Payment Associate Resume Sample

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Lourdes Little
47512 Herman Bridge,  Chicago, IL
+1 (555) 316 1361

Work Experience

Senior Associate, Payment Services
11/2015 - PRESENT
Los Angeles, CA
  • Maintain accurate daily written records of payment activity completed
  • Prepare monthly reports of payment activity as requested
  • Keep record and track customer enrollment in cold weather rule arrangements to ensure proper billing and payment
  • Manage the payment process for all customers working with appropriate business units
  • Develop checks and balances with regards to payment processes to ensure accuracy
  • Process customer related payment research as requested
  • Monitor and process customer returned payments
  • Monitor and work payment services related inquiries
Senior Grant Payment Associate
04/2012 - 05/2015
Los Angeles, CA
  • Monitor and work inquiries from energy assistance agencies
  • User report distribution for quarterly user recertification’s for various Payment Services applications
  • Monitors and performs compliance scanning of wire and SWIFT activity at M&T Bank’s Canadian Office
  • “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
  • Formulate recommendations to management for process improvements, evaluating and reviewing Payment Services’ forms, evaluating contract vouchering procedures, and working with PeopleSoft enterprise system to develop ad-hoc reporting requirements for special projects. Make suggestions to ensure compliance with changing Accounting standards as related to accounts payable
  • Responsible for the centralized Payment Services inboxes used for submission of vendor invoices and for select vendors’ retrieval of electronic invoices from vendor’s web site and email to appropriate staff member in program or operations. Process payments (Check/Wire/ACH)
  • Strong customer-service orientation and high level of enthusiasm. Ability to build and maintain strong professional relationships. Confident and able to quickly establish credibility. Ability to develop strong relationships across the institution and to navigate complex organizational dynamics
  • Strong interpersonal and communication skills, ability to organize time, adhere to deadlines, set priorities and solve problems are required. Experience interacting with all levels of management
Global Payment Team Associate
10/2006 - 12/2011
Houston, TX
  • Strong organizational skills, including the ability to prioritize, work under pressure, juggle multiple tasks, organize time effectively, conduct research and identify resources for projects. Self-disciplined to meet deadlines and has a strong work ethic
  • Comfortable developing and moving projects forward with minimal supervision; ability to recommend and implement a systematic course of action to ensure project completion; provide a task-oriented style with focus on achievement and process
  • Multitask with strong analytical and mathematical skills. High attention to detail. Monitors and double checks work and information for accuracy and quality
  • Excellent written and oral communications skills. Ability to engage in clear and ongoing communications with staff and vendors, translate technical issues into easily understood terms and manage expectations
  • Exhibits judgment in practical matters and critical decisions, experience evaluating and knowing when to escalate issues, choosing wisely after contemplating various courses of action
  • Work independently and in a team in a fast-paced professional environment. High energy and determination to succeed
  • Resourceful. Able to understand organizational structures and work through administrative systems
  • Understand Pew’s key policies relevant to the reimbursement of allowable business expenses, such as Travel Policy, Corporate Card Policy, and Business Expense Reimbursement Policy
  • Assist in creating Contract vouchers during peak times, which requires full understanding of Pew’s Contracts with suppliers


University of Phoenix - Taylorsville Learning Center
2001 - 2005
Bachelor's Degree in Business

Professional Skills

  • Strong prioritization and time management skills, including the ability to work in a fast-paced production environment
  • Strong verbal and written communication and presentation skills. Ability to effectively communicate to a wide customer base
  • Strong computer skills, including proficiency in Microsoft Word and Excel, as well as various other business applications
  • Strong organizational skills with attention to detail, accuracy and timeliness
  • Working experience within a Shared Service Centre (+ 2 years)
  • Experience working within Accounts Payable / Treasury related field (+ 3 years)
  • Operate automated mail sorter- MPS 40

How to write Payment Associate Resume

Payment Associate role is responsible for research, basic, interpersonal, software, accounting, analytical, communications, insurance, finance, training.
To write great resume for payment associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Payment Associate Resume

The section contact information is important in your payment associate 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
  • Email
  • Telephone number

Work Experience in Your Payment Associate Resume

The section work experience is an essential part of your payment associate 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 payment associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular payment associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Payment Associate resume experience can include:

  • Strong problem solving skills, basic accounting principles knowledge, documentation skills, research and resolution skills, data analysis and multitasking skills
  • Strong organizational skills, including the ability to set priorities, juggle multiple tasks, organize time, and track details in a fast-paced, dynamic environment
  • Strong interpersonal and communication skills, ability to organize time and adhere to deadlines are required. Strong oral communication skills including a polished telephone manner. Uses appropriate grammar in verbal or written form. Maintains a customer service demeanor at all times
  • Good analytical and mathematical skills. High attention to detail. Vigilant and confident. Monitors and double checks work and information for accuracy and quality
  • Negotiation skills and excellent interpersonal and communication skills
  • Excellent understanding of bank requirements and previous online banking experience

Education on a Payment Associate Resume

Make sure to make education a priority on your payment associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your payment associate 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 Payment Associate Resume

When listing skills on your payment associate 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 payment associate skills:

  • Strong computer skills in Microsoft Excel, Email and Word
  • Prior working experience within a payments/remittance processing environment
  • Acquired basic skills to perform routine tasks
  • Revenue Cycle Management experience (understanding how patient visits, procedures, etc. are billed to insurance companies and to the customer)
  • Other modules (RDE, Scanning, Mail Distribution, Validations, etc.)
  • Previous office experience

List of Typical Experience For a Payment Associate Resume


Experience For Senior Associate, Payment Services Resume

  • Maintain effective working relationships with third party vendors and agencies
  • Excellent understanding of P2P processes
  • Provide excellent customer service and timely site issue resolution
  • Planning and organizing, from process and project perspective
  • Responsible for processing and tracking payments to Investigators and other payees in support of a clinical trial
  • Verify credits are out to the correct financial class and request offsets / takebacks
  • Actively communicate, converse, or express oneself in exchange of information with other employees and/or members
  • Monitor and manage contract invoices submitted to Pew (domestic and international) daily
  • Work closely with vendors and Pew staff members to facilitate payments

Experience For Global Payment Team Associate Resume

  • Identify payment criteria and administer payments to each investigator and process all pass through costs
  • Assist in preparation of the study budget template
  • Contribute to communication on project-related matters with the clinical project team under the direction of the Grant Payment leadership
  • Reconcile all study payments on a routine basis and provide financial reports to clients as requested
  • Provide site payment documentation for sponsor audits as requested
  • Understand and follow project specific and GSS policies and procedures
  • Generate investigative site payment reports for project team review (if applicable)
  • Support client audit demands as necessary

Experience For Payment Controls Associate Resume

  • Identify and work to deploy process improvements
  • Verify credits are out to the correct financial class and request offsets / take backs
  • Stage work in an accurate and presentable format for customer capture
  • Cross-train to support all areas of the Lockbox department
  • Various functions within the Lockbox department
  • Prepare batches of checks and invoices based on client specifications, with a focus on payee name, date and currency

Experience For Senior Grant Payment Associate Resume

  • Package back-up material requires, in accordance with client specifications for delivery thru USPS, FedEx or UPS
  • Meet or exceed departmental productivity and quality standards
  • Cross-train to process the ability to support all functions within the department
  • Explain and support payment processes to customers and employees outside the department
  • Maintain effective working relationships with correspondence staff, bill print staff, customer service associates, the billing department staff, the payment department staff and the credit/collections department staff

Experience For Associate, Payment Services Resume

  • Maintain effective working relationships with various other company departments, including operations, regulatory, accounting, tax, IT and the field resource center
  • Ensure that the operated processes and the internal controls are SOX compliant and both tax and legally compliant for the company codes in scope as well as support during internal/external audits
  • Prioritize and balance multiple tasks simultaneously
  • Customer focus and Business Acumen
  • Drive for results and ability to work under pressure with accuracy and commitment
  • Attend to details and assess financial impact of decisions

Experience For Enterprise Payment Investigation Associate Resume

  • Motivate people and to work in virtual and global team
  • Another language as an advantage
  • Advanced SAP system knowledge
  • Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements
  • Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional
  • Work independently Regional NPS Team PxV Team Total Revenue Sales Professional input

Experience For Health Care Payment Reform Associate Project Director Resume

  • Be a self- starter
  • Work with sense of urgency
  • Off-site meetings and business travel could be occasionally required
  • Serve as an alternate for virtual demonstrations of SunGard’s PayNetExchange solution
  • Perform vendor analysis, and price creation, via Excel’s vLook-up and Fuzzy Look-up
  • Opportunities for professional growth in HR/Finance field
  • Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports Recommend changes and improvements to sales support materials and functions based on findings and feedback

List of Typical Skills For a Payment Associate Resume


Skills For Senior Associate, Payment Services Resume

  • Experience in Microsoft Office (Word, Excel and Outlook)
  • Customer-focused, with the ability to prioritize tasks
  • Sorting /staging completed lockbox batches into the correct outgoing client bin
  • Operating mail extraction units, making payment processing decisions based on customer requirements
  • Understanding of billing, payments, credit and collections processes for residential and commercial utilities customers
  • Ensuring timely delivery of mail to processing floor
  • Performing manual and/or automated sorting of work based on client instructions

Skills For Global Payment Team Associate Resume

  • Meeting or exceeding department productivity and accuracy standards
  • Understanding of cold weather rules and arrangement processes
  • Ensuring batches are received from the production area in timely
  • Ensuring batches are received from the production area in timely manner for mail out
  • Setting up mail bins for accounts
  • Insuring proper mail labels are printed/maintained
  • Presenting “clean” documents for capture

Skills For Payment Controls Associate Resume

  • Meeting outgoing deadlines
  • Negotiate client incoming mail as per client instructions (ie. Check negotiations, stapling, and overall mail package preparation)
  • Review vendor invoices for completeness, including coding
  • Knowledge of billing rules filed with the Public Service Commissions
  • Assist in expediting the work from the processor workstations to the automated room

Skills For Senior Grant Payment Associate Resume

  • Assist in expediting the work from the processor workstations to the
  • Assist in the identification root cause regarding errors from mailroom
  • Work in a team environment, sharing common goals and expectations
  • Overtime work as required, including periods of outage
  • Liaise with Finance team regarding site payment issues
  • Assist in the development and testing of new Grant Payment systems and standard processes
  • Assist with maintenance of training and other manuals for the Grant Payment team

Skills For Associate, Payment Services Resume

  • Assist team with troubleshooting payment issues
  • Mentor other Grant Payment team members, assisting with their workload as required
  • Conduct Grant or Budget Training for new Finance team members
  • Responsible for meeting client deadlines
  • Receive Incoming Mail
  • Comfortable giving direction to others

Skills For Enterprise Payment Investigation Associate Resume

  • Basic computer operating knowledge (touch screen, mouse, reboot, etc)
  • Capable of operating appropriate office equipment required for employee productivity and use of keyboards
  • 2842 Business Park Drive
  • Knowledge of energy assistance availability and referral process
  • Process sorter rejected items
  • Sort mail items into client bins
  • Pull and prep mail for delivery to production teams

Skills For Health Care Payment Reform Associate Project Director Resume

  • Research and resolve mail out issues
  • Monitor all courier pick ups
  • Monitor mail deliveries from the post office
  • Sales Team Support Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation time frames and requirements
  • All areas within lockbox, ie. Scanning and Data Entry
  • Majority of direct communication involves clients, where positive interactions are essential to ensure success
  • Responsible for selling tickets and other items to clients, receiving payment by cash, credit cards and other means, and reconciling total payments versus total sales as needed
  • Knowledge of banking procedures and processing of files and transmissions

Skills For Sales Associate, Treasury & Payment Resume

  • Enter lobbying expense information into the PeopleSoft Lobbying interface as it pertains to expenses for vendors and employees accurately and timely
  • Work on resolving match exception reporting
  • Learn, retain and follow payment processing policies and procedures
  • Monitor and manage unapproved vouchers, ensuring vouchers receive appropriate approval and payment is made to vendor
  • Medical insurance industry exposure

Skills For Payment Associate With Russian & English Resume

  • Investigate, reconcile and problems solve past payment issues
  • Enter vouchers related to contracts and obtain approval for release of consultant payments
  • Provide information to Pew staff on aspects of contracts, invoices, purchase orders, lobbying information, monthly payment procedures, and preparation of related documents
  • Prepare memos, schedules and other information for Senior Manager, Disbursements
  • Ensure proficiency in assigned backup responsibilities, i.e., employee expense reimbursement, third-party reimbursement, check requests, and purchase order vouchering
  • Assist with the revision and updating of policies and procedures. Prepare, update and distribute, as necessary, the Accounting/Payment Services policies and procedures manual
  • Liaise with GSS Site Contracts teams regarding payment terms in investigator agreements

Skills For Payment Services Associate Resume

  • Communicate with sites and clinical teams regarding payment questions or updates
  • Maintain and update payment tracking information in the Trial TrackerTM Grant /CTMS
  • Setup and maintain financial files throughout the course of the study including payment documentation, investigator financial files and amendments
  • Work under minimal level supervision. Seek guidance on problems as needed
  • Contribute to and participate in tasks and special projects as assigned. Participate in Pew¬ wide projects related to the Finance unit as necessary
  • Accountable for the overall payment management of assigned studies which includes initial communication with PMs and sites during payment set-up in the system, execution of timely and accurate payment to the sites, issue resolution and final study reconciliation

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