Account Processor Resume Samples

Description :

1. Helped customers with questions on accounts, debit card disputes.
2. Processed incoming and outgoing checks and electronic files.
3. Helped customers enroll in online banking and get set up for direct deposit payroll.
4. Learned some good customer service skills.
5. Treated customers the way you would want to be treated.
6. Submitted information in provia program and performed various tasks for the account manager.
7. Confirmed shipping/receiving bills and processed out a bill of ladings paperwork.

Experience

10+ Years

Level

Senior

Education

Information Processing

Description :

1. Included processing of daily workload per department expectations.
2. Processed new business, rewrites, policy changes, and cancellations.
3. Compiled team meeting notes.
4. Trained coworkers on Microsoft Office Suites.
5. Written and verbally communicated with clients to resolve outstanding issues.
6. Ensured accuracy of client products.
7. Typed to customers in response to their appointments through Microsoft outlook.

Experience

10+ Years

Level

Senior

Education

Bachelors Of Business

Description :

1. Maintains the health of an invoicing process of approximately five million dollars a month.
2. Provides account reconciliation, performing payment research, and negotiating payment plans for all assigned accounts.
3. Identifies payment discrepancies and initiates collections or dispute resolution processes.
4. Performs in-depth customer and supplier payment analysis to properly record actions required to resolve dispute items.
5. Maintains frequent contact with internal and external customers and suppliers in order to address all payment issues.
6. Performs tests and generates status reports with regards to updates and new modules on the billing software.
7. Supports the IT personnel on tests and special projects related to the Finance Department.

Experience

2-5 Years

Level

Junior

Education

BA In Finance

Description :

1. Processed client updates and requests in a timely manner.
2. Maintained up to date information on credit report scoring to educate clients.
3. Interacted with customers and resolved customer complaints.
4. Responded to general inquiries from clients and staff via email, mail, and fax.
5. Exceeded monthly goals for processing customer requests.
6. Reduced time and costs and increased efficiency by introducing new accounting procedures.
7. Suggested process improvements in several areas to secure prompt supplier setup, leading to prompt invoice payment.
8. Secured, maintained, and validated tax forms for a large supplier database that is worldwide.

Experience

2-5 Years

Level

Junior

Education

Business Administration

Description :

1. Communicated with legal officials to determine the information necessary to process garnishments and child support deductions.
2. Promoted from Account Reconciliation Department.
3. Garnished, on average 20-30 accounts daily based on court and IRS orders.
4. Generated and analyzed a daily report to determine account feasibility prior to running child support payments.
5. Processed, on average five back-child support payments daily from court orders.
6. Served as a Special project consultant to verify account information to determine eligibility for low-income housing support.
7. Processed corporate accounts in a timely manner to meet company deadlines.

Experience

10+ Years

Level

Senior

Education

Bachelors Of Business

Description :

1. Reconciled general ledgers to reflect current monthly activity totally back to figures logged into head office.
2. Balanced and reconcile customer accounts when differences arise due to bank errors.
3. Wrote letters resolving customer issues relating to various queries relative to their accounts.
4. Monitored billing systems and take the necessary steps to avoid impacting user departments.
5. Assisted financial centers with customer account issues in a timely and professional manner.
6. Planned classes and train department on a new in-house computer system designed to reduce the errors on customer account differences.
7. Handled both incoming and outgoing customer service and collection calls.
8. Prepared QWR's to lender/banks and attorneys.

Experience

7-10 Years

Level

Management

Education

Bachelor Of Science

Description :

1. Contacted and updated all aspects of account information into the SalesForce CRM program.
2. Created and maintained Excel spreadsheets for management for later integration into SalesForce.
3. Took a leadership role and became lead for all hired contracted positions within this assignment.
4. Helped with new hire training and onboarding.
5. Processed and deposited checks and invoices received via mail.
6. Reviewed checks and invoices for special instructions and determine appropriate item handling.
7. Sorted mail, processed accounts, and prepared deposit tickets to meet deadlines.

Experience

7-10 Years

Level

Management

Education

AA In Business Administration

Description :

1. Processed check queues while comparing checks to customers' previous check history to determine if possible fraud.
2. Printed copies of fraud checks and letters to customers to mail.
3. Entered a Startfraud case for possible fraudulent checks or posting errors.
4. Submitted Web Express cases to fix posting errors.
5. Noted customer's accounts with fraud alerts or posting error information.
6. Reconciled generated statements to meeting with contractors on weekly basis to processing incoming payment against machines reconciled statements.
7. Supervised 20 contractors' daily activities, well as collection calls to contractors not meeting deadlines.
8. Provided customer service to Vendors and potential clients on new and existing machine rental needs and servicing.

Experience

2-5 Years

Level

Junior

Education

Bachelor Of Science

Description :

1. Processed and deposited checks and invoices received via mail.
2. Reviewed checks and invoices for special instructions and determine appropriate item handling.
3. Prepared checks and documents for input into the system.
4. Scanned items to ensure no information is discarded.
5. Processed branch and agency transfers.
6. Created a transfer confirmation letter for the agents and upper-level management.
7. Met all processing guidelines and deadlines as set by management.

Experience

7-10 Years

Level

Consultant

Education

Bachelors Of Business

Description :

1. Researched and assessed consumer accounts and other client information for verification of funds.
2. Processed an average of 125 time-sensitive legal documents into various proprietary software programs on a daily basis with 100% accuracy.
3. Maintained important records in compliance with retention guidelines.
4. Notarized various legal documents on an as-needed basis.
5. Processed applications, changes, reinstatements, and cancellations of insurance policies.
6. Compiled data and keeping track of policy changes and lapses.
7. Canceled policies as requested by agents, verified the accuracy of applications.
8. Handled highly confidential information and updates on the customer database, run credit reports, and MVR's.

Experience

5-7 Years

Level

Executive

Education

Accounting