Financial Representative Resume Samples
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Financial Representative Resume Samples
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AM
A Morissette
Adrian
Morissette
83684 Moen Street
Dallas
TX
+1 (555) 251 1556
83684 Moen Street
Dallas
TX
Phone
p
+1 (555) 251 1556
Experience
Experience
Boston, MA
Financial Representative
Boston, MA
Langworth LLC
Boston, MA
Financial Representative
- Introduce clients to investment strategies and work to develop financial plans
- Participates in the department’s performance improvement activities
- Works closely with manager and other representatives to recognize opportunities to retain and build Fidelity assets
- Report statistics monthly. Manage/prepare miscellaneous reports, schedules and paperwork
- Makes daily solicitation calls by phone in order to sell Harrison Finance’s products as permitted by law
- Perform all other duties as assigned
- Performs breakdowns (i.e., cash voucher, EOB mail lists) in a timely and accurate manner
Detroit, MI
Rohq Fro Financial Representative Analyst
Detroit, MI
Lesch LLC
Detroit, MI
Rohq Fro Financial Representative Analyst
- Perform internal data integrity control checks to ensure correctness of process outputs/results from the platform
- Prepare and communicate month-end calendar to business users and Technology team
- Monitor operational processing cycles
- Attend to customer’s concern and perform initial investigation prior to escalation using the Production Support Process Document as guide
- Assign priorities on issues raised by customer and/or issues encountered on the processes that may contribute to delays in publishing of results and reports
- Maintain relevant reference data in time for the month-end processing
- Adhere to operating standards and best practices
present
New York, NY
Rohq-fro-financial Representative Analyst
New York, NY
Cremin Group
present
New York, NY
Rohq-fro-financial Representative Analyst
present
- Ensure all touch points and communications are managed through approved Citi issue management tools
- Develop customer service excellence: includes metrics distribution, conduct customer service calls, and initiate process improvements
- Develop a strong working relationship with the internal Citi customers serviced by the unit, ensuring that high quality service standards are maintained
- Develop customer service excellence; It includes metrics distribution, conduct customer service calls, and initiate process improvements
- Provides second-level checking of FA invoices reviewed by FA specialists
- Develop customer service excellence. It includes metrics distribution, conduct customer service calls, and initiate process improvements
- In-depth knowledge in financial and management reporting is an advantage
Education
Education
Bachelor’s Degree in Value
Bachelor’s Degree in Value
Georgetown University
Bachelor’s Degree in Value
Skills
Skills
- Consistent attention to detail and prioritization ability
- You’re flexible and adaptable; you adjust quickly to change in a busy financial service center environment
- Strong financial knowledge and skills
- Strong attention to detail
- Solid sales presentation skills and the ability to close a sale
- Develop strong listening skills and the ability to take complex ideas and clearly communicate them to prospects / customers
- Demonstrate the ability to conduct quick starts, branch meetings, referral training,
- Able to read Accounts Receivable
- Become proficient on the phone with prospecting calls, service calls and sales calls
- Microsoft Excel proficient
15 Financial Representative resume templates
Read our complete resume writing guides
1
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Submission of the country's Financial Data Load (head office financial statements) on a monthly basis, this includes preparation, review, and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances, and ensuring US GAAP have been properly applied in the financial reports
- Coordinate with Country Fincon on the implementation of reporting changes, which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
- Preparation, review, and submission of the country's Inter-company Reports on a monthly basis, and other head office reports such as RAP Estimate, Foreign Currency reports, Country Exposure Reports, Quarterly Memo cable, Cash flow reports, etc
- Knowledgeable in identifying risks and in implementing controls
- Foster teamwork
2
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Escalate issues encountered during data acquisition and process monitoring
- Identify improvements on the existing procedures
- Maintenance of procedures ensuring they are SOX 404 compliant
- Acknowledge and attend to customer's concerns
- Provide monitoring result statistics for operational reporting and metrics
- Graduate of any 4-year course preferably Business related
- Willing to work on flexible hours
- Possesses good analytical skills
- Have an eye for detail
- Must demonstrate excellent customer service
- Must be able to multitask
- Should have a strong sense of urgency
3
Financial Representative Biller Business Office Non Exempt Hours Days Resume Examples & Samples
- Verify and document patient insurance benefits, correct registration information
- Receive computer bills and complete in accordance with payor requirements, rebill insurance/bill secondary carrier
- Properly document all correspondence follow-up
- Review Medicare RA to ensure claim processed correctly, review PPO/HMO payments for accuracy, input discounts and adjustments, file zero files, refund/adjust credit balance accounts
- Identify delinquent accounts and recommend disposition
- Courteously and promptly handle patient and insurance telephone and written inquiries
- Demonstrate knowledge of hospital and department policy and procedure
- 8 Ability to discuss patient/insurance issues as it relates to policy and procedure
- 9 Adhere to written hospital policy and procedure
- Give cash quotes
4
Financial Representative Collector Resume Examples & Samples
- Properly document all correspondence follow-up
- Review Medicare RA to ensure claim processed correctly, review PPO/HMO payments for accuracy, input discounts and adjustments, file zero files, refund/adjust credit balance accounts
- Courteously and promptly handle patient and insurance telephone and written inquiries
- 8 Ability to discuss patient/insurance issues as it relates to policy and procedure
- Give cash quotes
5
Drug Rebate Financial Representative Resume Examples & Samples
- Participates productively as member of team, possibly in a team lead role
- Completes complex tasks, assignments and defined processes with some level of independence
- Multiple assignments worked and completed simultaneously as directed by leadership
- Identifies, prioritizes and resolves most questions and issues independently. Answers questions of peers. Escalates more complex questions or issues appropriately
- Complies with contract requirements, business unit rules and related industry and legal regulations
- High School Diploma or equivalent; may hold 2 year post-high school Degree; may hold Bachelor’s degree
- A minimum of 2 years of working experience in related fields
- Office administrative experience and skills
- Experience with MS Office Suite preferred
- Data entry experience required
- Healthcare experience preferred
- Ability to read and interpret basic to moderately complex documents such as operating and maintenance instructions, procedure manuals, and government/healthcare guidelines
- Excellent written and verbal communication skills and customer service skills, including professional telephone skills
6
Rohq Fro Financial Representative Analyst Resume Examples & Samples
- Perform internal data integrity control checks to ensure correctness of process outputs/results from the platform
- Prepare and communicate month-end calendar to business users and Technology team
- Monitor operational processing cycles
- Assign priorities on issues raised by customer and/or issues encountered on the processes that may contribute to delays in publishing of results and reports
- Maintain relevant reference data in time for the month-end processing
- Maintain procedures, ensuring SOX 404 compliance
- Liaise with the local business representatives, data owners and/or Technology team to facilitate faster response to and resolution of issues
- Present daily operational status and results of the data integrity control checks to the business and technology during the end-to-end call
- Act as primary support to the warehouse(s) he/she will be assigned to
- Prepare materials needed for operational reporting and post mortem discussions with the business and technology (including metrics)
- Identify improvements on existing processes and operational procedures
- Preferably with at least 1 year of work experience
7
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Providing Basel III Fin-Risk support to APAC & EMEA countries. Performing BAU activities of the COE for monthly Basel III Reporting including, but not limited to: Finance-Risk Reconciliation and Remediation of issues
- Serving as the Subject Matter Expert for Basel III Reporting and estimating the impact of exceptions on the organization's risk weighted assets
- Providing reports to senior management and other key stakeholders to identify Finance and Risk Orphans and measure these against established thresholds, prioritizing material issues and directing operations units to investigate and resolve root causes while facilitating the appropriate escalation process and ensuring that corrective action is established and tracked on a periodic basis
- Distributing the Fin-Risk unexplained breaks to the respective analysts and/or business owners including Region/Country Finance and Credit Risk Managers to investigate them and effect corrective action
- Documenting user requirements and ensuring these have a thorough impact analysis to be able to prioritize and dimension work effort, considering there will be competing projects for other functions in the technology queue
- Based on analysis and resulting metrics / impact analysis coordinate and prioritize the efforts for system / process development to ensure issues and / or cycle time are reduced
- Participating in the monthly and daily calls as the subject matter expert on Fin-Risk process for Basel Reporting
- Establishing, maintaining and enhancing related Operational procedures, ensuring key controls are in place and both standardizing and optimizing processes globally
- Recommending and approving enhancements, testing for various Basel reporting processes and functionalities
- Representing the organization to external parties including auditors and regulators and clearly communicating the Basel reporting process and controls
- Bachelor's and / or Master's degree in Business Management, Finance, Accounting or equivalent experience required
- Experience in using Finance Information systems is an advantage (i.e., Finance Accounting Modules, SAP, Oracle, etc.)
- Experience with finance / accounting month-end close activities
- Commercial banking products experience or exposure: Trading products, Securities / Fixed Income, Lending, others
- Ability to multi-task and deliver quality output under strict deadlines demonstrating professionalism and leadership skills
- Good communication skills given exposure / interaction with senior business leads
- Project Management skills and exposure to IT systems development lifecycle
8
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Providing Basel III Analytics support to APAC & EMEA countries
- Performing BAU activities of the COE for monthly Basel III Reporting including, but not limited to RWA Data Quality and Variance Analysis and Remediation
- This will require an understanding of finance and accounting, as well as key product dynamics including the impact of collateral, guarantees, risk ratings and other drivers for Basel's RWA calculation
- Participating in the Basel Production Daily Status Calls as the global subject matter expert on Basel Reporting
9
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Degree in Business Management, Finance or other related course is required
- Experience in User Support or Help Desk Support
- Confident and ability to work with all levels of management
- Willing to work flexible hours
10
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Performing process reviews/enhancements/streamlining and UAT system testing; coordinate with Country Fincon on the implementation of reporting changes which includes submission of comprehensive business specifications where technology enhancements are required, providing training and user testing resources to test enhancements
- Other responsibilities that include ensuring mapping of local country codes to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial and management data handoff to highlight data integrity issues
- Preferably with 2-4 years of work experience
- Able to establish a good working relationship with the Fincon Units of the countries being supported and product controller
11
Rohq Fro Financial Representative Analyst Resume Examples & Samples
- Minimum educational requirement of 4 or 5-year course, preferably business-related course
- Action-oriented and organised
- Logical, analytical & rational
- Good problem-solving skills
- Client-focused for exemplary customer service
- Strong team player, willing to learn and share experience with other team members
- Work experience relevant to the job is not required but an advantage
- Proficient in English written & verbal communication skills
- Proficient in the user of office applications (MS Words, MS Excel, MS PowerPoint); knowledge in MS Access is an advantage
- Ability to communicate & possess interpersonal skills so as to interact professionally with people at all levels and diverse nationalities
12
Rohq Fro Financial Representative Analyst Resume Examples & Samples
- Submission of the country's Financial Data Load (head office financial statements) on a monthly basis; this includes preparation, review and posting of financial adjustments using the Citi reporting systems investigating any major variances, review on the reasonableness of the balances and ensuring US GAAP have been properly applied in the financial reports
- Performing process reviews/enhancements/streamlining and UAT system testing; coordinate with Country Fincon on the implementation of reporting changes which includes submission of comprehensive business specifications where technology enhancements are required and providing training and user testing resources to test enhancements
- Preparation, review and submission of the country's other head office reports such as Foreign Currency Reports, Country Exposure Reports, Quarterly Memo Cable, Cash Flow, etc
- Preferably with 3-4 years of work experience
- In-depth knowledge of financial and management reporting is an advantage
- Good understanding of the mental framework required to drive project processes
13
Financial Representative Analyst Resume Examples & Samples
- Four-year degree in Accounting Minimum of 2 years of relevant work experience in a financial institution, preferably in the banking industry
- Good working knowledge of generally accepted accounting principles and procedures
- Strong analytical, communication, organizational and interpersonal skills
- Detail oriented, flexible, and able to handle multiple assignments
- The ability to work as a member of a team is essential and must be comfortable working under tight inflexible deadlines
- Strong Excel, PowerPoint, Word skills
- Spanish Bilingual skills a plus
14
Financial Representative Resume Examples & Samples
- Verify and document patient insurance benefits, correct registration information
- Receive computer bills and complete in accordance with payor requirements, rebill insurance/bill secondary carrier
- Identify delinquent accounts and recommend disposition
- Demonstrate knowledge of hospital and department policy and procedure
- 9 Adhere to written hospital policy and procedure
15
Financial Representative Analyst Resume Examples & Samples
- Prepare the Country Exposure Report, and other Regulatory reports as appropriate
- Analyze the reports, and liaise with Legal Entity Managers to get answer to the queries, closely interact with the stakeholders
- Interacting with Legal Entity Manager for response on queries made to them
- Successfully submitting the reports in the system within due time
- Completion of mandatory training hours
- 3-5 years of post-qualification relevant experience
- Communicates effectively - verbal and written
16
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Manage the end-to-end financial reporting process (HO and US regulatory reporting including management reporting) for the Corporate and Consumer Banking businesses of CBNA PH
- Assist the Controller in providing strategic direction to both the business and the FRO on ensuring accuracy and correctness of reports maintained and/or submitted in Full Suite, FRS and Pearl
- Assist the LEMs/Controller in monitoring and ensuring resolution of issues raised by the business and/or FRO
- Support the Controller in providing Accounting Policy guidance to the business. This is especially true for new products
- Role includes researching and coordinating with external auditors and Regional Accounting Policy group to ensure compliance of the accounting entries to be implemented in recording new products in both US and local books
- Understand the reports generated by FRO and bridge them with the knowledge gap of the business in the financial reports filed. Ensure timely submission of the month-end, quarter-end, semi-annual and annual reports
- Assist the LEM/Controller in coordinating Regional queries and requirements with the FRO and the business
- Highly numerate, detail oriented, and strong analytical skills required
- Confident & assertive in character
- CPA or public accounting experience preferred
17
Financial Representative Resume Examples & Samples
- 1+ year of related experience
- Knowledge of various party payers: Medicare, Medicaid, BCBS, Aetna, Cigna, United Healthcare, Fidelis, GHI, HIP, Metro Plus, Oxford, etc
- Able to read Accounts Receivable
- Knowledge in Electronic Remittance Advice (ERA) from various payers, including: lockbox payments, credit card, and cashier receipts
- Working knowledge of Eagle
18
Financial Representative Analyst Resume Examples & Samples
- Submission of the country's Financial Data Load (head office financial statements) on a monthly basis
- This includes preparation, review, and posting of Financial Adjustments using the Citi reporting systems, investigating any major variances, review on the reasonableness of the balances, and ensuring US GAAP have been properly applied in the financial reports
- Other responsibilities that include ensuring mapping of local country codes (GL) to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial amd management data handoff to highlight data integrity issues
- Implementation of Full Suite Project
- Proficient in MsExcel application
19
Financial Representative Resume Examples & Samples
- Drive individual sales to reach company goals
- Provide expertise advice to consumers
- Develop long-term client relationships
- Introduce clients to investment strategies and work to develop financial plans
- Prior sales experience
- Excellent customer service skills (written and verbal)
- Politeness and professionalism
20
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Perform internal data integrity control checks to ensure correctness of process outputs/results from the Basel platform
- Assign priorities on issues raised by customer and/or issues encountered on the Basel processes that may contribute to delays in publishing of results and reports
- Maintain procedures, ensuring audit readiness
- Liaise with the local business representatives, data owners and/or Technology Team to facilitate faster response to and resolution of issues
- Act as primary support to the process he/she will be assigned to
- Assist in UAT testing of new functionality
- Update process flows, checklists and other audit and compliance requirement documentations
- Preferably at least 1year work experience
- Can work under pressure and can multi-task
21
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Supports the operations of different reporting engines
- Running and monitoring the management builds on specified schedules to refresh data
- Maintenance of static tables necessary for operations
- Produce and distribute/submit FRS FMA reports
- Supports system enhancements by participating in UAT activities and Production migration
22
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- When necessary, pitches-in in the production process to ensure compliance of team to service level commitments
- Decides on rejection of invoices for non-adherence to capitalization policies and adequate documentation, therefore deferring processing until the appropriate level of approval or proper documentation is obtained, or re-classing outright to expense
- Mentors, coaches, trains and oversees progress of FA Specialists
- At least 3 years experience, preferably in a similar field
- Proficiency in the use of workstation applications (MS Word, MS Excel)
- Effective time management, documentation and organizational skills
- Being a Certified Public Accountant is a plus
23
Financial Representative Resume Examples & Samples
- Communications skills - verbal and written
- Computer skills - Email: Outlook and MSN, Intranet/Internet, Microsoft Excel-Advanced, Microsoft PowerPoint, Microsoft Word
- Delegation skills
- Keyboarding skills
- Multi-task skills (i.e., think/listen/type and think/talk/type)
- Planning & organizing skills
24
Financial Representative Resume Examples & Samples
- You have superb interpersonal and communication skills, and are enthusiastic to interact with our customers
- An aptitude for sales to proactively uncover needs while interacting with our clients
- Consistent attention to detail and prioritization ability
25
Financial Representative Resume Examples & Samples
- Superb interpersonal, customer interaction, and communication skills
- An aptitude for sales to proactively identify leads
- Computer literacy and experience working with multiple applications in the past
26
Financial Representative Resume Examples & Samples
- Acts as a primary counter rep (triage walk-ins)
- Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments
- Coordinates overall schedules and appointments for the Financial Consultants and lobby
- Fulfills client transactional informational and service needs
- Sets up, inputs and enters data to the brokerage and shareholder systems which includes account maintenance, processing checks, disbursements, securities, TOAs, priority new account set up conduit to processing groups, cashiering, adjustments, etc
- Responsible for customer literature supplies and inventory management
- Responsible for arranging payment for incidental branch expenses
- Handles outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, etc
- Processes checks, disbursements, securities, TOAs and priority new account set ups
- Acts as a conduit to processing groups, cashiering, adjustments, etc
- Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies
- Serves as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements
- Assists with seminar preparation and enrollment and presents basic seminars
- Responsible for fundamental guidance (simple planning, appointments)
- Identifies additional customer needs and introduces additional Fidelity products and services
- Provides investment information/guidance to Mass Market
- Works closely with manager and other representatives to recognize opportunities to retain and build Fidelity assets
- Prior customer service, sales, or phone experience required
- Experience or strong interest in sales required
- Series 7 preferred (required within 6 months of hire)
- Series 63 preferred, required within 90 days of passing the series 7 exam
- Insurance License desired
- Banking, insurance, or financial experience preferred
- Superb interpersonal, customer interaction, and communication skills are needed
- PC/Windows experience required
27
Rohq-financial Representative Analyst Resume Examples & Samples
- Produce and distribute/submit Financial and Management reports
- Perform system-to-system reconciliations
- Assists in implementation of new reporting requirements
- First-level Help Desk/Query Resolution to users
- Has a good eye for details
- Works with minimal supervision
28
Rohq-financial Representative Analyst Resume Examples & Samples
- Provide timely feedback to the user population through the helpdesk support mode
- Perform issue tracking and resolution planning
- Scenario creation/cloning activity including exception user access and user role assignment
- Previous experience with
29
Financial Representative Investor Solutions Resume Examples & Samples
- Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
- Handling and executing client transaction and general customer service requests
- Prepare client reports and proposals as required
- Support other departments and independent financial advisors in their understanding of the program
- Actively participate in customer service training and other training to remain current with operational policies and procedures
- Must have excellent telephone service/relationship management skills
- Minimum of 3+ years of direct client experience within the financial services industry preferred
- Prior financial trading experience
- Ideal candidate will have prior tele-sales experience
- Must have excellent communication skills, and strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
- Series 7, 63 and 65, or 66 License Required
- North Carolina Life and Health preferred
- Proficient in Microsoft Office and web based applications
- Experience using SalesForce.com preferred
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
- Must have excellent PC and data input skills
- A client-centric attitude that considers the client’s point of view for all actions
- Personal pride in delivering exceptional experiences to clients and coworkers
30
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Providing Basel Reporting support particularly to APAC & EMEA countries
- Performing BAU activities of Fin-Risk Team for monthly Basel Reporting including, but not limited to: Finance-Risk Reconciliation and RWA Data Quality Analysis and Remediation
- Providing reports to senior management and other key stakeholders to identify Finance and Risk unexplained breaks and RWA Data Quality exceptions and measure these against established thresholds, prioritizing material issues and communication to operations units to investigate and resolve root causes while facilitating the appropriate escalation process and ensuring that corrective action is established and tracked on a periodic basis
- Following up with the owners of corrective actions located across various countries until issues are resolved strategically
31
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- Performing BAU activities of the DRA Optima team for monthly Basel III Reporting including, but not limited to GL Reconciliation
- Participating in the Basel Production Daily Status Calls to support DRA processes
- Computer Science or Management Information Systems degree or equivalent experience is an advantage
32
Patient Financial Representative Resume Examples & Samples
- Accurately verifies all insurance benefits online or via phone within the appropriate timeline and documents appropriately on the verification sheet
- Determines patient responsibility amounts (via CPO or applicable tool) and notifies First Source/Boss and/or Admitting department for the collection
- Remains up-to-date on all insurance/managed care contracts to maximize up-front collections and reimbursement. (Rehab: Only in case of add-on.)
- Assists with training of all new hires. Consistently meets/exceeds department standards for accuracy pertaining to registration and/or insurance verification as well as meeting and exceeding the productivity rates
- Maintains statistically relevant information related to productivity and department units when applicable
- Demonstrates/presents and thoroughly explains the content of legal, financial, ethical, and compliance related documents to patients and obtains required signatures while at the same time explaining/presenting pamphlets/notices to patients
- Independently, performs receptionist functions which include opening/closing procedures assuring all appropriate paperwork is ready for the next day, and areas are organized
- Performs the greeter function ensuring all patients are quick registered and an armband is placed, using the appropriate identifiers, in a timely manner
- Assures all appropriate paperwork is ready for the incoming shift.). Obtains physician orders/prescriptions assuring that it is for the appropriate test/exam, and that it contains the appropriate sign/symptom/diagnosis and physician signature
- Independently, enter the appropriate order accurately and in a timely manner
- In addition, assists with training of all new hires. Perform cash collections based on the BHSF policy, SOX requirements, and departmental goals. Making certain that all monies due are collected, issue a receipt, and place in the departmental safe
- Review Quality Assurance work list for any real time errors at the completion of each registration and ensure to make necessary corrections to the account accordingly
- Review the Audit Search for all manually reviewed errors on a daily basis
- Scans all required documents into the appropriate folder in the scanning system in a timely manner to assure maximum reimbursement and compliance
- Validate/obtain authorization/notification from insurance companies/physician office within the appropriate timeframe to facilitate and finalize
- Reschedule/cancel any patients' appointment due to lack of authorization by following the appropriate protocol
- Provides PCP, and insurance information to the UR team in a timely manner to ensure accurate processing of notification/authorization by Access Mgmt.)
- High School Diploma,Certificate of Completion,GED or equivalent
- One year of experience in a high volume, faced paced medical setting
- Must meet BH registration accuracy and productivity standards for at least the most recent 3 months
- Excellent interpersonal communication skills (verbal and written). Excellent customer service skills
- Knowledge of Health Care regulatory guidelines to include but not limited to HIPAA, AHCA, EMTALA, Sarbanes-Oxley, etc. is beneficial
- Knowledge of insurance contracts, collections, authorizations, and pre-certification
- Ability to work weekends when necessary
- Basic knowledge of Microsoft Word and Excel. Basic knowledge of Medical Terminology
33
Rohq-fro-financial Representative Analyst Resume Examples & Samples
- 5+ years of Financial Systems Support related experience
- UAT testing, development and execution and the project lifecycle
- Finance or accounting background; MBA or CPA preferred
34
Financial Representative Resume Examples & Samples
- Collects payments for various inpatient and outpatient Hospital programs. Collect deductibles and co-payments as appropriate. Set up payment plans, work with patients with outstanding balances
- Works with physician offices and international and cosmetic patients as directed per hospital policy to collect pre-payments. Communicate as necessary to re-schedule procedures while resolving outstanding financial issues
- Collects information as necessary to determine financial assistance eligibility. Works with department director and administration to manage the process for approving and issuing financial assistance and other discounts
- Investigates auto accident insurance information and worker's compensation cases. Identifies pharmacy copay programs, and drug replacement for patients receiving high cost infusions
- Works with Medicare patients to resolve Advance Beneficiary Notice issues
- Utilizes Charge Master, Epic and Business Objects to provide cost estimates for complex procedures, surgeries and ancillary testing as requested from patients/family/community/physician offices
- Documents work done in OneContact Account Notes screen
- Identify and problem-solve work queues accounts. Communicates with physician office, patient/family, and clinical department as appropriate
- Work with walk-in patients regarding billing/financial issues
35
Financial Representative Resume Examples & Samples
- Develops and fosters long-term customer relationships
- Determines customers’ financial needs and prepares proposals to sell appropriate services
- Evaluates risks and where appropriate, extends loans and credit within lending authority
- Makes daily solicitation calls by phone in order to sell Harrison Finance’s products as permitted by law
- Adjusts contract terms as necessary
- As a licensed agent, sells credit insurance, explains coverage, and processes claims
- Enters new customer data and other sales related data into database
- Prepares and analyses various branch reports
- Completes training, certifications, licensing, and continuing education as required, or otherwise appropriate
- Prefer 2 years of collections experience in addition to sales
- A comparable combination of education and experience will be considered
- This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
- Must have experienced level computer skills including the Microsoft suite of Office products including, Excel, Word, Access, PowerPoint, and Outlook
- Must have experienced level of math skills, with the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals
- Must be able to explain the relationship between principle, interest rate, payment amount, and number of payments as it relates to lending
- Must be able to effectively communicate orally and in writing
36
Financial Representative Resume Examples & Samples
- 1+ year of experience with Hospital Billing
- High School Diploma
- Knowledge of Managed Care contracts
- Experience with following up with accounts and clients
37
Financial Representative Resume Examples & Samples
- Identifies patients without insurance or underinsured. Offers alternatives and copay assistance programs in addition to assisting with application process and submission to the various programs. Faxes and submits itemized EOBs as required by the various programs
- Collects payments for various inpatient and outpatient Hospital programs. Collect deductibles and co-payments as appropriate
- Collects information as necessary to determine charity care eligibility. Works with Hospital Administration to manage the process for approving and issuing charity care and other discounts
- Maintains or exceeds Beaumont's customer service standards. Maintains or exceeds Patient Registration Services Customer Service Standards
- Report statistics monthly. Manage/prepare miscellaneous reports, schedules and paperwork
- Complete mandatory in-services (6 – 10 per year) and medical necessity/testing annually. Remain updated on policy and procedure changes (communicated via daily e-mail and department meetings) as they occur. Participate in Process Improvement projects/work groups. Attend staff meetings, in-services and other meetings as required to support/maintain professional growth
- Projects as assigned
38
Financial Representative Resume Examples & Samples
- You are committed to driving customer loyalty and building lifetime relationships by delivering excellent customer service
- You possess exceptional communication skills
- You have a desire to problem solve, you’re analytical and exercise your critical thinking skills to meet our customers’ needs
- The openness to work in a fast-paced and team-oriented environment
- You’re flexible and adaptable; you adjust quickly to change in a busy financial service center environment
- You use your influencing and consultative skills to enrich our customer’s experiences
39
Floating Financial Representative Resume Examples & Samples
- Fully understands branch products and services and actively sells these products where permitted by law to persons entering or calling the office
- Performs collection activities on more complicated past due accounts including skip processing, inside and outside adjustment calls, repossessions and bankruptcies
- Assists in the training of new branch employees
- Performs duties of other branch positions in enhance promotional opportunities
- All other duties/special projects as assigned
- Requires a high school degree, or equivalent
- Requires a minimum of 2 years of sales experience in personal finance or banking
- This position requires a state Credit Insurance license and AD&D license, where applicable. New associates will have 90 days to obtain the Credit Insurance license and 9 months to obtain the AD&D license following the date of hire or transfer. Continued employment in this position is contingent upon successful completion of all licensing requirements within the stated time frame, as well as the ongoing completion of all requirements for maintenance or renewal of the license thereafter
- Must have a basic understanding of lending and collections regulations
- Ability to operate a keyboard if required to perform the essential job functions
- Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement
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Financial Representative Resume Examples & Samples
- Analyzes accounts and billings to ensure accurate submissions to third party payors; makes corrections as needed
- Updates insurance and/or patient information in the billing system
- Posts pertinent memos as needed
- Ensures payments and adjustments are posted properly; prepares refunds as needed
- Telephones contacts to follow up on accounts in a professional manner
- Answers all patient, third party and other departments’ requests or inquiries in an accurate and professional manner
- Requests and utilizes medical records and/or other pertinent documents to verify patient accounts information
- Identifies and reports billing issues and/or system problems in a timely manner to immediate supervisor for handling or resolution
- Utilizes trial balance and other reports to identify and resolve outstanding accounts and bring to a final resolution
- Compiles and prepares reports as required by management
- Performs breakdowns (i.e., cash voucher, EOB mail lists) in a timely and accurate manner
- Reconciles daily cash receipts and tape payment remittance
- Determines appropriate general accounts postings
- Maintains accurate filing and recordkeeping
- Participates in the department’s performance improvement activities
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Financial Representative Resume Examples & Samples
- Maintains patient/employee confidentiality in the management of information
- Observes the Health Care System’s compliance policies
- Participates in the development of other staff members
- Meets regulatory, licensure and annual health assessment requirements
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Financial Representative Resume Examples & Samples
- Strong interpersonal, relationship, and influence skills
- Effective communication skills including listening, speaking and writing
- The ability to work a flexible schedule that may include weekday evenings and weekend hours
- The ability to meet or exceed aggressive sales goals
- Solid sales presentation skills and the ability to close a sale
- The ability to prospect leads and build a sales pipeline
- Experience in retail sales or customer service
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Financial Representative Resume Examples & Samples
- Interact with and build relationships with bank partners
- Become proficient on the phone with prospecting calls, service calls and sales calls
- Develop strong listening skills and the ability to take complex ideas and clearly communicate them to prospects / customers
- Learn the IFG approved products for sale
- Demonstrate the ability to conduct quick starts, branch meetings, referral training,
- Demonstrate the ability to present products / concepts and close business through needs based selling
- Track revenue reports, referrals back to the bank and appointments as needed
- Assist FA partners in planning and hosting seminars and focus days
- Attend IFG meetings, bank rallies and external activities
- Obtain series 7 and series 65/66 after completing 6 months of employment
- Adhere to current regulatory rules and regulations
- Ability to work closely with FA in determining ways to increase revenue
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Senior Financial Representative Resume Examples & Samples
- Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities 60%
- Handling and executing client transaction and general customer service requests 20%
- Prepare client reports and proposals as required. 10%
- Actively participate in customer service training and other training to remain current with operational policies and procedures 5 %
- Support other departments in their understanding of the program 5%
