Financial Services Specialist Resume Sample
Shea Morar
80307 Will Crossing,
Los Angeles,
CA
+1 (555) 926 8299
Work Experience
Financial Services Specialist
01/2017
-
PRESENT
Phoenix, AZ
- Data entry – process corporate and individual pledge forms in UWSL’s database
- Intake and mail –responsible for the intake of all workplace campaigns from Community Investment Advisors. Sign off on reports and create/take deposits for any cash/checks received. Open incoming mail daily with the receptionist
- Customer service – respond to questions/comments from donors or agencies via email or telephone; work closely with Employee Campaign Managers during online workplace campaigns, etc
- Manage and execute fiscal transactions, inquiries, and reconciliations for selected payroll and operating budgets in order to ensure that the resources expended are accurately
- Knowledge of special tactics, joint, special operations forces operations, procedures, techniques, technology, systems, and methods to serve as base line to support unit mission and development of resource management, budgetary or POM related future planning
- Make and receive credit calls, and maintain records within our system on each account status
- Make credit decisions based on application information
Dshs Financial Services Specialist
11/2009
-
11/2016
Philadelphia, PA
- Knowledge of operations, procedures, techniques, technology, systems, and methods to serve as base line to support unit mission and development of resource management, budgetary or POM related future planning
- Meet and exceed branch sales quotas by identifying customer needs and providing appropriate products and services
- Refer customers to other lines of business when additional financial needs are recognized
- Refer customers to other lines of business when additional needs are recognized
- Makes modifications in payroll system to update employee’s withholding information such as tax status, direct deposit enrollment or changes
- Ensures that the University’s established Mission and Standards of Ethical Conduct are fully upheld
- 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
- Complete analytical projects to enhance management’s understanding of business through modeling and data analytics
Senior Customer Financial Services Specialist
05/2004
-
09/2009
Los Angeles, CA
- Under direction, assist other areas of the Bursar’s Office as workload requires
- Meet metrics and strive to exceed those metrics
- Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
- Achieves required levels of outbound phone calls and customer conversations based on the branch’s need to acquire new customer relationships and to expand existing customer relationships
- Takes ownership and resolution of customer issues
- Coordinate and resolve invoice validation/account mismatch issues with Client’s third party vendor responsible for telecom billing audits
- Capacity to present clear oral and written reports to senior managers
- Prepare or advise in the preparation of operating budgets for units or departments based on actual performance, previous budget figures, estimated revenue and expenses, and other factors using appropriate accounting practices
Education
Purdue University North Central
1998 - 2003
Bachelor's Degree in Business
Professional Skills
- Good reading and math skills; administrative skills; basic advising skills, computer skills
- Apply excellent verbal and written communication skills; use good judgment and discretion in dealing with confidential and sensitive data
- Leasing operations knowledge and experience, or relevant experience in commercial lending environment including an understanding of the Time Value of Money
- Broad base of general clerical skills, including typing/word processing, filing, emailing, phone/office reception, and the like
- Apply analytical, problem solving, and decision making skills
- Experience counting, receiving or disbursing money and executing financial transactions
- Two years of experience counting, receiving or disbursing money and executing financial transactions
How to write Financial Services Specialist Resume
Financial Services Specialist role is responsible for general, finance, credit, training, procurement, purchasing, security, collections, compensation, benefits.
To write great resume for financial services specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Services Specialist Resume
The section contact information is important in your financial services specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Services Specialist Resume
The section work experience is an essential part of your financial services specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial services specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Services Specialist resume experience can include:
- One year of experience counting, receiving or disbursing money and executing financial transactions
- Skill in formulating, justifying, and/or analyzing financial requirements of the assigned program
- Skill in problem analysis, problem-solving and decision-making
- Skill in problem analysis, problem-solving and decision making
- Good team players that are comfortable speaking and writing English
- People eager to gain experience and knowledge in capital markets, investment banking, finance
Education on a Financial Services Specialist Resume
Make sure to make education a priority on your financial services specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Services Specialist Resume
When listing skills on your financial services specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial services specialist skills:
- Effectively engage with students, parents and other University personnel, regarding sensitive and confidential financial matters
- Exceptional communication skills, both written and oral, and the ability to communicate with diverse audiences in a variety of contexts
- Well-developed budget management and reconciliation skills
- Skills to recognize problems with cost recovery, invoices, accounts and payroll and initiate timely and appropriate action to resolve them
- Utilize appropriate communication tools to disseminate information efficiently and effectively
- At least one year of experience counting, receiving or disbursing money and executing financial transactions
List of Typical Experience For a Financial Services Specialist Resume
1
Experience For Dshs Financial Services Specialist Resume
- Skill in problem analysis, problem- solving and decision making
- Experience in the Department of Planning and Budget Performance Budgeting system
- Banking experience in client service and sales role
- Microsoft Office experience in Word, Excel, and Outlook
- Strong customer focused orientation. Establishes and maintains positive relationships with customers both internal and external
2
Experience For Student Financial Services Specialist Resume
- Demonstrates above average proficiency in PC applications, Microsoft Outlook, Excel, Word, and other applications as required
- Operate other office equipment (copier, printers, and fax machine)
- SAP Accounts Receivable or Accounts Payable experience
- Experience in a student financial aid role preferably at the higher education level
- Performing accounting techniques and practices
- Process reported changes of circumstances, assessing effect of reported changes on continuing eligibility and updating the case as necessary
- Maintain electronic files of financial documents and apply appropriate coding in Docuware imaging system
- Knowledge of electronic imaging systems and banking processes; Credit Card, ACH, wires, foreign drafts
- Review expenditures of requisitioning departments to ensure conformance to budget
3
Experience For Senior Customer Financial Services Specialist Resume
- Revenue management and invoicing transactions; and
- Monthly reconciliation reporting for the Division
- Responsible for all aspects of the disbursement process including checks, ACH, SUA, Wires and foreign drafts
- Work closely with internal and external customers regarding payment inquiries
- Keep up-to-date on all foreign and domestic banking requirements and make recommendations to management on any changes that impact disbursements
4
Experience For Financial Services Specialist / Credit Lead Resume
- Maintain various spreadsheets for analysis and management reporting
- Provide internal and external training sessions as needed
- Liaise with CSCC cross functional teams (e.g. Sales, credit, pricing, legal), business partners and customers for transaction details
- Create transactions in the lease/loan financing system; input, update, and maintain information accuracy and integrity
- Perform research for internal and external customers pertaining to the retrieval and review of scanned images or lost documentation
- Provide training to internal and external customers
5
Experience For Senior Student Financial Services Specialist Resume
- Advanced knowledge of applicable banking products and regulations
- Has basic understanding of credit, risk factors and D&B reports
- Conduct various studies and special projects as directed by the Group Commander on a wide variety of training matters
- Complete cash reporting documents
- Process daily invoicing functions for North American Container facilities
- Accurately process invoice adjustments related to original invoice discrepancies for quality, quantity or pricing
- Maneuver through multiple systems while possessing high volume transactions
- Functional knowledge of accounting processes (debits, credits and account reconciliation)
6
Experience For Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume
- Determine eligibility/re-eligibility for public assistance by collecting in-depth information from division information systems
- Determine eligibility and re-determine on-going eligibility for waivered service programs
- Provide professionals case management and evaluate services for abroad range of individuals seeking Long Term Services and Support services
- Identify discrepancies and obtain clarifying data through inquiries, correspondence and interviews
- Provide professionals case management and evaluate services for abroad range of people seeking Long Term Services and Support services
7
Experience For Ccb-financial Services Specialist Resume
- Provide professional case management and evaluate services for abroad range of individuals seeking Long Term Services and Support services
- Answer all questions regarding benefits and available services
- Process all case actions in accordance with federal and state processing and accuracy requirements
- Advise applicants of verification needs. Answer all questions regarding benefits or available services
- Process reported change of circumstances to ensure that clients continue receiving the correct amount of benefits
- Answer all questions regarding benefits or available services
8
Experience For Flex Customer Financial Services Specialist Resume
- Responsibility in maintaining a multi- funded state complex budget
- Prepare estimates of new or proposed product costs
- Maintain records of expenses, inventories, and budget balances, including records of actual operating figures for comparison with budget or other operating objectives
- Assist in the installations of accounting or management information control systems, including establishing appropriate pricing for products and services and support the negotiation of fee agreements
- Classify labor, material, and overhead costs to compute the unit costs of product or service
- Conduct and analyze audits of costs and/or profitability and prepare reports
- Analyze actual revenues and/or costs versus planned or standard costs and prepare reports of variances
9
Experience For Financial Services Specialist Resume
- Provide prospective and current students as well as co-workers a first point of contact regarding student financial services matters, exhibiting a positive and upbeat demeanor to encourage students to utilize services
- Deliver high level of customer service in accordance with current and developing standards of the department, which involve embracing a student-centric philosophy, to create an exceptional student experience for prospective and current students as well as alumni
- Help manage traffic in the Student Financial Services hub by helping to direct in-person, phone and email traffic to financial aid or student accounts specialists as well as other university departments
- Work closely in a team environment, or independently as priorities can change rapidly
- Perform basic liaison functions with students, faculty, staff, parents, or other
- Responsible for performing accounting and analysis for employee compensation and benefits, including incentive compensation, sales commissions, deferred compensation, equity (stock) compensation and other compensation and benefit activities
- Interact with internal and external auditors, as well as assist in the preparation of certain disclosures for the financial statements of DST Systems and its subsidiaries
10
Experience For Dshs Financial Services Specialist Resume
- Accept payments and issue refunds following university procedures and guidelines
- Knowledge of principles, practices, regulations, and procedures as they relate to purchasing and accounts payable
- Prepare official student account documents
- Answer multi-line phone and provide a high level of service; receive and respond to e-mail corresponce; utilize the on-line student information system to review information and assist students and/or family members with inquiries providing thoughtful, complete responses. Document all inquiries and responses within the student information system
- Open and sort mail; process payments and forms received and distribute all other mail to appropriate staff member for action. Research and assign returned mail to student assistants for proper follow-up
- Assist with the collections process and participate in processing student transactions, posting of payments and disbursements, billing and other operational activities during high volume cycles and as assigned
- Develop and maintain knowledge of various financial aid program eligibility standards, billing and collection rules and regulations, state and federal regulations, and financial aid services and programs offered through private, state, and federal agencies
- Develop and maintain knowledge and ability to navigate through and utilize various systems and computer applications
List of Typical Skills For a Financial Services Specialist Resume
1
Skills For Dshs Financial Services Specialist Resume
- Determine eligibility/re-eligibility for all public assistance programs by collecting in-depth information in and from Community Service Division's (CSD) information systems
- Is skilled in handling and communicating to sales and customer when appropriately leveraging orders
- Experience with financial analysis, forecasting and strategic planning to analyze and compile financial data and reports
- Experience with pricing and building cost models is required
- Some relevant experience in maintaining moderately complex manual and computerized information systems desirable
- Experience with MicroStrategy reporting Systems, TouchNet payment systems, and Ellucian Banner Oracle systems
2
Skills For Student Financial Services Specialist Resume
- Experience using automated financial and payroll/personnel systems, multi-user computer network systems and applicable financial management software
- Experience with budget preparation based on narrative methodological research plans and designs, analysis, and forecasting to control complex budgets
- Skill to file using alphabetical and chronological systems
- Knowledge and experience with Banner Finance and eVA purchasing systems
- Experience specific to financial management / analysis and accounting
3
Skills For Senior Customer Financial Services Specialist Resume
- Develop strategy while engaging effective tactics for consistent acceptable results
- Knowledge of, and demonstrated proficiency in Microsoft Office products, including Word, Excel, Access and PowerPoint
- Support the Bank's strong risk management culture through awareness, knowledge and sound decision making
- A cover letter which details your experience as it relates to this opportunity
- Organize, assess, prioritize and manage individual caseload
- Establish and maintain effective internal and external customer and cross functional relationships
4
Skills For Financial Services Specialist / Credit Lead Resume
- Multi-task and prioritize work under stress and function in a fast paced work environment
- Cooperate with other Citi teams spread across the World
- Strong knowledge of all requirements for repossessions, contract extensions, and contract rewrites
- Providing a high level of customer service and assisting in resolving problem accounts and customer complaints
- Processing travel authorizations and reimbursements for the Division
- Implementing eVA and P-card purchases
- Working knowledge of Colleague, NSLDS, COD, CPS, Regent 8, CRM
- Working Conditions/Physical Requirement
5
Skills For Senior Student Financial Services Specialist Resume
- Process reported changed in client circumstances, assessing effect of reported changes on the continuing eligibility and updating the case as necessary
- Knowledge of federal and private grant budgeting, financial reporting and policies regarding use of funds
- Support operations team with existing pricing models as well as help with the development and evaluation of alternative pricing structures
- Reconciliation of account balances including following up on unauthorized short payments as well as any over payments. (Unless being worked by Deductions team)
- Responsible for testing systems for upgrades, enhancements or streamlining processes and documenting procedures
- Proficiency in operating and to navigating multiple banking systems and applications, and utilize search tools to find information
- Attend training, unit meetings and all staff meeting as necessary
- The methods and techniques of data processing as it relates to accounting practices
6
Skills For Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume
- Currently hold or willingness to obtain FINRA Series 7 and 66 (or equivalent), in addition to meeting FINRA continuing education requirements
- Knowledge of generally accepted accounting principles and related accounting policies and procedures to manage and monitor multiple accounts
- Process reported changes of circumstances and assess effect of reported changes on continuing eligibility and updating the case as necessary
- Process U.S. Mail payments, logging and identifying the proper destination of funds to university/student accounts
- Core business operations, including generating adjunct contracts each semester
- Responsible for testing systems upgrades, enhancements or streamlining processes
- Work with the Program Management Office to coordinate financial reporting and keep reporting data in sync between the functional areas
- Manage incremental billing projects such as billing migrations, rate changes, contractual credits, etc
7
Skills For Ccb-financial Services Specialist Resume
- Provide and present quarterly financial review, including revenue tracking
- Identify and reconcile sales tax deductions by either collecting these deductions or securing the required exemption certificate
- General understanding of accounting as it relates to accounts receivable principles
- Represents the organizations at meetings and working groups hosted by high-ranking civilian or military members from within the Air Force and Army
- Provide guidance and training to the students assisting
- Proficient in gaining access to and enter invoices for customers so we can obtain payment via a third party invoicing system.(example Arriba)
8
Skills For Flex Customer Financial Services Specialist Resume
- Manage incremental billing projects such as billing migrations, rate changes, contractual credits
- Maintain eligibility for cases receiving benefits from programs administered within CSD
- Review memos, emails, alerts and notices relating to eligibility determination and office procedures
- Determine actual benefits and answer all questions regarding benefits or available services
- Determine and re-determine ongoing eligibility for waivered service programs
9
Skills For Financial Services Specialist Resume
- Provide professional case management and evaluate services for a broad range of individuals seeking Long Term Services
- Work under pressure meeting deadlines
- Principles, concepts, practices, methods and techniques of government fund accounting and fiscal management
- Generally accepted accounting principles and practices
- The Arizona State General Accounting Manual
- Adapt to change in expectations, work processes, and program requirements as well as working environment
10
Skills For Dshs Financial Services Specialist Resume
- Knowledge of laws, policies, and rules pertaining to state funded, Medicaid funded and Federal food stamp programs
- Travel statewide for training series
- Be responsible for overseeing Clients’ cash and trades – stocks, bonds and other financial instruments
- Make appropriate decisions related to moving forward with repossession of vehicle and acceptable payment arrangements
- Understand and explain to others regulations governing student financial assistance programs
- Work independently while also thriving in a team environment; and
- Proficiency with Microsoft Office, including Excel and Word; and
- Knowledge of relevant campus policies, practices, and procedures to administer budget; salary and cost sharing; and payroll administration
List of Typical Responsibilities For a Financial Services Specialist Resume
1
Responsibilities For Dshs Financial Services Specialist Resume
- Develop and maintain knowledge of the services provided by the Offices of Admission, Extended Studies/International Programs, Registrar, Residential Life, Student Employment and other campus offices and direct customers to appropriate campus offices
- Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person
- Effectively engage and communicate with domestic and international students and their families
- Time management skills and ability to meet standards (productivity, accuracy and quality) in a fast paced team environment
- Experience using the campus on-line financial information system
- Demonstrate ability to multi-task and meet tight deadlines
- Customer service experience and commitment to excellence
- Strong oral and written communication capabilities; and
2
Responsibilities For Student Financial Services Specialist Resume
- Experience in higher education settings
- Knowledge and skill with the Microsoft applications of Excel and Word
- Several years of experience in a position with fiscal responsibilities
- Support buyout and termination requests / negotiations, including quoting and invoicing activity
- Provide required reporting and metrics. Coordinate profitability forecasting and performance against plan and budget
- Use reporting tools to write reports as necessary; collaborate with the Associate Director for Student Financial Services Information Systems as needed
- Oversight of returned UA checks and UA vendor refund checks to ensure cash management compliance and proper recording of activity is completed timely
- Lead special projects, training, or development of processes, procedures and policy as needed
3
Responsibilities For Senior Customer Financial Services Specialist Resume
- Identifies and follows up on customer payment issues regarding terms of sale
- Communicates with Sales regarding receivable issues that cannot be resolved through normal payables contacts
- Informs Manager of any issues impacting the corporate DSO and receivable delinquency objectives
- Insures customer billing address and terms are accurately reflected in the Customer Master File
- Initiates appropriate credit action on those orders that have failed the credit checking review as guided by Veritiv Policies
- File all paper documentation according to state librarian policies and procedures for easy retrieval
4
Responsibilities For Financial Services Specialist / Credit Lead Resume
- Utilize Kofax scanning software to ensure quality controls are in place
- Responsible for all aspects of the student financial aid/billing process in a team environment
- Maintain and manage ongoing caseloads
- Explain program requirements, application procedures, verification needs, and other questions regarding benefits or available services
- The use of word-processing and spreadsheet software
- Knowledge of the policies, principles, concepts, guidance, procedures, techniques, and methodologies pertaining to analysis of financial data
5
Responsibilities For Senior Student Financial Services Specialist Resume
- Adjunct and staff EPAF submissions (Banner EPAFs, HireXpress)
- Reconcile daily check distribution for Accounts Payable checks (Utilities, Disbursement Vouchers, Travel, Purchase Order Invoices) utilizing the Pre-Disbursement Processor (PDP) in the UAccess Financial system
- Ensure accurate and timely release of Checks, Wires, Drafts, SUA and ACH payments and provide payment remittance detail for electronic payments
- Oversee the reconciliation process of invoices received from Accounts Payable Interface units to ensure the source document meets audit requirements and record retention needs are met
- Periodic review of desk procedures to ensure up-to-date and available for audit purposes in Docuware to ensure clear and accurate documentation of processes
- Serve as a resource for the organization to provide assistance and guidance on issues that arise in the course of daily business
- Responsible for stop payments, claiming of Accounts Payable funds, redistribution of funds to appropriate expenditure account and ensuring the payment is reissued timely
- Recommend changes and improvements within the Check Control area to ensure efficiency
- Ensure check control financial documents comply with University policy and procedure
6
Responsibilities For Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume
- Cross train with other business areas to maintain current workflow
- Ensure all approvals are collected in compliance with policy (e.g. credit, pricing, etc.) and document completeness and accuracy (e.g. Master documents, transaction documents, collateral documents, etc.)
- Prepare, sent, return all documents from and to customer in a timely manner. Check that all documents are signed and counter signed by appropriate parties in a timely manner. Ensure all executed documents are stored in legal document management system
- Liaise with Sales, business partners and customers to resolve issues related to document preparation. Establish and maintain effective internal and external customer relationships
- Coordinate compliance request and provide support during internal review or external audit. Support Partner Relation Manager and Customer Relationship Manager to resolve customer related issues
- Lead operational change and process improvement, including training of CCMs in Mid/End-of-Term activities. Achieve ongoing personal/professional development goals
- Drive lease restructuring and documentation, including asset management requests
- Financial analysis and reporting of expenditures, budget to actual results, and other financial transactions, in order to provide data that informs management decision making
- Advise prospective, admitted and current students and families about financial aid eligibility, applications, procedures, aid programs, packaging policies, costs, the billing process, registration functions, indebtedness, money management and financial planning
7
Responsibilities For Ccb-financial Services Specialist Resume
- Serve as liaison for functions relevant to the overall administering of services
- Responsible for exceptional customer service and mitigating complex student issues. Maintains an open, sensitive, and helpful demeanor with all who seek advice and information while maintaining an appropriate level of confidentiality
- Use federal, state, and institutional financial aid rules, regulations and professional judgment to assess students’ and/or families’ ability to contribute to the cost of education
- Interacts with admissions, to play an integral role in accepted student day, open houses, and presentations throughout the year as well as move in weekend. Works cohesively with housing, advising, credit/collections, AR, student affairs, and the President’s office to resolve any account issues
- Involvement in special projects, communication and overall organizational changes related to pricing
- Manage Electronic Data Interface and Monthly Billing Package
- Manage customer billing hierarchy
- Manage billing OAIs to completion
- Monitors a specific portfolio of accounts and initiates action to facilitate on-time payment of invoices and to recover delinquent receivables.
8
Responsibilities For Flex Customer Financial Services Specialist Resume
- Collects relevant information that is needed to affect payment, including obtaining copies of invoices, proofs of delivery, credit memos, details from a DFR and on account payments
- Customer contact (via phone and e-mail) regarding delinquent invoices, credit memos, invalid deductions, on account payments, customer disputes and terms discrepancies
- Gain access to and enter invoices for customers so we can obtain payment via a third party invoicing system.(example Arriba)
- Documents all customer collection contacts (both internal and external), specifically promises to pay, agreements and information requests
- Consistent follow up to insure customer information requests have been satisfied and commitments have been met
- Researches and resolves customer disputes and issues
9
Responsibilities For Financial Services Specialist Resume
- Escalate as needed to credit manager for direction if impasse is reached
- Prepares reports to reflect status of collection activity and key delinquency issues
- Process credit card payments as required and be sure they are approved
- Assist with the accurate application of any unidentified cash payments
- Requests increased credit lines for customers who have exhibited timely payment patterns and have exceeded their established line of credit
- Communicates negative payment trends and other critical customer issues to Sales and the Financial Analyst group
- Communicates customer referral order issues with Credit management and Sales to affect resolutions in line with Corporate objectives
10
Responsibilities For Dshs Financial Services Specialist Resume
- Performs as unit Resource Advisor. Plans, organizes, and oversees the activities of the Resource Management Section
- Exercises supervisory personnel management responsibilities. Directs, coordinates, and oversees work through subordinate civilian and military employees
- Represents the 24 Special Tactics Squadron with a variety of MAJCOM, Joint, Air Force and functional area organizations
- Establishes, defines, and implements requirements for financial operations to ensure services and functions are in line with organizational goals and mission requirements
- Prepare, scan, store and review a variety of financial, personnel and student documentation for electronic imaging into the DocuWare scanning solution
- Perform daily, weekly and monthly audits of scanned documentation to ensure accuracy and quality assurance
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