Processing Representative Resume Sample
Tad Cole
4404 Christiansen Mountains,
San Francisco,
CA
+1 (555) 775 8258
Work Experience
Transfer Agency Transaction Processing Representative Senior
10/2017
-
PRESENT
Detroit, MI
- Daily tasks include redemptions; dealer unwinds, flat cancellations, short payoff letters, overpayment report, Pull Ahead program, and charge-off reversals
- Account adjustments include all lease terminations, sales tax adjustments, and lease rewrites
- Miscellaneous tasks include manual title release packages, and auction buybacks
- 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
- Escalate to Manager any opportunities/ideas for change
- Provide client specialized servicing to mutual fund investors regarding any advanced processing items
- Be accountable for work allocated and work that becomes reactivated so that SLA’s are met
- Enters schedules and reviews employee Exception Logs & enters adjustments into the
Transaction Processing Representative
02/2015
-
05/2017
Chicago, IL
- Kronos time & attendance system
- Under limited supervision, reviews hospital and laboratory client invoices, account
- Balances, posts payments and posts adjustments as needed
- Prices miscellaneous tests and enters price into Soft LIS
- Reviews reference laboratory invoices verifying prices accuracy of charges and notifies
- Billing Coordinator of price changes
- Sends out client invoices monthly and resolves billing issues
- Enters third party insurance information into billing system and contacts clients to
Member Administration Processing Representative
02/2008
-
09/2014
Dallas, TX
- Obtain missing information
- Three to six months patient accounts and customer service experience
- Good typing, interpersonal, and analytical skills
- 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
Education
University of Phoenix - Rockville Learning Center
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Strong data management skills, knowledge of Microsoft Office with a strong working knowledge of Excel, and effective time management skills
- Comprehensive processing and data entry skills
- Prior working experience in a shared service environment would be an asset
- Supplier/Client fronting experience
- Complete work by prioritizing multiple tasks to meet tight time constraints
- Proficient typing skill 35 wpm
- Fice working experience
How to write Processing Representative Resume
Processing Representative role is responsible for credit, training, database, payroll, reporting, insurance, travel, events, software, health.
To write great resume for processing representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Processing Representative Resume
The section contact information is important in your processing representative 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 Processing Representative Resume
The section work experience is an essential part of your processing representative 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 processing representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular processing representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Processing Representative resume experience can include:
- Develop knowledge and skills to process more complex transactions over time
- Processing work items rejected from all business partners and internal teams by pulling, validating and redirecting original customer paperwork
- Adhere and deliver to service levels established by business leaders and owners to ensure a positive customer experience
- Two to five years of transaction processing experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments
- Complete core corporate training and develop solid knowledge of systems
- Experience working in a risk controlled environment
Education on a Processing Representative Resume
Make sure to make education a priority on your processing representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your processing representative 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 Processing Representative Resume
When listing skills on your processing representative 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 processing representative skills:
- Strong PC skills to include Word, Excel, Outlook with the ability to navigate multiple applications during call handling
- Highly organized, self-motivated, multi-tasker and good organizational skills
- Knowledge or prior experience of Multifonds TA, Fundtrader, PAP’s, TLM and Creation Online is favorable
- Work effectively with other departments and within your own teams
- Experience solving problems and reducing the effort required of customers
- Operate and monitor scanning equipment, ensuring quality of scans
List of Typical Experience For a Processing Representative Resume
1
Experience For Transaction Processing Representative Resume
- Processing all incoming contracts and other paperwork for the company
- Filling out applications for Renewable Energy Credits and Grants, and tracking a systems progress through these steps
- Working knowledge of email, Internet Explorer, MS Office (Excel & Word)
- Proficient with standard computer programs, navigating websites and data entry
- This job involves regular and recurring work situations of moderate to intense levels of complexity
- Consistently improve job knowledge to advance service capabilities through training and self study
- Answer telephones, transmit information by fax as needed, open mail, process all email request from internal clients
- Verify and determine proper coverage for flood and hazard insurance
2
Experience For Transfer Agency Transaction Processing Representative Senior Resume
- Acts as a system administrator for our Salesforce contract management system (implement business rules, configure approval logic, resolve user issues etc.)
- Resolves internal queries on contract administration processes
- Interacts with the legal team, sales team and other stakeholders to ensure timely and correct execution of contracts
- Be able to understand the various databases, workflow and contract templates. Ability to connect dots and provide solutions or recommendations
- Process Transactions / Enquiries
- Administers, manages and/or governs a variety of qualified and non-qualified benefit plans on a day-to-day basis through processing of various transactions and events within and potentially outside of the Workforce Now Solution -- for assigned client base
3
Experience For Member Administration Processing Representative Resume
- Analysis of stock and requirements lists
- Identify and resolve delivery misalignments
- Track and manage materials physical flows
- Analyze and resolve Shortages
- Follow up on Work in Progress report
- Investigate and solve dock issues
- Manage Quality issues e.g. Quality Notifications
- Weekly KPI with Onshore Teams/Suppliers
4
Experience For New Business Processing Representative Resume
- Manage Purchase requisitions and Purchase orders
- Accurately completes and obtains all supporting documentation (clinical medical necessity form, letter of medical necessity, authorization, referrals, prescription, pre-determination, etc.) for processing to ensure reimbursement upon shipment
- Ensure all patient documents are on file as dictated by Payor, Medtronic and regulatory requirements to ensure reimbursement
- Adhere and deliver to all quality standards determined by the department
- Delivers to meet department productivity targets
- Process customer orders to completion in accordance with commitments to the patient
- Oversight of daily controls to ensure that at all times accuracy standards and deadlines are met
- Review and discuss with the Supervisor, Team Leader and Manager any issues that require escalation
5
Experience For Claims Processing Representative Resume
- Review and reorganize together with the Transaction Processing Manager and peer’s functional tasks that achieve maximum efficiency and reduce operational risk
- Preparation of any sample files required for internal or external audits
- Actively participate and work with the IRM’s and Fund Profile Management/ Production Support in the launch of any incremental business such as new funds or share classes
- Work with the manager to manage controls efficiently to alleviate any potential risk areas
- Regular attendance and active participation at team meetings
- Perform and participate in the cross-training of staff on all aspects of Transfer Agency Data and Transaction Processing & Cash functions to develop depth and breadth of knowledge
- Excellent soft skills with professional demeanor for all interactions with clients and agents
- Entry and reconciliation of State/Federal data entry (Race/ethnicity; birth country; primary language; McKinney Vento; Free/Reduced lunch; family military status)
6
Experience For Trainee Member Administration Processing Representative Resume
- Internal and external customer service via phone and/or email
- Provide service to our agents and clients by processing transactions in response to written requests and composing accurate agent and client correspondence. Within regulatory guidelines, review and process inforce business transactions using various administrative systems such as Mainframe, Fixed Annuity Cyberlife and Rpay
- Resolve our agents and clients’ questions and requests on Fixed Annuities via in-bound telephone calls. Assess the information gathered at the point of call and make appropriate decisions, using a good working knowledge of our administration systems, products and services, within regulatory guidelines
- Perform QC on scanned images prior to document export
- DC workstation and FPRS experience
- Two years of experience in a service-oriented, fast paced, metrics based company
- Deliver on our brand purpose, every time
- Interpret customers’ needs, identify solutions and communicate clearly
7
Experience For Loan Processing Representative Resume
- Receive mail and sort by client
- Interpret errors and take appropriate corrective action
- File scanned batches in archive boxes for future requirements
- Administers, manages and/or governs a variety of qualified and non-qualified benefit plans on a day-to-day basis through processing of various transactions and events within and potentially outside of the Workforce Now Solution including but not limited to Evidence of Insurability and Qualified Medical Child Support Orders
- Processes Evidence of Insurability, QMCSO, new hire and life events
- Processes & resolves non-standard QA discrepancies (e.g. Tier level, EBNYE, Age Reduction, Contingency, Life Max Election)
- Researches & resolves vendor invoices enrollment discrepancies
- Performs census compares and researches/resolves issues identified through audits
8
Experience For Data Processing Representative Resume
- Manages vendor invoices enrollment discrepancies
- Processes manual carrier updates for QA discrepancies
- Manages EOI Process for late entrants or increases
- Performs post-AE audits (clean up activities)
- Provides back-office service support for assigned client base related to the administration of health & welfare benefit plans to internal business partners & service team via phone, CRM, email or in person
- Communicates with appropriate service team members, internal business partners, or third party resources to ensure completion of day-to-day and Annual Enrollment activities
9
Experience For Invoice Processing Representative Resume
- Utilizes benefits/product/process experience to identify issues, troubleshoot, and assist with a resolution. This would include but not be limited to issues related to participant coverage and administrative processes
- Handles highly complex, high-volume clients
- Provide input into new department policies and procedures
- Learn and follow plan rules and procedures that vary by partner/plan
- Recommend improvements to applications, workflows, and procedures
10
Experience For Diabetes Processing Representative Resume
- Staff are required to come up with project ideas to improve departmental functions and are measured on their input to the process
- Serving as a subject matter expert (SME) by assisting team members in the resolution of complex processing issues (such as TEM Transfers, Company Match, Rollin Transactions, Loan Payments) while also providing training and quality process reviews to facilitate accurate and timely completion of customer transactions
- Ensuring the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues in addition to tracking and entering time and volume-related data to evidence processing compliance and reporting accuracy
- A college diploma or equivalent education
- Knowledge of SAP and or Basware accounts payable would be an advantage
- Considerable knowledge of accounts payable processes
List of Typical Skills For a Processing Representative Resume
1
Skills For Transaction Processing Representative Resume
- Experience on automated contract execution system like Docusign
- High-quality benefits program emphasizinggood health, financial security, and peace of mind
- Education level and/or experience
- Practical accounts payable experience
- Experience in data entry is required
- Fresher’s OR candidates with 1 / 2 years of related work experience
2
Skills For Transfer Agency Transaction Processing Representative Senior Resume
- Two years of experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments
- Work experience in a risk controlled environment
- Performing additional tasks such as opening mail, rerouting mail, ICS (Image Capture Services) keying and spreadsheet entry
- Researching and processing duplicate SSN items as well as the processing of SSN change request
- Pulling, reviewing and resolving data discrepancies across the different Fidelity products via the audit reconciliation process
- Reviewing deposit instructions and ensuring each transaction is executed appropriately
- Making timely and accurate deposits, regarding high risk exception functions
- Identifying and reviewing scanned documents
3
Skills For Member Administration Processing Representative Resume
- Establishing and maintaining third party advisor accounts
- Researching and resolving internal driven errors with the internal systems
- Completing data quality review for all work items, by ensuring compliance with defined business rules, to prevent quality and privacy incidents
- Monitoring various Platforms, including SWIFT and NSCC
- Managing queue work and check reconciliation processes
4
Skills For New Business Processing Representative Resume
- Processing of account maintenance information, such as address, name, investment mix and deferral updates
- Processing of new account and beneficiary applications
- Making timely and accurate deposits
- Ensuring on time deliveries within contractual date
- Maintaining accurate student records
- Tracking volumes of work processed
- Processing student-related data
5
Skills For Claims Processing Representative Resume
- Responsible for booking and reviewing private banking and consumer loans, noting collateral exceptions on Jack Henry System
- Document sorting, preparation, scanning, archiving and indexing
- Index scanned information by assigning proper coding for processing
- Processes pending events exceptions & pending events for EOIs
- Prepare documents for scanning and create batches of work for scanning process
- Responsible for timely and accurate update across all Workplace Investing product lines
- Monitor, research and resolve incoming questions
6
Skills For Trainee Member Administration Processing Representative Resume
- Thorough understanding of applicable business rules
- Thorough understanding of the interrelationships between Inbound Operations and Fidelity business units
- Analyzes and designs processes with business stakeholders using process maps, process flows, process and controls documentation
- Regular follow ups and expediting with suppliers
- Collaborate with internal stakeholders to assist with customer needs while ensuring reimbursement
- Remain knowledgeable of changing industry initiatives (attend presentations, work sessions & personal effort)
- Assists in maintaining K12 and State Student Database
- Responsible for the timely and accurate completion of Benefits Administration Processing tasks. Manages assigned Comprehensive Benefits assigned client base
- Provides additional assistance as required during Annual Enrollment
7
Skills For Loan Processing Representative Resume
- Your work requires concentrated mental and visual attention to detail
- Your ability to work in a team environment is quite important
- Extracting and preparing documents for scanning through the operation of automated mail extraction equipment or manually removing envelope contents and following specific business partner rules for scan preparation
- In Good Order (IGO) / Not In Good Order (NIGO) review and signature guarantee validation, creating batch cover sheets for scanning. This processing facilitates Fidelity’s ability to process incoming customer requests within legal and regulatory constraints
- Email Web Outlook experience
- Good communication (written and oral) in both English and French
- For each assigned function, meet or exceed all related Service Level Agreements and Quality Measurements
- Requests are generated by participants, plan sponsors, internal business partners and feed errors
- Flexible to work on night shift from 01am to 10am
8
Skills For Data Processing Representative Resume
- Resourceful, creative and solution oriented
- Motivated to learn end to end supply chain processes
- Travel On-Shore for 3 months
- Responsible for identifying and depositing checks received into customer account. This includes conducting a check review to determine in good order/not in good order as well as a transaction review
- Reviewing customer deposit instructions and ensuring each transaction is executed appropriately
- Complete assigned tasks both timely and accurately
- Independently problem solve and assess risk
9
Skills For Invoice Processing Representative Resume
- Highly motivated, self-directed and an independent thinker
- Flexibility / adaptive to change
- Solve business related problems across functional and business lines
- Working knowledge of Fidelity’s systems, including FBSI, FPRS, FDOT, PAS View, CDP, ICS Apps, Net Query, BPM, AWD and all business partner XTRAC applications
- Working knowledge of integrated MS Office, Excel spreadsheet, Outlook Mail, and Presentation software
- Processing correspondence requests by printing, retrieving, updating, validating and mailing of letters, forms, image copies and/or original documents(including checks) to enable completion of applicable customer transactions
- Processing TOA forms received by retrieving original customer documentation, printing applicable document images, and mailing items to defined Contra Firms to ensure timely and efficient monetary transfer completion
10
Skills For Diabetes Processing Representative Resume
- Communicating with internal business partners to resolve issues preventing the accurate and timely fulfillment of requests
- Ensuring issue resolution for all items that cannot be processed correctly due to insufficient information by following proper escalation procedures
- Ensuring timely completion of administrative tasks by storing daily backup, completing end of day queue review, ordering of material archive supplies, entering time and volume to ensure processing queues are compliant and reporting is accurate
- Managing the retrieval and storage of archived paperwork, through physical and electronic tracking tools to enable efficient and accurate retrieval for processing completion within defined regulatory guidelines
- Prepping of pallets based on age of material, to ensure consistent and accurate labeling, to assist with timely future documentation (including checks) retrieval and destruction within defined regulatory guidelines
- Willing to dive into details of contracting operations
- Communicating with internal business partners (Client Services, WPS, and Compliance) and our Clients to provide world class service
List of Typical Responsibilities For a Processing Representative Resume
1
Responsibilities For Transaction Processing Representative Resume
- DC Recordkeeping experience
- 1 English P3 Advanced 2 Portuguese P2 Proficient
- Work over time based on business needs
- Competency with Windows & Google applications
- Stay on task, with moderate supervision
- New York Life Insurance Company is a mutual company, which operates for the benefit of its participating policy owners and members. Non-participating products are also issued by its wholly-owned insurance company subsidiaries
- Although New York Life Insurance Company has historically paid a dividend on its whole life insurance policies, dividends are not guaranteed
2
Responsibilities For Transfer Agency Transaction Processing Representative Senior Resume
- Ensure Inventory optimization
- Liaise with onshore teams
- Identifying and assisting with workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations/ideas, and supporting change in order drive process efficiencies (Working with team mates and other departments to identify opportunities to reduce NIGO transactions to improve the participant and client experience)
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