Financial Services Coordinator Resume Samples

A Financial Services Coordinator is responsible for maintaining the financial records of the organization. Common work activities are listed on the Financial Services Coordinator Resume as – reporting activities related to pertinent processes; handling utility and other bills; ensuring accurate billing of customers, handling billing problems and disputes, liaising with various parties to gather and share relevant information; making required adjustments to customer accounts, improving and redesigning processes, maintaining records and documentation; and maintaining the confidentiality of information.

To become one, the person must be incredibly organized and detail-oriented. The ability to provide excellent customer service, multitask and discretely handle sensitive information, and being a team player is a must. Companies look for professionals having proficiency in MS Office and other software systems. Other crucial skills include the following – working knowledge of general payroll, financial and tax regulations, and multitasking skills.

 

Financial Services Coordinator Resume example

Financial Services Coordinator Resume

Summary : Multi-faceted and accomplished Financial Services Coordinator professional with 15+ years expertise in technical/customer support and conflict resolution. Demonstrated ability for maximizing value and increasing customer retention through high quality service while building strong interdepartmental and customer relations. Recognized ability to exceed expectations while striving for the next level of excellence and welcoming new challenges.

Skills : Government Relations, Service Coordinator.

Description :

    1. Resolved Tier I and Tier II escalated collection calls with 100% resolution.
    2. Liaised with Verizon's Finance team for payment research to prevent service suspension and increase customer satisfaction.
    3. Processed destination-related invoices (e.g., port, pre/post hotel, transfers, and land packages) in MXP and/or Recall.
    4. Ensured invoices are legibly scanned and processed to the correct ship, call date, and vendor.
    5. Confirmed the invoice amounts, (in the correct currency), and the invoice number are properly recorded in MXP and/or Recall.
    6. Ensured P.O. is signed by both the vendor and the ship's representatives.
    7. Ensured supporting documentation is scanned into MXP and/or Recall (e.g. P.O., Port Memo, receipts, relevant emails) and appropriately labeled for ease of identification.
                                  Years of Experience
                                  Experience
                                  10+ Years
                                  Experience Level
                                  Level
                                  Senior
                                  Education
                                  Education
                                  Certificate In Accounting


                                  Financial Services Coordinator Resume

                                  Headline : Responsible for Collecting over $4.1M annually to meet revenue goals, Assuring OSHA compliance of plant employees, OSHA record keeping and fling worker's comp claims, and also Assisting with A/P, payroll, and accounts reconciliation.

                                  Skills : Outlook, Coordinating Skills.

                                  Description :

                                    1. Performed all A/R functions to include cash receipts, invoicing, aging and record maintenance.
                                    2. Coordinated distribution schedules and draw requests with client's lenders nationally.
                                    3. Oversaw and maintained job files for 5 departments.
                                    4. Designed and implemented new record keeping systems for maintaining client financial information.
                                    5. Tracked and calculated commissions for 8 salespeople.
                                    6. Corrected errors in commission formularies and recalculated over 5 million in sales.
                                    7. Interviewed, trained and assisted receptionist/mailroom personnel.
                                  Years of Experience
                                  Experience
                                  5-7 Years
                                  Experience Level
                                  Level
                                  Executive
                                  Education
                                  Education
                                  BS In Accounting


                                  Financial Services Coordinator Resume

                                  Objective : As a Financial Services Coordinator, responsible for Maintaining time and workflow analysis; preparing and submitting statistical and administrative records and reports specific to work processed in the assigned work unit.

                                  Skills : Quickbooks, Excel, Microsoft Office.

                                  Description :

                                    1. Successfully reduced time per call which contributed to overall call center cost - maximizing shareholder value.
                                    2. Maintained optimal balance between business and customer needs by actively listening and proactively educating customers.
                                    3. Efficiently assessed customers' ability to pay and negotiated payments increasing revenue and customer satisfaction by eliminating service suspension.
                                    4. Enthusiastically participated in various customer retention and loyalty teams focused on eliminating account closures and write-offs.
                                    5. Projects utilized proactive customer contact, extended payment arrangements, and alternative service options to increase departmental efficiencies and customer loyalty.
                                    6. Ensured amounts charged are in line with the forecasted amounts.
                                    7. Investigated, resolved, and documented actual to forecast variances prior to passing invoice on to the next level of approval.
                                                        Years of Experience
                                                        Experience
                                                        2-5 Years
                                                        Experience Level
                                                        Level
                                                        Junior
                                                        Education
                                                        Education
                                                        BA In Liberal Arts

                                                        Financial Services Coordinator Resume

                                                        Headline : Financial Services Coordinator with 6+ years of experience flawless preparation of presentations, preparing facility reports and maintaining the utmost confidentiality. Possesses a B.A. in Literature and expertise in Microsoft Excel. Looking to leverage my knowledge and experience into a role as benefits analyst.

                                                        Skills : MS Office Suite, ADP, Pinnacle, Account Management, Acrobat, SAP, Office Administration, Receptionist.

                                                        Description :

                                                          1. Coordinated all department functions for a team of 14 employees.
                                                          2. Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
                                                          3. Verified and logged in deadlines for responding to daily inquiries.
                                                          4. Created databases and spreadsheets to improve inventory management and reporting accuracy.
                                                          5. Standardized department filing system to increase efficiency.
                                                          6. Improved communication efficiency as primary liaison between department, clients, and vendors.
                                                          7. Planned and drafted meeting agendas, supplied advance materials and executed follow-up for meetings.
                                                        Years of Experience
                                                        Experience
                                                        5-7 Years
                                                        Experience Level
                                                        Level
                                                        Executive
                                                        Education
                                                        Education
                                                        Bachelor Of Arts In Literature

                                                        Financial Services Coordinator Resume

                                                        Summary : To obtain a Financial Services Coordinator position where my knowledge, communication skills, and experience can be used to better the company.

                                                        Skills : Microsoft Office, Kronos, Peoplesoft.

                                                        Description :

                                                          1. Sorted and filed correspondence.
                                                          2. Ensured proof of receipt of services is in supporting documentation prior to passing the invoice on to the next level of approval.
                                                          3. Ensured expenses are recorded to the appropriate GL accounts.
                                                          4. Ensured the proper amounts are charged back to the appropriate concessioners if applicable.
                                                          5. Ensured pre-paid advances are appropriately applied.
                                                          6. Maintained a high level of professionalism when communicating with the vendors, shipboard staff, co-workers, and management.
                                                          7. Diligently followed up on outstanding invoices and vendor queries.
                                                                        Years of Experience
                                                                        Experience
                                                                        7-10 Years
                                                                        Experience Level
                                                                        Level
                                                                        Management
                                                                        Education
                                                                        Education
                                                                        Masters Of Science In Management

                                                                        Financial Services Coordinator Resume

                                                                        Headline : To utilize my extensive healthcare background and passion for serving others to enhance customer satisfaction while increasing business productivity.

                                                                        Skills : Customer Service, Critical Thinking.

                                                                        Description :

                                                                          1. Focused on reducing churn and improving the customer experience on both Inbound and Outbound dialing.
                                                                          2. Participated in churn reduction projects and resolving issues and opportunities identified by the Customer Financial Services organization.
                                                                          3. Incorporated knowledge of Collections and our products and services to resolve customer issues, work with customers creating payment solutions bringing the customer to a zero balance to increase Customer Loyalty and prevent churn.
                                                                          4. Handled Inbound and Outbound calls for customers who are requesting to make extended payment arraignments, a fast-paced environment, and make critical decisions regarding risk assessment to help reduce churn and bad debt while increasing revenue for the Company.
                                                                          5. Self-motivated to exceed customer expectations by demonstrating superior communication and negotiation skills while meeting/exceeding the standards of our Quality Assurance team.
                                                                          6. Answered a high volume of customer calls, delivering innovative, individualized solutions, satisfying the ever-changing needs of our diverse customer base.
                                                                          7. Formed a trusted bond, listening attentively, and responded to their inquiries to ensure each interaction delivers a feeling of value.
                                                                        Years of Experience
                                                                        Experience
                                                                        5-7 Years
                                                                        Experience Level
                                                                        Level
                                                                        Junior
                                                                        Education
                                                                        Education
                                                                        BS In Business Administration

                                                                        Financial Services Coordinator Resume

                                                                        Headline : To establish a long-term career in a company where I may utilize my Financial Services Coordinator professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

                                                                        Skills : Communication Skills, Leadership.

                                                                        Description :

                                                                          1. Responsible for monthly billing and revenue collections for the IL/AL/ME buildings as well as outside Personalized Living Services.
                                                                          2. Prepared, billed, and mailed statements for the Independent Living, Assisted Living, Memory Enhancement Buildings, and non-residents.
                                                                          3. Maintained resident accounts related to monthly service fees and ancillary charges as well as maintain daily census tracking and corporate reports related to resident transfers.
                                                                          4. Assisted residents and/or family members with all account inquiries.
                                                                          5. Responsible for the weekly reporting of the PSS system to the management team.
                                                                          6. Prepared bank deposits as well as post-account receivables among many other duties as assigned.
                                                                          7. Reported directly to company CPA.
                                                                        Years of Experience
                                                                        Experience
                                                                        5-7 Years
                                                                        Experience Level
                                                                        Level
                                                                        Junior
                                                                        Education
                                                                        Education
                                                                        MS

                                                                        Financial Services Coordinator Resume

                                                                        Summary : Impassioned Financial Services Coordinator professional seeking to rely upon both experience and ambition to succeed as a financial analyst. Detail-oriented and organized professional personified by ethical character even in high-stress situations. Strong leadership qualities characterized by promoting team morale both in and out of the office.

                                                                        Skills : Proficient in Microsoft Office, especially Excel, SAP, various accounting software programs along with several other software systems including query report writers.

                                                                        Description :

                                                                          1. Analyzed Medicare and Medicaid Remittance Advices and insurance carriers' explanations of benefits to ensure accurate and prompt processing of claims.
                                                                          2. Reviewed billings to patients after insurance carriers have paid or denied claims to ensure prompt account balance payments.
                                                                          3. Routinely worked accounts receivables to recover unpaid account balances.
                                                                          4. Communicated effectively with patients, insurance companies, hospitals, clients, and others to resolve account balance issues.
                                                                          5. Maintained detailed records of communications regarding the financial status of patient accounts and collection efforts.
                                                                          6. Identified accounts to be turned over to collection agencies as needed.
                                                                          7. Identified and pursued cost savings opportunities for the organization.
                                                                              Years of Experience
                                                                              Experience
                                                                              7-10 Years
                                                                              Experience Level
                                                                              Level
                                                                              Management
                                                                              Education
                                                                              Education
                                                                              Masters Of Science In Management

                                                                              Financial Services Coordinator Resume

                                                                              Objective : Responsible for Participating in unit planning and development initiatives; providing recommendations for modifications to existing or implementation of new policies and procedures to enhance the efficiency of the unit.

                                                                              Skills : Database Administrator, Project Manager, Consumer Services Expert.

                                                                              Description :

                                                                                1. Customer-focused communications company provides wireless, local telephone, long-distance, data services to residential and business customers in 26 states.).
                                                                                2. Promoted Customer Satisfaction.
                                                                                3. Provided accurate financial service assistance to customers including but not limited to the following: analyzing and researching customer billing issues, processing adjustments, explaining technical provisioning, technical troubleshooting (system and/or equipment), activating new and additional lines of service.
                                                                                4. Handled escalated calls by following outlined policies per established company guidelines and ensures a resolution is met between the customer and the company while balancing service level and financial objectives.
                                                                                5. Provided clear and concise documentation regarding account activity in the billing system as defined by established policies and procedures.
                                                                                6. Met company's financial and corporate objectives through meeting Customer Service goals.
                                                                                7. Enhanced customer's wireless experiences through appropriate cross-sales.
                                                                              Years of Experience
                                                                              Experience
                                                                              2-5 Years
                                                                              Experience Level
                                                                              Level
                                                                              Junior
                                                                              Education
                                                                              Education
                                                                              Business Administration

                                                                              Financial Services Coordinator Resume

                                                                              Headline : Financial Services Coordinator with 5 years of experience in Assisting in maintaining, monitoring, and auditing the more complex financial/accounting records and transactions specific to assigned area (e.g., journal entries, invoices, payment requests, etc.).

                                                                              Skills : Interpreter, Bilingual Spanish, Customer Service, Patient Scheduling, Client Relations, Financial Services, Technical Support.

                                                                              Description :

                                                                                1. Resolved first and second-tier escalated collection calls, making the best decision for the customer and the company to allow revenue, minimizing involuntary churn, as well as bad debt.
                                                                                2. Worked together with offline treasury teams to locate misapplied or missing payments, preventing interruptions in service and ensuring customer satisfaction, leading to several compliments and high scores from customer feedback.
                                                                                3. Assisted with overflow collection calls in order to maintain the company's key performance indicator which creates outstanding performance and first call resolution.
                                                                                4. Maximized shareholder value by reducing the time per call which helps with overall call center cost.
                                                                                5. Worked closely with the Retention team securing specialty payment arrangements for high-risk customers saving the company money by avoiding write-offs or bad debt/customer defaults.
                                                                                6. Monitored the development of a new client contact project via text messaging, that helped reach clients and to interact via text messaging, helping the coordinator's team collect more efficiently resulting in the increase of collections that enabled to reach a monthly collection goal.
                                                                                7. Handled assigned collection responsibilities such as collection and aging reduction, increased revenue, and write-off reduction.
                                                                              Years of Experience
                                                                              Experience
                                                                              5-7 Years
                                                                              Experience Level
                                                                              Level
                                                                              Executive
                                                                              Education
                                                                              Education
                                                                              Certification In Completion