A Financial Processor is responsible for computing, classifying, and recording numerical data to keep financial records complete. Essential roles and responsibilities are listed on the Financial Processor Resume as – performing routine calculating, posting, and verifying duties; obtaining financial data for use in maintaining accounting records; checking the accuracy of figures, and posting; preparing all necessary documentation, researching applicant credit status, preparing and maintaining all paperwork; creating repayment plans, submitting files to the underwriter, conducting interviews to assess client eligibility; and ensuring compliance with established regulations and law requirements.
The most sought-after skills for the post include the following – solid knowledge of closing procedures, loan processes, and documentation; good understanding of banking computer software and MS Office, good multitasking skills, outstanding time management skills, and strong communication skills. Employers typically pick those resumes that contain a degree in finance or a relevant field.
Objective : Dynamic Financial Processor with two years of experience in financial document management and customer service. Proven ability to maintain accuracy and productivity in a high-pressure environment. Skilled in processing transactions and optimizing workflow. Eager to contribute expertise in a challenging role to enhance financial operations and client satisfaction.
Trained on multiple financial systems and products, ensuring thorough understanding of processes.
Consistently met productivity and accuracy goals in a fast-paced environment.
Awarded for outstanding teamwork and collaboration by management.
Created and updated procedures for nine key financial processes.
Assisted in onboarding and training new hires, enhancing team performance.
Monitored daily postings of accounts receivable and accounts payable.
Conducted research for inter-company allocations and corrections of accounts receivable.
Experience
0-2 Years
Level
Entry Level
Education
BBA
Junior Financial Processor Resume
Objective : Dedicated financial professional with 5 years of experience in transaction processing and account reconciliation. Proven expertise in managing financial data accurately and efficiently. Committed to enhancing operational workflows and ensuring compliance with financial regulations. Ready to leverage analytical skills to support financial operations and contribute to team success.
Executed over 50 inter-company transfers, improving accuracy and efficiency in reporting.
Conducted thorough analysis of accounts receivable processes, enhancing collection efficiency by 15%.
Streamlined vendor credit processing, reducing turnaround time by 20%.
Successfully reconciled bad debt payments, improving account accuracy by 30%.
Prepared audit-ready documentation, ensuring compliance with regulatory standards.
Collaborated with cross-functional teams to enhance financial reporting accuracy.
Trained new staff on financial processing protocols, improving team efficiency.
Experience
2-5 Years
Level
Junior
Education
B.S. in BA
Financial Processor Resume
Headline : Accomplished Financial Processor with 7 years of experience in transaction management and financial data processing. Exceptional ability to ensure accuracy and compliance in financial operations while enhancing workflow efficiency. Proven track record in resolving discrepancies and improving client satisfaction through diligent service and support.
Skills : Data Entry, Financial Data Management, Financial Reporting, Financial Policies, Internal Controls, Vendor Management
Description :
Processed client requests with precision, ensuring timely and accurate information delivery.
Adapted effectively to policy changes, maintaining a positive work environment.
Executed transactions involving mutual funds, EBT, and wire transfers with high accuracy.
Identified and resolved issues requiring intervention on the VAST platform.
Managed ACH rejects, coordinating with financial institutions to rectify entry errors.
Conducted exception processing, including bulk mail correspondence and outcalls.
Validated checks using Vanguard's AWD, WAVE, and OARS databases to ensure accuracy.
Experience
5-7 Years
Level
Senior
Education
B.S. in BA
Senior Financial Processor Resume
Summary : With a decade of comprehensive experience in financial processing, I excel in optimizing transaction workflows and ensuring compliance with regulatory standards. My proficiency in financial data management supports accuracy and efficiency, contributing to enhanced operational performance. I am poised to leverage my expertise to drive financial success and foster exceptional client relationships.
Managed the processing of client transactions, ensuring accuracy and adherence to regulations.
Conducted thorough reviews of financial documents to guarantee compliance with internal and external standards.
Collaborated with senior team members to optimize workflows and enhance productivity.
Trained new hires on departmental procedures and best practices for financial processing.
Utilized financial software to analyze data trends and support decision-making.
Engaged with clients to resolve discrepancies and provide tailored financial solutions.
Maintained updated knowledge of industry regulations and best practices to ensure compliance.
Experience
7-10 Years
Level
Management
Education
B.S. in Bus. Admin.
Financial Processor Resume
Summary : Bringing over 10 years of expertise in financial processing, I specialize in transaction management, compliance, and data accuracy. My extensive experience in optimizing financial workflows has consistently enhanced operational efficiency and client satisfaction. I am committed to leveraging my skills to drive financial integrity and foster strong relationships in a dynamic environment.
Skills : Advanced Excel Skills, Problem Solving, Time Management, Process Improvement, Team Collaboration, Documentation Skills
Description :
Executed monthly bank reconciliations and generated detailed month-end reports to ensure financial accuracy.
Managed vendor relationships, ensuring the timely processing of billing, purchase orders, and payment transactions.
Ensured compliance with corporate accounting standards and GAAP, resolving escalated billing issues efficiently.
Processed incoming and outgoing payments, including checks and ACH transactions, while maintaining accurate financial records.
Prepared reports for daily fund balancing, enhancing financial oversight for corporate and personal accounts.
Negotiated payment terms with suppliers, improving cash flow post-company merger.
Implemented strategies that contributed to the company's return to profitability through improved financial management.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Associate Financial Processor Resume
Objective : Results-oriented financial professional with two years of experience in transaction processing and financial documentation. Adept at ensuring compliance and accuracy while managing high volumes of data. Committed to improving operational efficiency and enhancing client satisfaction through effective communication and problem-solving skills.
Skills : Data Entry And Management, Interpersonal Communication Skills, Tax Preparation, Cost Analysis
Description :
Utilized Singlepoint and Online Treasury Manager software to process financial transactions accurately.
Maintained precision in calculating financial figures, ensuring compliance with company policies.
Fostered positive relationships with team members and management to facilitate collaboration.
Proactively communicated issues affecting team performance to supervisors.
Managed postings for various retirement accounts, ensuring accurate transaction records.
Identified and mitigated potential fraudulent activities in transactions.
Recognized and rewarded team members for outstanding performance, boosting morale.
Experience
0-2 Years
Level
Fresher
Education
B.S. Finance
Financial Processor Resume
Objective : Accomplished Financial Processor with 5 years of experience in transaction management and financial data processing. Adept at ensuring accuracy in high-volume environments and optimizing operational workflows. Committed to enhancing client satisfaction through precise processing and compliance with financial regulations. Excited to leverage my expertise to drive efficiency and support organizational goals.
Skills : Microsoft Office Suite, Communication Skills, Document Transmission Technologies, Opex Software Proficiency, Financial Processing Equipment, Regulatory Compliance
Description :
Processed customer payments for credit card billings, ensuring timely updates and accurate records.
Resolved customer disputes by conducting thorough research of historical account records.
Promoted to team lead, supervising and training a team of 5 personnel in financial processing best practices.
Conducted quality control checks for mail distribution, achieving 100% accuracy in transactions.
Demonstrated decision-making capabilities with minimal supervision, enhancing team performance.
Served as a backup team lead, effectively managing departmental operations in the absence of the primary lead.
Collaborated with team members to deliver exceptional customer service and gather feedback for process improvements.
Experience
2-5 Years
Level
Consultant
Education
B.S. Finance
Junior Financial Processor Resume
Headline : Motivated Junior Financial Processor with 7 years of experience in transaction processing and financial data management. Expertise in ensuring compliance with financial regulations while enhancing operational efficiency. Adept at analyzing complex data sets and resolving discrepancies to improve client satisfaction. Eager to apply my skills to streamline financial operations and contribute to team success.
Skills : Financial Record Keeping, Financial Reporting Software, Data Analysis And Reporting, Client Communication, Project Management, Accounts Payable
Description :
Managed financial transactions involving mutual funds, stocks, and bonds with meticulous attention to detail.
Handled high-value accounts and processed 401(k) plans, ensuring compliance with industry regulations.
Analyzed financial data to align with company guidelines and regulatory standards.
Fostered a professional team environment while adapting to fast-paced changes to maintain productivity.
Improved work dynamics to enhance overall team performance and service delivery.
Facilitated asset transfers and provided training to new team members on procedures.
Promoted a culture of pride and care in work among employees, enhancing staff morale.
Experience
5-7 Years
Level
Junior
Education
B.S. Finance
Financial Processor Resume
Summary : Seasoned Financial Processor with 10 years of robust experience in transaction processing and financial compliance. I excel in streamlining workflows and ensuring data accuracy, which drives operational excellence. My commitment to detail and regulatory adherence has consistently improved client satisfaction and financial integrity. Ready to leverage my extensive expertise to enhance financial operations and support organizational goals.
Conducted daily reconciliation reports, reducing processing time from 15 minutes to 1 minute.
Managed transactions for a self-directed brokerage account with assets totaling $45 million.
Reviewed qualified domestic relations orders for accuracy and completeness.
Handled returned checks due to insufficient funds, ensuring timely resolutions.
Processed retirement plan enrollments with a minimal error rate of 0.02%.
Facilitated plan rollovers that increased assets by $86 million.
Trained new employees, overseeing orientations and updating operational procedures.
Experience
7-10 Years
Level
Senior
Education
B.S. Finance
Financial Processor Resume
Summary : A seasoned Financial Processor with a decade of experience in managing complex transactions and ensuring compliance with financial standards. My expertise in data accuracy and operational efficiency has consistently delivered enhanced client satisfaction. I am eager to apply my analytical skills and attention to detail to drive financial success and optimize workflows within a dynamic team.
Skills : Multi-tasking, Adaptability, Sap, Attention To Detail, Confidentiality
Description :
Executed high-volume data entry of client information, ensuring timely updates to accounts.
Processed legal financial documents within established Service Level Agreements, maintaining accuracy.
Drafted Deeds of Trust and related documents for mortgage and real estate transactions.
Coordinated with stakeholders on pending documents, ensuring up-to-date account statuses.
Verified and scanned financial documents for system uploads, ensuring clarity and readability.
Maintained custody of original asset documents, ensuring compliance with legal standards.
Conducted quality assurance checks on processed documents to guarantee accuracy and completeness.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
