and employee engagement, organizational culture and identity, as well as leadership development.
Gather opinions by asking questions over the phone on a wide variety of Americans.
Performs the Daily Gallup poll.
Performs the Well-Being poll.
Ensures integrity of data
Associate Business Systems Analyst
MUTUAL OF OMAHA Omaha,NE 2007- 2014 This role was responsible for the daily maintenance of corporate policyholder accounts at the corporate headquarters in Omaha, NE. Throughout the Unites States, Mutual of Omaha is a reliable and trustworthy full-service, multi-line provider of insurance and financial products for individuals, businesses, and groups.
Received and entered policyholder information from a third party.
Compiled information and generated reports
Identifies, develops and evaluates alternatives to meet business solutions
Helps design and develop new systems, processes and procedures
Assists with test plans and related quality reviews with business partners
Performs data entry functions
Perform customer service and human relations functions
Communicates project outcome in a clear, effective and timely manner
Strong analytical and problem-solving skills
Develops and maintains current knowledge of assigned business areas
Partners with business areas to define solutions and resolve technical issues
Evaluate and maintain eligibility of certificate holders
Determine if changes are I compliance with requirements
Performance measured by production and quality standards
Perform data entry functions
Perform customer service and human relations functions
Sound judgment, creativity and flexibility
Strong analytical and problem-solving skills
Proficient typing and data entry skills with strict accuracy The SCOT Project
Clerk II Lincoln,NE 2001 to 2007 This position is responsible for the
Pull and request files for others
Consolidate files
File and keep up the files for Operations
Perform data entry functions
Collect money for applications for Green Cards
Make sure that my register is balanced at the end of the day
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Experian
Analyst II Lincoln,NE 2001 to 2003
Started as a Production Technician
Promoted to Senior Production Technician in 1995
Promoted to Client Services Administrator in 1997
Title changed to Analyst II in 2003
Received orders from sales. I designed and set up the specifications needed to create mailing lists that filled the customer’s requirements.
I was responsible for ensuring that the reports produced were accurate and timely, many times working under tight deadlines
I was also responsible for doing any research and trouble-shooting that I found necessary Treasurer
Tyler Ranch Owner’s Association Lincoln, NE 2001 to 2007 This role was responsible for monthly collection of dues and payment of association bills. Wise-Buy Investment Club
PRESIDENT Lincoln, NE 1998 to 2009 This position was responsible for organizing monthly meetings, booking speakers on a range of topics including investment strategies, and researching potential investments for purchase.
Conducted research on stocks
Compiled data and composed reports
Presented relevant information to members
EDUCATION & CREDENTIALS
Bachelor of Arts (BA) Degree in Geography
UNIVERSITY OF NEBRASKA, LINCOLN