Credit Support Specialist Resume Samples

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K Beahan

Korbin

Beahan

20865 Elfrieda Curve

Detroit

+1 (555) 787 1403

20865 Elfrieda Curve

Detroit

Phone

p +1 (555) 787 1403

Experience Experience

Philadelphia, PA

Credit Support Specialist

Philadelphia, PA

Reynolds, Barrows and Bailey

Philadelphia, PA

Credit Support Specialist

Responsible for data entry into various M&T loan systems (including Commercial Scorecard System (CSS), Commercial Loan Approval System (CLAS) and Enterprise Relationship Management (ERM))
Investigate delinquency status (using various M&T loan systems) for real estate taxes, loan payments, insurance payments, etc. for loans being reviewed/ underwritten by department analysts
Track performance of delinquency status, verifications etc
Develop reporting in response to ad hoc requests
Spread financial statements using Moody’s Risk Analyst by entering data from financial statements received
Promote an environment that supports diversity and reflects the M&T Bank brand
Complete other related duties as assigned

Philadelphia, PA

Credit Support Specialist Detroit

Philadelphia, PA

Berge-Morissette

Philadelphia, PA

Credit Support Specialist Detroit

Uses SharePoint workload tool to capture work completed
At the request of the underwriting center, may assist with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell and basic attachments
Strives to meet or exceed SLAs (Service Level Agreements), or when not possible, communicates to Commercial Credit Support Center Manager
May assist in the preparation of Credit Quality Review (CQR) packages
1 year Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
H.S. diploma or GED
Monitors financial covenant tracking system to ensure compliance

present

Dallas, TX

Senior Credit Support Specialist

Dallas, TX

Waelchi-Rosenbaum

present

Dallas, TX

Senior Credit Support Specialist

present

Assist Sales reps and Account Management with customer inquiries requiring explanation of specific credit policies and decisions related to those policies
Perform periodic reviews of existing merchants in an effort to manage overall risk
Assist Sales reps and Account Management with customer inquiries requiring explanation of specific
Adhere to established procedures and guidelines while providing quality customer service in order to meet and exceed department standards
Thoroughly describe and document your work by notating all of our systems correctly and efficiently
Thoroughly describe and document work using call ticketing systems
Provide general information and support on any VISA related topic or product and direct the customer accordingly

Education Education

Bachelor’s Degree in Accounting

Georgia Southern University

Bachelor’s Degree in Accounting

Skills Skills

Strong general knowledge of accounts receivable processes, with an expertise in credit card and cash application
Ability to exercise independent judgment and employ basic reasoning skills
Basic knowledge of credit environment, lending operations, and credit administration
Excellent verbal and written communication skills
Good analytical and problem-solving skills
Strong organizational stills
Ability to multi-task in a high volume transactional environment
Strong negotiation skills
Excellent customer service/relations skills
Ability to work in a teamwork oriented, metric-based environment

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5 Credit Support Specialist resume templates

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Senior Credit Support Specialist Resume Examples & Samples

Provide World Class Client Service to Merchants via inbound phone calls, email or chat
Respond to incoming customer requests quickly, proficiently and professionally while meeting specific quality expectations
Answer merchant questions and resolves customer support problems related to billing, account management and troubleshooting
Review incoming documents and conditions from merchants for accuracy and compliance
Thoroughly describe and document work using call ticketing systems
Assist Sales reps and Account Management with customer inquiries requiring explanation of specific
Credit policies and decisions related to those policies
Escalate tickets to Specialists as needed
Update the ticketing system with current status of all ongoing issues and Merchant Contacts
High School Diploma required, Associate or Bachelor's degree a plus
1- 3 years experience with credit underwriting. Prior experience in call center, banking, acquiring or internet environments is preferred. Previous experience with Merchant Acquiring or Credit Card processing is a plus
Customer service experience required
Demonstrated commitment to quality and customer service
Excellent verbal and written communications, interpersonal skills, customer orientation, team interaction, problem solving and multi-tasking skills required
Must have punctual, regular and consistent attendance

Senior Credit Support Specialist Resume Examples & Samples

Respond to inbound telephone calls, many of the calls will generate an outbound call regarding information on aspects of multiple Visa products, including, but not limited to, following up on emergency card and cash services
Evaluate the nature of each call and determine the appropriate action to complete the call
Answer general customer service questions from cardholders, explain multiple program features, and where appropriate, transfer the customer to the issuing bank to obtain specific account information or transfer the customer to an appropriate Third Party Service Provider
Adhere to established procedures and guidelines while providing quality customer service in order to meet and exceed department standards
Provide general information and support on any VISA related topic or product and direct the customer accordingly
Update and maintain cardholder data in appropriate databases
Use several computer programs to respond to customer inquiries
Document cases to show action taken
Serve as escalation point for calls requiring advanced knowledge of product line
Act as peer mentor to customer service associates
Support new trainees during their transition to the production floor
Handle escalated calls from customers in an effective manner
Handle assistance calls from peers
Requires a minimum of 6 years' experience in a customer service environment
A minimum of 3 years in a Contact Center environment
Must possess a clear speaking voice and strong verbal communication skills. A second language is preferred
Ability to multi-task and make decisions quickly based on the customer's needs
Ability to handle difficult calls in a professional manner
Take personal ownership to resolve a customer issue
Requires accuracy and attention to details
Must demonstrate the ability to manage multiple service requests with strict time limits on an ongoing basis
Knowledge of the payments business preferred
Ability to work as part of a team
Strong PC skills in a Windows environment
Strong internet navigation skills
Strong keyboard skills are required
Ability to learn and adjust quickly to changes in process
Foster positive work environment
Escalate issues related to customer inquiry or other in a timely manner, and appropriately
Build productive working relationships with peers and management
Quickly respond to Manager/Lead request to support workload redistribution
Ability to provide clear direction to Customer Service Representatives and Associates
Manage sensitive data
Maintain confidentiality
Adherence to schedules
Flexible
They must have been an I2 and cash set up trained for at least 6 months

Credit Support Specialist Resume Examples & Samples

Responsible for data entry into various M&T loan systems (including Commercial Scorecard System (CSS), Commercial Loan Approval System (CLAS) and Enterprise Relationship Management (ERM))
Investigate delinquency status (using various M&T loan systems) for real estate taxes, loan payments, insurance payments, etc. for loans being reviewed/ underwritten by department analysts
Responsible for performing required verifications/updates on M&T loan systems on an annual basis or at inception for new customers/requests
Track performance of delinquency status, verifications etc
Develop reporting in response to ad hoc requests
Spread financial statements using Moody’s Risk Analyst by entering data from financial statements received
Provide assistance to analysts with formatting of documents as needed and uploading of documents to the Commercial Loan Approval System as deals are completed and approved. Assist with various other reporting and clerical tasks on an as-needed basis, including re-typing and /or formatting spreadsheets, basic research work (compiling basic publicly available information on companies from websites from time to time), etc
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
Promote an environment that supports diversity and reflects the M&T Bank brand
Complete other related duties as assigned
Associate's degree in accounting or related field, and minimum 1 year experience in accounting or banking
In lieu of degree, a combined minimum of 3 years higher education and experience including a minimum 1 year experience in accounting or banking
Proficiency with Microsoft Office (specifically Word and Excel)
Ability to expedite high priority requests
Moderate problem solving and math skills
Bachelors’ degree
Familiarity with business financial statements and tax returns
Familiarity with Adobe
Organization and reporting skills
Familiar with business terms (specifically the commercial real estate industry)

Credit Support Specialist Resume Examples & Samples

Minimum of 4 years professional experience in loan/product operations or a credit/lending environment
General knowledge of loan documentation
General knowledge of credit products
General experience with related credit systems such as Exposure Now, eCLIPS, LIQ, DealWorks, GTS Inquiry, et cetera
Ability to understand simple to moderate customer structures
Good verbal, written and organizational skills
Detail oriented with ability to multi task and work in a team based environment

Credit Support Specialist Resume Examples & Samples

One to two years prior work experience in a banking, corporate or business environment
Working knowledge of bank’s systems, Microsoft products
Ability to complete limited evaluations of personal and business financial statements
Good verbal and written communication skills; strong organizational skills
High degree of accuracy
Ability to handle diversity of workload with changing priorities
Four-year college degree in business, finance, accounting or management
Work experience in a lending environment; general understanding of underwriting principles

Senior Credit Support Specialist Resume Examples & Samples

Contribute as required to ongoing projects having an impact on Credit
Apply appropriate underwriting criteria to prospective merchant applications in accordance with published credit policy to ensure financial exposure is appropriately mitigated
Assist Fraud/Risk department on matters such as volume re-projections

Credit Support Specialist Resume Examples & Samples

Ability to work independently with minimal supervision in a very fast-paced environment
Quick learner with ability to understand and interpret real estate policies
Have strong communication and personal skills
Adapt to changing needs and deadlines and maintains composure when under pressure
Focus on control and ensure compliance to real estate related policies and regulations
Computer proficiency skills in Microsoft Excel, Word, and Power Point
Excellent analytical, oral, and written communication skills
Ability to work with cross-functional teams and interact with all staff levels
Requires impeccable organization skills, attention to detail, and highly efficient work methods
Knowledge of specific regulations, policies and procedures around FIRREA, FDICIA, Flood, Environmental and Regulatory Reporting
Minimum of 8 years professional experience in loan/product operations or a credit/lending environment

Credit Support Specialist Resume Examples & Samples

1-3 years of work related experience in a credit administrative role and have a working knowledge of commercial credit, lending functions, and familiarity with loan documents
Demonstrated independent thinking, good interpersonal and problem solving skills
Ability to multi task and learn quickly
Detail oriented with ability to multi-task, manage priorities effectively and work in a team based environment
Positive and flexible individual with good verbal, written and organizational skills
Strong PC skills on Windows based applications

Senior Credit Support Specialist Resume Examples & Samples

Apply appropriate underwriting criteria to prospective merchant applications in accordance with credit policy to ensure financial exposure is properly mitigated
Support overall business needs by ensuring Underwriting group makes quality credit decisions within published SLAs
Underwrite merchants for both our Enterprise and Small Business platforms
Team with Sales and Acquiring Partners in order to provide seamless experience to prospective merchants
Perform periodic reviews of existing merchants in an effort to manage overall risk
Take an active role within CyberSource to identify and recommend for approval process/policy changes to make the group more effective
Contribute as needed to ongoing projects for the Acquiring Operations team
1-3 years' experience with credit underwriting. Previous experience with Merchant Acquiring or Credit Card processing is a plus
Experience with financial analysis, including the ability to review and understand financial statements of both small- and large-sized companies
Windows/PC experience including Excel and Word

Senior Credit Support Specialist Resume Examples & Samples

Provide world class client service to Merchants via inbound phone calls and email
Answer merchant questions and resolve merchant issues related to underwriting and risk compliance
Review incoming documents and conditions from our merchants for accuracy and compliance
Thoroughly describe and document your work by notating all of our systems correctly and efficiently
Customer service experience required. Prior experience in call center, underwriting, acquiring and ecommerce environments are preferred
Credit analysis and underwriting experience a plus
Demonstrated commitment to quality, attention to detail and customer service

Credit Support Specialist Resume Examples & Samples

Proficient computer skills, especially Microsoft Excel and other Microsoft Office applications
Thorough knowledge of assigned (consumer, commercial and/or residential) lending and loan documentation and processing policies and procedures
Three or more years of experience in lending and loan documentation and processing, or similar work
Basic knowledge of credit environment, lending operations, and credit administration
Strong organizational stills
Multi-tasking and prioritizing skills
Excellent customer service/relations skills

Collection & Credit Support Specialist Resume Examples & Samples

Responsible for maintaining and continuously improving the quality system and achieving quality objectives through daily actions
Performs/responsible for collection of customer past due balances
Coordinates activity with Corporate Credit personnel to complete risk analysis including Credit Scoring Models and resolve credit line availability issues
Researches issues within area of specialization (i.e. cash applications, receivables, payables, credit, and collection). Reviews and obtains approval of all orders placed in excess of established credit availability. Communicate orders on credit hold with customer, Sales, and Credit Management personnel along with action plan to resolve
Follows established financial, accounting and credit policies and procedures to ensure quality and adherence to same
Understands and implements all department policies, procedures, and processes in compliance with company auditing and best business practices

Credit Support Specialist Resume Examples & Samples

Set up reporting requirements in tickler system
Upon receipt of reporting items, date stamp, upload to E-Library, update tickler
Prepare missing Certifications for RM's to obtain borrower/guarantor signature
Prepare, maintain, and distribute ticklers for reporting items, annual reviews, annual SBLC extensions, site visits, and non-RE environmental due diligence
Track and send email reminders for reporting requirements
Follow-up and clear past due reporting items
Daily clearance of group email drop box
Setup and maintain client and prospect files
Order background due diligence reports
Generate weekly maturing loans and past due reports
Miscellaneous credit-related administrative tasks
Tracking approved CRR, PCMF, PPR, spreads, and executed loan docs
Tracking CO LCAT submissions
Tracking administrative CCAR corrections and remediation
Follow-up on renewals for CLC credits
Minimum 2 years of experience in a project role
Minimum 2 years of basic computer experience required (e.g. MS Word Excel, Outlook, Project and PowerPoint)
Ability to effectively communicate with all levels of Bank personnel and customers
Ability to exercise independent judgment and employ basic reasoning skills
Proficiency in multi-tasking and prioritizing projects
Strong process skills
Represents the basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications

NSL Credit Support Specialist Resume Examples & Samples

To provide detailed, factual information and direction to internal customers, via telephone, about policies and procedures regarding Class products. Ensure confidentiality of information on the Class system
Participate in the review/evaluation of procedures upon which the regions/branches base their operations by identifying those which are outdated or ineffective and sharing feedback with the Management team
Provide immediate and efficient response to enquiries within the realm of current knowledge. When immediate response cannot be provided, ensure that the research or investigation is done in a timely manner, and that the client is given an estimated response time
Document each call in a standardized format through the various problem-tracking systems employed by the area
Working knowledge of computer applications (Microsoft Word, Excel, Outlook)

Credit Support Specialist Resume Examples & Samples

Respond to incoming customer calls including working under the direction of the credit analysts and the credit manager to fulfill customer requests as assigned
Assist credit analysts and the credit manager in account research and customer service projects
Prepare and process daily cashbox deposit for department
Research and prepare all requested lien waivers, including follow-up, and file waivers in customer main files with supporting documentation
Process daily and monthly periodic credit card payments using stored credit card information in Eclipse, forward backup to Shared Services for application and send receipts to customers
Assist the Credit department with customer refund requests, completion of vendor forms and requests, researching disputed AR items, scanning documents and other duties as assigned

Credit Support Specialist Resume Examples & Samples

Five or more years of clerical and/or lending operations experience
Thorough knowledge of lending operations, loan processing, documentation requirements and credit policies and procedures
Well-developed records management and clerical skills
Ability to identify and resolve exceptions and to interpret information

Credit Support Specialist Resume Examples & Samples

Financial Statement Spreading & Tracking
Accurately spreads financial statements and identifies inconsistencies and inaccuracies
Maintains statement tracking system and prepare reports to ensure timely receipt of customer financial information
Monitors financial covenant tracking system to ensure compliance
At the request of the underwriting center, may assist with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell and basic attachments
Prepares various reports. Reports include but are not limited to: Delinquent Statement Report, Past Due Loans, Covenant Exception Report and/or Input risk rating changes/updates accurately and timely
Other Duties
Uses SharePoint workload tool to capture work completed
Other duties as required by the Commercial Credit Support Center Manager
H.S. diploma or GED

Credit Support Specialist Resume Examples & Samples

MAJOR ACCOUNTABILITIES
Reconcile and balance credit card payments to extracted reports on a daily basis
Maintain Cash records and files as required for audit
Research credit card and cash related postings as requested due to customer short payments and deductions
Complete account adjustments, cash posting and credit card processing in a timely manner per service level agreements
Manage daily inflow and outflow of emails across multiple assigned portfolios.Support internal and external customers by providing timely application of customer credit card, check and electronic payments
Daily reconciliation of credit card receipt balances to cash posting reports
Maintain applicable hardcopy and electronic data related to credit card & cash application for auditing purposes
Daily extraction of credit card data from provider site and proper application by invoice to customer accounts
Processing of all credit card transactions for all business brands within a specified time frame
Contacting customers regarding their credit card payment request to obtain credit card information as well as verification of the credit card transaction
Adherence to PCI compliance to ensure the safety of all confidential information
Cross train with the Credit Support Sales Tax Specialist and Cash Application team
Research customer credit card inquires and disputes
Print and send invoice and statement copies as requested by customers
Assist in other administrative functions as assigned
3+ years of business-to-business credit card and cash application experience in a large corporate environment, preferably in manufacturing or distribution industries
Experience using multiple computer systems/ERPs
Excellent communication skills; both verbal and written
Strong general knowledge of accounts receivable processes, with an expertise in credit card and cash application
Ability to multi-task in a high volume transactional environment
Must be proficient in 10-key and Microsoft Excel and Word
Ability to work in a teamwork oriented, metric-based environment

Credit Support Specialist Resume Examples & Samples

BA degree in Finance, Economics or business or equivalent experience is required
A solid understanding of Market Data (Fixed Income and/or Equities) and financial investment concepts is required
Minimum 2-3 years’ experience in product and customer support with demonstrated knowledge of troubleshooting data and technical issues with financial information products
Highly proficient in delivering training via face to face, WebEx and phone demonstrations
Ability to effectively multitask in a fast-paced environment and must possess the ability to work independently and to be a self-starter
Knowledge of the financial services industry and electronic products
Must be able to demonstrate effective interpersonal communications and troubleshooting skills e.g. strong presentation skills and ability to communicate clearly with large groups of people
Team player willing to take on a wide variety of tasks
Must be able to demonstrate knowledge of CRM

Credit Support Specialist Detroit Resume Examples & Samples

RECAP Preparation
Orders required personal credit reports, background checks, OFAC (Office of Foreign Asset Control) checks and other due diligence reports as required
May assist in the preparation of Credit Quality Review (CQR) packages
Strives to meet or exceed SLAs (Service Level Agreements), or when not possible, communicates to Commercial Credit Support Center Manager
2 college level accounting classes (6 units, 2.0 GPA in each)
1 year Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

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