A Financial Processor is responsible for computing, classifying, and recording numerical data to keep financial records complete. Essential roles and responsibilities are listed on the Financial Processor Resume as – performing routine calculating, posting, and verifying duties; obtaining financial data for use in maintaining accounting records; checking the accuracy of figures, and posting; preparing all necessary documentation, researching applicant credit status, preparing and maintaining all paperwork; creating repayment plans, submitting files to the underwriter, conducting interviews to assess client eligibility; and ensuring compliance with established regulations and law requirements.
The most sought-after skills for the post include the following – solid knowledge of closing procedures, loan processes, and documentation; good understanding of banking computer software and MS Office, good multitasking skills, outstanding time management skills, and strong communication skills. Employers typically pick those resumes that contain a degree in finance or a relevant field.
Headline : To obtain a Financial Processor position in customer service in a professional environment where I can utilize my strong customer relationship and service skills.
Skills : Microsoft Excel, Microsoft Access, Data Entry, Data Analysis, Database Management.
Description :
Currently trained on two products and two systems containing 8 subsystems.
Continuously maintained productivity goals along with accuracy.
Nominated for an ispie award for great teamwork by current manager.
Updated and created procedures for 9 processes.
Assisted in training of new hires.
Monitored daily posting of offshore accounts (A/R and A/P).
Researched Inter-company/sister companies for allocations/corrections of A/R.
Experience
5-7 Years
Level
Executive
Education
Associates In Accounting
Financial Processor Resume
Summary : Over eight years of accounting experience in diverse industries Exceptional computer and analytical skills and experience Strong process development, organizational skills, and deadline driven in a stressful environment Excellent communication and problem solving skills.
Skills : Microsoft Office, Lotus Notes, Citrix, Symix, Autocad.
Description :
Processed approximately fifty or more Inter-company transfers (domestic and international) Prepare weekly and end-of-month reports.
Researched A/R processing.
Processed vendor credits/refunds.
Allocated bad debt payments to customers account.
Reconciled accounts and prepared documents for Auditors.
Liaisoned between offshore colleagues and customers.
Updated/posted daily banking transactions.
Experience
7-10 Years
Level
Management
Education
GED
Financial Processor Resume
Summary : Conscientious, personable and energetic business professional with over 20 years' experience that encompasses information assurance, corporate security, financial and programmatic supports for the Missile Defense Agency, Army and Navy programs. As well as expertise in the areas of marketing, sales and retail.
Skills : Sales And Marketing, Brand Awareness, Purchasing And.
Description :
Executed client request in a timely accurate while providing clients with appropriate, accurate, timely, complete information.
Adapted to a changing work environment or changes in policies in a positive environment.
Processed additional purchases Mutual funds, EBT, wire transfers and contributions.
Identified situations that that require an option to be processed on VAST.
Resolved ACH rejects due to financial institutions inability to process funds due to Vanguard's entry error, bank mergers, outdated banking information and bank format requirements.
Performed appropriate exception processing such as outcalls, bulk mail correspondence, letter insert and resorts.
Validated checks accurately using Vanguard's AWD, WAVE and OARS data base.
Experience
10+ Years
Level
Senior
Education
MS
Financial Processor Resume
Headline : Ambitious and hardworking young Financial Processor professional. Graduated from Immaculata University with a degree in Business Administration where I was the captain of the Men's lacrosse team and on the Student Athletic Advisory Committee. I am currently working at Vanguard as a financial processor. I am looking for a position in sales, consultant or analyst but also open to other new opportunities.
Skills : MS Office, Developing Skills.
Description :
Developed knowledge and proficiency in establishing processing existing client transaction requests, and handling exception items such as outcalls.
Reviewed transactions for accuracy, completeness, and adherence to all internal and external regulations.
Partnered with tenured Associates to ensure timely completion of all client requests with minimal rework required.
Worked with tenured Associates to maintain department standards for quality and productivity.
Developed a working knowledge of the company's processing systems and of all departmental policies and procedures for processing.
Developed proficiency in corresponding with clients both orally and in written format to clarify incomplete or invalid paperwork.
Developed knowledge in order to comply with all Securities and Exchange Commission (SEC) and company's internal policies regarding client contact.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science
Financial Processor Resume
Summary : Innovative career spans 10 years of experience in customer service, retail, financial and other industries with primary focus on customer/client retention. Backed by solid credentials (Brown Mackie College) and proficiencies in generally accepted accounting practices (GAAP) as well as MS Office Suite, QuickBooks, Peachtree Software and other ERP/EDI systems.
Skills : Excel, Several Other Software Programs.
Description :
Conducted monthly bank reconciliation and month end reporting.
Managed vendor/supplier relations; and oversaw the timely, accurate processing of billing, purchase orders, expense reports, credit memos and payment transactions.
Maintained adherence to corporate, accounting and GAAP standards; addressed escalated issues from customer and vendors regarding billing; and ensured accurate and compliant Billing files and records in accordance with company policies and government regulations.
Accurately processed incoming and outgoing money gram, disbursement checks, and ACH payments, accounts payable and receivable processes, bank reconciliation Implemented Delta works processing system knowledge.
Prepared accurate and timely reported for daily balancing of funds Monatary Transferred for corporate clients as well as personal account holders.
Renegotiated payment terms with dozens of suppliers/vendors from Net 7 to Net 60 days for manufacturer emerging from company merger.
Improved cash flow and helped facilitate company's return to profitability.
Experience
10+ Years
Level
Senior
Education
B.A.
Financial Processor Resume
Headline : As a Financial Processor, responsible for Depositing to Pershing or NFS accounts- Recieves, codes, enters checks in either the Pershing account or the NFS account, totals all checks for the daily deposit, processes checks through Remote Deposit Capture. Material is then scanned and indexed.
Skills : Office Administration, Communication SKills.
Description :
Extensive knowledged of Singlepoint and Online Treasury Manager software, QuickBooks.
Consistently maintained accuracy in calculating figures and amounts such as discounts, interest, negotiated proportions, and percentages.
Maintained effective work relationships with peers and management.
Kept supervisor informed of issues impacting the team.
Posted proceeds 401K, I401K, 403, VRIP, SEP IRAs transfer of assets.
Identified transactions not in good order to prevent fraud and client dissatisfaction.
Provided recognition and financially rewarding employees for their success.
Experience
5-7 Years
Level
Executive
Education
B.A.
Financial Processor Resume
Headline : As a Financial Processor, responsible for Working in a fast-paced atmosphere and in critical situations Accomplishments my accomplishments have been finish my work above standard and quality and great customer service meet my dead lines.
Received and processed customer payments for credit card billings,updating payments.
Resolved customer disputes by researching historical account records.
Promoted to team lead position; supervising and training 5 personnel.
Performed quality control checks for mail distribution insuring 100% accuracy.
Capabled of following instructions and making decisions with no supervision.
Became a back up team lead so I can also manage my department without supervision.
Used team work go above to provide well customer service help my team and take ideas from my crew.
Experience
5-7 Years
Level
Executive
Education
GED
Financial Processor Resume
Objective : To establish a long-term career in a company where I may utilize my Financial Processor professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
Skills : Mail/Admin, Microsoft Word, Excel, Telecommunications, Customer Service, Retail.
Description :
Worked with Mutual funds, stocks, bonds, heavy financials and data to establish accounts with strong attention to detail.
Dealt with high dollar amounts, VIP's and established 401k plans, retirement and Roth IRA's.
Analyzed data to match up to company specific guidelines, to abide by State and government rules and regulations.
Maintained and conducted a very professional work environment with team building skills and management review in a very fast paced work environment.
Ever changed work dynamic to accompany work productivity.
Processed Transfer of Assets from one Institution to Vanguard Grasped the position quickly and helped others with training.
Cared for our employees and taking pride in the work they do.
Experience
2-5 Years
Level
Executive
Education
Diploma
Financial Processor Resume
Objective : I have a broad work experience that includes finance, sales and management, customer service, shipping and receiving, landscaping, and computer work.
Skills : Microsoft Excel, Tableau, Access, Business Objects.
Description :
Conducted a daily reconciliation report process (Reduced time from 15 minutes to 1 minute).
Managed self directed brokerage account transactions that had $45 million in assets.
Reviewed qualified domestic relation orders for completeness.
Reversed checks that were returned due to non-sufficient funds.
Processed retirement plan enrollments with a .02% error rate.
Processed plan rollovers which increased assets by $86 million.
Trained new employees, conducting new hire orientations and updating procedures.
Used Problem Solving Time Management Efficient and effective communication Collaboration with other departments.
Experience
2-5 Years
Level
Junior
Education
Bachelor's
Financial Processor Resume
Objective : Looking for a career in an exciting and challenging environment with the ability for advancement. Would like to work with a team of motivated and smart individuals who are enthusiastic, where I can utilize my skills and experience for the benefit of the company.
Skills : Microsoft Powerpoint, Quickbooks.
Description :
Heavy data entry of alpha-numeric client information into various technological systems to update client accounts.
Processed client's asset legal documents within Service Level Agreement guidelines and ensure accuracy.
Created Deeds of Trust, QuitClaim Deeds, and Assignment of Deed of Trust for Mortgage and Real Estate assets.
Followed up on pending items and keep accounts up-to-date with State Counties, Loan Servicing Agents, and/or Sponsors on pending documents in regards to both Private Equity and Real Estate Notes.
Scaned all financial and legal documents, verifying images are clear and readable to upload into the system.
Filed original alternative asset documents on behalf of the client for custody.
Completed quality checks on all work for accuracy and completeness.
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