Settlement Specialist Resume Samples

A Settlement Specialist works on the settlement case from the point of settlement through closing. The job description focuses on resolving payments, collecting funds, and preparing funds for disbursement through the accounting department. A well-drafted Settlement Specialist Resume mentions the following core duties – case management while working to finalize personal injury settlements, communicating with medical providers, collection officers, and subrogation offices; acting as a liaison between the personal injury paralegals/attorneys and the accounting department to expedite the settlement process; preparation of settlement distribution and allocations, and managing tight deadlines.

Employers seek candidates with the following skills and abilities – strong writing and communication skills with attention to detail; the ability to handle competing deadlines in a fast-paced environment, excellent math skills, excellent empathetic communication skills, and accounting expertise. A degree in the field of accounting, finance, or economics is considered the best option to enter this field.

Settlement Specialist Resume example

Settlement Specialist Resume

Headline : To obtain a Settlement Specialist position with the opportunity for upward mobility, that is strongly related to my educational background. Looking for a company that fosters efficiency through innovation.

Skills : Business Administration, Computer systems, Communication.

Description :

    1. Performed reconciliation of Bank daily settlements.
    2. Researched customer's financial questions.
    3. Operated a Sorting 850 machine, performed daily sort of all incoming checks to pull exceptions (i.e. stop pays, etc.).
    4. Trained three employees as back up for my position.
    5. Recognized a new account with a $10.00 balance that had many large checks coming in.
    6. Back up for Supervisor, oversaw the management of two departments.
    7. Investigated teller differences as part of review process of multiple reports.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED


Settlement Specialist Resume

Summary : Performing online posting and reconciliation of Demand System transactions accurately, Providing quality assistance to account officers and other service representatives regarding problems or requests related to Demand Settlement area products and services.

Skills : Inventory Management, Customer Service, Quality Performance Reveiws, Working With And Solving Client Issues, Preparing Spread Sheets.

Description :

    1. Provided resolution to issues outside of BAU hours working with Programmers, Production, and Project Teams.
    2. Supported multiple general ledger balances and daily reconciliation to include ExxonMobil, CUETS, and various Debit Network Settlement daily wires.
    3. Partnered with Fee Billing on monthly fees - the balancing of invoices from the Networks, communication of balancing to internal and external clients, and calculation of Cost of Doing Business charges.
    4. Responsible for dispositioning all Reg-E Pin Debit Chargeback for Interlink using external client's databases.
    5. Responsible for Audit request by collecting information upon request and verifying issues, questions, and concerns from auditors.
    6. Provided issue resolution, over standards, and outstanding entries to debit network general ledgers.
    7. Prepared, monitored, and completed Incident Reports and internal Settlement Operations Dashboard processes.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS


Settlement Specialist Resume

Headline : Seeking Settlement Specialist position in the medical field that best utilizes my education, my knowledge, my skills, and my experience for the betterment of me and the organization at large. Extensive knowledge of medical terminology, use of ICD-9 and CPT-4 manuals as well as Medisoft, Lytec, PAC, and data entry systems. Diploma in Medical Billing and Coding. Certified in HIPPA and OSHA. Self-directed. Highly motivated. Ability to work independently or as part of team.

Skills : MS office, Settelement.

Description :

    1. Responsible as settlement specialist to correspond with and keep track of attorney payments owed.
    2. Make weekly stops to various attorney's office.
    3. Daily interacted with attorney's, office personnel, doctors, billing, and corporate headquarters.
    4. Implemented ideas that will make the work flow more productive.
    5. Worked closely with management and when called upon maintain and purge medical records in accordance with all set guidelines.
    6. Compiled weekly financial reports requested by CEO and other management staff for multiple offices.
    7. Compiled other reports on a per needed basis.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Settlement Specialist Resume

Headline : Extensive experience in medical business, management, and supervision. Contributed to organizational growth by executing strategic business solutions and strong decision making abilities. Extensive knowledge of medical terminology, use of ICD-9 and CPT-4 manuals as well as Medisoft, Lytec, PAC, and data entry systems. Diploma in Medical Billing and Coding. Certified in HIPPA and OSHA. Self-directed. Highly motivated. Ability to work independently or as part of team.

Skills : Collections, Coding, Microsoft Office, Customer Service.

Description :

    1. Participated in community events to position the bank as a leader within the community.
    2. Maintained all procedures and training processes involving all new processes within my respective area/team.
    3. Experienced in representing the firm as a confident middleman between attorney and defendants in settlement negotiation and the discontinuance of cases.
    4. Managed and created lists, letters, and documents of settlement proposals using company software, and MS PowerPoint, Excel.
    5. Excelled the firm's reputation by thoroughly investigating cases of fraudulent personal injury claims and recommending discontinuances.
    6. Developed a relationship with clients, insurance representatives, and marshal officers to close cases efficiently.
    7. Created easy and efficient Templates using Excel for office and court use.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
bS

Settlement Specialist Resume

Summary : Assisting manager with month-end close activities performing a review of estimates and actuals for NEER Assets, FR, EMS, and other trader activities for various markets to ensure estimates are reasonable and complete.

Skills : MS Office, Training Skills.

Description :

    1. Reconciled all adjustments made to deposits made by City banks check deposits.
    2. Reconciled Fed and various other Bank check deposits to the fed to bring those deposits into the balance.
    3. Hired at the beginning level of reconciliation without any previous experience at the Fed.
    4. Advanced to the settlement desk for the City Division Settlement desk, within 3 years Skills Used Mastering the various programs and various systems necessary to balance and settle daily City deposits to the Federal Reserve Bank of Dallas.
    5. Made necessary and required adjustments to various other Federal Check deposits to The Federal Reserve Bank daily.
    6. Developed a training manual to train employees.
    7. Expertised in tutoring legal assistants and attorneys with MS Office 2003 & 2010 use.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate In Applied Science

Settlement Specialist Resume

Summary : Pursuing a Settlement Specialist professional career that requires a motivated, dedicated, and enthusiastic individual. Seeking a position where individual achievements and performance will be recognized, thereby allowing opportunities for growth and professional development.

Skills : Proficient In Microsoft Office, Coordinating Skills.

Description :

    1. Created client files, utilize Title Express software to create and manage files.
    2. Disbursed settlements and print all checks from closing.
    3. Used the SDAT Real Property Search website to research client property information, and using the Maryland tax collectors website for current taxes due.
    4. Knowledged and used MD Land Records to find and research prior Deeds, Deeds of Trusts, and Lien Releases, Liens, Easements, Rights of Ways, etc.
    5. Ability to multi-task and to work in a busy environment and ability to work quickly and efficiently when pressed for time.
    6. Paid attention to detail when going through the lender packages.
    7. Researched and resolved loan data discrepancies and participated on different teams as the volume and type of work changed Analyzed, accurately reconciled, and audited loan workouts per department guidelines.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS

Settlement Specialist Resume

Headline : Senior-level highly experienced and polished mortgage professional offering more than 10 years of experience, with an emphasis in regulatory compliance, forensic analysis, loss mitigation, disputes and investigations, and quality control. Able to develop and maintain excellent relationships with internal and external business partners at all levels.

Skills : Excel And Powerpoint, Customer Service, Office Administration.

Description :

    1. Provided quality settlement assistance for the full review of the borrower's application submitted by servicers to expedite the closing of the loan modification as a practical alternative to foreclosure.
    2. Interpreted highly complex regulations, rules, and policies relating to HAMP and Classic non-performing loans.
    3. Performed in-depth analytical review of HAMP and Classic loan modification applications and adjusted system records to reflect final modification results, ensuring quality for each workout.
    4. Verified the accuracy and completeness of all loan-related documentation in preparation for audit reviews of the settlement process.
    5. Implemented and managed Loss Mitigation Policies in the Single-Family Portfolio Division for Freddie Mac by reducing potential loan losses or foreclosures.
    6. Responsible for restructuring loans when counterparties met the original conditions of the loan and asset recovery.
    7. Calculated remedy amounts, Informed the manager of any discrepancies Checked files, forms, and assignments within the investor relations agreement for compliance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate In Applied Science

Settlement Specialist Resume

Objective : Seeking an entry-level Settlement Specialist position that will allow me to gain experience and growth. I plan on showing my ability to facilitate support services and managing fast-paced office operations, by using my versatile skills to effectively manage any task to ensure that exceptional customer service is provided to continue with the company's success.

Skills : Microsoft Office, Microsoft Outlook, Multi-Tasking, Team Player, Leadership, And Great Interpersonal Skills.

Description :

    1. Reviewed documents for quality assurance that every document is signed in its entirety.
    2. Filed and scanned mortgages for the recording department to record.
    3. Scanned executed closing documents to the buyer's file.
    4. Processed checks along with supporting documents to different realty companies, insurance companies, refunds to buyers.
    5. Issued stop payments and void checks when needed.
    6. Provided tracking numbers for clients.
    7. Signed documents such as a seller, buyer HUDs, certified copy of Deed of Trust any other document that demands a settlement agent signature.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS In Business Management

Settlement Specialist Resume

Summary : Reviewing and analysis of Renewable Energy Credit (REC) transactions including FR REC obligation accruals deliveries, and REC Inventory transactions and balances, Ensuring prepayments are properly accounted for in the appropriate contract month and reporting period.

Skills : Directing Skills, Monitoring Skills.

Description :

    1. Utilized broad scope of industry knowledge toward analyzing and processing high-volume client trade instructions up to $100 million for a settlement at DTCC, including expertly expediting the resolution of street-side contract trade breaks.
    2. Built and sustained productive relationships with internal asset managers, brokers, and external clients for the integrity of trade instructions, and perform reconciliation of transactions to ensure client and depository positions correspond.
    3. Optimized operations efficiency by performing high-volume data entry using relevant systems in a timely manner.
    4. Developed, produced, and checked sensitivity metrics reports for optimal accuracy.
    5. Proactively promoted transactions' transparency to ensure risk is properly mitigated.
    6. Continually ensured the successful completion of daily requirements by monitoring workflows.
    7. Created multi-process efficiencies in collaboration with compliance and risk management teams.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS

Settlement Specialist Resume

Headline : Seeking a Settlement Specialist position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Accounting, Billing, Closing, Customer Service, Documentation, Reconciliation, Invoicing, Excel, Pricing.

Description :

    1. Processed adjustments & charge-backs for financial institutions on a daily basis.
    2. Worked with Networks and internal departments to resolve adjustment/chargebacks related issues.
    3. Completed monthly adjustment billing spreadsheet per department procedure.
    4. Maintained records, filings, and supporting documents.
    5. Maintained and documented adjustment/chargeback procedures.
    6. Monitored all issues to ensure resolution and/or escalation to the appropriate party for resolution.
    7. Maintained and updated billing spreadsheets based on Network invoicing and billing reports.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA