Processing Representative Resume Samples

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M Carter

Mac

Carter

92770 Turcotte Landing

Chicago

+1 (555) 542 4344

92770 Turcotte Landing

Chicago

Phone

p +1 (555) 542 4344

Experience Experience

Boston, MA

Invoice Processing Representative

Boston, MA

Anderson, Kirlin and Pouros

Boston, MA

Invoice Processing Representative

Perform user acceptance testing for new platform implementations, as well as for existing platform updates and upgrades
Receive, review, setup and perform maintenance on payee information in accordance with functional procedures
Support the Early Payment Discount program by identifying and tracking potential opportunities, directly contacting business users and confirming acceptance with selected vendors
Execute the preparation and the submission of daily payment files for multiple Cit entities
Review, determine resolution and process payment order Tier Two service tickets within committed service standards
Process payments that are designated to be processed in Tampa location ensuring compliance to the Citi expense policy and internal procedures
Ensure proper and complete metrics capture for all associated operational functions

Houston, TX

Securties Processing Representative

Houston, TX

Gleichner Inc

Houston, TX

Securties Processing Representative

Work closely with credit and legal
Effectively work within a team that is focused on strong controls and excellent metrics
Provide excellent customer service to clients
Determine eligibility of collateral
Book entries for collateral movements
Monitor credit risk of all clients
Track movements in mark to market on open positions

present

Detroit, MI

Data Processing Representative Level

Detroit, MI

DuBuque, Vandervort and Halvorson

present

Detroit, MI

Data Processing Representative Level

present

Assist in maintaining K12 and State Student Database
Track volumes of work processed
Cross-training and backing up other departmental staff members
This is an office-based position. The noise level in the office is usually moderate to loud (call center, computers, printers, light foot traffic)
Maintain accurate student records
Student record creation
Evaluating/Interpret historical transcript data for entry into SIS

Education Education

Bachelor’s Degree in Value

Rowan University

Bachelor’s Degree in Value

Skills Skills

Ability to respond clearly and professionally either verbally or in writing to inquiries or complaints from customers
Your ability to focus and pay high attention to detail
Ability to utilize verbal skills to de-escalate highly dissatisfied customers without supervisor intervention
You are capable of operating and performing maintenance on high speed machinery such as mail openers, document scanners, and check transporters
Please note available shifts are Monday thru Friday with hours ranging from 6:00AM MT – 3:00PM MT (a daily 8 hour shift within that timeframe)
Your ability to complete work that involves the occasional lifting of trays or boxes between 35-50 lbs
You are able to stand or sit for prolonged periods of time
Ability to read, analyze, and interpret Federal loan regulations and multiple, moderately complex internal support documentation platforms
Prepping items related to RPO and back-end work within established guidelines for productivity and quality
Sorting Return Post Office (RPO) mail

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Securties Processing Representative Resume Examples & Samples

Send outgoing and answer incoming margin calls in timely manner
Determine eligibility of collateral
Book entries for collateral movements
Settle interest in a timely manner
Monitor and resolve collateral balance breaks and fails
Development of the skills and strengths required to work effectively in an operations environment
Effectively work within a team that is focused on strong controls and excellent metrics
Increased operating effectiveness with reduced invalid and disputed margin calls
Flexibility with a sense of urgency
Must have strong interpersonal skills, including strong oral and written communication skills

Invoice Processing Representative Resume Examples & Samples

Review, determine resolution and process payment order Tier Two service tickets within committed service standards
Process payments that are designated to be processed in Tampa location ensuring compliance to the Citi expense policy and internal procedures
Execute the preparation and the submission of daily payment files for multiple Cit entities
Receive, review, setup and perform maintenance on payee information in accordance with functional procedures
Support the Early Payment Discount program by identifying and tracking potential opportunities, directly contacting business users and confirming acceptance with selected vendors
Perform user acceptance testing for new platform implementations, as well as for existing platform updates and upgrades
Ensure proper and complete metrics capture for all associated operational functions
Accounts Payable operations processing and/or servicing experience
Solid team player
Able to meet deadlines and production targets
Proven skills in Excel, Word, Access and Internet-based applications
Flexible and able to adapt to technological change
Dependable
Customer Focused

Settlements Processing Representative Resume Examples & Samples

Previous office experience essential
Basic settlement experience preferable but not essential
Ideal for someone with previous work experience looking to expand their knowledge in equity processing within an International banking environment
Knowledge of Excel, Access, Word and Outlook essential
Analytical and numerate
Must demonstrate a proven track record working
Third
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience

Settlements Processing Representative Resume Examples & Samples

Monitoring and clearance on the various queues to ensure the timely settlements of all trades
Day to day liaison with clients to ensure all client queries are answered within an acceptable time frame. This client contact may also be in respect of bringing issues to the client’s attention
Assist with the processing of other instruments within the Settlements Department
Ensure checklist is completed for daily activities

Income Processing Representative Resume Examples & Samples

Good communication, problem-solving and interpersonal skills
Ability to understand new processes quickly and suggest change where applicable
Strong focus on control
MS Office (Word, Excel and Powerpoint)

Trade Processing Representative Resume Examples & Samples

Role relates to handling trade products at the branch. End to end handling and coordination between the branch, customer and the sales team
Executing and ensuring smooth processing of export /import transactions for large corporates (End to end support)
Co-ordinate and manage with TCS for smooth transaction processing of outsourced processes
Tracking of all queues/MIS and ensuring all ageing items are tracked to closure
Customization and structuring of corporate guarantees and SBLCs to meet client requirements
Optimization and re-engineering of trade process flow to improve efficiency and productivity
Largely the profile needs to have understanding of trade products like Imports, Domestic bills (including Guarantees to certain extent) and ability to communicate with RBI
Also knowledge around FEMA and associated solutions would be of advantage
Fresher’s OR candidates with 1 / 2 years of related work experience
Process and analytical skills with eye for detail and use systematic and creative approaches for problem solving
Team players with strong relationship building skills to enable them to adapt to the dynamic business of Citi
Strong Communication & Interpersonal skill

Data Processing Representative Level Resume Examples & Samples

High School Diploma or General Educational Development (GED) certificate
Professional experience using Microsoft Excel, Word, and Outlook
Experience using search engines (internet) for research
Experience using a student information system and/or other type of database
Detail oriented, able to identify errors in student data and information
Able to multi-task, get tasks done quickly and accurately
Flexible, team-player
Ability to pass required background check
Strong data entry skills
Strong ability and initiative to solve problems
General office experience

Processing Representative Resume Examples & Samples

High school diploma and four (4) years of customer service experience or four (4) years of experience with medical billing and/or verifying medical insurance in the medical field OR
Customer service experience within a call center environment
Excellent interpersonal, oral and written communication skills
Demonstrated knowledge of basic computer skills
Strong attention to detail by being exact, precise, and accurate
Effective time management skills
Ability to take initiative and work independently and/or as a team

Accenture Transaction Processing Representative Resume Examples & Samples

Execute transactions with minimal direction, analysis and retrieve information from group-specific system
Respond to information requests by searching, summarizing research results and compiling in requested format; escalate to supervisor as appropriate
File, archive and retrieve documents (paper-based and electronic) using filing standards
Produce standard correspondence by following existing templates, adhering to client formatting and quality standards; proof read and edit work for syntax, grammar and punctuation
Document all new learning(s) or change in processes in the standard format and seek relevant approvals on a periodic basis
May serve as technical and functional resource or super users to other team members
Participate in process improvement initiatives or special projects as assigned
Meet established goals and objectives
Strong analytical skills and efficient planning skills

Processing Representative Resume Examples & Samples

Responsible for achieving high levels of customer service to Heartland ECSI customers and meeting or exceeding quality standards within the call center
Must be able to perform all aspects of Basic Production including: sorting and distributing incoming mail utilizing the Global Search function to identify and route mail accurately when necessary, processing scanner cash batches accurately and efficiently, researching and posting basket cash payments to the correct accounts and sorting payment coupons
Responsible for learning, understanding and applying all student loan regulations, policies and procedures and passing regulation certification
Ability to utilize the following areas of SAL to research and resolve client issues: Primary window, memo, history, prior bills/billing history and credit bureau reporting
Answer, investigate and/or initiate actions on customer inquiries, requests or complaints on all loan products and services efficiently from the following customer access channels: Issue View. Follow-up as required to ensure customer satisfaction
Responsible for answering inquiries from all customer access channels regarding basic loan/account information, taking credit card and e-check payments and assisting a borrower with completing any request forms from the Heartland ECSI website to ensure that the customer’s needs are met accurately and efficiently
Process borrowers Automated Clearing House form requests and phone requests to ensure that payments are drawn from the correct account on the correct day
Process all paperwork and adjustments received accurately to keep borrower accounts current including deferment, forbearance, cancellation, AmeriCorps, Loan Verification forms, and E-Oscar
Utilize the Employee website to be able to provide PIN numbers to borrowers for their account on the Heartland ECSI Website and assist them with their login, view scanned images to answer questions about submitted paperwork, view Electronic Bills and Current Account Balance screens to assist with payment questions and access historical information to check the status of electronic check and credit card payments
Responsible for continually updating personal knowledge of changes to company products/services, technology, regulations and policies and procedures, and call center practices and policies
Participate in training to improve skills, performance levels and overall personal development
Consistently exceed set performance standards for service quality, accuracy and volume. Work with supervisor to jointly set performance goals and determine methods of improving performance
Consistently meet established standards for adhering to shift, break, and lunch schedules to support goals to answer customer calls in a timely manner
All other duties assigned
Minimum of high school diploma
Currently enrolled in college or college graduate preferred
One year in customer service or sales environment
Excellent interpersonal and motivational skills
Innovative and highly motivated self-starter
Ability to work with minimum supervision
Ability to read, analyze, and interpret Federal loan regulations and multiple, moderately complex internal support documentation platforms
Ability to respond clearly and professionally either verbally or in writing to inquiries or complaints from customers
Ability to utilize verbal skills to de-escalate highly dissatisfied customers without supervisor intervention

Transaction Processing Representative Resume Examples & Samples

You have excellent communication skills
Your high attention to detail
Your ability to accurately key between 8,000-10,000 keystrokes per hour
Your ability to effectively multi-task
You are flexible and highly adaptive to change
You have a positive attitude and ‘can do’ approach to challenges
You possess the ability to learn and apply knowledge to make effective processing decisions

Trade Processing Representative Resume Examples & Samples

Displays a well-developed ability to schedule work and understand relative priorities
Computer literate and ability to grasp several in house systems quickly
Literate. Ability to detail issues, in writing, in a clear, accurate and concise manner
Demonstrates sound judgement and professionalism in decision making/problem solving, escalating to supervisor as appropriate

Member Administration Processing Representative Resume Examples & Samples

Ability to self- develop
Preferably educated to GSCE level. Including Mathematics and English Language grade C and above
Working towards the PMI qualifications (or equivalent)

Member Administration Processing Representative Resume Examples & Samples

Advanced Computer Skills
Ability to check member work as appropriate to your skill level and experience
Ability to coach other Administration Service Representatives
Ability to perform Pensions and Complex Pensions Administration calculations

Processing Representative Resume Examples & Samples

Your ability to focus and pay high attention to detail
You are willing to work in a variety of areas such as mail sort, document prep, scanning, or keying
Your ability to complete work that involves the occasional lifting of trays or boxes between 35-50 lbs
You are able to stand or sit for prolonged periods of time
You are capable of operating and performing maintenance on high speed machinery such as mail openers, document scanners, and check transporters
You have familiarity with Microsoft Office products (Word, Excel)

Transfer Agency Operations Advanced Processing Representative Resume Examples & Samples

Series 6 license preferred
Computer experience (Word, Excel, Microsoft Outlook)
Bachelor’s Degree is helpful but not required or related industry experience preferred

Benefit Processing Representative Resume Examples & Samples

Benefits Administration & Annual Enrollment
Two plus years in a Customer Service environment
Bachelor's Degree in a Business related field or equivalent education and experience required
Skills: Strong data management skills, knowledge of Microsoft Office with a strong working knowledge of Excel, and effective time management skills necessary

Diabetes Processing Representative Resume Examples & Samples

Bachelor’s degree from an accredited four (4) year college or university OR
High school diploma and two (2) years of Medtronic customer service experience combined with two (2) years of external customer service experience
Previous experience working in a high paced, goal driven, and results or sales orientated environment
Ability to understand and solve underlying causes of simple or complex problems
Ability to multi-task and perform in a team orientated environment
Ability to achieve acceptable outcomes and complete tasks accurately and on schedule

Transfer Agency Transaction Processing Representative Senior Resume Examples & Samples

Process all trades on relevant dealing day
Process dividends as declared by the funds and update Fund Accountant on trading activity
Validate and approve Transfer Agency transactions
Review and discuss with the Supervisor / Manager any issues requiring escalation
Update Fund Accounting and client on trading activity in line with procedures or Service Level Agreements
Issue shareholder correspondence, including statements at month end and as requested by shareholder
Work closely with Supervisors on audit and other requirements
Ensure that policies and procedures are adhered to on a daily basis and have this evidenced
Update procedures as needed with continuous improvement
Respond to and resolve client and shareholder queries
Remain knowledgeable of changing industry initiatives (attend to presentations from Supervisor/Manager, work sessions & personal effort-training)
Establish contacts with all areas and all levels at inter departmental
Proven ability to communicate effectively both verbally and in writing
This will require people management, initiative, and the ability to gain commitment among team members
Good knowledge of standard Office applications (Word, Excel and PowerPoint)
Knowledge or prior experience of Multifonds is an advantage
Ability to work overtime as necessary

Transaction Processing Representative Resume Examples & Samples

Experience: Applicant must have at least one year of clerical experience in a professional business atmosphere and one to two years of directly related experience with a good understanding of financial processing principles
Education: High school diploma or GED required
Job Knowledge and Skills: Applicant must be detail oriented to ensure accuracy and demonstrate good problem solving skills to resolve account issues. Position will require good time management skills in a fast paced work environment, with the ability to produce high-volume of data daily in a multi task environment
Computer Skills: Applicant must have proficient typing; 10-key and PC skills with ability to quickly adapt to systems and software applications. Applicant will be required to use Windows, Outlook, Word, Excel, Siebel, AFS, and mainframe systems Shaw, Lemans, and R1

Claims Processing Representative Resume Examples & Samples

Develop the skills to be responsible for analyzing death claims
Prepare well written communications to beneficiaries / representatives, internal counsel, underwriting and senior management
Must accurately update all information in claim's systems
Possess and demonstrate ability to assess the information gathered at the point of call and make appropriate decisions
Exhibit excellent verbal and listening skills, be detail oriented and have the desire and ability to provide customer service in a professional positive manner while maintaining an empathetic voice with the beneficiary / representative
Review documents and information and make sound decisions based on knowledge, training and experience
Associate's or Bachelor's Degree 3.0 PGA preferred, or equivalent years of related experience
A minimum of 1 year of claims processing experience preferred
Strong PC skills to include Word, Excel, Lotus Notes with the ability to navigate multiple applications during call handling
Proven ability to work in a fast paced environment with attention to detail as individual will be handling inbound phone calls and multi-tasking navigation through numerous applications
Strong accountability and customer service skills to provide exceptional service

New Business Processing Representative Resume Examples & Samples

Provide excellent day-to-day customer service to agents, clients, and Agency Field Management, either over the phone, at the service counter, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters, including client medical exams, financial records, and motor vehicle reports
Receptionist duties: answering incoming calls, greeting customers and potential agent candidates
Review, scan, and process applications as well as service requests for all life and annuity products
Handle customer funds and accounting entries
Prepare life insurance and annuity contracts for delivery to customer including appropriate required state forms, brochures, and product specific policy delivery requirements
Daily correspondence including incoming and outgoing mail, email, bulletins, opening mail, etc
Assist sales agents in the contracting, licensing, and FINRA registration process
Associates, or Bachelor’s degree preferred, or equivalent years of related experience
Minimum 2 – 5 years of customer service experience required
The ideal candidate should have customer service and administrative experience
Strong customer service and computer skills
Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company

Senior Processing Representative Resume Examples & Samples

Must have excellent communication skills oral and written - including the ability to write and listen carefully and convey information accurately
Acts and communicates in a way that demonstrates a high regard for internal and external customers
Maintain acceptable service levels and be able to continue to work effectively by remaining calm, confident, positive and clear minded regardless of the situation
Demonstrate active learning-continuously seeking opportunities to develop a deeper understanding of the business
College graduate or high school graduate with equivalent work experience

Transaction Processing Representative Resume Examples & Samples

Minimum 2 years' experience in administration
Minimum 2 years' experience with data entry
Recruiting administration experience
Reporting
Strong analytical and problem solving skills

Member Administration Processing Representative Resume Examples & Samples

To promptly and professionally communicate with clients and scheme members on queries when required via letter, e-mail and telephone
Ensure Errors and omissions and complaints are handled in accordance with agreed procedures and within appropriate timescales, through liaison with ASM
To be developing or have the ability to perform complex pensions calculations, enter pensions data or answer complex enquiries to the required standard using automated and non-automated manual/system processes across a wide range of member and scheme events
To be developing or to have obtained the ability to undertake checking activity as required to support team members
Understand what work is in client contract scope, identify out of scope work and apply for revenue as a result
To consistently achieve a daily work in progress SLA, by prioritising/managing workload so that cases are completed within disclosure and SLA requirements and show that have demonstrated commitment to cases to avoid breaching SLA
Ability to self-develop

Trainee Member Administration Processing Representative Resume Examples & Samples

Flexible and adaptable to the work demands as advised by Manager (or Administration Service Representative)
To ensure that all Centrally stored process notes are regularly reviewed and kept up to date
To ensure that all mandatory training is completed within the given timescales
Personally accountable for your contribution to the performance of the service delivery of your team and reporting progress on a regular basis
Learn how to perform pensions calculations, enter pensions data or answer enquiries to the required standard using automated and non-automated manual/system processes across a wide range of member or scheme events
Be accountable for work allocated and work that becomes reactivated so that SLA’s are met
Understand what work is in client contract scope, identify out of scope work and raise with the National Processing Team Manager
Basic Computer Skills

Transaction Processing Representative Resume Examples & Samples

You have a proven ability to Multi-task
You are organized and have analytical skills
You have an advanced computer software experience/systems aptitude
You have a proven ability to work well in a team environment and/or individually, while using good judgment in dealing with others
You can work under moderate supervision
You resolve moderately complex problems and refer more complex problems to more experienced staff
You demonstrate creativity and innovation while solving problems efficiently
You possess the ability to manage your own work, set priorities and meet goals/deadlines
You are able to complete a wide range of task, and have specialized knowledge in one or more areas
You achieve results that impact the immediate work group and may impact other groups
You have a developed understanding of risk management concepts
You have a working knowledge of Microsoft Office products

Data Processing Representative Resume Examples & Samples

Receives and verifies information on orders, applications and other forms
Processes orders, applications and other forms accurately in the system
Handles phone calls for orders being placed
Processes account cancellations and autoship cancellations
Generates memos and submits to internal departments
Verifies accuracy of data entry, applications, orders, and cancellations completed by other team members
Identifies errors and notifies team member for improvement
Complies with company policies and procedures

Loan Processing Representative Resume Examples & Samples

Responsible for complete knowledge of Real Estate including mortgages, judgments, liens, tax records and affidavits of distinction
Order and review of title work and flood certificates
Communicate result of title work and flood certificate to internal clients. Guide/coach on how to proceed
Process all consumer loan credit card applications in a timely manner, prepare Adverse action notices, file all applications in a timely manner, copy documents as required, answer telephones, transmit information by fax as needed, open mail, process all email request from internal clients and perform special projects as they occur
Prepare consumer and Private banking loan documents in a timely manner. Ability to prepare documents in Laserpro for special requests outside of the normal product set
Expected to possess complete knowledge, understanding and ability to perform all essential consumer loan functions
Responsible for verifying and determining proper coverage for flood and hazard insurance
Responsible for booking and reviewing private banking and consumer loans, noting collateral exceptions on Jack Henry System and other duties as requested

Transaction Processing Representative Resume Examples & Samples

Conduct data verification; audit own data entry for accuracy and make required corrections
Become a subject matter expert for complex processes
Flexible working hours
Discreet
Attentive to details
Accurate

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