Financial Services Specialist Resume Samples
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Financial Services Specialist Resume Samples
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VB
V Barrows
Vicente
Barrows
1688 Reba Motorway
Houston
TX
+1 (555) 831 4321
1688 Reba Motorway
Houston
TX
Phone
p
+1 (555) 831 4321
Experience
Experience
Chicago, IL
Senior Student Financial Services Specialist
Chicago, IL
Ernser-Pfannerstill
Chicago, IL
Senior Student Financial Services Specialist
- Ensures that the University’s established Mission and Standards of Ethical Conduct are fully upheld
- Assists in the hiring process of new Business Office staff and provides performance feedback to current Business Office staff
- Acts as a point of contact to handle student account inquiries and follows-up with all received emails and voicemails within two business days
- Works collaboratively with internal departments to achieve common goals
- Demonstrated knowledge of accounting, collections, and financial aid processes
- Ensures accuracy and completeness of student payment plans
- Ensures that monies owed to the University are received, posted, and deposited accurately and in a timely manner
Houston, TX
Financial Services Specialist
Houston, TX
Tillman Group
Houston, TX
Financial Services Specialist
- Participate in workforce management; involved in employee scheduling, internal employee rotations/cross-training efforts, and performance management
- Develop curriculum, design workshops, and/or provide training to local project and financial institution staff
- Provide technical assistance in the development and implementation of bank policies, recordkeeping, and lending procedures
- Recommends and encourages employees to seek innovative improvements to processes in order to improve team performance and effectiveness
- Provide performance feedback and coaching on a regular basis to each team member in a constructive manner. Write and administer performance reviews
- Assist in the development of activities to build financial literacy and creditworthiness of value chain actors
- Provide daily direction and communication to employees to ensure administrative tasks and functions are performed efficiently
present
Dallas, TX
Dshs Financial Services Specialist
Dallas, TX
Wehner-Jaskolski
present
Dallas, TX
Dshs Financial Services Specialist
present
- Assist staff to organize their work environment and prioritize work assignments to meet timelines
- Performs highly complex duties in relation to establishing financial eligibility, rule interpretation, planning, and procedural development
- Work with the supervisor in assessing workload and prioritizing work; be aware of problems as they occur and discuss possible solutions
- Forward all paperwork to Document Management Services (DMS) daily
- Establish unit workloads and quality standards
- Establish and maintain procedures for efficient workflow
- Assign and monitor work flow of financial staff
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Kent State University
Bachelor’s Degree in Business
Skills
Skills
- Ability to work under busy conditions with high attention to detail
- Achieve ongoing personal/professional development goals
- Excellent communication skills
- Ensures safe and sound banking practices including adherence to all applicable laws and regulations
- Basic computer skills
- Supports rigorous quality, control and compliance programs to include an ongoing control/compliance self-assessment process
- Passion for specialized financial services selling and detailed customer focus
- Knowledge of offered products and services
- Communicates effectively and clearly on a daily, weekly, monthly basis with outside vendors to provide exceptional customer service regarding routine requests
- FSS responsibilities will not include associate scheduling, FLS store opening and closing duties, replenishment, MSP setup duties (except Financial Services signing) or Customer Experience Manager or Manager on Duty activities
15 Financial Services Specialist resume templates
Read our complete resume writing guides
1
Flex Customer Financial Services Specialist Resume Examples & Samples
- Review and process orders holding in the Fraud queues
- Review and process Sales Audit Reports and identify multi-channel fraud
- Obtain approval on lost/stolen credits and on manual credit card authorizations
- Review selected Web, Phone, and Point of Sale orders
- Work closely with Visa, MasterCard, American Express, Discover and Nordstrom credit for order authorization referrals and declined orders
- Respond and resolve incoming calls from Customers, Customer Service Specialists, Bank employees, Loss Prevention, and Law enforcement regarding fraudulent or potential fraud
- Provide feedback to management on trends
- Perform ongoing review of procedures to identify ways to streamline or improve procedures
2
Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume Examples & Samples
- Check / approve / reject transactions according to the agreed approval / lending limit and / or handle customer request / queries according to procedures
- Acquire the updated procedures, work processes and product knowledge and apply them to daily work independently
- Complete quality check work in accordance with established procedures and standards within the required productivity and quality level
- Identify and escalate common or non-common fraud / errors / irregular transactions, may together with recommendations for follow-up beyond his/her authority
- Complete complicated customer request / instructions and / or handle demanding customer queries / issues, to achieve customer satisfaction independently according to the guideline and procedures
- Provide input / data to seniors / AMO to address the queries / concerns / challenges raised from business partners or for the consolidation of various reports / data / process information
- Contribute to the team to achieve high level of customer service through participating the customer quality campaigns / initiatives
- Resolve junior staff's queries / referred issues and provide advice on cases handling
- Handle escalations from junior staff and report to seniors / AMO with recommendations
- Share knowledge and experience with team members
- Support AMO on resource arrangement and proactively raise suggestions to improve process productivity / quality / risk management
- Build up positive relationship with peers, participate in team meetings / activities, and promote team spirit
- Contribute to the process productivity / quality / risk management improvement by actively participating in team's initiatives / changes / activities as well as raising staff suggestions
- Maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators, accompanied by the appropriate internal control standards relevant to the role
- Ability to multi tasks
- Good understanding of the specific process / products
- Experience in handling complex process and / or customer request/queries is preferred
- Good interpersonal and communication skill, willing to share, good teamwork spirit
- Careful and sensitive to data
- Good command of Japanese
3
Financial Services Specialist Resume Examples & Samples
- Enter, review, and decision new account applications from multiple channels: stores, online, and/or customers responding to promotional invitations
- Answer and resolve escalated customer, store, and helpline calls
- Support store sales and growth of Nordstrom tender and Rewards programs
- Assist customers responding to store event invitations and other marketing related activities
- Review and process requests for account maintenance, status updates, payments, errors and letter requests
- Educate customers on Nordstrom Rewards and other available reward benefits
4
Financial Services Specialist Resume Examples & Samples
- At least two years of financial services or brokerage experience required
- FINRA Series 7 and 63 (or equivalent), in addition to meeting FINRA continuing education requirements
- Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
- Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
- Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
- Familiarity with investment acumen, including investment products, Individual Retirement Accounts (IRAs), and employee benefit programs preferred
- Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
- Ability to be flexible between the hours of 8:00 am – 8:00 pm EST, Monday through Friday
5
Ccb-financial Services Specialist Resume Examples & Samples
- Series 65 or 66 and Life/health insurance licenses preferred
- Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.) and various file manipulation skills on a PC
- Ability to manage multiple priorities in a fast paced environment; adaptive to change
- Bachelor’s degree preferred
6
Student Financial Services Specialist Resume Examples & Samples
- 1-2 years’ experience in a student financial aid role preferably at the higher education level
- Demonstrated knowledge of accounting principles
- Proficiency in following a prescribed criteria and make resulting decisions
- Must have strong computer skills (Excel, PowerPoint, etc.)
- Excellent oral and written communication skills
7
Financial Services Specialist Resume Examples & Samples
- Prepares and reconciles payroll transactions, leave time accrual and balance reports, and faculty/staff qualified tuition reduction forms
- Computes payroll calculations based on employees tax withholding status and deduction schedule as requested by employee
- Makes modifications in payroll system to update employee’s withholding information such as tax status, direct deposit enrollment or changes
- Posts and maintains wage assignments for child support, creditor garnishments, and federal and state tax levies
- Analyzes daily and biweekly payroll reports for accuracy and makes necessary adjustments or corrections
- Researches problems with paychecks that may include underpayments, overpayments, payment codes or accounts coded incorrectly
- Interacts with University units and outside agencies to resolve payroll related problems
- Recommends or participates in the development of new procedures and policies related to payroll operations utilizing knowledge of university, state, and federal policies and regulations
- Knowledge of payroll administration, procedures and systems; and federal, state and local laws related to the payroll industry
- Ability to develop and set organizational goals
- Ability to organize and coordinate projects
- Skill in public relations
- Demonstrated proficiency in Microsoft Office products, including Word, Excel, Access PowerPoint, and Visio
- Associates degree in Accounting, Business or Public Administration or a related function and two years of payroll experience; OR, five years of progressively responsible experience in a payroll related position
- Experience with a paperless transactional record retention environment and/or imaging systems
- Experience in analysis and improvement of policies and procedures
- Experience working in a higher education environment
- Experience working with PeopleSoft Applications
- Able to adapt to changes in the work environment
8
Financial Services Specialist Resume Examples & Samples
- Conduct quality needs based conversations using the Regions Financial Goals Assessment with every customer
- Contact a minimum of 10 customers by phone every day
- Look for Regions at Work opportunities with every customer, every time
- Ask customers for referrals, every customer, every time
- Actively participate in daily branch huddles
9
Financial Services Specialist Resume Examples & Samples
- Responsible for all aspects of the Accounts Payable/Travel process including payment approval, funding, receipt verification and receiving confirmation
- Oversee the approval process of financial documents (IE: Payments to vendors, employee/Travel reimbursements as well as, payments of goods and services) via Payment Requests and Disbursement Vouchers using UAccess Financials
- Work closely with vendors and campus departments regarding payment inquiries
- Maintain electronic files of financial documents and apply appropriate codes in imaging system
- Responsible for monthly review of imaged documents for easy retrieval
- Responsible for stop payments and reissue of checks/ACH/Wires/Drafts
- Responsible for vendor file maintenance
- Responsible for properly reviewing and coding transactions for 1099 tax implications
- Research and resolve problems with outstanding invoices and credits utilizing UAccess Analytics
- Research vendor statements for unpaid balances and obtain outstanding invoices for payment
- Ensure all discounts are calculated and applied appropriately
- Ensure financial documents comply with University of Arizona, Human Resource and Risk Management policies and procedures to ensure compliance
- Maintain various spreadsheets for analysis, reporting and reconciliation
- Responsible for testing systems for upgrades, enhancements or streamlining processes
- Cross train with other business units to keep workflow current
- Work closely in a team environment, or independently as priorities change rapidly
- Provide training sessions with departments
- Knowledge of principles, practices, regulations and procedures as they relate to purchasing and accounts payable
- Knowledge of the application of data processing techniques related to accounting systems
- Ability to effectively communicate
- Associates degree in Accounting, Business or Public Administration or a related function which includes accounting course work AND two years progressively responsible experience in a directly related function; OR, five years progressively responsible experience in a directly related function which includes a broad exposure to all areas of accounts payable and accounting principles, practices and procedures
- Skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Skill in problem analysis, problem solving and decision making
- Ability to communicate effectively in a team environment
- Ability to organize work to meet deadlines and assist with others at peak times
- Experience with University of Arizona systems such as UAccess Financials, UAccess Employee, and UAccess Analytics, including knowledge of policies and procedures
- Knowledge of electronic imaging systems
- Knowledge of banking processes; Credit Card, ACH, wires, foreign drafts
10
Senior Student Financial Services Specialist Resume Examples & Samples
- Ensures that the University’s established Mission and Standards of Ethical Conduct are fully upheld
- Assists in the hiring process of new Business Office staff and provides performance feedback to current Business Office staff
- Acts as a point of contact to handle student account inquiries and follows-up with all received emails and voicemails within two business days
- Works collaboratively with internal departments to achieve common goals
- Assists students electing to use financial aid with the appropriate application process and conducts on-going follow-up with students and/or Corporate’s Student Financial Services to resolve issues which could result in disbursement delays
- Attends staff meetings as appropriate; reviews activities and statistical reports with Campus Operations Manager and SFS Management Team
- Demonstrated knowledge of accounting, collections, and financial aid processes
- Ensures accuracy and completeness of student payment plans
- Ensures that campus facilities, including classrooms, learning resource center, and computer lab are maintained in a professional manner with necessary resources and are operational and available to students, faculty and staff
- Ensures that monies owed to the University are received, posted, and deposited accurately and in a timely manner
- Ensures that the finalization of student registrations are in accordance with established University policy
- Implements activities to manage quarterly collection and bad debt expenses. This includes follow-up activities related to sponsor billing, timely collection of promissory payments, and placing delinquent accounts into the collections process as outlined by the University
- Monitors inventory of consumable supplies and other expenses, creates purchase orders, and submits campus invoices for payment and assists the Accounting division with year-end close out
- Monitors policy compliance in accordance with Strayer University, State, and Federal rules and regulations
- Monitors student accounts and communicates with students to resolve outstanding balances
- Must be able to work evenings and some weekends
- Must be committed to providing a high-level of customer service and possess excellent interpersonal skills
- Oversees file organization and data base maintenance
- Possess the ability to work independently and be detail-oriented
- Processes student payments received at the campus and assist with the daily reconciliation process
- Proficiency in time management and possess the ability to multi-task
- Promotes a work environment that is positive, student-centered, and compliant with established policies and procedures
- Reviews and inputs third party contract authorization documentation to ensure all information is complete for billing purposes
- Timely and accurately responds to student inquiries regarding Business Office functions and generates related documents needed by students (current and past)
- Timely assistance and completion of student registrations in compliance with established University policy
- 1-5 years of financial aid processing experience or related work experience desired
- Excellent customer service and interpersonal skills, and strong managerial skills
- Experience in working with Federal Student Financial Aid programs is preferred
- Develop proficiency and become a Subject Matter Expert (SME) in specific financial aid processes or procedures to include return to Title IV, grants, tuition assistance, Audits, and Satisfactory Academic Progress among others
- Effectively cope with stressful situations
11
Financial Services Specialist Resume Examples & Samples
- Enhancing the in-store Member experience related to Financial Service to ensure that the end result is always a "WOW" Member experience. Providing heightened awareness of pre-approval lease amounts that are provided at the point of sales and how associates should present this buying opportunity to Members
- Leads by example to consult with Members regarding Financial options by spending the majority of the time selling and educating associates on Financial Service products, features/benefits, selling and application acquisition techniques. Models the right behaviors in the selling process and takes ownership for understanding Member's needs to recommend the right financial product and total solution every time, while meeting minimum performance expectations
- Enhances the Member experience, and assists with Member concerns. Sells to and educates Members on Financial Services products. Creating heightened awareness of drive time promotions with consultative selling associates by training them on how to present Financial Service products within the sales process to clearly show the benefit of buying from Sears vs. the competition
- Assists Store Leadership by providing information and training to associates on Financial Service products’ features and benefits, to generate incremental Application acquisition and Credit Share. Acts as a key resource for associates and managers, advising on Financial Service product updates, promotional events, and upcoming transitions. The FSS also educates associates on Financial Services promotions specific to their areas of responsibility
- Drives Financial Service Member satisfaction by training and role playing with associates on the use of Sales tools and additional resources such as the Member Services Organization. Increases awareness and educating associates on how to assist customers in store who are looking for assistance resolving issues related to existing orders such as billing or delivery. Provides information to all selling associates on Financial Services by utilizing the reference site and store pebble group
- Cascades communications about upcoming Financial Services events, financial product updates, selling process requirements and Company/business initiatives, ensuring store leadership and associates understand the implications. Maintains thorough knowledge of available financial products, options, and current credit and leasing solutions
- Completes Member financial transactions accurately and efficiently using POS and online systems. Consistently provides members with product solicitations as part key traffic periods. The presentation should address the member’s needs, both current and future. Executes consistent operational and selling processes (e.g. SYW program and rewards, credit application process, SYW Rewards, multi-channel opportunities, and other miscellaneous income opportunities) and stays up-to-date on changes. Ensures sales associates understand the operational and selling processes
- Thoroughly understands website navigation and models use for sales associates, and proactively leverages technology to access and print information/reports to facilitate the Member experience
- Passion for members and demonstrated customer service skills
- Passion for specialized financial services selling and detailed customer focus
12
Financial Services Specialist Resume Examples & Samples
- Work in collaboration with the Chief of Party and other project staff to build the capacity of local financial institutions, with the end goal of increasing financial inclusion and lending to micro, small, and medium enterprises in agricultural value chains
- Develop curriculum, design workshops, and/or provide training to local project and financial institution staff
- Develop new financial products and/or offerings to benefit project participants (eg. farmer cooperatives, agricultural input suppliers)
- Assist in the development of activities to build financial literacy and creditworthiness of value chain actors
- Assistant in the development of business and investment plans
- Provide technical assistance in the development and implementation of bank policies, recordkeeping, and lending procedures
- Bachelor’s degree required; Master’s-level degree in business, finance, agricultural economics or economics preferred
- Minimum 6 years’ experience Prior experience working in DRC (DRC residence preferred)
- Demonstrated technical expertise in capacity building or consulting for financial institutions in Francophone Africa
- Experience in microcredit/microfinance
- Language Ability: Oral and written fluency in French and English required
13
Dshs Financial Services Specialist Resume Examples & Samples
- Ability to communicate and comprehend (through oral and written forms of communication) with management, peers, clients, and the public
- Ability to work with complex technical regulations and procedures, and analyze complex situations
- Ability to use a personal computer and multiple computer applications
- Ability to learn and utilize various computer programs
- Ability to work within timeframes and deadlines which are dictated by program requirements
- Ability to prioritize and perform multiple tasks in the same timeframe, handle interruptions appropriately, and return to incomplete tasks
- Ability to communicate frequently and effectively with people in difficult situations, including defusing anger, calming people, working with people with communication challenges, discussing unpleasant options, or dealing with threatening situations
- Willing to work with hard to serve, chronically homeless, mentally ill, and chemically dependent individuals
- *Note: Employees shall be advanced to Financial Services Specialist 3 after completing nine months of satisfactory service as a Financial Services Specialist 2 and participation in the Financial Services Specialist Training Plan
14
Dshs Financial Services Specialist Resume Examples & Samples
- Willing to work with diverse populations including those who are hard to serve, chronically homeless, mentally ill, and chemically dependent
- A Letter of Interest
- Three professional references(contact information only, please include both phone and email information)
15
Dshs Financial Services Specialist Resume Examples & Samples
- Ability to assist others in interpretation and analysis of data
- Ability to work in a noisy office environment
- Ability work with hostile or angry clients
16
Dshs Financial Services Specialist Resume Examples & Samples
- One year of experience as a Financial Services Specialist 3 or 4
- Ability to apply and manage the daily operations of CSD programs, ensuring all state and federal rules and procedures are carried out
- Ability to carry out all aspects of personnel management of a large virtual unit of line and lead workers performing the duties of financial eligibility
- Ability to monitor daily and weekly performance and make adjustments to operational functions to meet these performance expectations
- Experience working in a fast paced environment, managing multiple projects simultaneously
- Ability to face difficult situations including defusing anger, calming people, working with people with communication challenges, discussing unpleasant options or dealing with uncomfortable situations
17
Dshs Financial Services Specialist Resume Examples & Samples
- Able to learn and utilize various computer programs
- Able to communicate (both on the phone and in person) effectively with people in difficult situations, including calming people, working with people with communication challenges, assisting hard-to-serve populations, and discussing unpleasant options
- Capable to work with complex technical regulations and procedures, and analyze complex situations
- Competent to prioritize and perform multiple tasks in the same timeframe, handle interruptions appropriately, and return to incomplete tasks
- Possess the ability to learn, interpret, analyze and apply Washington Administrative Codes and procedures
18
Dshs Financial Services Specialist Resume Examples & Samples
- Examining/processing loan applications, medical insurance or rehabilitation claims, or unemployment insurance claims
- Providing staff support in financial eligibility determination
- Analyzing, verifying and evaluating financial data and information
19
Dshs Financial Services Specialist Resume Examples & Samples
- One year of experience as a Financial Service Specialist 3 or 4
- Ability to supervise and organize financial staff unit and work flow
- Ability to analyze and evaluate performance data, identify trends, create reports and graphs to communicate data issues to staff, management and team members
- Knowledge of eligibility for all public assistance programs
20
Dshs Financial Services Specialist Resume Examples & Samples
- Professionals with 12 months of experience as a Financial Services Specialist 3
- Extensive specialized financial knowledge of regulations, policies and procedures of State and Federal public assistance programs including but not limited to all cash, Medicaid, Medicare Cost Savings, Medical Care Services, Basic Food, Workfirst, and Working Connections Child Care
- Possess excellent communication skills both oral and written and provide outstanding customer service by phone or in-person
- Ability to communicate with people in difficult situations, including defusing anger, calming people, working with people with communications challenges, discussing unpleasant options, or dealing with threatening situations
- Ability to stay calm under pressure and effectively manage the stress of the job
21
Financial Services Specialist / Credit Lead Resume Examples & Samples
- Assists store leadership with sales observations. Owns compliance by being responsible for daily training. Provides on-the-spot observations and feedback to sales associates to ensure they understand the expected behaviors and display them in interactions with members as related to Financial Services. Conducts role-plays on product features and benefits, proper selling techniques, use of sales tools, closing the sale materials, and reviewing delivery expectations. Assists with conducting sales meetings as needed within the Financial Services business
- Maintains on-going knowledge of applicable Financial Services products and options, integrated retail, SYW, and operational processes and communicates this information to store leadership and associates. Achieves and maintains both appropriate personal and associates' levels of learning standards through Segno and other learning systems
- Optimizes credit, gift card, Shop Your Way Rewards, and multi-channel opportunities (and, where applicable, Merchandise Replacement Agreements, and other miscellaneous income opportunities)
- FSS responsibilities will not include associate scheduling, FLS store opening and closing duties, replenishment, MSP setup duties (except Financial Services signing) or Customer Experience Manager or Manager on Duty activities
- Follows all store processes and policies. Performs other duties as assigned
- Knowledge of offered products and services
- Friendly and Outgoing
22
Financial Services Specialist Resume Examples & Samples
- Builds solid peer-to-peer relationships in a team environment to meet operational needs
- Communicates effectively and clearly on a daily, weekly, monthly basis with outside vendors to provide exceptional customer service regarding routine requests
- 0-2 years experience in financial services or similar industry
- Associate's degree or Bachelor's degree in business or related may be used as a proxy for the experience
- Basic knowledge of general/standard office and administrative procedures and methods
- Basic data entry and word processing skillsOral and written communication skills sufficient to provide routine information, greet visitors, answer inquiries, and refer calls
- Some ingenuity and initiative required to collect information, coordinate activities with others, and resolve routine and/or factual problems
23
Financial Services Specialist Resume Examples & Samples
- Responds to customer inquiries
- Gathers and exchanges information
- Handles routine issues
- Appropriately seeks assistance with more complex or difficult issues
- Prior experience in financial services or similar industry preferred. Associate's degree or Bachelor's degree in business or related may be used as a proxy for the experience. High School diploma or equivalent required
- Problem solving and time management skills
- Oral and written communication skills sufficient to provide routine information, answer inquiries, and refer calls
- Attention to detail and professional phone etiquette
- In limited subject areas judgment is required to determine the applicability of guidelines or policies to specific situations. Some ingenuity and initiative required to collect information, coordinate activities with others, and resolve routine and/or factual problems
24
Financial Services Specialist Resume Examples & Samples
- Maintain various spreadsheets for analysis, reporting, and reconciliation
- Associates degree in Accounting, Business or Public Administration or a related function which includes accounting course work AND two years progressively responsible experience in a directly related function; OR,
- Five years progressively responsible experience in a directly related function which includes a broad exposure to all areas of accounts payable and accounting principles, practices and procedures
25
Financial Services Specialist Resume Examples & Samples
- Effectively communicate with repair facilities to acquire pertinent repair information
- Respond to inbound calls and written correspondence from customers, repair facilities and financial institutions to assist with policy administration and claim inquiries
- Document customer interactions and decisions made
- Achieve total customer satisfaction when handling contract and claim matters
- Communicate information effectively, keep appropriate parties informed
- Follow all internal, state and UDAAP guidelines
- May be responsible for claim exceptions/special claim approvals
- Ability to communicate effectively with retail customers, repair facilities, and field staff to acquire pertinent information
- Ability to make quick decisions and problem solve
- Automotive mechanical knowledge preferred
- Type 40 WPM
- Performs clerical, administrative and technically based activities and/or supporting tasks
- Intermediate knowledge of Microsoft Office programs including Excel
26
Senior Customer Financial Services Specialist Resume Examples & Samples
- Provide direction on any accounting ERP system questions or migration projects
- Subject Matter Expert for any domestic AR related questions and issues
- Manages assigned collection responsibilities utilizing independent judgement
- Handles assigned dispute resolution
- Supports month end responsibilities
- Supports the supervisor for managing the credit risk for all customers
- Working knowledge of MS Office software packages (Excel, Word, PowerPoint, Outlook)
- Strong skills in multitasking, problem solving, and ethical decision making
- Ability to think outside the box when dealing with uncommon situations
- Bachelor’s Degree is preferred but not required and 5+ years of experience in Accounts Receivable is required or combination of education and experience
27
Financial Services Specialist Resume Examples & Samples
- Work closely with Citi Clients – powerful financial institutions
- Be responsible for overseeing Clients’ cash and trades – stocks, bonds and other financial instruments
- Ensure these trades are correctly executed on global stock markets
- Be exposed to fascinating world of capital markets
- Actively engage in improvement initiatives
28
Dshs Financial Services Specialist Resume Examples & Samples
- Clearly understand and proactively support the Vision, Mission and Purpose of CSD
- Work effectively ln a fast-paced office, and be able to demonstrate flexibility in completing multiple assignments
- Ability to operate multiple automated systems to include ACES, ACES 3G, Internet, Support Enforcement Maintenance System (SEMS), Bar Code, DMS, etc
- Ability to work within time frames and deadlines which are dictated by program requirements
- Ability to read and interpret the Washington Administrative Code and procedural manuals to assist in the determination of eligibility
- Consideration will be given to complete applications and to equivalent education/experience
- 01565
29
Dshs Financial Services Specialist Resume Examples & Samples
- Examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims
- Experience in a customer service role where the major duties involve public contact
- Experience providing staff support in financial eligibility determination will substitute, year for year, for education
- One year of equivalent out-of-state experience conducting financial eligibility determination for public assistance to include financial, medical and food stamp programs
- Attach a letter of interest
- Provide three professional references
30
Dshs Financial Services Specialist Resume Examples & Samples
- Examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims,
- A customer service job where the major duties involve public contact
- A position providing staff support in financial eligibility determination will substitute, year for year, for education
- A letter of interest explaining why you believe people apply for public assistance, such as food, cash or medical benefits and what impact it has on our society
31
Financial Services Specialist Resume Examples & Samples
- Maintain knowledge of policies and procedures in order to research/handle escalated/complex issues and to accurately respond to employees, dealers and customers' inquiries
- Enhance organization reputation by accepting ownership for new, challenging and complex requests
- Ensure employee timekeeping and other HR portal functions are accurate; monitor policy and procedure compliance; abide by the Code of Conduct and Ethics
- Recognized as a mentor/coach to others (including peers)
- Monitor operational metrics, observe trends and make process improvement recommendations. Work in tandem with the Business Process Excellence (BPE) team on process improvement projects (collect & analyze data)
- Project management skills, strong leadership skills and excellent communication skills (oral and written)
32
Dshs Financial Services Specialist Resume Examples & Samples
- A Bachelor's degree
- Knowledge of federal and state laws, regulations, and policies governing welfare laws
- Project management skills – leading projects and initiatives
- Ability to take several complex issues and distill them quickly, clearly and concisely
- High emotional intelligence
- Ability to initiate, develop, nurture, manage and rebuild stakeholder relationships in a fluid environment
- Professionals with a strong technical analysis and tempered by astute political awareness, considering both tactical and strategic outcomes
- Proven ability to communicate effectively both verbally and in writing, to diverse audiences
- An accessible, inclusive leader and team-builder with a track record of bringing diverse people together and developing consensus
- A fair, equitable and timely decision- and policy-maker who can balance regulatory responsibilities with client needs in a positive and legally defensible manner
- Experience in planning and initiating goals, empowering subordinates, tracking multiple projects through delegation and establishing a record of improving services to clients
33
Financial Services Specialist Resume Examples & Samples
- Act as business partner to executive management through strategic analysis and management reporting
- Complete analytical projects to enhance management’s understanding of business through modeling and data analytics
- Lead the monthly forecasting and budgeting cycles, including forecast preparation, consolidated forecast reporting and variance analysis
- Ensure roll out of the new monthly forecast process including monthly reporting, SOX requirements and executive management requirements
- Create timely and accurate monthly and quarterly financial reporting for executive management and the Board of Directors
- Assist with system maintenance and enhancements, including maintaining account/department trees and assisting with the roll-out of new system tools
- Other ad hoc analysis
- 8 - 10 years of work experience specific to Finance, FP&A, financial management/analysis, accounting, and independent project leadership
- 2-3 years of experience in financial planning and analysis and/or mutual fund/financial services industry experience preferred
- Bachelor’s Degree in Accounting or Finance, or equivalent is required. Advanced degree in progress/completed is preferred
- Analytical background, strong process improvement skills, and a process improvement mindset
34
Financial Services Specialist Resume Examples & Samples
- Accept payments, and issue refunds following university procedures and guidelines
- Assist and advise walk-in, telephone and E-mail customers by analyzing and interpreting student financial accounts
- Research, analyze and determine if applicable late fees can be waived
- Process U.S. Mail payments, logging and identifying proper destination of funds to university/student accounts
- Follow balancing processes to ensure that cash drawers are accurately accounted for
- Present Bursar’s information at opening of school
- Under direction, assist other areas of the Bursar’s Office as workload requires
- Contribute to a team effort to accomplish department goals
- Strong general math skills
- Experience accessing the internet and working in the MS Windows operating environment
- Five years of increasingly responsible office/clerical experience
- Two years experience counting, receiving or disbursing money and executing financial transactions
- Working experience with PeopleSoft and/or UAccess Financial systems, Financial Aid, Bursar, Registration or Admissions process
- Teller/accounting experience
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Financial Services Specialist Resume Examples & Samples
- Contact customers to determine reason for payment delinquency and negotiate payment commitment
- Handle accounts with speed and accuracy while maintaining professionalism
- Complete phone calls to meet required performance standards and metrics
- Confirm and/or negotiate payment arrangements; research any discrepancies
- Maintain established objectives for delinquency, repossessions and net losses; stay informed of changes in policies and procedures
- Must maintain strict confidentiality
- Willing to work flexible schedules, weekends and holidays, and overtime as necessary to meet business needs
- Uses computerized system for tracking, information gathering, and/or troubleshooting
- Respond to customer inquiries via telephone, Shaw workflows, CRTS and/or e-mails within established time frame
- Evaluate accounts to find a win/win solution to avoid repossession loss
- Document all accounts accurately, clearly and concisely noting reason for hardship and potential repossession loss
- Responds with accurate information pertinent to the caller's questions using professionalism and integrity
- Adhere to all state and federal laws in the handling of accounts
- Prior experience in financial services or similar industry preferred. Associate's degree or Bachelor's degree in business or related may be used as a proxy for the experience
- Excellent listening, oral - written communication skills
- Professional phone etiquette
- Skip tracing skills preferred
- Good follow up skills
- Persuasive negotiation skills
- Microsoft Windows and Internet-based applications experience required
- Basic typing/data entry skills
- Strong ability to identify potential loss situations and make appropriate recommendations to mitigate loss
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Financial Services Specialist Resume Examples & Samples
- Lead efforts to identify metrics and create the related calculations
- Maintain the Executive Dashboard including
- 2 - 3 years of experience in financial planning and analysis and/or mutual fund/financial services industry experience preferred
- Strong communication and presentation skills required due to significant interaction with senior leaders
- Strong analytical skills, project management skills, and consensus building ability are required
- Financial modeling experience is a must
- Experience with Microsoft Business Intelligence and familiarity with WebFOCUS BI (particularly Performance Management Framework add-on) are expected
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Dshs Financial Services Specialist Resume Examples & Samples
- Letter of interest describing how you meet the required and desired qualifications for this position
- Current chronological resume
- Copy of Degree/Diploma, if applicable
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Dshs Financial Services Specialist Resume Examples & Samples
- Effectively communicate and comprehend oral and written forms of communications
- Stay calm under pressure and effectively manage the stress of the job
- Understand and complete complex financial eligibility, rule interpretation, planning and procedural development
- Competently use computer system applications such as ACES, Barcode, Audit Plus and Audit 99, SEMS, DSHS intranet and internet information sources, Microsoft Office products and SharePoint
- Work effectively in a fast-paced office, and be able to demonstrate flexibility to prioritize and completing multiple assignments while meeting performance standards
- Possess knowledge of Federal and State statutes regarding the delivery of Federal and State programs administered by Community Services Division
- Letter of interest which should indicate how your experience/education is related to the required/desired qualifications of this position
- Three Professional References, with current contact information
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Financial Services Specialist Resume Examples & Samples
- Respond to customer inquiries
- Must be able to handle accounts with speed and accuracy while maintaining a level of professionalism
- Complete phone calls to meet required performance standards
- Meet metrics and be self-driven to exceed those metrics
- Confirm payment or negotiate payment arrangements; research any discrepancies
- Stays informed of changes in policy and procedures
- Willing to work flexible schedules, weekends, and overtime as necessary to meet business needs
- Escalate more complex or difficult issues to higher level
- Adhere to established guidelines when deciding on appropriate collection remedy
- Strong and persuasive negotiation skills
- Motivated to grow skill sets and advance
- Demonstrated ability to organize, plan, and forecast to sustain portfolio at a satisfactory level to meet performance metrics
- Demonstrated ability to identify potential loss situations and take steps to mitigate loss exposure
- Performance Measurements may include
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Financial Services Specialist Resume Examples & Samples
- Independent decision-making
- Knowledge of governmental financial processes and systems
- Ability to conduct financial analysis and formulate financial recommendations; and
- Limited availability or nature of supervision
- Principles and practices of governmental budget development and administration
- Principles and practices of contract and grant administration
- Financial record-keeping and auditing practices
- Practices and techniques of administrative analysis and report preparation
- Applicable federal, state and local policies and regulations
- Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook
- Office administrative practices and procedures, including records management and the operation of standard office equipment
- Develop and administer multiple budgets
- Monitor fiscal transactions and audit fiscal records and documentation
- Plan and conduct administrative and operational studies
- Interpret, explain and apply financial regulations, policies and procedures
- Direct the work of others on a project or day-to-day basis
- Prepare clear and accurate reports, correspondence, procedures and other written materials
- Represent the department and the County in meetings with others
- Organize and prioritize work and meet critical deadlines
- Maintain accurate financial records and audit data
- Exercise sound independent judgment within established policies and guidelines
- Establish and maintain effective working relationships with those contacted in the course of work
- Clearly and effectively communicate, both verbally and in writing
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Financial Services Specialist Resume Examples & Samples
- Comprehensive knowledge of generally accepted business and government and not-for-profit accounting practices
- Demonstrated knowledge of fiscal and accounting functions and operations
- Demonstrated ability to prepare financial statements and written reports
- Demonstrated ability to interpret administrative policies and procedures
- Ability to work with all levels of professionals, management, staff and the general public
- Working knowledge of automated accounting software
- Comprehensive knowledge of Microsoft Office (Excel, Access, Word and PowerPoint)
- BS degree in accounting and/or administration or equivalent experience. required
- Considerable experience in fiscal administration
- Extensive experience in accounting and management
- Knowledge of state government operations to include state budget and finance policies and procedures and non-profit experience, preferred
- CPA, preferred
- Knowledge of Commonwealth of Virginia accounting procedures, preferred
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Financial Services Specialist Resume Examples & Samples
- Bachelor’s degree (preferably in accounting or business), or an equivalent combination of education and experience
- Self-starter who is organized and detail-oriented with strong communication skills and experience working with a diverse group of individuals
- Demonstrated experience working in a research setting at a university or nonprofit environment; and
- Experienced with Microsoft Office suite, including Excel and Word, and e-mail systems
- Experience with post-award grants and contracts at a state or private university setting
- Experience with MicroStrategy reporting systems and/or Ellucian Banner Oracle systems; and
- Knowledge of OMB Uniformed Guidance regulations and major federal funding sources (NSF, NIH, DOD)
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Financial Services Specialist Resume Examples & Samples
- Administer and coordinate all activities associated with invoicing the customer
- Coordinate and resolve invoice validation/account mismatch issues with Client’s third party vendor responsible for telecom billing audits
- Work with the Program Management Office to coordinate reporting and keep reporting data in sync between the functional areas
- Billing and finance management responsibilities include providing monthly invoices as contractually defined, coordinating resolution/reconciliation of all billing issues relating to the Verizon managed service solutions, and providing monthly reports in support of invoices based on client defined requirements
- Maintain a strong working understanding of the contract as it applies to all financial matters
- Ensure that all contracted financial program deliverables are completed and maintained
- Host regular meetings and calls with internal and external stakeholders
- Coordinate preparation of the financial reports required in the contract
- Drive ongoing optimization of the activities developed for this role, working to automate as much as possible
- Maintain procedural standards and support Continual Service Improvement initiatives and overall CSI Program
- Manages incremental billing projects such as billing migrations, rate changes, contractual credits, etc
- Manages Electronic Data Interface and Monthly Billing Package
- Manages customer billing hierarchy
- Manages and submits manual invoice detail
- Produces preliminary and final expenditure reports in accordance with contractual requirements
- Provides and presents quarterly financial review, including revenue tracking
- Manages billing OAIs to completion
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Dshs Financial Services Specialist Resume Examples & Samples
- Maintain working knowledge of eligibility for all public assistant programs
- Ability to work in a fast paced office where confidentiality is a must
- Ability to calmly and with respect explain changes and levels of benefits
- Possess a valid driver's license
- Ability to work well under different situations including calming upset clients, working with customers who do not speak English as their primary language
- Consideration will be given to complete applications and to equivalent education/experience. All degrees must be obtained from accredited institutions
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Dshs Financial Services Specialist Resume Examples & Samples
- Travel to the two area tribes in Grays Harbor County and visit other Tribal areas as needed
- Assist in the development of the local annual American Indian Administrative Policy No.7.01 Implementation Plan and coordinate meetings, including the follow up meetings, associated with the plan
- Coordinate Tribal case staffing between the area tribes and the Community Services Office in Aberdeen
- Participate in opportunities to enhance knowledge or skills that are identified and offered by Native American Tribes. In addition, provide Native American activity information to CSO Administrator and /or Supervisor
- Make determinations and advise the CSO if a new application should be a Tribal TANF or State TANF based on specific eligibility requirements of the Tribal Programs. Verify Tribal enrollment as needed
- Attend quarterly IPAC meetings
- Maintain and disseminate both the CSO and Tribal contact lists
- Home visits may be required
- Ability to communicate and comprehend (through oral and written forms of communication) with management, peers, clients and the public
- Ability to operate multiple automated systems to include ACES, ACES 3G Internet, Support Enforcement Maintenance Systems (SEMS), Bar Code, DMS, etc
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Dshs Financial Services Specialist Resume Examples & Samples
- Minimum 6 months experience in a contact center environment
- Ability to carry out all aspects of personnel management of a large virtual unit of line and lead workers performing the duties of program eligibility and re-eligibility
- Experience working in a fast-paced environment, managing multiple projects simultaneously
- Excellent coaching skills
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Financial Services Specialist Resume Examples & Samples
- Conduct quality Regions360 Needs Based Conversations using the Quick Profile and Financial Goals Assessment with every customer
- Teleconnecting: complete 10 x 10 program (10 customers by 10 am)
- Look for Regions At Work opportunities with every customer, every time
- Ask customers for referrals, every customer every time
- Actively participate in AM and PM Huddles
- Educate customers on digital banking options (DepositSmart ATMs, Video Banking Machines, Mobile /Online Banking)
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Financial Services Specialist Resume Examples & Samples
- Basic data entry and word processing skills
- Oral and written communication skills sufficient to provide routine information, greet visitors, answer inquiries, and refer calls
- Computer skills sufficient to prepare policy manuals and enter data on spreadsheets
- In limited subject areas judgment is required to determine the applicability of guidelines or policies to specific situations
