Settlement Specialist Resume Samples
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Settlement Specialist Resume Samples
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JA
J Armstrong
Jed
Armstrong
9345 Queen Tunnel
Boston
MA
+1 (555) 451 5553
9345 Queen Tunnel
Boston
MA
Phone
p
+1 (555) 451 5553
Experience
Experience
Phoenix, AZ
Settlement Specialist
Phoenix, AZ
Huels-Walter
Phoenix, AZ
Settlement Specialist
- Work as a team to ensure all items are completed by established time frames. Perform other duties as related
- Provide written status update of each customer account and present in monthly management meeting
- Assists with the various yearly audits
- Escalation of any special problems and events to management
- Manage inventory of vehicles until picked up by transport carrier company or surrendered to dealership
- Submit all completed paperwork to client
- Meet with customers at designated locations to conduct vehicle repurchase/replacement transactions and ensure all necessary paperwork is gathered and complete
Houston, TX
Trade Settlement Specialist
Houston, TX
Rath and Sons
Houston, TX
Trade Settlement Specialist
- Provide assistance with audit requests
- Work in conjunction with agents to insure timely settlement
- Create execution of trade documents, assignment agreements, funding memos, trade tickets, etc
- Performs related duties as assigned
- Confirm accuracy of cash disbursements
- Ensures trades are booked and confirmed correctly
- Coordinate requests for tax forms
present
Dallas, TX
Total Loss Settlement Specialist
Dallas, TX
Rodriguez, Feeney and Koch
present
Dallas, TX
Total Loss Settlement Specialist
present
- Serves as Initial Loss contact with the customer
- Under minimal supervision
- Negotiates and pays complex and/or sensitive automobile claims when damage is too extensive to repair
- Negotiates and processes total loss claims by verifying automobile options, determining the value of the automobile, discussing and Negotiating a settlement with the customer, and processing the settlement
- Researches and settles any value disputes with the customer
- Completes form letters and contacts insured’s or claimants to follow up and provide the status of their claim
- Comprehensive knowledge of the Property and Casualty industry, products and coverage’s
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Ashford University
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to multi-task and pay close attention to detail Strong administrative, written, and analytical skills
- Professional demeanor with ability to interact with associates on ALL levels (teammates, leadership, customers, dealers, and other departments)
- Excellent organizational and time management skills including the ability to multi-task
- Basic knowledge of settlement policies, rules and regulations
- Ability to communicate clearly and concisely while utilizing active listening skills with a culturally diverse agent base
- Excellent interpersonal skills (positive attitude, flexible, adjusts to change well, thrives under pressure, team player)
- Strong analytical and problem solving skills
- Resourceful researching skills with the ability to take ownership of issues and drive resolution
- Excellent oral communication skills (call-handling skills, anger diffusion, proactive demeanor, able to develop rapport with dealers to aid in getting paperwork/support)
- Attention to detail
8 Settlement Specialist resume templates
Read our complete resume writing guides
1
Global Settlement Specialist Resume Examples & Samples
- Ability to recognize when pending trades are not being released and get funds to the account for releasing on time
- The ability to watch markets that are complicated / potential issues with settling trades or auto buy in features
- Needs to be organized and be able to handle serious deadlines
2
O&t-icg-prime Brokerage Settlement Specialist Resume Examples & Samples
- Prefer college/polytechnic graduate or above; would consider depending on level of experience
- Minimum 3-4 years of settlement experience in Asia Pacific markets (with Prime Brokerage Operations experience preferred) with any security brokerage firms
- Experience in reconciliations and general ledger entry are preferable
3
Securities Settlement Specialist Resume Examples & Samples
- Detailed oriented. A fast learner and a team player
- Excellent work ethic, persistence and determination to ensure the job is done and done well are expected qualities
- Strong level of computer literacy and understanding
- Working knowledge of MS Word Excel & Outlook
- Trust business personnel license is a MUST
- Fluent in English (write and speak)
- Presentation skill and project experience is a plus
4
Rma-cards Operations & Settlement Specialist Resume Examples & Samples
- Develop & maintain Clearing, Settlement and Reconciliation procedures and manuals as needed
- Serve as subject matter expert within the group as well as to other business areas
- Service Works Monitoring--responsible for researching and responding to Service Works cases routed to them regarding fulfillment for checks, cards and EFT/BP products. Specialists will respond to requests received via Service Works from the branches for customer requests that they are unable to process
- Check and ACH Exceptions: responsible for researching and resolving Check & ACH exceptions that are provided on a daily report. Team member will need to make a pay or bounce decision based on that research
- Signature Verification - Perform a signature verification on all checks presented within agreed upon thresholds
- RMA Product Settlement--Daily, the RMA Settlement team is responsible for the payment of transaction files to/from corresponding processing Banks for the following RMA Products: EFT, Bill Pay, Credit Line Checks, RMA Checks, & VISA Debit Card
- Money Market Funds--responsible for monitoring trade processing through review of BNY control reports and settlement sheets received once processing is complete. Specialists will create and review a series of Money Funds settlement reports generated through an automated process in Cognos (Sweep Options). After review of both BNY and Money Funds settlement sheets is complete, communication with the funds Custodial Bank, State Street Bank, occurs to agree on the net settlement figures by fund group
- Bank Deposit Account Settlement--Specialist(s) are responsible for the monitoring of trade processing through the review of AIC control reports received once processing is complete. Specialist(s) will create and review the AIC settlement sheet as well as the Money Funds Settlement report generated through an automated settlement process in Cognos (Sweep Options)
- Responsible for responding to PeopleSoft cases submitted by the Service Group as requested by the Client or Branch on behalf of the Client. Specialists monitor incoming cases throughout the day to ensure all one-time requests received prior to 6:00PM are processed the same day
- Ability to identify potential issues, potential root causes and feasible operational solutions
- Possess excellent verbal and written communication, organization, problem solving and interpersonal skills
- Ability to translate technical information into easily understandable terms
- Be self-motivated, dependable, adaptable and detail oriented with a proven ability to work independently or within a team environment as required
- Able to work in a fast paced environment while meeting deadlines and service level targets
- Must be well organized and a self-starter
- Ability to work beyond standard hours as needed and flexible in taking on new task as required
- Required Experience: 1-5 years experience in the financial industry preferred
- Computer Skills: Proficient
5
Int, Prime Brokerage Settlement Specialist Resume Examples & Samples
- Self-motivated individual who is an experienced problem solver
- Must work well under tight deadline and high pressure
- Must be a team worker
- Solid market knowledge for some or all the Asia Pacific markets
- Must have good command of both verbal and written English
- Minimum 3-4 years of settlement experience in Asia Pacific markets (with Prime Brokerage Operations experience preferred) with any security brokerage firms; Experience in reconciliations and general ledger entry are preferable
6
Trade Settlement Specialist Resume Examples & Samples
- Coordinate and monitor daily cash flows between trustees and treasury
- Handle loan trade settlement, generally across several funds
- Work in conjunction with agents to insure timely settlement
- Confirm all required internal approvals have been received
- Create execution of trade documents, assignment agreements, funding memos, trade tickets, etc
- Calculate trade economics including delayed compensation, economic benefit, and PIK
- Distribute settlement documents to all appropriate parties
- Review legal agreements to ensure operational understanding
- Confirm accuracy of cash disbursements
- Coordinate requests for tax forms
- Provide assistance with audit requests
- Update organizational charts as needed
- Bachelor’s Degree in Accounting, Finance, Economics, or related field
- 0 to 2 years of related experience in academia or the work force
- Good understanding of Broadly Syndicated Loans, legal documentation, and credit agreements a plus
- Extremely organized and strong multi-tasking skills
7
Treasury Operations Settlement Specialist Analyst Newark Resume Examples & Samples
- Securities experience required
- Ability to multi-task and prioritize workload
- Strong PC skills (Excel, Word, Access, Powerpoint, Internet)
- Basic accounting knowledge
8
Cib-securities Settlement Specialist Resume Examples & Samples
- Identify trade discrepancies as well as mitigate the risks related to the trade life cycle
- Manage complex operational and settlement issues
- Interact daily with the middle office, counterparties, traders, corresponding banks, immediate supervisors, and the finance desk
- Will be required to master the complexities of many equity products as well as gain a solid understanding of the business model and infrastructure
- Must be controlled and detail orientated. Must be able to analyze complex and ambiguous issues and recommend creative solutionsSecurities or some financial services operations experience required
- Strong written and verbal communication skills required
- Strong PC skills (Excel, Word, Access, PowerPoint, Internet)
- Good interpersonal skills
- Overtime required. Some travel may be required
- Days/hours: Monday - Friday but must be flexible
9
Security Settlement Specialist Resume Examples & Samples
- Bachelors degree preferred
- Exceptional interpersonal skills – ability to effectively relate via phone and fax with others in order to accomplish work responsibilities and objectives
- Excellent analytical and problem solving skills
- Proficiency with Microsoft Excel and Word
- Strong follow-up abilities
- Ability to handle deadlines, work on multiple tasks, and process high volumes and large dollar transactions
- Proficiency with a 10-key calculator
10
Funds Trade Settlement Specialist Resume Examples & Samples
- Very good command of English and minimum good of Polish (other languages an asset)
- Persistent, ready to actively follow up and escalate if needed
- Knowledge of fund industry environment
- Exact, accurate
- Reliable
11
Prime Finance Settlement Specialist Resume Examples & Samples
- Act as Settlement agent on behalf of HBEU in respect of all Prime Swap activities traded on its balance sheet
- Handle queries from Front office, Product Control and external counterparties
- Agree and settle with the client all cash flows generated in the SwapOne primary trading system
- Generate settlement reporting to Prime clients to facilitate settlements, trade allocation queries, position pricing queries etc
- Maintain client’s equity swap reporting in Star
- Resolve reconciliations breaks exceptions daily, and escalate in accordance with escalation matrix
- Resolve Nostro breaks post settlement date
- Minimum of 1-3 years of operations related experience in Finance
- Knowledge of Prime Finance settlements preferred
- Minimum of a BA/BS degree in Business or Finance
12
Loans Servicing & Settlement Specialist Resume Examples & Samples
- Administer Finance and Compliance documentation and other loan related documentation; facilitate the legal documentation flow between external parties and Business desks
- Administer customer information and data relating to credit agreements, loan drawdowns, maturities, rollovers, repayments and rate fixings for Originating and Servicing syndicated loans, bilaterals, Trade Finance and TRS transactions
- Receive, verify and act on requests from clients for new loan advances, increases, repayments and renewals. Processing outstanding details and commitment increase / decreases
- Reconciliation of cash accounts, resolving outstanding items in a timely manner. Review and remediate breaks and other exceptions as picked up on other control reports
13
UK Settlement Specialist Resume Examples & Samples
- Own and drive process improvement and team results
- Demonstrate ability to coach staff
- Ability to communicate and present in various formats with seniors and peers (good news, results, issues)
- Demonstrate influencing and negotiating skills
- Show ability to develop and leverage network
- Continually improve the client experience
- KPI management to ensure section operates within standards set and improves on these standards
- Obtain a clear understanding of departmental procedures and ensure that all controls are followed
- Utilise strong understanding of performance MIS to minimise exposure
- Drive business process redesign and quality improvements
- Contribution and participation in ad hoc projects both within the Department and Citi as a whole
- A proven track record of no less than 4 years experience within Financial Services / Banking
- Experience within Securities Operations would be ideal but is not essential
- Lean knowledge an advantage
- Ideal for someone with previous work experience looking to expand their knowledge in equity processing within an International banking environment
- PC proficient
- Excel, Word, Outlook
- Must demonstrate a proven track work record
- Must possess strong interpersonal and communication skills
- Relevant 3rd level experience
14
Settlement Specialist Resume Examples & Samples
- Daily use of multiple system applications to investigate and resolve financial entries and queries
- Daily reconciliation of multiple, multi-currency bank accounts and general ledgers
- End of Month balancing of accounts for our clients in accordance with Banking Standards
15
Settlement Specialist Resume Examples & Samples
- Educated to GCSE standard
- PC literate including keyboard skills
- Excel knowledge is critical
- Ability to work in a team environment
- Possessing numeracy skills, accurately completing payments within strict timeframes and procedure
16
Settlement Specialist Resume Examples & Samples
- Matching received contract notes with open deals in the system
- Booking all received contract notes and payments in a timely and accurate manner
- Follow-up of cash receipts
- Responding to any query from internal or external sources in relation to the activity within 24h
- Escalation of any special problems and events to management
17
Closing Settlement Specialist Resume Examples & Samples
- Maintain and support the daily activities of the closing department in conjunction with the local office, as assigned by supervisor
- Proactively review the daily closing calendar with supervisors at least one day in advance of the closing in preparation for providing closing support, as required
- Complete any assigned closing or settlement functions within the required TAT in an effort to meet local office and customer expectations
- Review all closing/settlement and escrow related job aids to gain expertise in understanding the process flow, directions for entering information or data into Resware (operating system), and seek out additional training or guidance as required
- Follow the Lenders Closing instructions for preparation of the CD and settlement statement and work closely with the supervisor if there are questions or entries that require clarification
- If the closing or settlement functions within a state require licensing work with the Center Director to attain licensing as required
- Document all communications related to closing/settlement within the transaction notes in Resware with strict adherence to maintaining communication or instructions related to CD revisions or re-disclosures if provided to Stewart by the lender
- Promote teamwork with and increased focus on providing excellent customer service
- Above average attention to detail
- Knowledge of TRID guidelines and practice and procedure within the title industry
- Licensed escrow officer if required by state
- Ability to produce high quality work under tight time lines
- Above average organization skills
- High school graduate with some college (bonus)
- A minimum of 2 years’ experience in closing and settlement in a high-volume multi-state environment – preferably with a background as an escrow assistant, processor or closer
18
Settlement Specialist Resume Examples & Samples
- Creates multiple daily settlements using automation tools
- Prepares and uploads journal entries using Oracle Financials
- Researches Settlement issues and accounting discrepancies
- Resolves escalations from multiple reconciliation groups
- Maintains SOX controls
- Assists with automation of manual processes
- Updates process documentation
- Assists with the various yearly audits
- Suggests process improvements; and
- Escalates issues resulting from the Settlement process
- Bachelor's degree in Accounting, or equivalent, relevant work experience
- Three to four years of experience in financial or accounting activities, including
19
Operations Control / Settlement Specialist Resume Examples & Samples
- BPS/GLOSS
- Omgeo Products Alert/CTM/OASYS
- Excel / Word
- Stock loan experience
20
ATM Settlement Specialist Resume Examples & Samples
- Associate’s Degree in Accounting or Finance or equivalent experience in a related field in a detail oriented environment is required
- Experience in ATM operations, bank operations, retail banking or other banking capacity is preferred
- Must be proficient with Windows and Microsoft software products and be able to develop an understanding of in-house applications
- Must have a proven track record of meeting or exceeding established production and service quality goals
- Incumbent may be required to sit for prolonged periods of time
- Dexterity is mandatory as this job requires frequent use of hands and fingers
- The incumbent will be required to walk, reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl
- This position requires adaptability, assessing, analyzing, calculating, dependability, memorizing, good judgment, stress control, prioritization, social skills and speaking
- This position requires comprehension, organization, reasoning and decision-making, communication and mathematical ability
- Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear
- Incumbent must also have the ability to count accurately and the ability to add, subtract, multiply, divide and record, balance and check results for accuracy
21
Cib-securities Settlement Specialist Resume Examples & Samples
- Support trade processing platforms through the monitoring and resolution of complex issues
- Interact daily with clients, internal stakeholders, counterparties, traders, custodian banks and senior management
- Take on challenging projects to promote process streamlining
- Will be required to master the complexities of many equity and fixed income products as well as gain a solid understanding of our business model and infrastructure
- Must be composed and detail orientated
- Ability to prioritize and multi-task
- Must be able to analyze complex and ambiguous issues and recommend creative solutions
- Strong knowledge of financial markets and products
- Ability to work in a fast paced deadline driven environment with an emphasis on risk mitigation and efficiency
- Bachelor degree in Finance or related field and/or equivalent work experience preferred
- Strong written and verbal communication skills in a professional setting is required
- Good interpersonal and team building skills
- Proficient with Excel, Word, Access, PowerPoint. VBA and SQL knowledge is a plus
- Overtime eligible
22
Cib-securities Settlement Specialist Resume Examples & Samples
- Scanning of documents for the department into “All in One” application from which Broadridge maintains all data and images
- Opening and scanning of contents of all incoming mail packages
- Maintenance of scanning machine
- Distribution of mail belonging to other departments
- Maintenance of warehouse log book
- Receipt of courier mail from mail room
- Creation of FedEx labels for outgoing mail
- Assisting the department in projects
- Finance or related field and/or equivalent work experience preferred
- Proficient with Excel, Word, Access, PowerPoint knowledge is a plus
23
Total Loss Settlement Specialist Resume Examples & Samples
- Serves as Initial Loss contact with the customer
- Under minimal supervision
- Negotiates and pays complex and/or sensitive automobile claims when damage is too extensive to repair
- Negotiates and processes total loss claims by verifying automobile options, determining the value of the automobile, discussing and Negotiating a settlement with the customer, and processing the settlement
- Researches and settles any value disputes with the customer
- Completes form letters and contacts insured’s or claimants to follow up and provide the status of their claim
- Performs other duties as assigned or required
- Comprehensive knowledge of the Property and Casualty industry, products and coverage’s
- Property & Casualty Adjuster License (preferred)
- High school diploma, equivalent, or equivalent experience. (Required)
- College or Bachelor Degree (preferred)
- 1-3 Years related Claims experience
24
Settlement Specialist Resume Examples & Samples
- Minimum of 3 of experience with billing, accounts received and/or payable, or working in a financial institution or an accounting related role
- Associates or Bachelor’s degree preferred
- Experience with analysis of vendor invoices
- Experience with billing conversions is a plus
- Ability to communicate well and work well with internal teams
- Ability to type accurately and efficiently
- Ability to meet deadlines and handle multiple activities and assignments
- Proficient in Word, Excel, PowerPoint and e-mail applications
- Recommends changes in methods or procedures to improve process efficiency
- Monitors all issues to ensure resolution and/or escalation to appropriate party for resolution
25
Settlement Specialist Resume Examples & Samples
- Balance the Reconciliation Control Form daily by 7:30 am to ensure Star & Gateways are in balance
- Research and resolve all outstanding open out of balances, discrepancies, STAR adjustments, gateway adjustments, and bank activity differences within established timeframes. Ensure all settlement-related reports are up-to-date and reflect all needed coordination and mapping between STAR and the appropriate gateways
- Provide detailed explanation of processes, issues, and updates to management, support staff, and auditors as necessary. Open and work Service Center tickets in a timely manner
- Work as a team to ensure all items are completed by established time frames. Perform other duties as related
- Participate in team departmental training and development to increase knowledge of STAR and gateway processes. Update settlement processes as required to reflect current operating environment with compliance to gateway rules and regulations. Confirm all procedural improvements have been identified to increase team efficiency and strengthen internal controls. Make recommendations for processing improvements
26
Settlement Specialist Resume Examples & Samples
- Minimum of 3 years of experience with invoicing, revenue and expense analysis, or working in a financial institution or an accounting related role
- Maintains and updates billing spreadsheets utilizing vendor/network invoices and billing reports
- Reviews legal agreements and prepares new client invoices
- Updates renewal pricing and pricing associated with product/service additions
- Performs audits of pricing and services
- Maintains and documents procedures
27
Lead Settlement Specialist Resume Examples & Samples
- Ensure all necessary settlement transaction paperwork is prepared, gathered and completed
- Minimum High School/GED diploma
- Must have a valid Driver’s License and access to a vehicle
- Ability to multi-task and pay close attention to detail
28
Settlement Specialist Resume Examples & Samples
- Provides support to a team of sales (inside/outside) representatives
- Responsible for monitoring overall account activity for assigned group
- Tracks data and creates reports regarding market conditions, sales results, team earnings, etc
- Responsible for lead and order management activities for specified area of sales group (separated by account size or geographic territory)
- Takes orders on self-qualified leads when appropriate
- Prepares product/license quotes as needed for pre-sales customers
- Works on assignments that are moderately difficult, requiring judgment in resolving issues or in making recommendations
- Typically requires a minimum of 2 - 4 years of related experience
29
Settlement Specialist Resume Examples & Samples
- Meet with customers at designated locations to conduct vehicle repurchase/replacement transactions and ensure all necessary paperwork is gathered and complete
- Complete Titling and Registration of new vehicle (if required)
- Submit all completed paperwork to client
- Manage inventory of vehicles until picked up by transport carrier company or surrendered to dealership
- Conduct physical inspection of reacquired vehicles including Condition Report and digital photos
- Act as a point of contact for the transport carrier company *
- Education/Knowledge: Completion of High School
- Must have a Valid Driver’s License and vehicle
- Automotive industry experience preferred, but not required
- Experience working with Auto Dealerships is preferred, but not required
- Excellent interpersonal skills (positive attitude, flexible, adjusts to change well, thrives under pressure, team player)
- Excellent oral communication skills (call-handling skills, anger diffusion, proactive demeanor, able to develop rapport with dealers to aid in getting paperwork/support)
- Professional demeanor with ability to interact with associates on ALL levels (teammates, leadership, customers, dealers, and other departments)
- Ability to multi-task and pay close attention to detail * Strong administrative, written, and analytical skills
30
Associate Settlement Specialist Resume Examples & Samples
- Contact merchants or other internal contacts to obtain necessary information to resolve rejects
- Must be able to provide detailed explanation of billing processes and statements
- Initiate account updates including DDA changes and routing number changes via MDS, while ensuring the proper documentation has been received to validate the account update within Compliance guidelines
- Process monetary adjustments to customers via CAPS, Miscellaneous Adjustment System, ACE, AMP
- Research and resolve ACH rejects both internally through UDS and from the FED
- Perform detailed analysis to determine inactive merchants and work with various internal departments as well as third-party vendors to complete merchant closure process and ensure future invoices aren't sent to merchants
- Produce daily, weekly, and monthly statistical reports
- Maintain and meet all Service Level Agreements on a daily basis
- Responsible for developing and maintaining appropriate business relationships with internal and external customers
- Provide timely responses to merchants, Commercial Client Services, Relationship Managers via fax, phone, or email
- Understand and be able to articulate the merchant credit card processing process from authorization to settlement
- Respond to all phone calls and emails promptly and in a professional manner
- Assist other areas of Operations, as requested by manager
- Ability to train new associates in the area. Adhere to department standards for quality, productivity, and attendance
- Ability to adhere to outlined work schedule/shift: 10am-6:30pm or 10:30am-7pm Monday-Friday
- High school diploma or its equivalent
- Strong analytical and decision-making skills
- Basic knowledge of personal computer in a Windows environment
- Excel, Access, and PowerPoint preferred
- Strong organizational and customer service skills
- Ability to work well with others, as well as independently
- Ability to clearly communicate verbally and in written form
- Prior collections/settlement experience a plus
31
Senior Settlement Specialist Resume Examples & Samples
- Preparation of daily balance and proof verification for assigned card programs
- Preparation and processing of daily journal entries for card programs
- Preparation of daily proofs for the following by cardholder activities
32
Payment Solutions Settlement Specialist Resume Examples & Samples
- Negotiate with borrowers and 3rd parties to maximize recovery amount on delinquent and charged off debt
- Determine the reason for delinquency and best course of action to assist our Borrowers
- Respond to inquiries from both borrowers and third parties through written communication channels
- Document all collection efforts for each assigned account in accordance with established procedures and compliance policies
- Communicate professionally and regularly with leadership and peers on status of accounts, escalations in accordance with established standards
- Ensure all accounts in assigned lists are managed accurately and timely
- Maintain and catalog inventory of third party authorizations
- Experience negotiating in a high volume financial services environment
- Bachelor's degree and 2+ years collections, consumer lending, or sales experience. Legal collections experience a plus
- Knowledge and experience in collections processes, procedures including state and Federal regulations and best practices
- Applicants must possess strong systems skills, analytical skills, excellent time management and organizational skills, and effective oral and written communication skills
- Proficient in Microsoft Office Suite preferred (required - Word and Excel)
- Zendesk experience
- Strong team player with a high level of professionalism and initiative
33
Associate Settlement Specialist Resume Examples & Samples
- Uses office automated systems to input data, generate reports, conduct specialized research projects and respond to inquiries
- May reconcile difficult accounts
- Acquires job skills and learns company policies and procedures to complete tasks
- Typically requires less than 1 year of related experience
34
Settlement Specialist Resume Examples & Samples
- Reconciles all AR activity, which includes the following but not limited to
- Any relevant experience in accounting, finance or administration
- Strong analytical and problem solving skills
- Resourceful researching skills with the ability to take ownership of issues and drive resolution
- Excellent organizational and time management skills including the ability to multi-task
- LI-MW1
35
Collections Settlement Specialist Resume Examples & Samples
- Reconciles all AR activity which includes agent settlement for transactions, commissions and rebates and unique remittances
- Excellent organizational and time management skills including active listening skills with a culturally diverse agent base
- Ability to handle stress or conflict during conversations
- Bi-Lingual and foreign currency experience favorable
36
Senior Settlement Specialist Resume Examples & Samples
- 5+ years in accounting or related field
- Excellent organizational and time management skills including the ability to multi-task with an attention to detail
- Ability to communicate clearly and concisely while utilizing active listening skills with a culturally diverse agent base
- Ability to handle stress or conflict during conversations with agents/internal customers with poise and resilience
- Bi-Lingual and foreign currency experience, favorable
- Ability to innovate and improve work processes
- Ability to train, motivate, and lead individuals
- Ability to oversee the completion of special projects or company initiatives
37
Settlement Specialist Resume Examples & Samples
- Checks and verifies cost accounting, account payable records
- Prepares invoices and vouchers, also types, files, posts ledger and general journal entries and/or balances accounts payable and accounts receivable records
- May maintain a complete and systematic set of transactions in a specific phase of accounting
- Applies acquired job skills and company policies and procedures to complete assigned tasks
- Works on assignments that have the need for occasional deviation from accepted practice
- Typically requires a minimum of 1 - 2 years of related experience
38
Litigation & Settlement Specialist Resume Examples & Samples
- Determine liability on claims
- Negotiate settlements with 3rd party, 3rd party insurers and/or solicitors, panel shops & others
- Provide a valued service to our customers, increasing satisfaction
- Increase claims officers’ productivity as a result of quarantining more time consuming tasks that require specialised skills
- Identify potential early resolution target claims
- Communicate effectively with various internal and external stakeholders
- Attend court and mediation conferences
- Work closely with panel solicitors to achieve savings and desired outcomes for QBE
- Improve QBE’s reputation to promptly pay valid claims and provide quality customer service
- Reduce claims life cycle of potential litigated claims
- Instil confidence in claims handlers for adopting early resolution practices
- Claims handling experience is desirable, however not mandatory
- Experience with personal motor insurance desirable but not essential
- Excellent negotiation skills
- The ability to prioritise and balance multiple tasks
39
Crest Settlement Specialist Resume Examples & Samples
- Answering client queries concerning late stamp payments and stamp duty reclaim issues
- Performing manual stamp duty payments and liaising with HM Revenue and Customs and the Irish Revenue Commissioners over stamp duty reclaims
- Providing technical expertise to the CREST Settlements Team in Lisbon and London
- Carrying out client system testing and liaising with clients to fulfill their requirements
- Providing clients with SWIFT templates based upon their scope of services
- Working with the Business Analysts to produce test plans and work on upgrades to our internal custody system, ABS and SWIFT messaging,
- Assisting with presentations and workshops to clients concerning Stamp Duty,
- Being the prime back-up to the CREST Administrator
- Assist the Client Implementation Manager with the onboarding of new clients
- Demonstrable & solid operational experience in a high volume brokerage or custodian
- Self-confidence and independence, taking responsibility for the assigned task and client
- Ability to work under pressure
- Strong understanding of the UK market
- Strong understanding of Stamp Duty rules for the UK Market
- Strong understanding of SWIFT messaging for the UK Market
- LI-GB2
40
Settlement Specialist Resume Examples & Samples
- Communicate with business unit personnel and establish relationships necessary for timely resolution of errors
- Collect and confirm payments of past due account
- Process daily invoices for multiple facilities using multiple systems
- Reconcile daily and month to date invoiced transactions from multiple source systems to the financial system
- Participate in scheduled collection calls with plant and sales personnel
- Research, validate, and resolve all invoice disputes and short pays
- Maintain unapplied cash case load by applying cash accurately and timely
- Provide monthly status of unapplied cash in each customer account
- Request remittance support from customers
- Obtain and provide invoice copies and Customer Aging Statements as requested
- Provide written status update of each customer account and present in monthly management meeting
- Identify and explain the status and risk of the Credit Oversold Accounts
- Prepare analysis and reconciliation of monthly Top 5 SOX audit request
- Provide excellent customer service to internal and external customers
- Document processes and procedures
- Assist with other areas as required
41
Commodity Settlement Specialist Resume Examples & Samples
- Coordinate and communicate with commercial team, customers and vendors to efficiently record and apply shipments to the appropriate contract
- Prepare, assemble, and validate necessary documents for settlement/invoicing
- Create tickets, apply to contracts, and settle/invoice customers and vendors
- Interface barge/rail/truck tickets to/from the terminals
- Perform daily controls required for balancing and ensuring proper general ledger postings
- Manage dispute management cases and work with customers to resolve differences in a timely fashion
- Perform other duties needed to meet the shifting priorities of the department
- Ensure reconciliation of recorded purchase and sales transactions for interoffice partners
- Analyze and propose process improvements to support continuous improvement environment
- Support, instruct, and train peers on more complex or non-routine activities
- Technical Skills: Proficiency in Excel, Word, and SAP
- Communication and Relationship Management: Strong interpersonal, communication, and collaboration skills to effectively interact with all stakeholders across the commodity OTC and PTP functions
- Business Acumen: Working knowledge of NGFA trade rules and customary grain trading terms and conditions
- Continuous Improvement: Identify issues and opportunities associated with people, process, and technology to improve effectiveness and efficiency of daily activities
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Trade Settlement Specialist Resume Examples & Samples
- 2+ years of Trades and/or Settlements experience
- Bachelor's Degree in a related field
- Quantitative background
- Solid analytical, mathematical, and research skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Previous experience with VBA or other programming
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Total Loss Settlement Specialist Resume Examples & Samples
- Serves s Initial Loss contact with the customer. Under minimal supervision, negotiates and pays complex and/or sensitive automobile claims when damage is too extensive to repair
- Receives total loss claim referrals from an Appraiser, Adjuster, GRP, or Material Damage Specialist
- Negotiates and processes total loss claims by verifying automobile options, determining the value of the automobile, discussing and negotiating a settlement with the customer, and processing the settlement. Researches and settles any value disputes with the customer
- Expert in ORS, basic transportation, V550 application, Gap claims, title branding, borderline total losses
- Determines rental cutoff and sends out rental cutoff letter
- Maintains the salvage log and processes the salvage proceeds
- Transfers titles and all paperwork. Completes form letters and contacts insured’s or claimants to follow up and provide the status of their claim. May act as a unit team lead under the direction of the unit Supervisor
- May participate in or lead special tasks and/or unit projects as assigned
- 3-5 years of relevant business experience
- Computer savvy
- Ability to utilize critical thinking skills
- Ability to adapt to changing demands and priorities
- Strong time management skills
- Claims/Insurance experience
- Strong negotiating skills
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Settlement Specialist Resume Examples & Samples
- Respond timely and courteously to all incoming emails and phone calls from customers, including suppliers, freight carriers, internal inquiries, management, customer service representatives, brokers, etc
- Audit incoming supplier/vendor invoices against information in the computer system
- Post payables in the computer system based on suppliers’ invoices (minimal)
- Work with Corporate Accounts Payable coordinating payments and special handling of payments
- Setup vendors for access to supplier web portal when sent requests or when determined necessary to facilitate supplier requests for information
- Complete adjustments to payable vouchers in system for correction of underpaid/overpaid items
- Research items on Divisional Open Accounts Payable Report
- End of Month activities verifying data before computer close as assigned
- Additional projects and documentation as assigned by management
- College Degree (Accounting, Finance, Business, etc.) strongly preferred
- At least 2 years’ experience with accounting or a related function
- High comfort level with systems navigation
- Clear and concise written and verbal communication
- Organization in maintaining status of large customer portfolios
- Proficiency in use of Microsoft tools
- Order entry systems / JD Edwards experience a plus
- Intermediate or above Microsoft Excel experience a plus
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Trade Settlement Specialist Resume Examples & Samples
- Ensures trades are booked and confirmed correctly
- Maintains and supports activities related to trading and trade settlement
- Functions as an intermediary between the Trading desk and other areas such as custodians, trading partners and internal/external Compliance areas to
- Resolves issues, ensures breaks are resolved effectively, and settled in a timely manner
- Maintains contacts and updates settlement instructions for all accounts/custodians
- Researches any account discrepancies from internal or external clients
- Interacts with traders, peers, custodians and our trading partners
- Series 99, or the ability to obtain the license within three months of hire, required
- Performance-driven, proactive, with proven ability to take on challenges, set and execute agenda
- Self-starter and a solid team player with strong problem solving skills
- Ability to work in a fast-paced, team environment, meet deadlines, and work well under pressure
- Ability to communicate effectively and confidently across all levels
- Experience with Excel required
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Senior Trade Settlement Specialist Resume Examples & Samples
- Ensure trades are booked and confirmed correctly and tie out with the Counterparty verses internal and external systems through liaising with Trading, Brokers or the Counterparty, custodians
- Function as an Intermediary between the Trading desk and other areas such as custodians, trading partners and internal/external Compliance areas to resolve issues and ensure breaks are resolved effectively and settled timely
- Research any account discrepancies from internal or external clients related to above duties timely and accurately
- Maintain and support activities related to trading and trade settlement, example: maintain contacts and updated Settlement instructions for all accounts/custodians, establish new broker accounts in CRD as requested by Trading, assist in completing Broker KYC requests
- Performs related duties as assigned
- Bachelor’s degree required. Possession of Series 99 licenses, or the ability to obtain license within three months of hire, required
- Minimum of five years of professional experience in a trade support role required; previous Fixed Income experience required. TBA, MBS, CDS, bank loans, Factored securities, Listed Options, Foreign and Domestic Equities, Futures
- Experience with Omgeo Products (Oasys, CTM, and Alert), CRD, Eagle, TriOptima, UnaVista, CME EMIR reporting, Custodian Websites, FXAll, and Bloomberg. Understanding of processing FX (Spot/Forward) and FX Roll
- Familiarity with EMIR / Dodd Frank / MiFiD Reporting requirements
- Individual needs to be performance-driven and proactive with the ability to take on challenges set and execute agendas. Ability to work in a fast-paced, team environment, and to meet deadlines
- Ability to communicate effectively and confidently across all levels of the firm
- Strong, demonstrated experience with Excel required
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Settlement Specialist Resume Examples & Samples
- Bachelor's degree, or equivalent work experience
- One to three years of experience in financial accounting activities
- Thorough knowledge of accounting, reporting and analysis
- Ability to identify and resolve exceptions and to interpret data
- Proficient computer skills, especially Microsoft Office applications
- Basic knowledge of settlement policies, rules and regulations
