Credit Support Specialist Resume Samples

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K Beahan
Korbin
Beahan
20865 Elfrieda Curve
Detroit
MI
+1 (555) 787 1403
20865 Elfrieda Curve
Detroit
MI
Phone
p +1 (555) 787 1403
Experience Experience
Philadelphia, PA
Credit Support Specialist
Philadelphia, PA
Reynolds, Barrows and Bailey
Philadelphia, PA
Credit Support Specialist
  • Responsible for data entry into various M&T loan systems (including Commercial Scorecard System (CSS), Commercial Loan Approval System (CLAS) and Enterprise Relationship Management (ERM))
  • Investigate delinquency status (using various M&T loan systems) for real estate taxes, loan payments, insurance payments, etc. for loans being reviewed/ underwritten by department analysts
  • Track performance of delinquency status, verifications etc
  • Develop reporting in response to ad hoc requests
  • Spread financial statements using Moody’s Risk Analyst by entering data from financial statements received
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Complete other related duties as assigned
Philadelphia, PA
Credit Support Specialist Detroit
Philadelphia, PA
Berge-Morissette
Philadelphia, PA
Credit Support Specialist Detroit
  • Uses SharePoint workload tool to capture work completed
  • At the request of the underwriting center, may assist with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell and basic attachments
  • Strives to meet or exceed SLAs (Service Level Agreements), or when not possible, communicates to Commercial Credit Support Center Manager
  • May assist in the preparation of Credit Quality Review (CQR) packages
  • 1 year Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
  • H.S. diploma or GED
  • Monitors financial covenant tracking system to ensure compliance
present
Dallas, TX
Senior Credit Support Specialist
Dallas, TX
Waelchi-Rosenbaum
present
Dallas, TX
Senior Credit Support Specialist
present
  • Assist Sales reps and Account Management with customer inquiries requiring explanation of specific credit policies and decisions related to those policies
  • Perform periodic reviews of existing merchants in an effort to manage overall risk
  • Assist Sales reps and Account Management with customer inquiries requiring explanation of specific
  • Adhere to established procedures and guidelines while providing quality customer service in order to meet and exceed department standards
  • Thoroughly describe and document your work by notating all of our systems correctly and efficiently
  • Thoroughly describe and document work using call ticketing systems
  • Provide general information and support on any VISA related topic or product and direct the customer accordingly
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Georgia Southern University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong general knowledge of accounts receivable processes, with an expertise in credit card and cash application
  • Ability to exercise independent judgment and employ basic reasoning skills
  • Basic knowledge of credit environment, lending operations, and credit administration
  • Excellent verbal and written communication skills
  • Good analytical and problem-solving skills
  • Strong organizational stills
  • Ability to multi-task in a high volume transactional environment
  • Strong negotiation skills
  • Excellent customer service/relations skills
  • Ability to work in a teamwork oriented, metric-based environment
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5 Credit Support Specialist resume templates

1

Senior Credit Support Specialist Resume Examples & Samples

  • Provide World Class Client Service to Merchants via inbound phone calls, email or chat
  • Respond to incoming customer requests quickly, proficiently and professionally while meeting specific quality expectations
  • Answer merchant questions and resolves customer support problems related to billing, account management and troubleshooting
  • Review incoming documents and conditions from merchants for accuracy and compliance
  • Thoroughly describe and document work using call ticketing systems
  • Assist Sales reps and Account Management with customer inquiries requiring explanation of specific
  • Credit policies and decisions related to those policies
  • Escalate tickets to Specialists as needed
  • Update the ticketing system with current status of all ongoing issues and Merchant Contacts
  • High School Diploma required, Associate or Bachelor's degree a plus
  • 1- 3 years experience with credit underwriting. Prior experience in call center, banking, acquiring or internet environments is preferred. Previous experience with Merchant Acquiring or Credit Card processing is a plus
  • Customer service experience required
  • Demonstrated commitment to quality and customer service
  • Excellent verbal and written communications, interpersonal skills, customer orientation, team interaction, problem solving and multi-tasking skills required
  • Must have punctual, regular and consistent attendance
2

Senior Credit Support Specialist Resume Examples & Samples

  • Respond to inbound telephone calls, many of the calls will generate an outbound call regarding information on aspects of multiple Visa products, including, but not limited to, following up on emergency card and cash services
  • Evaluate the nature of each call and determine the appropriate action to complete the call
  • Answer general customer service questions from cardholders, explain multiple program features, and where appropriate, transfer the customer to the issuing bank to obtain specific account information or transfer the customer to an appropriate Third Party Service Provider
  • Adhere to established procedures and guidelines while providing quality customer service in order to meet and exceed department standards
  • Provide general information and support on any VISA related topic or product and direct the customer accordingly
  • Update and maintain cardholder data in appropriate databases
  • Use several computer programs to respond to customer inquiries
  • Document cases to show action taken
  • Serve as escalation point for calls requiring advanced knowledge of product line
  • Act as peer mentor to customer service associates
  • Support new trainees during their transition to the production floor
  • Handle escalated calls from customers in an effective manner
  • Handle assistance calls from peers
  • Requires a minimum of 6 years' experience in a customer service environment
  • A minimum of 3 years in a Contact Center environment
  • Must possess a clear speaking voice and strong verbal communication skills. A second language is preferred
  • Ability to multi-task and make decisions quickly based on the customer's needs
  • Ability to handle difficult calls in a professional manner
  • Take personal ownership to resolve a customer issue
  • Requires accuracy and attention to details
  • Must demonstrate the ability to manage multiple service requests with strict time limits on an ongoing basis
  • Knowledge of the payments business preferred
  • Ability to work as part of a team
  • Strong PC skills in a Windows environment
  • Strong internet navigation skills
  • Strong keyboard skills are required
  • Ability to learn and adjust quickly to changes in process
  • Foster positive work environment
  • Escalate issues related to customer inquiry or other in a timely manner, and appropriately
  • Build productive working relationships with peers and management
  • Quickly respond to Manager/Lead request to support workload redistribution
  • Ability to provide clear direction to Customer Service Representatives and Associates
  • Manage sensitive data
  • Maintain confidentiality
  • Adherence to schedules
  • Flexible
  • They must have been an I2 and cash set up trained for at least 6 months
3

Credit Support Specialist Resume Examples & Samples

  • Responsible for data entry into various M&T loan systems (including Commercial Scorecard System (CSS), Commercial Loan Approval System (CLAS) and Enterprise Relationship Management (ERM))
  • Investigate delinquency status (using various M&T loan systems) for real estate taxes, loan payments, insurance payments, etc. for loans being reviewed/ underwritten by department analysts
  • Responsible for performing required verifications/updates on M&T loan systems on an annual basis or at inception for new customers/requests
  • Track performance of delinquency status, verifications etc
  • Develop reporting in response to ad hoc requests
  • Spread financial statements using Moody’s Risk Analyst by entering data from financial statements received
  • Provide assistance to analysts with formatting of documents as needed and uploading of documents to the Commercial Loan Approval System as deals are completed and approved. Assist with various other reporting and clerical tasks on an as-needed basis, including re-typing and /or formatting spreadsheets, basic research work (compiling basic publicly available information on companies from websites from time to time), etc
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Complete other related duties as assigned
  • Associate's degree in accounting or related field, and minimum 1 year experience in accounting or banking
  • In lieu of degree, a combined minimum of 3 years higher education and experience including a minimum 1 year experience in accounting or banking
  • Proficiency with Microsoft Office (specifically Word and Excel)
  • Ability to expedite high priority requests
  • Moderate problem solving and math skills
  • Bachelors’ degree
  • Familiarity with business financial statements and tax returns
  • Familiarity with Adobe
  • Organization and reporting skills
  • Familiar with business terms (specifically the commercial real estate industry)
4

Credit Support Specialist Resume Examples & Samples

  • Minimum of 4 years professional experience in loan/product operations or a credit/lending environment
  • General knowledge of loan documentation
  • General knowledge of credit products
  • General experience with related credit systems such as Exposure Now, eCLIPS, LIQ, DealWorks, GTS Inquiry, et cetera
  • Ability to understand simple to moderate customer structures
  • Good verbal, written and organizational skills
  • Detail oriented with ability to multi task and work in a team based environment
5

Credit Support Specialist Resume Examples & Samples

  • One to two years prior work experience in a banking, corporate or business environment
  • Working knowledge of bank’s systems, Microsoft products
  • Ability to complete limited evaluations of personal and business financial statements
  • Good verbal and written communication skills; strong organizational skills
  • High degree of accuracy
  • Ability to handle diversity of workload with changing priorities
  • Four-year college degree in business, finance, accounting or management
  • Work experience in a lending environment; general understanding of underwriting principles
6

Senior Credit Support Specialist Resume Examples & Samples

  • Contribute as required to ongoing projects having an impact on Credit
  • Apply appropriate underwriting criteria to prospective merchant applications in accordance with published credit policy to ensure financial exposure is appropriately mitigated
  • Assist Fraud/Risk department on matters such as volume re-projections
7

Credit Support Specialist Resume Examples & Samples

  • Ability to work independently with minimal supervision in a very fast-paced environment
  • Quick learner with ability to understand and interpret real estate policies
  • Have strong communication and personal skills
  • Adapt to changing needs and deadlines and maintains composure when under pressure
  • Focus on control and ensure compliance to real estate related policies and regulations
  • Computer proficiency skills in Microsoft Excel, Word, and Power Point
  • Excellent analytical, oral, and written communication skills
  • Ability to work with cross-functional teams and interact with all staff levels
  • Requires impeccable organization skills, attention to detail, and highly efficient work methods
  • Knowledge of specific regulations, policies and procedures around FIRREA, FDICIA, Flood, Environmental and Regulatory Reporting
  • Minimum of 8 years professional experience in loan/product operations or a credit/lending environment
8

Credit Support Specialist Resume Examples & Samples

  • 1-3 years of work related experience in a credit administrative role and have a working knowledge of commercial credit, lending functions, and familiarity with loan documents
  • Demonstrated independent thinking, good interpersonal and problem solving skills
  • Ability to multi task and learn quickly
  • Detail oriented with ability to multi-task, manage priorities effectively and work in a team based environment
  • Positive and flexible individual with good verbal, written and organizational skills
  • Strong PC skills on Windows based applications
9

Senior Credit Support Specialist Resume Examples & Samples

  • Apply appropriate underwriting criteria to prospective merchant applications in accordance with credit policy to ensure financial exposure is properly mitigated
  • Support overall business needs by ensuring Underwriting group makes quality credit decisions within published SLAs
  • Underwrite merchants for both our Enterprise and Small Business platforms
  • Team with Sales and Acquiring Partners in order to provide seamless experience to prospective merchants
  • Perform periodic reviews of existing merchants in an effort to manage overall risk
  • Take an active role within CyberSource to identify and recommend for approval process/policy changes to make the group more effective
  • Contribute as needed to ongoing projects for the Acquiring Operations team
  • 1-3 years' experience with credit underwriting. Previous experience with Merchant Acquiring or Credit Card processing is a plus
  • Experience with financial analysis, including the ability to review and understand financial statements of both small- and large-sized companies
  • Windows/PC experience including Excel and Word
10

Senior Credit Support Specialist Resume Examples & Samples

  • Provide world class client service to Merchants via inbound phone calls and email
  • Answer merchant questions and resolve merchant issues related to underwriting and risk compliance
  • Review incoming documents and conditions from our merchants for accuracy and compliance
  • Thoroughly describe and document your work by notating all of our systems correctly and efficiently
  • Customer service experience required. Prior experience in call center, underwriting, acquiring and ecommerce environments are preferred
  • Credit analysis and underwriting experience a plus
  • Demonstrated commitment to quality, attention to detail and customer service
11

Credit Support Specialist Resume Examples & Samples

  • Proficient computer skills, especially Microsoft Excel and other Microsoft Office applications
  • Thorough knowledge of assigned (consumer, commercial and/or residential) lending and loan documentation and processing policies and procedures
  • Three or more years of experience in lending and loan documentation and processing, or similar work
  • Basic knowledge of credit environment, lending operations, and credit administration
  • Strong organizational stills
  • Multi-tasking and prioritizing skills
  • Excellent customer service/relations skills
12

Collection & Credit Support Specialist Resume Examples & Samples

  • Responsible for maintaining and continuously improving the quality system and achieving quality objectives through daily actions
  • Performs/responsible for collection of customer past due balances
  • Coordinates activity with Corporate Credit personnel to complete risk analysis including Credit Scoring Models and resolve credit line availability issues
  • Researches issues within area of specialization (i.e. cash applications, receivables, payables, credit, and collection). Reviews and obtains approval of all orders placed in excess of established credit availability. Communicate orders on credit hold with customer, Sales, and Credit Management personnel along with action plan to resolve
  • Follows established financial, accounting and credit policies and procedures to ensure quality and adherence to same
  • Understands and implements all department policies, procedures, and processes in compliance with company auditing and best business practices
13

Credit Support Specialist Resume Examples & Samples

  • Set up reporting requirements in tickler system
  • Upon receipt of reporting items, date stamp, upload to E-Library, update tickler
  • Prepare missing Certifications for RM's to obtain borrower/guarantor signature
  • Prepare, maintain, and distribute ticklers for reporting items, annual reviews, annual SBLC extensions, site visits, and non-RE environmental due diligence
  • Track and send email reminders for reporting requirements
  • Follow-up and clear past due reporting items
  • Daily clearance of group email drop box
  • Setup and maintain client and prospect files
  • Order background due diligence reports
  • Generate weekly maturing loans and past due reports
  • Miscellaneous credit-related administrative tasks
  • Tracking approved CRR, PCMF, PPR, spreads, and executed loan docs
  • Tracking CO LCAT submissions
  • Tracking administrative CCAR corrections and remediation
  • Follow-up on renewals for CLC credits
  • Minimum 2 years of experience in a project role
  • Minimum 2 years of basic computer experience required (e.g. MS Word Excel, Outlook, Project and PowerPoint)
  • Ability to effectively communicate with all levels of Bank personnel and customers
  • Ability to exercise independent judgment and employ basic reasoning skills
  • Proficiency in multi-tasking and prioritizing projects
  • Strong process skills
  • Represents the basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications
14

NSL Credit Support Specialist Resume Examples & Samples

  • To provide detailed, factual information and direction to internal customers, via telephone, about policies and procedures regarding Class products. Ensure confidentiality of information on the Class system
  • Participate in the review/evaluation of procedures upon which the regions/branches base their operations by identifying those which are outdated or ineffective and sharing feedback with the Management team
  • Provide immediate and efficient response to enquiries within the realm of current knowledge. When immediate response cannot be provided, ensure that the research or investigation is done in a timely manner, and that the client is given an estimated response time
  • Document each call in a standardized format through the various problem-tracking systems employed by the area
  • Working knowledge of computer applications (Microsoft Word, Excel, Outlook)
15

Credit Support Specialist Resume Examples & Samples

  • Respond to incoming customer calls including working under the direction of the credit analysts and the credit manager to fulfill customer requests as assigned
  • Assist credit analysts and the credit manager in account research and customer service projects
  • Prepare and process daily cashbox deposit for department
  • Research and prepare all requested lien waivers, including follow-up, and file waivers in customer main files with supporting documentation
  • Process daily and monthly periodic credit card payments using stored credit card information in Eclipse, forward backup to Shared Services for application and send receipts to customers
  • Assist the Credit department with customer refund requests, completion of vendor forms and requests, researching disputed AR items, scanning documents and other duties as assigned
16

Credit Support Specialist Resume Examples & Samples

  • Five or more years of clerical and/or lending operations experience
  • Thorough knowledge of lending operations, loan processing, documentation requirements and credit policies and procedures
  • Well-developed records management and clerical skills
  • Ability to identify and resolve exceptions and to interpret information
17

Credit Support Specialist Resume Examples & Samples

  • Financial Statement Spreading & Tracking
  • Accurately spreads financial statements and identifies inconsistencies and inaccuracies
  • Maintains statement tracking system and prepare reports to ensure timely receipt of customer financial information
  • Monitors financial covenant tracking system to ensure compliance
  • At the request of the underwriting center, may assist with the preparation of the RECAP (Record Evidencing Credit Approval Package) shell and basic attachments
  • Prepares various reports. Reports include but are not limited to: Delinquent Statement Report, Past Due Loans, Covenant Exception Report and/or Input risk rating changes/updates accurately and timely
  • Other Duties
  • Uses SharePoint workload tool to capture work completed
  • Other duties as required by the Commercial Credit Support Center Manager
  • H.S. diploma or GED
18

Credit Support Specialist Resume Examples & Samples

  • MAJOR ACCOUNTABILITIES
  • Reconcile and balance credit card payments to extracted reports on a daily basis
  • Maintain Cash records and files as required for audit
  • Research credit card and cash related postings as requested due to customer short payments and deductions
  • Complete account adjustments, cash posting and credit card processing in a timely manner per service level agreements
  • Manage daily inflow and outflow of emails across multiple assigned portfolios.Support internal and external customers by providing timely application of customer credit card, check and electronic payments
  • Daily reconciliation of credit card receipt balances to cash posting reports
  • Maintain applicable hardcopy and electronic data related to credit card & cash application for auditing purposes
  • Daily extraction of credit card data from provider site and proper application by invoice to customer accounts
  • Processing of all credit card transactions for all business brands within a specified time frame
  • Contacting customers regarding their credit card payment request to obtain credit card information as well as verification of the credit card transaction
  • Adherence to PCI compliance to ensure the safety of all confidential information
  • Cross train with the Credit Support Sales Tax Specialist and Cash Application team
  • Research customer credit card inquires and disputes
  • Print and send invoice and statement copies as requested by customers
  • Assist in other administrative functions as assigned
  • 3+ years of business-to-business credit card and cash application experience in a large corporate environment, preferably in manufacturing or distribution industries
  • Experience using multiple computer systems/ERPs
  • Excellent communication skills; both verbal and written
  • Strong general knowledge of accounts receivable processes, with an expertise in credit card and cash application
  • Ability to multi-task in a high volume transactional environment
  • Must be proficient in 10-key and Microsoft Excel and Word
  • Ability to work in a teamwork oriented, metric-based environment
19

Credit Support Specialist Resume Examples & Samples

  • BA degree in Finance, Economics or business or equivalent experience is required
  • A solid understanding of Market Data (Fixed Income and/or Equities) and financial investment concepts is required
  • Minimum 2-3 years’ experience in product and customer support with demonstrated knowledge of troubleshooting data and technical issues with financial information products
  • Highly proficient in delivering training via face to face, WebEx and phone demonstrations
  • Ability to effectively multitask in a fast-paced environment and must possess the ability to work independently and to be a self-starter
  • Knowledge of the financial services industry and electronic products
  • Must be able to demonstrate effective interpersonal communications and troubleshooting skills e.g. strong presentation skills and ability to communicate clearly with large groups of people
  • Team player willing to take on a wide variety of tasks
  • Must be able to demonstrate knowledge of CRM
20

Credit Support Specialist Detroit Resume Examples & Samples

  • RECAP Preparation
  • Orders required personal credit reports, background checks, OFAC (Office of Foreign Asset Control) checks and other due diligence reports as required
  • May assist in the preparation of Credit Quality Review (CQR) packages
  • Strives to meet or exceed SLAs (Service Level Agreements), or when not possible, communicates to Commercial Credit Support Center Manager
  • 2 college level accounting classes (6 units, 2.0 GPA in each)
  • 1 year Microsoft Office applications (Word, Excel, PowerPoint, Outlook)