Operations Processor Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the operations processor job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

CT
C Trantow
Cassandre
Trantow
4593 Conn Fords
Detroit
MI
+1 (555) 224 9505
4593 Conn Fords
Detroit
MI
Phone
p +1 (555) 224 9505
Experience Experience
02/2014 present
New York, NY
Treasury Operations Processor
New York, NY
Treasury Operations Processor
02/2014 present
New York, NY
Treasury Operations Processor
02/2014 present
  • Book and pass accounting entries for Fixed Income deals on Flexcube system
  • Follow up with the branch/citiservice/RMs for instructions related to customer FX deals
  • Prepare fund transfers, swift messages, and receive telexes related to treasury deals
  • Calculate and Post entries on Flexcube system
  • Notify and follow-up with Treasury for deals without disposal instructions
  • Prepare swift messages to the central bank related to the Fixed Income Trades
  • Prepare and repot the late deals and handle branch enquiries
03/2007 09/2013
Boston, MA
Loan Operations Processor
Boston, MA
Loan Operations Processor
03/2007 09/2013
Boston, MA
Loan Operations Processor
03/2007 09/2013
  • Communicates to Management, trends and / or recommendations to improve efficiency and productivity within the department
  • 20% - Lives our company values, embraces change and ensures an inclusive, positive work climate
  • 20% -Lives our company values, embraces change and ensures an inclusive, positive work climate
  • 30% Productivity: Meets productivity goals within established time frames (measured by Service Level Agreements and/or OE)
  • 30% - Productivity: Meets productivity goals within established time frames (measured by Service level agreements and/or OE)
  • 20% - Responsible for assessing risk and complies with all policies and procedures
  • 30%- Service Quality: Provides excellent customer service and meets quality/accuracy standards (measured by Service Level Agreements, customer feedback, error reports)
06/2003 02/2007
Chicago, IL
Operations Processor
Chicago, IL
Operations Processor
06/2003 02/2007
Chicago, IL
Operations Processor
06/2003 02/2007
  • Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
  • Assist in training co-workers to act as back-up for primary responsibilities
  • Challenge workflows & procedures to assist in making enhancement recommendations in support of "Exceptional Service"
  • Pay close attention to detail, process work accurately and work on repetitive tasks
  • Assisting Director of Operations & Sales teams with day to day management
  • Monitor fax queue and import to imaging and workflow management systems
  • Works under general supervision following established procedures
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Florida
Bachelor’s Degree in Accounting
Skills Skills
  • Flexible, Strong Data Entry skills, Customer Service skills, Good Communication and Accounting principals
  • Strong knowledge of the Bank CIS Standards
  • Ability to deal with problems involving several variables in standardized situations
  • May ensure acceptability of checks or other negotiable items presented for payment including comparing signatures to applicable specimen, facsimile or through signature verification system. May sort and file checks, maintaining applicable documentation/records and complying with related policies, procedures and standards
  • Proficiency with Word, Excel, Access, Visio, Action Requests, Stock Locator Knowledge, CRS and other computer applications is helpful
  • May prepare various activities such as preparing banking office deposits for the image sorter; encoding deposits; processing EE bonds; transit encoding; and preparing and processing special customer deposits
  • May balance batches with rejects received through the proof and transit system and prepare cash letters for shipment and handle a variety of duties related to balancing check processing operations
  • Strong attention to detail
  • Ability to apply concepts of basic mathematical calculations
  • Good PC and keyboarding skills
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1

Cbna O&t Trade Operations Processor Resume Examples & Samples

  • Graduate of a bachelor’s course in Business preferably with Accounting background; CPA is an advantage
  • Fresh grads are welcome to apply
  • Pro-active and flexible enough to handle multitasking
  • Has a positive work attitude with good analytical skills
  • Highly proficient in Microsoft Office applications
2

Cash Operations Processor Resume Examples & Samples

  • Minimum Bachelor Degree educational level and 2 years’ work experience, good command of both written and verbal English
  • Knowledge common office procedures and practices including professional telephone communication, MS Office applications and record keeping
  • Knowledge of professional business communication, including style and format of letters, emails and internal memos
  • Ability to establish priorities, work independently under pressure, take initiatives, multi-task and work in a fast-paced environment
  • Thorough, meticulous and organized, with dedicated follow though
  • Assertive team player, active learner, customer focused attitude towards both internal and external customers
  • Legal, Banking, Documentation or Operations experience would have a strong advantage
3

Operations Processor Resume Examples & Samples

  • Responds to various basic operational issues for internal and/or external customers
  • Receives and reviews incoming work, contacting appropriate resources as needed
  • Processes basic operational functions and/or financial transactions
  • 0 - 6 years or more in a similar function and/or environment
  • May balances figures, computes totals, and prepares routine accounting entries
  • May ensure acceptability of checks or other negotiable items presented for payment including comparing signatures to applicable specimen, facsimile or through signature verification system. May sort and file checks, maintaining applicable documentation/records and complying with related policies, procedures and standards
  • May prepare and send billings, advices, and account statements on various products and services
  • May prepare various activities such as preparing banking office deposits for the image sorter; encoding deposits; processing EE bonds; transit encoding; and preparing and processing special customer deposits
  • May balance batches with rejects received through the proof and transit system and prepare cash letters for shipment and handle a variety of duties related to balancing check processing operations
  • May MICR encode, correct and balance customer checks, deposits, loan payments and other internal bank entries
4

Mailroom Operations Processor Resume Examples & Samples

  • Prepares edits, distributes, and/or corrects standard documents
  • May provide internal and external customer service related customer service related to operational issues
  • Sort and distribute both incoming and outgoing mail items (envelopes and packages)
  • Operate and maintain postal equipment, folding machine, express and tracking systems
  • Order, stock and distribute supplies throughout building(s)
  • Possesses excellent customer service skills
  • Ability to lift 50LBS
5

Treasury Operations Processor Resume Examples & Samples

  • Book and pass accounting entries for Fixed Income deals on Flexcube system
  • Prepare swift messages to the central bank related to the Fixed Income Trades
  • Update under the FX/MM modules of Flexcube system the FX/MM deals for the customer settlement details and link the MM deals to the appropriate credit lines
  • Calculate brokerage as required
  • Prepare fund transfers, swift messages, and receive telexes related to treasury deals
  • Calculate and Post entries on Flexcube system
  • Notify and follow-up with Treasury for deals without disposal instructions
  • Follow up with the branch/citiservice/RMs for instructions related to customer FX deals
  • Prepare manual confirmations, when required
  • Prepare and repot the late deals and handle branch enquiries
  • Prepare Deals maturity reports and ensure that settlement messages are generated
  • File deal slips, system reports, brokers statements and source media
  • Type telexes, letters, memos and reports, etc
  • Update and report KPI information
  • Bachelors Degree
  • 0 - 2 Years experience in a related job field
6

Operations Processor Resume Examples & Samples

  • Review all omni channel Action Requests for accuracy and proper inventory adjustments
  • Transfer and record all Action Requests for proper departmental work to be completed
  • Prepare reports that are distributed to many areas of the business for creation and execution of cross-divisional inventory adjustments
  • Interact with Locate vendor in order to get statuses of Stock Locator orders changed per store and customer request
  • Provide backup functions for backline Omni Channel work including rerouting of orders, working through orders where product is no longer available, and work on open order reports
  • Communicate with many areas of the business in a professional and timely manner
  • Report any deficiencies in procedures and provide recommendations for changes
  • Provide support for new and revising business procedures
  • Sort and file Action Request data as needed
  • Attend meetings as necessary to maintain high level of consistent information
  • One to three months related experience or training
  • Proficiency with Word, Excel, Access, Visio, Action Requests, Stock Locator Knowledge, CRS and other computer applications is helpful
7

Markets Operations Processor Resume Examples & Samples

  • University Degree, Understanding of Treasury Products & accounting with over 3 years working experience in Operations area preferred
  • Ability to work in a high volume, time-sensitive, high-risk, demanding environment
  • Possess good analytical skill, meticulous, positive attitude and good learning ability with great attention to details and multi-tasking
8

Operations Processor Resume Examples & Samples

  • Preferably with 2-3 years’ experience of working in Banking Operations With good understanding of Pakistan Stock Market
  • Understanding of regulatory requirements relating to Banking Operations
  • Experience of Banking Operations
  • Energetic with good time management skills
  • Excellent organizational and administrative Skills
  • Good Interpersonal skills/teamwork
9

Cbna-o&t-financial Institution Operations Processor Resume Examples & Samples

  • Manages end-to-end operational duties of domestic and foreign cash transactions
  • Supports the delivery of services in line with agreed service standards and turnaround time to meet client expectations
  • Service client enquiries on foreign exchange requirements and documentations
  • Reviews documents on foreign exchange for Deliverable Forwards, Trade and Non Trade transactions
  • Executes spot FX deals for clients
  • Ensuring trades are matched and instructed within deadlines and settlement failures averted
  • Coordinates with clients and treasury to resolve trade mismatches or settlement issues
  • Monitors exception reports and reconciliations and makes sure all issues are being addressed
  • Perform controls, basic investigations, user-approver-testing, and other related functions
  • Great attention to detail with strong organisational, analytical, problem-solving and multitasking skills
  • Proficient in computer operation tools like MS Word and MS Excel
10

Tax Operations Processor Resume Examples & Samples

  • Ensure a proactive approach towards initiating new department ideas and improving existing policies and procedures is undertaken
  • Candidates should be at an Intermediate level in the use of Excel
  • Possess the ability to develop good working relationships with external departments and internal colleagues
11

Trade Operations Processor Resume Examples & Samples

  • Bachelor degree or above, preferably in Finance/Accounting/Economic
  • 1-3 years banking experience in Corporate Account Service or Trade or Loan operation
  • Good knowledge of SAFE/PBOC/CBRC’s regulations and international banking practices
  • Willing and able to work under pressure to meet tight deadlines independently
  • Strong sense of commitment and responsibility, good communication skills and self-motivated
  • Good command of both written and spoken English and Mandarin
12

Securities Services Operations Processor Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance, Management or related fields
  • Have a good team work spirit
  • Be able to work under pressure and independently with minimum supervision
13

Cash Operations Processor Resume Examples & Samples

  • University degree or equivalent. Fluent in both oral and written English with excellent PC skills and familiar with MS Office
  • Able to work independently as well as in team
  • Able to work under pressure and willing to work overtime
  • Able to multitask and meet strict cut-off time
  • Able to deliver designated tasks or projects on time
14

Tax Operations Processor Resume Examples & Samples

  • Relevant work experience Competencies
  • Professional and proactive attitude
  • Good interpersonal and verbal /written communication skills
  • Team working skill
15

Operations Processor Resume Examples & Samples

  • Experience in Finance Services & Admin/General Ledger
  • [Include required degree/school education]
  • [Include required skills]
  • [Include years work experience required]
  • [Include specific work arrangements required]
  • Desire to work in an information systems environment
  • Good communication (written and oral) and interpersonal skills
16

Operations Processor Resume Examples & Samples

  • Data entry of client orders
  • Assisting Director of Operations & Sales teams with day to day management
  • Tracking and preparing sales reports
  • 1-2 years of experience in data entry or administrative role
  • Microsoft Office Skills
  • Proficiency with Siebel and/or Salesforce preferred
  • Well-organized
  • Ability to multi-task and set priorities in a fast-paced environment
17

Title Operations Processor Resume Examples & Samples

  • Processes Buy Back and Give Backs
  • Confirms and coordinates with third party vendor that accounts are eligible and charge the appropriate fee, if any
  • Creates the deed and/or mutual release and termination of purchase and security agreements (MRA’s) after funds are received and e-mails the documents back to the third party vendor
  • Tracks recordation and/or cancellation depending on the type of account, once documents are returned
  • Tracks receipt of request for an estoppel from the resale company and processes any funds included with the request
  • Researches account information through multiple sources to ascertain required information to complete the estoppel and return completed estoppel to requestor within 24hours of receipt
  • Determines and prepares "waiver of right of first refusal" and forwards as appropriate
  • Searches for basic ownership and maintenance fee information from proprietary software in order to fulfill a variety of different tasks and requests for information
  • Scans and processes incoming and outgoing mail
  • Processes death certificates, satisfaction of mortgages, Deedbacks, MR.A's, trade-ins, ownership changes
  • Researches prior recorded deeds online with various counties
  • Receives and accounts for funds received from owners for processing to be sent to accounts payable department
  • Submits check requests, mails various letters to owners, updates databases, sorts incoming documents, assists with foreclosures and contacts owners
  • Processes tasks according to the work-flow and updates the applicable systems with appropriate notes
  • Responds to all requests assigned within 24 hours
  • Updates appropriate systems, individuals, team members, and owners with status and conveys closure and/or ensures next steps are taken
  • Handles multiple tasks within strict deadlines in a fast paced, high pressure environment
  • Completes high volume of transactions with accuracy
  • Assists with processing cancellations on a monthly or on an as needed basis
  • Maintains a flexible work schedule including evenings, weekends and holidays
  • Completes all required company trainings and compliance courses as assigned
  • Adheres to company standards and maintains compliance with all policies and procedures
  • A minimum (1) year of experience in the financial and/or law institution and/or real estate recording transaction field required
  • This position does not include any supervisory responsibilities
  • Ability to work and update SharePoint program
  • Computer proficiency in Microsoft Word, Excel and Outlook
  • Proficient in time management; the ability to organize and manage multiple priorities
  • Able to perform a variety of duties, often changing from one task to another of a different nature, with impending deadlines and/or established timeframes
  • Intermediate math skills
18

Centralized Credit Operations Processor Resume Examples & Samples

  • Order & track Real Estate documents for Consumer, Business Banking, Commercial, Special Assets, Collections & OREO/Remediation departments
  • Review Real Estate documents in all listed departments
  • Handle all disputes, revisions & upgrades of Real Estate Products including First Mortgage Appraisal disputes while being in communication with the Lenders and Vendors
  • Work with outside lending institutions to process Subordination agreement requests
  • Order Post-Searches for Collateral Control
  • Assist in credit analysis and credit file as required
  • Work with other departments to resolve deficiencies in document requirements
  • Process & complete invoicing from our Real Estate vendors
  • Participate in all required training sessions for compliance
  • Maintain adequate controls to ensure compliance with consumer’s protection statutes/regulations in a defined area of responsibility
  • Work closely with FMB Compliance to ensure regulatory accuracy and implement bank directed policy and changes relating to regulatory amendments
  • The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary
  • #CB
  • LI-JE1
19

Loan Operations Processor Resume Examples & Samples

  • 30% Productivity: Meets productivity goals within established time frames (measured by Service Level Agreements and/or OE)
  • 30%- Service Quality: Provides excellent customer service and meets quality/accuracy standards (measured by Service Level Agreements, customer feedback, error reports)
  • 20%- Responsible for assessing risk and complies with all policies and procedures
  • 0- 2 Credit Operations experienced preferred
  • Consumer and Commercial Lending documents
  • ALS
  • ONS
  • InSTEP
  • ARX/Imaging System
20

Credit Operations Processor Resume Examples & Samples

  • 20% -Lives our company values, embraces change and ensures an inclusive, positive work climate
  • Consumer Lending documents
  • First Data
21

Bank Operations Processor Resume Examples & Samples

  • Completion of assigned operational tasks, while adhering to established policies, procedures, and compliance, which results in a satisfactory audit rating
  • Completion of assigned daily tasks within Service Level thresholds and performance guidelines
  • Responsible for researching and resolution of client or branch issues to ensure excellent customer service. Contact customers to collect, validate or research information
  • Providing support to peer staff, ensuring uninterrupted completion of all daily operational tasks
  • Data entry and high volume processing
  • Processing of incoming and outgoing collection cases, as well as fraud cases
  • Excellent telephone techniques and etiquette
  • Ability to handle high volume processes
  • Ability to work in fast paced environment
  • Ability to recognize and escalate issues that could impact branch, customers or department
  • Ability to work flexible work schedule
  • Ability to work independently and possess initiative for professional growth
  • Typing 35-40 wpm
  • PC knowledge of CICS, RUMBA RCIF and Word preferred
  • Basic knowledge of Filenet system and bank documentation
22

Defined Contributions Operations Processor Resume Examples & Samples

  • Must possess a desire and ability to gain understanding of retirement industry product and service knowledge and the impact to plan participation and application to daily transactions
  • Proven experience exhibiting exceptional organizational, follow-through, and multi tasking skills is required
  • Experience working in an environment where use of PC was required at least 50% of time worked. Experience maneuvering between screens/systems is also required
  • Advanced alpha/numeric data entry skills required with proven track record of accuracy and meeting high productivity standards
  • Experience working in a PC-based workflow system is preferred
  • Strong interpersonal skills and ability to partner with others required in order to work in cohesive team and contribute to an inclusive, positive, and fun work environment
23

Bank Operations Processor Wholesale Lockbox Resume Examples & Samples

  • Responsible for using 10 key and typing skills to key dollar amounts from checks along with keying names and other data from the scanned documents. Work hours are designated by the Center Manager and will be changes as the work flow requires. Overtime, holiday and weekend work is mandatory as determined by the Center Manager. Cross-training is essential
  • Scan and key designated information for the scanned documents. Quality checks batches of work and maintain their own productivity sheet. Maintain quality work habits (attendance and punctuality) as outlined in the department policies
  • Insure accuracy of data scanned and entered into Wholesale Lockbox Capture system. Must be able to multi-task while making sound decisions at all times
  • Ensure all bank related training and compliance has been completed
24

Loan Operations Processor Resume Examples & Samples

  • 30% - Productivity: Meets productivity goals within established time frames (measured by Service level agreements and/or OE)
  • 30% - Service Quality: Provides excellent customer service and meets quality/accuracy standards (measure by Service Level Agreements, customer feedback, error reports)
  • 20% - Lives our company values, embraces change and ensures an inclusive, positive work climate
  • 20% - Responsible for assessing risk and complies with all policies and procedures
25

Centralized Credit Operations Processor Resume Examples & Samples

  • High School diploma or equivalent work experience
  • 2-3 years Loan banking experience required
  • Required education: Consumer, Business Banking & Commercial Compliance, Fair Lending, Real Estate Lending in Consumer, Business Banking & Commercial
  • Basic knowledge & understanding of
26

Cib-operations Processor Resume Examples & Samples

  • Read and understand Business Requirement / Functional Requirement Documents
  • Provide support to the Operations Team by means of training the team on new functions / applications being deployed to production
  • Demonstrate professional work habits / ethics in the areas of attendance and punctuality
  • Flexible with shift timings and adhere to the needs to business
  • Testing Course Certified / ISTQB Certified would be additional advantage
  • 2-4 years of experience / Working knowledge of manual testing. Knowledge and Experience of various aspects of liquidity & sweeps would be an added advantage
  • Good written & oral communication skills in English
  • An acute client focus
27

Operations Processor Resume Examples & Samples

  • One to two years of clerical experience with heavy data entry skills and utilize Microsoft Word and Excel products
  • High school diploma or Equivalent and two years business experience
  • Written customer service skills to include the using excel spreadsheets and shared documents
28

Operations Processor Resume Examples & Samples

  • Perform premium receipt entries in systems
  • Prepare batch commission payments
  • AR open items mark off and create items
  • Premium collection status checking
  • Prepare miscellaneous AR voucher
  • Others assigned by the superior
  • College degree or above, Major in finance, accounting or related subjects
  • 2 years working experience in sizable companies
  • Good command of written English
  • Proficiency in MS Excel and experience in using ERP System
  • Willing to learn and detail-oriented
  • Team work spirit
  • Experience with premium receipting is preferred
29

Operations Processor, Senior Resume Examples & Samples

  • Demonstrated strong organizational skills, communication and customer service abilities as well as keen attention to detail
  • Successful track record of meeting deadlines while managing multiple priorities
  • Attributes Desired: hands on self-starter, flexible and adaptable, results focused with a track record of achievement, acting with a sense of urgency
  • Strong ability to Quality insurance data
30

Operations Processor Resume Examples & Samples

  • 1 to 2 years of clerical experience with heavy data entry skills and utilize Microsoft Word and Excel products
  • Strong knowledge of financial product lines preferred
  • Must be able to work overtime with little notice due to requirements of processing standards and workload
  • Written customer service skills
  • Ability to work overtime on short notice
31

Bank Operations Processor Check Resume Examples & Samples

  • Prepares various reports on an ad-hoc or regular basis
  • Assists customers with questions and provides answers, referrals, or solutions
  • Process paperwork required for assigned area
  • Compile, sort, and verify accuracy of data to be entered
  • Participate and help lead special projects as assigned by supervisor and/or area manager
  • 1-3 years of directly related experience or the equivalent in education and experience
  • Knowledge of an applicable computer software program
  • Skilled in meeting guidelines
32

Operations Processor Resume Examples & Samples

  • Prepare incoming correspondence for distribution to the Pensions Operations team by opening, stamping, and sorting documents into batches by transaction type. Prepare and image documents using scanner and imaging software and upload imaged documents into the workflow management system
  • Monitor fax queue and import to imaging and workflow management systems
  • Coordinate the pickup and retrieval of records with Iron Mountain
  • Prepare outgoing mail using Pitney Bowes equipment to fold and stuff mailings as well as meter mail for the department. Act as contact person with courier service that takes the department mail to and from the Post Office
  • Coordinate duties and tasks by effective prioritization of responsibilities and time management
  • Challenge workflows & procedures to assist in making enhancement recommendations in support of "Exceptional Service"
  • Resolve customer inquiries a in a variety of ways: it could be as simple as checking a computer data file or as complex as contacting other AIG Life departments to find the information the customer needs
  • Additional projects as assigned by manager
  • Strong Customer and Team Orientation
  • College Degree Preferred but not mandatory
33

Bank Operations Processor, / II Resume Examples & Samples

  • Performs operational tasks as assigned by supervisor and dependent on department function
  • Quickly communicates and escalates issues that impact department service level standards. Communicates equipment issues to and with vendors
  • Prepares correspondence for delivery to customers
  • Uses written procedures for all assigned functions. Performs quality control on team members' work
  • Complies with banking policies, regulations and regulatory statutes
  • This position is in a fast paced, high volume environment with set production goals
  • This position may require frequent standing or walking for extended periods
  • Ability to perform data entry and operate a 10 key calculator
  • Ability to appropriately apply work rules in a production environment meeting established standards and deadlines. Ability to perform high volume work that may be stressful at times
  • Have strong organizational skills and be detail-oriented
  • Possess sound judgement and decision-making ability
  • Previous banking experience and/or lockbox processing experience preferred
34

Operations Processor Resume Examples & Samples

  • Takes accountability for entire process from receipt of work/item to resolution and closure
  • Tasks require coordination of information among various operational areas and customers
  • May use multiple online systems
  • Enters transactions into CRT/PC, verifies accuracy, and balances general ledger accounts
  • Resolves customer issues using multiple resources and records
  • Prepares, edits, distributes, and/or corrects specialized and/or complex documents
  • Works under general supervision following established procedures
  • Exercises some judgment within guidelines
  • Acts as escalation point for less senior processors for complex issues or transactions, providing training as needed
35

Cobra Operations Processor Resume Examples & Samples

  • Communicates with clients, participants, and co-workers to answer questions, disseminate or explain information, and address escalations and/or complaints. This may include reviewing files, records and other documents to obtain information for a response to requests regarding a benefit plan or personal participant account status/activity
  • Conducts work in a manner that is ethical by adhering to Company and department standards and policies and complying with applicable laws and regulations. Reports any suspected unethical, fraudulent, or unlawful acts or practices to the appropriate authorities. Maintains confidentiality of information for which this position is privy
  • On a daily and ongoing basis, receives and responds to telephone, fax or email inquires from carriers, clients and/or participants regarding status of benefits eligibility and/or account status and activity. Determines eligibility based on client specific rules and data contained in participant records and provides information as appropriate
  • Assists in resolving issues for clients. This may include performing research on client/participant issues that are very complex in nature. This may also entail interacting with customer service and account management teams to resolve eligibility issues
  • Upon issue resolution, enters or changes data in the system to reflect current and correct information. Also establishes patterns and trend reports to be used in future escalated situations or training events. Follows up with clients, participants or carriers to relay information and provide resolution within established time frames. Promotes positive client relationships
  • Reports eligibility status (active or termination) to carriers on a weekly, monthly, daily or urgent basis for applicable clients
  • Logs and records information about client/participant/carrier interactions by inputting information into Company systems and updating information in a timely and accurate manner
36

Non-qualified Plan Operations Processor Resume Examples & Samples

  • College Degree or equivalent work experience required
  • Minimum Intermediate Level Microsoft Excel Skill Set Required
  • Transaction processing experience in a fast paced financial environment strongly preferred
  • Proven experience exhibiting exceptional organizational, follow-through, and multi-tasking skills is required
  • Strong interpersonal skills and ability to partner with others required in order to work in cohesive team and contribute to an inclusive and positive work environment
  • Proven problem solving and customer focus
  • Strong Written/Oral Communication skills required
  • Ability to work additional hours as required to meet work volume goals
  • Must embrace responsibility for identification and implementation of process efficiencies
  • May be required to assist other teams within Prudential Operations as needed
  • Additional responsibilities may be assigned based on business need
  • Understanding of Retirement Plan Structure, rules or regulations is a plus
37

Bank Operations Processor Wholesale Lockbox Resume Examples & Samples

  • Detailed oriented,
  • Skilled in meeting daily customer deadlines
  • Must be able to type 45 wpm & 10,000 keystrokes per hour
  • Works well under pressure and has the ability to make sound decisions
38

Operations Processor Resume Examples & Samples

  • One to two years’ experience creating and/or working with Microsoft Excel spreadsheets as a tool to prepare simple and/or complex calculations is preferred
  • High school diploma and three years business experience and a minimum 2 years of VALIC experience
  • SAP, TAPS, Convey and Appian experience preferred
  • A flexible schedule that allows for overtime with little notice due to processing standards and workload
  • Excellent written customer service skills that include the use of excel spreadsheets and shared documents
  • Excellent problem solving skills and the ability to meet deadlines
  • Excellent prioritization skills to manage caseload
39

Operations Processor Resume Examples & Samples

  • Completion of high school or equivalent required, some college or Associate’s Degree, focused on accounting
  • Accounting, bookkeeping or general ledger experience required. Customer service experience required
  • Independent decision making for minor or mid-level issues
  • Ability to identify potential solutions for more complex or uncommon issues for recommendation of approval
  • Excellent organizational skills and detailed oriented
  • Proficient in PC environment with experience in MS Office suite of products, especially excel
  • Strong customer service skills via phone and in-person contact
  • Ability to work independently as well as take direction
40

Operations Processor Resume Examples & Samples

  • Identify and associate a variety of follow-up materials with the appropriate customer files
  • Participate in the overall support of all IRA functions
  • Strong PC user experience with Windows software
  • Six or more months previous work experience
41

Operations Processor Resume Examples & Samples

  • Review, process and follow up on various brokerage and non-brokerage account requests including asset movement requests, IRA distributions, journals between brokerage accounts, alternative investment processing and other cash and asset processing
  • Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow
  • Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
  • Pay close attention to detail, process work accurately and work on repetitive tasks
  • Answer internal and external phone calls; make outbound phone calls to our advisors
  • Update contact management systems with professional grammar and spelling
  • Exercise judgment to know when to escalate issues to manager or supervisor
  • Assist in training co-workers to act as back-up for primary responsibilities
  • Respond to incoming requests from internal and external customers including research and problem solving, entering data into contact management system and providing timely follow-up communication
  • Make appropriate decision on when to lend assistance to co-workers to ensure that department service levels are maintained
  • Assist with special projects and research
  • Must already be proficient in the following: Microsoft Excel, Word, Outlook and Internet Explorer
  • Must become proficient with the following systems: NetX360, Front-End Imaging (FEI), SalesForce (contact management and imaging workflow systems), Client Central and back office functions
42

Operations Processor Resume Examples & Samples

  • Meets critical processing deadlines for all work by executing and settling both domestic and foreign bound (US Dollar & Foreign denominated) transfers via wire system, Federal Reserve, SWIFT Network, JP Morgan Access Online and PNC Pinacle Online
  • High school diploma or equivalent and 2- 5 years of banking operations experience in the financial industry
  • Knowledge of government regulations and wire transfers a plus
  • The incumbent should possess strong communication and organization skills as well as strong customer service skills and knowledge of general accounting principles
  • Attention to detail is required
  • Proficient in PC environment with experience in MS Office suite products
43

Operations Processor Resume Examples & Samples

  • Process all incoming Customer and Account maintenance request received via CIS Admin box and Inter-Office mail
  • Perform all of the maintenance via Metavante Insight. Requests may include customer address changes, name changes; combined statements and telephone number changes as well as various other requests
  • Adhere to all USPS guidelines as well as Regulation P and GLBA
  • Research all Return Mail from the U.S. Postal Service
  • Send letters to customers for signature approval on any change of addresses received by the USPS
  • Code specific account mailings as “bad address” when no new or current address is available. The coding is done via the Return Mail Database / MassExchange processing
  • Perform Quality Control on all CIS maintenance performed by others in the CIS Department
  • 0-2 years banking experience is required
  • Completion of High School degree or equivalent required
  • Strong Research Skills
  • Strong knowledge of the Bank CIS Standards
  • Ability to balance daily priorities with volume of return mail
  • Ability to research and resolve customer address issues
44

Provider Operations Processor Resume Examples & Samples

  • Validate and data enter provider enrollment, credentialing and maintenance related data for practitioners and providers joining the BCBSMA networks and those that are already engaged with BCBSMA using a variety of documentation and system resource including but not limited to: TPS, HURN, NASCO, IPM, NetworksPro, CAQH and CVO
  • Reviews contracts, applications and other supporting documentation for completeness of practitioner/provider data prior to entry into multiple systems
  • Verifies data accuracy through supporting databases and websites including licensing boards, specialty boards, accreditation bureaus, sanction tracking websites and databases, etc
  • Process new and update requests for enrollment, credentialing, and maintenance activity according to established policies, workflows and guidelines in a timely and accurate manner
  • Periodically responds to both internal and external inquiries about operational activity with innovative and creative solutions that result in increased levels of provider satisfaction
  • Identifies documentation, system, and other discrepancies and alerts management of discrepancies
  • Coordinates with leaders and other team members to respond to priority requests and escalated provider issues as well as consistently achieve turnaround times and performance goals for quality and productivity
  • Proactively shares information with other team members, and works in collaboration toward all departmental, divisional and corporate, goals
  • HS diploma or equivalent, College degree desirable
  • One year of work experience in operations or service environment preferred
45

Operations Processor Resume Examples & Samples

  • Ensure the timely resolution of errors in customers' accounts and the timely resolution of errors on work processed through various down-stream correspondent banks. Using knowledge of the FIS host system, Optima3, Insight, Sales Management and approximately twelve other systems with the group to answer questions, address issues and perform functions within the department
  • Participate in the review of the department Standard Operating Procedures to ensure that they reflect the latest technological and workflow improvements made to the function
  • Utilize technology software including web-based applications for various functions within the department
  • Perform as needed or provide backup as required to critical department functions, i.e., Tax Levies, Credit References, Audit Confirmations, Research Requests and any other function within the group
  • Must be able to communicate (written and oral) effectively and professionally with other financial institutions, federal and state agencies and also internal and external customers
  • Must have strong interpersonal skills as well as the ability to train others
  • Must possess PC expertise, including MS Word, MS Excel, and FIS system. Must be able to learn a variety of other software/applications required to perform the departmental job functions
  • Attentiveness to detail is required
  • Successfully manages working in a multiple task-oriented fast-paced environment
  • Must be well organized and flexible
  • Must be highly productive and able to work with limited direct supervision
  • Must be able to deal well with stress to meet tight deadlines
  • Must be able to learn and understand bank terminology as well as a variety of compliance requirements and regulations
  • Must be able to function in a highly confidential capacity due to internal and external legal investigations as well as federal and state privacy laws
  • Candidate must also be able to lift and move storage boxes. Candidate must also be able to communicate via telephone - to handle incoming and outgoing telephone calls with courtesy and professionalism. Candidate must be able to view and search through microfilm rolls to locate requested items or data
  • Associates Degree and/or equivalent with 2+ years’ experience in a Research & Adjustment environment or position with similar attributes preferred
  • Familiarity with Bank Operations, Item Processing and/or Teller processes required
  • Must be confident with PCs, including use of MS Word and Excel and be comfortable in learning and operating various computer systems
46

Operations Processor Resume Examples & Samples

  • Accurate and timely set-up of loss notices (paper, email and telephone)
  • Manages inbound calls and email inquiries (external/internal customers)
  • Document processing (scanning, indexing and filing)
  • Assists in requests to obtain additional documents that may include issued policy contract from underwriters
  • Processing of bill payments and cheque issuance; and
  • Performs other related duties and participates in special projects that are consistent with the role and function
  • Team player able to work effectively with others and can also work independently
  • Service oriented with proven experience in customer service
  • Excellent communication skills both written and verbally in English
  • Bilingual in French an asset
  • Basic computer skills including typing, Microsoft Word and Excel; and
47

Loan Operations Processor Resume Examples & Samples

  • Daily review and resolutions of all Credit Disputes received thru E-Oscar, ECM, daily mail or customer service, as well as completing all associated responses within required time frames. This function falls under the Fact Act or FACTA federal regulations and requires compliance with same
  • Processing most Consumer loan and Collections daily maintenance requests, including all Bankruptcy maintenance
  • Daily report review to identify additional loan maintenance for Equity LOC Term outs, Death Notices, CD rate changes on passbook loans and review of error codes on the FIS Maintenance Cross Check report
  • Other functions as needed or assigned by management as well as various special projects
  • Must work independently to follow established procedures in order to complete work within the required time frame
  • Ability to balance changing priorities and work demands
  • Ability to research and resolve customer issues and ability to balance daily reports
  • Communicates to Management, trends and / or recommendations to improve efficiency and productivity within the department
  • 2 years banking experience in loans
  • Completion of high school degree or equivalent required
48

Operations Processor Resume Examples & Samples

  • Responsible for all Maintenance and Investigations of all ATM/Debit Card Claims in compliance with Regulation E and UDAAP as well as various functions involved in maintaining ATM/Debit Card mailings and all ATM/Debit Card Non Post Activity
  • To process customer error resolutions to comply with Reg-E
  • High School Graduate
  • Minimum 3 - 5 years of banking experience in the financial industry
  • Microsoft Office specifically Access database, Foxtrot, FIS Insight, AdjustmentHub Claim System and Regulation E
  • Possess strong communication, organization, and customer service skills
  • Must have a strong attention to detail as well as the abilty to multi-task in a fast-paced work environment
  • Flexible, Strong Data Entry skills, Customer Service skills, Good Communication and Accounting principals