Processing Associate Resume Samples

4.9 (96 votes) for Processing Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the processing associate 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.

Craft your perfect resume by picking job responsibilities written by professional recruiters

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

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
RO
R Olson
Ryleigh
Olson
75788 Klocko Mill
Dallas
TX
+1 (555) 526 0412
75788 Klocko Mill
Dallas
TX
Phone
p +1 (555) 526 0412
Experience Experience
Los Angeles, CA
Processing Associate
Los Angeles, CA
Purdy-Cronin
Los Angeles, CA
Processing Associate
  • Identifies workflow-related issues, trends, and recommends process improvements
  • Check blend for right solids on CEM machine to make sure the levels are accurate
  • Procures daily ingredient usage from warehouse at beginning of workday
  • Maintain clean and safe working environment (scrub down pipes, breddo and room)
  • Maintain clean and safe working environment
  • Performs manual labor associated within the forging process
  • Conduct PH, Caustic, and Acid tests for properly cleaning of tanks then document results
Dallas, TX
Transaction Processing Associate
Dallas, TX
Marks, Powlowski and Moen
Dallas, TX
Transaction Processing Associate
  • Manage the client on-boarding (including KYC) process for New and Existing clients
  • Validate all documentation uploaded into the KYC tool
  • Manage outstanding pipeline, requests from Sales/Relationship Managers, and maintain set weekly targets
  • Perform root cause analysis and identify solutions and best practices
  • Evaluate and monitor the impact of Industry and JPM changes to development implementation strategy to minimize distribution in day to day activities
  • Process items that are in good order directly into the AWD (“Automated Work Distribution”)/Corfax (Record Keeping) systems before the daily night-run, while maintaining efficiency and accuracy standards established to comply with ABIS internal controls
  • Analyze incomplete items for exception processing by evaluating potential risks and customer service implications
present
Chicago, IL
Capital Markets & Core Processing Associate
Chicago, IL
Stokes-Durgan
present
Chicago, IL
Capital Markets & Core Processing Associate
present
  • Assisting on any issues, and providing timely escalation to desk and operations management
  • Candidate will be responsible for QA review of work performed by vendor and providing service to Stock Loan desk
  • Work collaboratively with team members by managing call volume while providing outstanding customer service
  • The Trade Adjustments team also provides oversight and escalation for the trade adjustment processed by offshore vendor Tata Consulting Services (TCS)
  • Provide ACAT (Deliver and Receive) processing support to all MSSB Branches
  • The team is also responsible for reporting external money manager Profits and Losses (P&L) to the Consulting Group business unit for billing purposes
  • Ensuring all functions and procedures are performed in a timely and correct manner, i.e. trade checkout, position reconciliation, wash account reconciliation
Education Education
Bachelor’s Degree in Computer Science Field
Bachelor’s Degree in Computer Science Field
University of Southern California
Bachelor’s Degree in Computer Science Field
Skills Skills
  • Strong working knowledge of KYC / CIP / AML rules and regulations
  • Ideal candidate would be a quick learner, highly motivated and have a ‘can do’ attitude
  • Ability to identify and/or implement financial or operational controls with AML/KYC expertise
  • Excellent communication skills and problem solving abilities
  • Knowledge of financial industry with expertise in multiple lines of business and client types
  • Adaptable, flexible and willing to work in a dynamic environment
  • Comfortable working as a team or individually to deliver results
  • Excellent technical, analytical and research skills
  • Ability to work creatively and analytically in a problem-solving environment
  • Computer skills: basic personal computer skills including electronic mail, word processing, spreadsheet, graphics, database etc
Create a Resume in Minutes

15 Processing Associate resume templates

1

RPS Processing Associate Resume Examples & Samples

  • Review and process death and divorce cases from start to completion
  • Review documentation in order to approve and establish IRA beneficiary accounts
  • Audits retirement account transactions posted by other associates and branch personnel
  • Approve and process contribution transactions
  • Approve and process retirement plans distributions
  • Approve and process internal transfers between retirement accounts
  • Approve and process internal and external rollovers
  • Review and prepare manual investment transactions
  • Prepare tax withholding transfer for federal and approved states
  • Answer escalated calls and questions regarding retirement accounts
  • Review, research, and resolve problems that occur in retirement accounts, may work with level III associates to resolve complex problems
  • Monitor department email boxes, workflow queues and incoming faxes; may process or escalate to level III associates or supervisor if needed
  • Ensure tasks are completed within established timeframes
  • Work closely with team members to identify opportunities for improving efficiencies related to improving operational compliance
  • Assist with training level I associates on various functions within the department
  • Provide limited back up to the Account Service Team call center
  • Prepare various mail and/or fax packets
  • Assist management in identifying procedures and policies that are outdated or ineffective; suggest solutions and/or changes to those policies/procedures
  • Assist management to improve department productivity through participation in unit meetings, ongoing training, and self development
  • At the direction of a supervisor, work on special projects focused on increasing the effectiveness of area functionality to ensure compliance with appropriate regulations
  • Internet search functions
  • Basic investment concepts, practices and procedures used in the securities industry, principles of banking and finance and securities industry operations and/or financial markets and products, as required by assigned functional area
  • Internal document imaging software
  • Various legal documents
  • Basic retirement accounts
  • Basic mathematical/bookkeeping skills including addition, subtraction, multiplication, division, percentages, fractions, averages, and balancing sufficient to determine basic distribution requirements
  • Organizational and time management to prioritize workflows and ensure duties and projects are completed by deadlines
  • Understand and maintain knowledge/information found in IRS Publication 590
  • Understand tax reporting forms and how transaction entries affect client accounts and tax situation
  • Work well under stress and pressure when faced with high workloads and deadlines
  • Demonstrate efficiency and flexibility in performing multiple detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities
  • Research and resolve complex problems in a timely manner
  • Utilize multiple systems when processing transactions
  • Learn and apply new information, skills, and processes, quickly including the various IRS regulations, back office systems and imaging system
  • Interpret or understand when to escalate various legal documents for review
  • Work independently as well as collaboratively within a team environment
  • Use oral and written communication skills to communicate and interact effectively with external clients, Financial Advisors and other internal clients and contacts
  • Provide a high level of customer service in a calm, courteous, and professional manner; serve as a role model and lead others in providing same
  • Read and interpret client statements
  • Perform accurate data entry, use 10 key by touch and type 30 wpm
2

General Processing Associate Resume Examples & Samples

  • Sort and hang merchandise into proper categories
  • Remove all Nordstrom and Nordstrom Rack labels and tickets
  • Price merchandise according to the price list
  • Correctly mark merchandise to identify as Last Chance merchandise
  • Write the proper size on the price ticket
  • Have a high school diploma, or equivalent (preferred)
  • High level of accuracy, attention to detail and ability to prioritize multiple tasks in a fast-paced environment
  • Ability to communicate clearly and professionally with customers and coworkers
  • Strong organizational, math and written communication skills
  • High level of ownership, accountability and initiative
  • Ability to work a flexible schedule based on department and store needs
3

Transaction Processing Associate Resume Examples & Samples

  • Manage the client on-boarding (including KYC) process for New and Existing clients
  • Liaise with Sales/Relationship Managers or Client (if applicable) to obtain information and documentation as required by Corporate and Local Due Diligence standards
  • Timely review of client’s KYC record for accuracy / completeness / compliance with AML, Regulatory, CIP and Ownership requirements
  • Identify and communicate outstanding requirements or potential issues to stakeholders in a timely manner
  • Validate all documentation uploaded into the KYC tool
  • Manage outstanding pipeline, requests from Sales/Relationship Managers, and maintain set weekly targets
  • Perform root cause analysis and identify solutions and best practices
  • Ensure KYC policies and procedures are accurate and comply with regulatory requirements
  • Evaluate and monitor the impact of Industry and JPM changes to development implementation strategy to minimize distribution in day to day activities
  • Assist in identifying requirements for new WCOB KYC Platform
  • Knowledge of financial industry with expertise in multiple lines of business and client types
  • Ideal candidate would be a quick learner, highly motivated and have a ‘can do’ attitude
4

Processing Associate Global Business & Document Services Resume Examples & Samples

  • First Class Mail presentment
  • Ability to act on own initiative, be accurate, reliable and demonstrate confidence in processes
  • Strong team player with the ability to work in a diverse and global team environment
5

Processing Associate Global Business & Document Services Resume Examples & Samples

  • Ability to lift 40-70lbs and deliver 200 lb supplies utilizing industrial pull/push carts
  • Must be able to work overtime, as production demands
  • Must be able to stand/walk for an 8 to 10 hour shift
  • Must be able to meet and maintain Quality and Productivity standards
  • Must be able to adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology
  • Must be team-oriented, with solid interpersonal skills
  • Able to maintain daily positive internal and external interactions, building upon team-driven success
  • Able to prioritize assigned work daily based on client Service Level Agreements
  • Willing to participate and maintain departmental work area maintenance (5S)
  • Daily machine operations utilizing Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters
  • Ongoing validation of material quality and output quality
  • Input vs. Output reconciliation utilizing basic math
6

Cib-transaction Processing Associate Resume Examples & Samples

  • Allocate dividends to clients on payable date
  • Process Foreign Exchange (F/X) transactions relevant to the payment of dividends
  • Ensure UK Inland Revenue payments have been correctly allocated, and adjust and entries that have not been passed correctly
  • Make tax elections on Ordinary shares in Canada, Sweden, and Norway. These are the only countries in which we are able to elect for tax relief on Ordinary shares
  • Identify the recipient(s) of any credit balance
  • Monitor funds coming in to and out of the dividend accounts and act upon them
  • Willingness to learn and adapt to new systems and environments
  • Good PC skills, Microsoft Word and Excel
  • Contribute to the overall success of the area by providing ideas and suggestions on how the current process can be improved'
7

Senior Trade Processing Associate Resume Examples & Samples

  • Process trades with a high level of accuracy while mitigating risk
  • Build solid relationships with Wealth Advisors and custodian banks
  • Manage and prioritize multiple time sensitive tasks
  • Comprehensive understanding of trading life cycle
  • Bachelor’s degree in Accounting, Finance or other related business major preferred
  • 2 - 5 years trading experience required
  • Strong attention to detail, time-management, and organization skills
  • Sound decision-making abilities
  • Excellent analytical, written and verbal communication, and phone skills
  • Experience with various trading systems, a plus (Orion, Advent’s Moxy, Tamarac, etc)
  • Strong excel skills (including VBA)
8

Distributions General Processing Associate Resume Examples & Samples

  • College Degree or equivalent transaction processing experience in a fast paced financial environment
  • Computer proficient - accurate and fast keying skills as well as experience in a PC-based workflow system
  • System knowledge including Omni, CFE, and PRIDE a plus
9

Document Processing Associate Resume Examples & Samples

  • Reviews legal papers to understand and determine scope of documents requested and coordinate/negotiate with serving attorney or agency to clearly define scope and due date
  • Performs substantial research and inquiries on several M&T Bank systems that possess customer information to identify where relevant responsive information is held within the bank
  • Coordinates with the appropriate internal departments to gather information
  • Research and use various different bank systems to pull records
  • Responds to legal paper within designated timeframes by providing copies of records along with affidavit of authenticity
  • Responsible for receiving hand delivered documents served to M&T Bank
  • May need to appear in court and give testimony under oath to the authenticity and meaning of bank records
  • Coordinate appearances for other bank representatives who need to appear in court and give testimony
  • Extensive interaction with Counsel’s office, Corporate Security, Records Department and other various bank personnel to respond to questions and resolve issues
  • Communication with external contacts such as attorneys, governmental law enforcement agencies, and customers
  • Enters data in a database to capture all pertinent information related to the paper and review the database regularly to follow-up as needed
  • Escalates complex issues to supervisor or department manager and maintain confidentiality at all times
  • Process various miscellaneous legal notices and documents on an as-needed basis by reviewing document to identify, to the greatest possible extent, the banking department to which the document pertains and routes documents to departments or external contacts
  • Participate in projects and perform other related assignments such as training new hires, procedure writing and completes reporting as assigned
  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk and escalate accordingly
  • Two years' work experience in operations or processing
  • Strong Excel reporting skills
  • Previous research experience with strong attention to detail
  • Strong PC knowledge including Microsoft Word, Excel and Outlook
  • Proven customer service experience and skills
  • Demonstrated written and verbal communication skills
  • Proven ability to multi-task and work under tight time constraints
  • Ability to exercise good judgment and sound discretion
  • Familiarity with various notices and legal documents
  • Two years' experience in banking
  • Previous experience with various bank applications including Hogan and trust systems including Wilmington Trust
  • Experience as a paralegal or legal assistant in a large law firm
10

Rental Processing Associate Resume Examples & Samples

  •  Receive all rental gear from stores at end of season – snow sports and bikes
  •  Redistribute rental gear per distribution reports
  •  Pick junior trade snow sports equipment weekly when in-season and ship to stores
  •  Pick, pack and ship SOS snow gear annually
  •  Prepare resale inventory for 3rd purchase
  •  Cycle count inventory per schedule
  •  Meet redistribution deadlines
  • Previous tagging/picking/processing work history
  • RF handheld scanning experience
  • Warehouse shipping/receiving background
11

Dividend Processing Associate Resume Examples & Samples

  • Daily management and resolution of dividend exceptions
  • Daily management of activity performed by the vendor team supporting equity dividends
  • Daily communication with external agents to ensure accuracy of information provided to clients
  • Daily management of stakeholders across Front Office, Trade Support, Settlements and Finance
  • Can work well under pressure, lending control and order to a difficult or pressurised situation
  • Can deal easily with multiple issues and task
  • Prepared to work additional hours to meet deadlines
  • Approaches all situations with positive outlook, energy and enthusiasm. Is a self-starter who takes individual ownership for work quality and improvement. Working with drive and determination
  • Shows initiative and creativity, taking a long-term approach to improvement and resolution of issues
  • Is self-confident, demonstrates integrity and business-appropriate behaviour
12

Capital Markets & Core Processing Associate Resume Examples & Samples

  • Ability to work with effectively with various areas of the firm
  • Knowledge of FI and Equity products
  • Knowledge of TRACE/MSRB rules and regulations
  • In depth knowledge of trade processing
  • Superior client service skills
  • Experience with ACT/OCS, DTC, and Federal clearance
  • Demonstrate the ability to work effectively in a team oriented enviorment
13

Capital Markets & Core Processing Associate Resume Examples & Samples

  • Understanding risk implications of fixed income operations role
  • Ensuring all functions and procedures are performed in a timely and correct manner, i.e. trade checkout, position reconciliation, wash account reconciliation
  • Working with trading desk, sales, and other operations group to ensure trade processing
  • Assisting on any issues, and providing timely escalation to desk and operations management
14

Americas Client Trades Processing Associate Resume Examples & Samples

  • College degree or comparable work experience
  • Basic Excel knowledge
  • Detail orientation
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills, with ability to meet tight deadlines
  • Ability and willingness to continuously learn on the job
  • Ability to problem-solve and take ownership of process improvements
  • Strong oral and written communication skills with emphasis on establishing and maintaining quality control procedures, and effectively liaison with external and internal parties, clients and colleagues
  • Advanced Excel knowledge (macros, pivot tables, vlookup, etc.)
15

IPB Transaction Processing Associate Resume Examples & Samples

  • Bilingual English Spanish preferred
  • Candidate must have 2-5 years previous operations, teller, customer service or accounting experience
  • Analytical skills (Assessment/ Decision Making/ Problem Solving)
  • Flexibility/ Orientation to Change. Interpersonal skills
  • Communication Skills. Quality Orientation/ Attention to Detail. Team-oriented/ Team player
  • Positive attitude, strong analytical skills. Customer oriented. Ability to balance multiple priorities
  • MS Office, Excel, Power-point, Outlook, proficient in Window’s and able to navigate through the Intranet
16

Processing Associate Resume Examples & Samples

  • Development testing of new products on SFC Batch Control System and providing Batch Control System support to all areas of Bulk Manufacturing
  • Participation in New Product introduction and validation, as well as continuous improvement projects
  • Investigation of quality issues and preparation of quality investigation documents
  • Passion and initiative for data analysis, troubleshooting and process improvement
  • A “test to break” attitude
  • Logical, detail oriented thinker with ability to prioritize and organize
  • Ability to adapt and learn quickly, specifically with new control or data monitoring and analysis systems
  • Ability to work independently and participate and lead teams
  • Demonstrated excellent written and verbal communication skills, with hourly, management, and external to Oxford team members
17

AP Invoice Processing Associate Resume Examples & Samples

  • Perform activities related to AP Invoice Processing
  • Up to 2 years’ related experience
  • Microsoft Excel, Microsoft Word and 10-key by touch
  • Associate’s degree or equivalent, or related specialized courses
  • Ability to select and apply standard policies and procedures
  • Ability to resolve routine problems and questions independently
  • While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds
18

Processing Associate Resume Examples & Samples

  • Interprets and processes a broad variety of routine retail client requests. Partners with tenured associates to handle more complex requests. Develops and maintains a thorough understanding of departmental policies and procedures and a working knowledge of internal systems
  • Maintains balance between quality and productivity to meet department standards
  • Demonstrates logical, systematic approach to problem solving, focusing on client expectations and improving effectiveness and efficiency of operations. Leverages resources and experience to independently meet challenges and provide viable alternative solutions
  • Communicates both verbally and in written format with clients to clarify incomplete or invalid paperwork. Displays strong client relationship management skills and complies with all FINRA, SEC, and Vanguard internal policies regarding client contact
  • Develops and maintains a comprehensive knowledge of investment industry and Vanguard policies and procedures. Adheres to compliance and risk management policies to maintain complete client confidentiality and minimize risk and exposure
  • Identifies workflow-related issues, trends, and recommends process improvements
  • Maintains effective work relationships by handling peer and management interactions in a positive and cooperative manner. Keeps supervisor informed of issues impacting the team
  • Builds productive relationships across the organization with a focus on creating client-driven solutions, continually looking to meet or exceed client expectations. Seeks constructive feedback from internal clients
  • Adheres to and possesses a strong understanding of Vanguard policies, Code of Ethics, departmental and processing procedures, and legal requirements
  • Undergraduate degree or equivalent experience is preferred
  • Minimum one year general experience
  • Demonstrated client relationship management experience
  • Strong problem resolution and time management skills
  • Outstanding positive attitude with ability and willingness to effectively work within a team environment
  • Demonstrated ability to work in a high volume situation with time constraints and to adapt within a fluid work environment
  • Ability to prioritize and handle multiple tasks in a rapidly changing environment
  • Working knowledge of Microsoft Office and PCs
19

HIM Processing Associate Resume Examples & Samples

  • Assembles and analyzes all types of records to ensure completeness, accuracy, and compliance with rules and regulations of the medical center
  • Responds to physician inquiries, retrieves medical records for physician completion and supports the physician suspension cycles
  • Required to perform a variety of functions related to the maintenance of medical records, including: retrieval, filing of charts and loose material, purging, and record requests
  • Performs reception desk functions, preparation of birth certificates, merge process, discharge processes, monitors and processes transcription for prompt delivery of reports to record and pt care areas, scanning/ electronic archiving of charts into electronic health record, enters charges for emergency department daily, and supports the billing company for the emergency room physicians
  • Responds to correspondence requests from patients, physicians, insurance companies, attorneys, and other requestors of medical record information
  • Ensures that the disclosure of patient information is only permitted after written authorization from the patient/or court order
  • Abides by all State and Federal statutes as it applies to the release of confidential medical record information
  • Monitors the accuracy and integrity of the deficiency module for suspension process
  • Coordinates the retrieval, review, and scheduling and/or mailing of warning and suspension letters
  • Applies appropriate technical knowledge and methods to complete work assignment according to instruction and departmental/medical center policies and procedure
  • Supports and exemplifies the hospital established Achieving Exceptional Care standards
  • Previous hospital medical record experience preferred with emphasis on discharge analysis
  • Knowledge of documentation requirements, release of information, and physician suspension process
  • Medical terminology knowledge preferred
  • Strong organizational skills with ability to work in fast paced, productivity oriented environment required
  • Excellent interpersonal/communication skills required
20

Mail Processing Associate Resume Examples & Samples

  • Responsible for presorting outgoing mail generating revenue for this service
  • Carries out established procedures in handling incoming and outgoing mail, arranging it by bank, distributing it and operating equipment associated with mail activities
  • Verifies, documents, and bundles packages and indicates extra or missing bundles according to procedure
  • Processes large amounts of postage daily
  • Directly responsible for performing the act of presorting the outgoing mails thus generating the revenue for this service
  • Receives packages, verifies items against the record of shipment, and inspects condition
  • Gathers, verifies, and packs items for shipment according to specifications and the transportation method used
  • Records received and shipped items according to established procedures
  • Responsible for programming and operating presort equipment
  • Works with limited time requirements
  • Knowledge of mail services process
  • Proficiency in using PCs, postage meter and other general office equipment experience
21

Remittance Processing Associate Resume Examples & Samples

  • Data Entry Skills
  • Knowledge of remittance processing
  • Knowledge of the practices, procedures, and problem-solving techniques required to verify and distribute computer output
  • Knowledge of the practices, procedures, and problem solving techniques involved in item processing
  • Knowledge of client specifications for remittance processing
  • Entry level role. Basic skills with moderate level of proficiency. Has general understanding of remittance processing. Works under close to moderate supervision with to ensure accuracy. Consults with senior peers on processes or errors to learn through experience
22

Remittance Processing Associate Resume Examples & Samples

  • Prepares customer payments for processing
  • Coordinates set-up and maintenance activities for the remittance processor and related equipment
  • Performs research and adjustment activities
  • Processes exception items
  • Knowledge to identify errors in calculations and balances
23

Cib-bacc-transaction Processing Associate Resume Examples & Samples

  • Degree in Business Administration, Finance or related
  • Able to meet deadlines, prioritize and prompt escalate issues
  • Self-starter, Able to work independently as part of an integrated team
  • Critical thinker with analytical and problem-solving skills
  • Portuguese desired
  • Excellent communication skills and the ability to communicate with demanding customers and trading desk
  • MS Office (Advanced Excel)
24

GAP Claims Processing Associate Resume Examples & Samples

  • Receives incoming calls to open new claims and obtain documentation and information for claim processing
  • Provides consumers, lenders and other partners’ status of claim and required information and documentation to complete claim processing, including deadlines
  • Ensures consumer understanding of claim process and required documentation including deadlines
  • Provides advanced knowledge of the product and claims processing system which requires specific actions and abilities to communicate effectively with consumers, lenders and other partners
  • Supports Commitment to Communication by participating and advocating any needs or changes
  • Ability to learn new computer programs and department processes
  • Strong communication and conflict resolution skills
25

Special Securities Processing Associate Resume Examples & Samples

  • Manages the processes of Restricted Stock, and ESOP, maintains Control Person Accounts, and monitors for Low Priced Securities
  • Facilitates the clearance of securities in accordance with the terms of the Securities and Exchange Act of 1933 for restriction removal. Communicates with Administrator to ensure completeness of relative legal opinions and to verify documentation to remove restrictions is accurate
  • Conducts reviews of incoming Low Priced Securities in order to abide by FINRA Notice 09-05 to members. Monitors each avenue securities may be sent to the Specialty Brokerage Operations (SBO) department. Identifies and acts upon the Red Flags associated with Low Priced Securities, allowing Vanguard to satisfy regulatory requirements and avoid FINRA sanctions and fines
  • Monitors and maintains control person/affiliate records for the Vanguard customer base. Facilitates the mailing of SEC Rule 144 kit to clients and files documentation with the SEC
  • Facilitates the Employee Stock Option process for Vanguard clients not working in a controlling capacity. Educates clients in the ESOP process while coordinating with company contact
  • Serves as a subject matter expert by addressing inquiries via the Special Securities Hotline or Special Securities inbox
  • Effectively prioritizes the most urgent items and maintains exceptionally high levels of efficiency
  • Acts as the Vanguard relationship manager through each process by developing working relationships with all parties involved. Balances client expectations with the regulatory requirements
  • Assists with the development and delivery of training modules to other areas of SBO and related departments. Educates associates on the team's functions and the impact of these functions to our internal and external clients
  • Contributes to documentation of procedures and individual communication pieces
  • Develops and maintains a thorough understanding of all department systems and procedures. Serves as a subject matter expert in the development of new systems and procedures
  • Participates in special projects and performs other duties as assigned
  • Minimum two years general experience and one year industry experience
  • Trading and/or client services experience preferred
  • Series 7 and 63 licensing
  • Data entry and demonstrated PC skills. Thorough end-user knowledge of SBO systems
  • Ability to plan, organize, prioritize and manage work to meet deadlines
  • Attention to detail, demonstrated by minimal error occurrence in previous positions
  • Ability to learn and maintain knowledge of financial markets
  • Ability to react quickly and judiciously to market-sensitive client issues
  • Demonstrated professional demeanor and initiative
  • Facilitates the clearance of securities in accordance with the terms of the Securities and Exchange Act of 1933 for restriction removal
  • Communicates with Administrator to ensure completeness of relative legal opinions and to verify documentation to remove restrictions is accurate
  • Conducts reviews of incoming Low Priced Securities in order to abide by FINRA Notice 09-05 to members
  • Monitors each avenue securities may be sent to the Specialty Brokerage Operations (SBO) department
  • Identifies and acts upon the Red Flags associated with Low Priced Securities, allowing Vanguard to satisfy regulatory requirements and avoid FINRA sanctions and fines
  • Monitors and maintains control person/affiliate records for the Vanguard customer base
  • Facilitates the mailing of SEC Rule 144 kit to clients and files documentation with the SEC
  • Facilitates the Employee Stock Option process for Vanguard clients not working in a controlling capacity
  • Educates clients in the ESOP process while coordinating with company contact. Serves as a subject matter expert by addressing inquiries via the Special Securities Hotline or Special Securities inbox
  • Assists with the development and delivery of training modules to other areas of SBO and related departments
  • Educates associates on the team's functions and the impact of these functions to our internal and external clients
  • Develops and maintains a thorough understanding of all department systems and procedures
  • Serves as a subject matter expert in the development of new systems and procedures
26

Document Processing Associate Resume Examples & Samples

  • Responsible for scanning invoices
  • Inserts bar code dividers between documents
  • Indexes invoices
  • Responsible for accurate batch totals
  • Maintains scanner
  • General technical knowledge including the ability to perform basic computer and copying functions
  • Must be self-motivated, able to maintain a high level of accuracy in a repetitive task, and a team player
27

CIB Transaction Processing Associate Resume Examples & Samples

  • Advanced knowledge & application of Microsoft Excel & Powerpoint
  • Has demonstrated high level of independence of thought & execution with Senior Management
  • Excellent presentation & communications skills, written and verbal
28

Transaction Processing Associate With Danish Resume Examples & Samples

  • Young graduates or young professionals
  • Excellent problem solving and analysis skills
  • Self-Motivated, positive attitude and approach
  • Flexibility to take on additional responsibility and tasks
  • Accepts responsibility as an individual and works well within a team
  • Fluency in Danish and English
29

Post Processing Associate Resume Examples & Samples

  • Minimum 5-8 years Futures and Options Operations, Clearing exposure. Some exposure on client monies rules/reconciliation and Treasury operations is an advantage
  • Demonstrated experience across multiple departments within Futures & Options Operations
  • Exposure to all key Global exchanges
  • Diploma or Degree holder in Finance or related discipline
  • GMI & clearing systems (CV) experience essential/advantage
  • Advanced knowledge of Excel
  • Fluent English, written and spoken
30

Exception Processing Associate Resume Examples & Samples

  • Review and resolve ACH rejected transactions and process exception items within the prescribed timeframes on a daily basis
  • Ensure a high level of customer service by contacting the customers regarding overdrawn accounts
  • Process the decision while minimizing risk to Ally Bank and providing a high level of customer service for those instances that warrant an exception
  • Review account activity for excessive deposit and withdrawals relative to kiting
  • Review accounts for excessive Returned Deposited Item activity
  • Handle calls related to ACH transactions
  • Research and resolve ACH issues
  • Communicate daily to primary processing vendor via e-mail to ensure proper posting of Fraud stopped transactions and suspense
  • Work ACH Suspension Reports on a daily basis
  • Perform various clerical and administrative functions
  • Type of prior related experience
31

Capital Markets & Core Processing Associate Resume Examples & Samples

  • Provide ACAT (Deliver and Receive) processing support to all MSSB Branches
  • Escalate any issues accordingly and set expectations for MSSB Branches throughout the ACAT process
  • Participate in the CSPS cross training programs to broaden and strengthen experience in the industry
32

Deposit Processing Associate Resume Examples & Samples

  • Accept, reject, and correct customer deposits
  • Monitor REG CC compliance and documenting monitoring program documents for compliance and management review
  • Must be able to work Monday - Friday from 9:00am to 5:30pm with a rotating Monday schedule from 11:30-8:00
  • Ability to work effectively in high pressure situations and in a high production, high quality environment
  • Ability to achieve high production results while maintaining high morale
  • Strong Customer Contact & Customer Resolution skills
  • Web based applications
  • Must be detailed oriented as well as a logical and proactive thinker
  • Strong organizational skills with the ability to prioritize and multi-task
33

Processing Associate Resume Examples & Samples

  • Handle merchandise including, stacking & opening boxes
  • Maintains production standards in all areas
  • Verifies correct hanger is used for garment
  • Performs correct pick for store item and quantities
  • Maintains a clean and safe work environment
34

Invoice Processing Associate Resume Examples & Samples

  • Invoice Processing
  • Requisitioning
  • Manage provisioning/deprovisioning of calling cards, conferencing accounts, and other IT services
  • Support Telecommunication Expense Management Solution
  • Annual review of accounts and services
  • Support daily operational issues
  • 1+ years of telecommunication expense management experience
  • 1+ years of SAP experience
35

Claims Processing Associate Resume Examples & Samples

  • Maintains positive customer relationships in a courteous and professional demeanor in all dealings with the public and fellow employees
  • Accurately identifies and indexes separate documents
  • Accurately inputs data and information in a timely manner
  • Communicates verbally and in written form with our customers, lenders and other parties regarding the adjudication of claims
  • Acts as SME regarding all functionality within the specific AOR
  • Builds and maintains strong working relationships with peers; both internal and external to the AOR
  • Basic AOR knowledge
  • Ability to adapt to a constantly changing extremely fast paced environment
  • Abilities with Word
36

Client Processing Associate Resume Examples & Samples

  • Proven administration experience
  • Effective time management and analytical skills
  • You must be able to work in a team environment with minimal supervision
  • Ability to use initiative and have a proactive approach
  • Good knowledge of MS office is essential including ability to use pivot tables, macros and VLOOKUP
  • Ability to learn new systems quickly. Experience in Report Studio/ Report Query advantageous
  • Experience of handling diary and travel arrangements
37

Transaction Processing Associate Resume Examples & Samples

  • Review all incoming shareholder &/or financial intermediary transaction requests and wire instructions to determine if legally required documentation is complete and ensure transactions meet ABIS internal control standards
  • Process items that are in good order directly into the AWD (“Automated Work Distribution”)/Corfax (Record Keeping) systems before the daily night-run, while maintaining efficiency and accuracy standards established to comply with ABIS internal controls
  • Analyze incomplete items for exception processing by evaluating potential risks and customer service implications
  • Follow-up with financial intermediary on discrepancies to obtain missing information and to expedite transaction and settlement processing
  • Quality checked all items in AWD/Corfax systems to identify and correct any incorrect transactions that are processed wrongly or have insufficient documentation or are fraudulent
  • Ensure that all work items are received (without duplication or missing orders) into the AWD fax server (by tallying with the trade order checklist) and sent to the correct work queues for processing
  • Review and process all employee trades once complete documentation and monies are received within cut-off time and in accordance with employee trades procedures. Handle NSCC download
  • Process all Merrill Lynch and KAS trades received after 4pm EST/10pm Lux previous day
  • Prepare threshold report
  • Handle TDCC trade uploads, public announcements, semi-annual/ad-hoc reporting and new fund registration in a timely manner
  • Match and approve all wires in Corfax in an accurate manner before the daily night-run. For unmatched wires, ensure relevant comments are inserted in each unapplied wire
  • Assist San Antonio & Luxembourg Cash Control colleagues in reconciling the AB accounts, bank statements
  • Receive & process all settlement requests from Client Services, Research Associates & the Cash Control colleagues in Corfax as per the existing procedures (direct trades, Cheque deposits, aged trades, etc). This also relates to reviewing all updates given per the Purchase Settlement open wires report generated after night-run
  • Handle all kickbacks, partial returns and coordinate with BBH / Lux cash via BBH web module for the same
  • Handle all settle requests items in AWD and other items with regards to cancel & rebuild batches faxed by Transaction Processing Unit from other locations. To settle the rebuild trades properly in Corfax and determine if there are any necessary money movements so as to inform the other Cash Control colleagues accordingly
  • Report daily statistics in an accurate & timely manner. This information is prepared for management to use in identifying volume trends & planning for resources
  • Participate in weekly meetings with the team to discuss work procedures & problems, learn about changes/enhancements of the business & systems & to make recommendation for better customer service pertaining to transaction processing
  • Work with other departments including those in other locations to resolve work-related issues, if necessary
  • Work on Singapore/Taiwan public holidays that are not Luxembourg holidays when required
  • All other tasks as assigned by AB management
  • Matured, pleasant personality and excellent team work
  • Highly numerate and attention to details
  • Able to work under pressure
  • Able to work on overtime and on holidays
  • Languages: Read, Write and Speak: English and Chinese/Mandarin
  • Ability to solve practical problems and deal with a variety of complex situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral or diagram form
  • Ability to work in a team as well as independently and under pressure
  • Good organizational skills in order to meet deadlines
  • Operations and ideally Transfer agency experience
  • Computer skills: basic personal computer skills including electronic mail, word processing, spreadsheet, graphics, database etc
38

F&A Ops Processing Associate Resume Examples & Samples

  • Add, delete modify, test data in systems based on client source files based on moderately complex to complex business rules
  • Ensures accurate and timely completion of transactions to meet or exceed client SLAs
  • Identify and resolve both regular and non-routine problems or escalate to more proficient team members
  • Apply financial domain knowledge (indicative list AP/AR, Fixed Asset, AP Helpdesk, Cash Apps etc.), theoretical concepts to undertake problem solving
  • Works on preparation of SOPs/ process transitions
  • Develops tactical and operational plans to achieve key milestones in the project
  • Checks for completeness and appropriateness of source data
  • Involved in fact finding information search and gathering
  • Verifies and compiles data
  • Identifies and resolves routing and recurring problems
  • 18-36 months of relevant work experience
  • Candidate must be a Bachelor’s Degree holder
  • Ability to analyze and process transactions based on rules
  • Be able to integrate knowledge as a skilled specialist
  • Possess deep domain knowledge in F&A domain
  • Candidate must possess at least a Bachelor's/College Degree , Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking or equivalent
39

Rental Processing Associate Resume Examples & Samples

  • Receive all rental gear from stores at end of season – snow sports and bikes
  • Redistribute rental gear per distribution reports
  • Pick junior trade snow sports equipment weekly when in-season and ship to stores
  • Pick, pack and ship SOS snow gear annually
  • Prepare resale inventory for 3rd purchase
  • Cycle count inventory per schedule
  • Meet redistribution deadlines
40

Client Processing Associate Resume Examples & Samples

  • Interacts with various disciplines - New Business Executive, Account Engineer, Account Manager and/or Underwriter - to validate and process all prospect/client business interest data such as organizational structure, addresses, values, geographical facts, flood information, risk status, occupancy type, exchange rates, etc. in compliance with corporate and country specific requirements. This includes but is not limited to
  • Formatting client value spreadsheets for compatibility within FM Global applications using Excel
  • Researching and validating addresses using various address tools to maintain and improve data integrity, and
  • Enters and updates client data for new prospects, renewals, and interim or anniversary adjustments into client servicing and engineering systems
  • Requests and maintains engineering servicing for locations requiring inspections to ensure timely delivery of products and services to new and existing clients
  • Supports corporate, operation and account level risk improvement objectives by assisting the Account Engineers with tracking and updating risk improvement recommendations, verifying that risk reports are configured correctly to meet client needs, and transmitting completed risk reports to clients
  • Provides guidance and technical expertise to the Client Servicing Teams on the current processing requirements and liaises with internal offices worldwide to deliver accurate and timely service on accounts and to achieve company and operational objectives. Maintains diverse knowledge of all protocols related to global products and services
  • Responds to internal and external customer inquiries and/or directs to appropriate personnel within established time frames. Provides backup coverage for inquiries during an Account Engineer’s or coworker’s absence
  • Maintains organizational, contact and document distribution information for assigned accounts
  • Generates and utilizes company canned reports and/or creates ad-hoc customized reports to provide information to internal/external customers
  • Gathers and coordinates materials needed by the Account Engineers for meetings and account reviews
  • Provides account engineering support on special assignments outside of the scope of the standard CPA accountabilities
  • May act as a mentor to new hires or coworkers by providing one on one processing training and skill development, delegating tasks, validating work, coaching on effective ways of accomplishing job tasks, sharing problem-solving strategies and providing performance feedback to the Client
  • Processing Manager
41

Capital Markets & Core Processing Associate Resume Examples & Samples

  • ACAT Transfer Experience
  • Knowledge of Asset and Account Types (Assets - Securities, Treasuries, Mutual Funds) Account Types - (Retirement, Retail, Joint, Trusts, Etc.)
  • Customer-Service etiquette
  • Communicate Clear and Concise (verbal and written)
  • Research / Trouble Shoot
  • Intermediate Microsoft Word and Excel
  • Organizations
  • Execution oriented with effective follow through and the ability to multi task
  • Adaptive to a fast paced environment
  • A basic understanding of the financial industry
  • Responsible, reliable and mature
42

AP Invoice Processing Associate Resume Examples & Samples

  • 2 years’ experience in Accounts Payable or Accounting Degree or related accounting experience (for example, General Ledger, Accounts Receivable, Payroll)
  • Experience processing invoices performing 3-Way Match
  • Proficient in Microsoft Excel, Microsoft Word and 10-key by touch
  • Associate’s degree in Accounting or equivalent, or related specialized courses
  • SAP or Oracle ERP systems
  • Processing invoices using 3 way match
  • Must meet all skills and abilities of an AP Invoice Processing Associate I
  • Ability to resolve problems within established parameters
  • Ability to exercise considerable judgment and discretion in establishing and maintaining good working relationship with both internal and external clients
  • Work with minimal supervision to solve moderately complex situations between invoices and purchase orders
  • Ability to consistently maintain productivity levels for a level II position
43

AP Invoice Processing Associate Resume Examples & Samples

  • Associate’s degree or related accounting courses
  • 3 years’ experience in Accounts Payable or Accounting Degree or related accounting experience (for example, General Ledger, Accounts Receivable, Payroll)
  • 1 year of experience in General Ledger
  • Bachelor’s degree in Accounting
  • Must meet all the skills and abilities of an AP Invoice Processing Associate I and II
  • Ability to work independently and proactively resolve problems within established parameters
  • Ability to research information, and analyze data to arrive at valid conclusions for recommending plans of action
  • Ability to prepare reports and present ideas clearly and concisely to all levels of the organization both orally and written
44

Claims Processing Associate Resume Examples & Samples

  • Reviews all outgoing payments to ensure accurate lender information and amount
  • Reviews daily list including failed and incomplete payments and takes necessary action to clear list
  • Properly adheres to controls and notifies management of list status
  • Maintains lender data base with accurate information
  • Handles cancels and reissues as needed
  • Acts as back up to Receive incoming calls to open new claims and obtains documentation and information for claim processing
  • Provides consumers, lenders and other partners with status of claim and required information and documentation to complete claim processing, including deadlines
  • Provides knowledge of product and claims processing system which requires specific action and ability to communicate effectively with the consumers, lenders and other partners
  • Minimum of two years experience as Claim Processor
  • Ability to use Word and learn new computer programs and department processes
  • Expertise in XYCOR and APACS
45

AP Invoice Processing Associate Resume Examples & Samples

  • 0-2 years experience in a professional office setting
  • Proven ability to work efficiently and effectively delivering high level work output
  • Demonstrated history of building relationships in the workplace
  • Demonstrated ability to work collaboratively and as a member of a team
  • Strong computer skills with Microsoft Office Suite
  • Building Relationships/Interpersonal Skills - Values organizational diversity, treats others with respect, and promotes cooperation
  • Creative Problem Solving/Strategic Thinking - Develops and creates ideas, processes, and approaches focused on the future
  • Communication - Demonstrates excellent communication skills to those at all levels throughout the University
  • Development of Self and Others - Seeks opportunities to learn and develop themselves and others by setting developmental goals and seeking performance feedback
  • Flexibility/Adaptability to Change - Responds positively to and champions change to others
  • Leadership/Achievement Orientation - Holds self-accountable for meeting established objectives and successfully accomplishing desired outcomes
  • Quality Service - Strives to meet the expectations of internal and external customers, firmly establishing a service first culture
  • Experience in a Shared Services organization
  • Finance experience in a higher education setting
  • Some experience in an accounts payable setting
  • Broad knowledge of MPathways/PeopleSoft (or similar Enterprise Resource Planning (ERP) system)
  • Familiarity with administrative processes, procedures, and systems at the University of Michigan
46

Ads-business Processing Associate Resume Examples & Samples

  • Complete all Business Editing and accounting functions pertaining to processing new business of the Dealer's account in accordance with process and procedure manual. Record all notes accurately and/or comments pertaining to customer (e.g. Agent, Dealer) calls, inquiries, business decisions pertaining to customer, etc. in the Administration Systems
  • Assist the Supervisor with workflow conditions for the day to day processing of new business
  • Communicate effectively with dealers pertaining to general inquiries or issues with the dealer, new business submission, cancellations, underwriting, and billing issues
  • Coordinate and communicate with Client Relations Professional, Dealer Support, Dealer Set-ups, Mail/Scan/DCC Unit, VSC/GAP Claims, and Product Management pertaining to the dealer configurations or product setups, customer claims, or issues with dealer remittances
  • Process and reject/correct business within acceptable and documented time-frame according to process and procedural manual documentation. Communicate with dealers on underwriting errors/issues to eliminate rejects/cancellations on future business. Ensure Agent communication via email is communicated within forty eight (48hrs) to advise parties of pending action to submitted business
  • Verify accuracy of work using available computer tools and other resources provided by Business unit
  • Ensures customer satisfaction through telephone management: ensures appropriate availability, proactively handles any/all inquiries, returns all calls by the end of the business day, addresses customer/claimant concerns and resolves conflicts
  • Perform to documented quality and production standards and SLA’s
  • Ensure supplies are stocked and maintained
  • Perform all other duties assigned by supervisor/manager
  • At least 3-4 years of Customer Service experience
  • Keyboard proficiency at 40 WPM or more
  • Proficiency in Microsoft Suite: Excel, Word and Outlook
  • Ability to work in a fast paced environment and be able to successfully complete several tasks simultaneously
  • Solid organizational skills and the ability to prioritize job duties
  • Ability to work in a team environment and routinely contribute to the company's objectives and goals
  • A background in accounting is a plus
  • Analytical aptitude a must
47

Remittance Processing Associate Resume Examples & Samples

  • 1) Individual will need ability to manually open, review, and sort mail
  • 2) General office administration skills
  • 3) High school diploma or GED required
  • 2) A background working in financial services or item/remittance processing environment
  • 3) General PC skillsSearch Jobs US
48

Remittance Processing Associate Resume Examples & Samples

  • 1) Data entry experience
  • 2) Previous Remittance experience is highly preferred
  • 3) Experience with keying and balancing
  • 4) No heavy lifting required
  • 5) Will be working periodically in the sorting room.Search Jobs US
49

Processing Associate Resume Examples & Samples

  • Performs manual labor associated within the forging process
  • Operator equipment such as: forklifts, chain hoists, shot blast equipment, grinders, MPI equipment, heat treating machines, and stamping machines
  • Other Job duties as assigned
50

Transaction Processing Associate Resume Examples & Samples

  • It processes pre-coded invoices, including those with and without a purchase order. Team members may be required to process one or all of these types of invoices (with PO, without PO)
  • Receives scanned invoices from the customer's scan centers
  • Responsible for indexing invoices in SAP before they are processed by Payables Processors
51

Client Processing Associate Resume Examples & Samples

  • Under the supervision of a more experienced Client Processing Associate and/or the Client Processing Manager, acquires the knowledge and skills required to handle accounts independently with training provided on: the company and its products and related services; the business processes and procedures, data collection and entry requirements that impact downstream systems, and Client Servicing Team expectations, etc
  • Generates and utilizes company canned reports to provide information to internal/external customers
  • May provide account engineering support on special assignments outside of the scope of the standard CPA accountabilities
52

AP Query & Processing Associate Resume Examples & Samples

  • Process invoices through all source systems in line with supplier contractual terms and with the appropriate authorisation
  • Clear ‘invoice on hold’ queues prior to month end
  • Monitor and resolve queries from internal and external parties
  • Escalate process issues and non conformance, as required
  • Identify issues relating to service delivery, process improvement and compliance
  • Liaise with internal departments and individuals to resolve queries
  • Promote exceptional working relationships with direct customers by dealing with queries in a prompt, efficient and professional manner
  • Support and implement continuous improvement opportunities (both system and procedural)
  • Ensure all internal controls are fully adhered to and make recommendations for improvement
  • Ensure records are maintained and archived to satisfy audit and statutory requirements
  • Undertake other adhoc activities as deemed necessary
53

Wholesale Loan Processing Associate Resume Examples & Samples

  • Performs function of reviewing HMDA requirements on Canceled and Denied loans
  • Maintain satisfactory ratings on HMDA reviews
  • Perform tasks that are typically assigned to a Real Estate Loan Processor, as needed
  • Requires a working knowledge of Residential Loan processing that is typically gained by 1-2 years of experience in residential loan processing or comparable experience
  • Requires working knowledge of real estate policies, practices and systems as well as general Bank operations procedures
54

Processing Associate Resume Examples & Samples

  • Processing personal lines renewals for multiple branches
  • Processing endorsements, cancellations, new business, etc for multiple branches
  • Provide excellent "customer service" to our personal lines sales teams
  • Receiving policy documents via e-mail, extracting policy documents from the company portal and attaching documents to client files
  • Hard working
  • Positive attitude and strong communication skills
  • Task, detail and deadline oriented
  • Strong organizational skill; self starter
  • Must obtain level one licensing within first year of employment
55

Capital Markets & Core Processing Associate Resume Examples & Samples

  • Provide ACAT and Non-ACAT support to all MSSB Branches
  • Answer SRI?s (Service request Inquiries) from MSSB Branches within the specified SLAs
  • Assist MSSB Branches with the tools available to locate statuses on their account transfers
  • Support MSSB Branches in processing ACAT and Non-ACAT transfers using the firm?s various proprietary tools
  • Escalate issues accordingly and set expectations for MSSB Branches throughout the ACAT process
  • Work collaboratively with team members by managing call volume while providing outstanding customer service
  • Utilize 3D and ?Connect? systems effectively and efficiently
  • Work closely with our ACATS processing teams to resolve inquiries from MSSB Branches
  • Participate in weekly team meetings to share best practices and call volume trends
  • Minimum of ten years managing in a top-tier call center environment
  • Experience managing a minimum of 200 employees in a Financial Services multi-call center environment and a multi-million dollar budget
  • Proven record of delivering quality customer support as measured by benchmarks
  • Experience creating positive work environment and maintaining strong employee morale
  • Experience with sophisticated training and quality assurance programs
  • Experience in development of personnel, particularly developing new supervisors and managers into seasoned and well-trained call center managers
  • Experience in staffing, hiring and retaining in a large-scale call center environment
  • Call center technology and methodology, including ACD, VoIP, Network Routing, CTI and IVR, as well as forecasting and scheduling
  • Strong understanding of competitive landscape and trends in call center management
  • Call center metrics and operating formulas, coupled with a proven record of establishing and adhering to rigorous call center metrics and standards
  • Sound HR practices and policies, as well as good judgment in personnel decisions
  • Proven track record of professionally developing direct reports, and of implementing a robust people management framework within an organization
  • Strong understanding of effective curriculum development, training, communications and quality enhancement methods
  • Proven track record of facilities management
  • Knowledge of securities industry preferred
  • A proven inherent mindset that includes all of the following management disciplines
56

Glass Processing Associate Resume Examples & Samples

  • Handling of fragile and potentially sharp glass and metal product(s) from, tables, rolling racks, delivery trucks, or wood crates for ten or more hours daily
  • Transporting of materials including glass from one position/location to another in an effort to expedite the production process
  • Quality inspection, operating equipment, and/or manually maneuvering equipment
  • Reading labels to expedite product flow into other departments
  • Attaching appropriate labels and tags to products and packages
  • Understanding layout of the facility to ensure proper product flow
  • Loading and unloading a furnace or production line
  • Inspecting product for any abnormalities and notifying supervisor immediately of any issues
  • Utilizing a tape measure to ensure product is within the product specifications
  • Maintain a safe and clean work area
  • Perform work assigned by supervisor
57

Capital Markets & Core Processing Associate Resume Examples & Samples

  • Strong organization, communication (written and verbal), and follow up skills
  • Able to solve complex issues related to post trade date executions
  • Knowledge of various trade securities including equity, fixed income and option products
  • Knowledge of MS Excel including macros and PowerPoint
  • Demonstrate the ability to work effectively in a team control environment
58

Transaction Processing Associate Resume Examples & Samples

  • Perform date entry and research in various systems and tracking tools
  • Apply knowledge of processes and related systems to assist in identifying, assessing, and resolving issues or problems
  • Asses and resolve standard or non-standard issues or problems
  • Seek advice and escalate issues when faced with tasks outside of the scope of work
  • Minimum of 6 months data entry experience
  • Minimum of 6 months supply chain experience
  • Minimum of 6 months experience working with Microsoft Office, Excel and Access
59

Remittance Processing Associate Resume Examples & Samples

  • Performs customer specific mail sorting of NPI and non public information (NPI) for the healthcare industry
  • Reviews sorted output to standard operating procedures to ensure that quality standards are met
  • Scan images of claims for data entry
  • Perform processing of electronically delivered claim files
  • Prepare exception process transactions for image capture
  • Performs keying and verifying data from source documents to produce computer input
  • Knowledge of healthcare insurance claim processing is a major plus
  • Knowledge of off-line and peripheral equipment operation and maintenance Proficiency to assemble, organize and sequence work
60

Collections Processing Associate Resume Examples & Samples

  • High school diploma or its equivalency required
  • 2 years of relevant library work experience
  • Experience working with a variety of library service providers, troubleshooting and resolving issues in a high-pressure environment
  • Familiarity with Integrated Library System (ILS) Acquisitions Module
  • Demonstrated competency with Microsoft Office
  • Demonstrated ability to work collaboratively with others and to work independently with a minimum of supervision in an organization undergoing change
  • Familiarity with Integrated Library System Acquisitions Module (preferably Innovative Interfaces)
  • Bachelor’s Degree strongly preferred
  • Knowledge of E-Resources acquisitions in a library environment and in working with E-Resource vendors
  • Knowledge of E-Resources statistics from multiple sources
61

Processing Associate Resume Examples & Samples

  • Communicate with Blenders of previous shifts, regarding current activities in progress before resuming the mixing procedures
  • Procures daily ingredient usage from warehouse at beginning of workday using standup forklift ( at least one (1) year experience required
  • Efficiently operates all mix room equipment as needed and monitor product levels( to avoid overflow) via computer
  • Continuous lifting of ingredients, (weighing up to 55lbs.) for loading into blenders, or tanks
  • Monitor product levels (to avoid overflow) via computer
  • Hand pump flavor liquids from 50 gal. drum to mix in Batch Tank
  • Check blend for right solids on CEM machine to make sure the levels are accurate
  • Able to CIP/SIP processing equipment
  • HTST, UHT experience preferred
  • Conduct PH, Caustic, and Acid tests for properly cleaning of tanks then document results
  • Maintain clean and safe working environment (scrub down pipes, breddo and room)
  • CIP Reclaim tanks and wash outside of tank if needed
  • Must be able to lift 55 lbs or more repetively during a 12 hour shift and must be able to drive a sit down forklift satisfactorily
62

Trade Processing Associate Resume Examples & Samples

  • 2-4 years of financial service experience in trade processing related to DTC, FED, Euro clear, OTC, and Local Market Settlements
  • Good working knowledge of the Financial services industry
  • Dedicated and motivated individual willing to work hard and make positive impact
  • Able to work in fast paced environment and high willingness to learn
  • Strong work ethic and open minded to enhancements and innovations (question the status quo)
  • Solid PC skills with strong knowledge of middle office matching, confirmation, instruction and fail resolution
  • Self-motivated and able to work within a team environment
  • Experience with applications such as Charles River, Fiserv Trade flow, SWIFT, OMGEO CTM and OASYS, BBG AIM, Acadiasoft Protocoll
63

Processing Associate The Forum Resume Examples & Samples

  • Performs the process of unloading and sorting merchandise cartons received on trailers. Moves new merchandise to the appropriate processing drop zone in a safe and timely manner utilizing equipment such as rolling flats, carts and z-racks
  • Performs merchandise unpacking and unwrapping to ensure readiness for merchandising on the sales floor
  • Applies sensor tags per company standard
  • Removes packing materials from processing zones. Bails cardboard and prepares plastic for recycling
  • Ensures the cleanliness of the receiving area following processing on truck days
  • Housekeeping includes being responsible for the cleanliness of the facility specifically the restrooms, associate lounge, fitting rooms and office areas. (Not the case in all stores)
  • Maintains a safe shopping and working environment
  • Exhibits a warm and friendly demeanor when helping customers
  • Greets all customers and insures that their needs are met
  • Adheres to Belk’s dress code policy
64

Sterile Processing Associate Resume Examples & Samples

  • High school education or equivalent required
  • Written and verbal communication skills required
  • Sterile processing experience or surgical technologist training preferred
  • Knowledge of medical terminology preferred
  • Aptitude for electronics troubleshooting preferred
  • Knowledge of approximately 3,000 surgical instruments and specialty surgical instrument
65

Processing Associate Resume Examples & Samples

  • Communicate with Blender Operators from previous shifts, regarding current activities in progress before resuming the mixing procedures
  • Procures daily ingredient usage from warehouse at beginning of workday
  • Efficiently operates all mix room equipment as needed
  • Continuous lifting of ingredients, (weighing up to 55lbs.) for loading into blenders, or tanks Monitor product levels (to avoid overflow) via computer
  • Moving of materials with standup forklift ( at least 1 year experience)
  • Conduct PH, Caustic, and Acid tests for proper cleaning of equipment, then document results
  • Maintain clean and safe working environment
66

Transaction Processing Associate Resume Examples & Samples

  • Perform data entry and research in various systems and tracking tools
  • Apply knowledge of processes and related systems to assist in identifying, assessing and resolving issues problems
  • Assess and resolve nonstandard and standard issues or problems
  • Seek advice and escalate issues when faced with tasks problems outside the scope of the work
  • Responsibility for processing master data and contract management requests to ensure that the KPIs related to these activities are achieved
  • Interacts largely with own workgroup and local deal team, regular interaction with users from other delivery centers
  • Performs skilled work requiring some functional training or job experience
  • Subject to regular local supervision of progress against results
  • Minimum of 2 years of Customer Service Experience
  • Minimum of 1 year of Client Facing Experience
  • Minimum of 4 months of Supply Chain or Procurement Experience
  • Experience with updating MS Excel or MS Access based reports
  • Experience with documenting processes
67

Claims Processing Associate Resume Examples & Samples

  • Examine and process electronic claims
  • Communicate professionally with claimants via mail and phone
  • Comply with company policies when dealing with claims
  • Ensure claims are completed correctly and valid
  • Decide whether to deny or process claims according to policy