Financial Services Coordinator Resume Samples

Description :

1. Resolved Tier I and Tier II escalated collection calls with 100% resolution.
2. Liaised with Verizon's Finance team for payment research to prevent service suspension and increase customer satisfaction.
3. Processed destination-related invoices (e.g., port, pre/post hotel, transfers, and land packages) in MXP and/or Recall.
4. Ensured invoices are legibly scanned and processed to the correct ship, call date, and vendor.
5. Confirmed the invoice amounts, (in the correct currency), and the invoice number are properly recorded in MXP and/or Recall.
6. Ensured P.O. is signed by both the vendor and the ship's representatives.
7. Ensured supporting documentation is scanned into MXP and/or Recall (e.g. P.O., Port Memo, receipts, relevant emails) and appropriately labeled for ease of identification.

Experience

10+ Years

Level

Senior

Education

Certificate In Accounting

Description :

1. Performed all A/R functions to include cash receipts, invoicing, aging and record maintenance.
2. Coordinated distribution schedules and draw requests with client's lenders nationally.
3. Oversaw and maintained job files for 5 departments.
4. Designed and implemented new record keeping systems for maintaining client financial information.
5. Tracked and calculated commissions for 8 salespeople.
6. Corrected errors in commission formularies and recalculated over 5 million in sales.
7. Interviewed, trained and assisted receptionist/mailroom personnel.

Experience

5-7 Years

Level

Executive

Education

BS In Accounting

Description :

1. Successfully reduced time per call which contributed to overall call center cost - maximizing shareholder value.
2. Maintained optimal balance between business and customer needs by actively listening and proactively educating customers.
3. Efficiently assessed customers' ability to pay and negotiated payments increasing revenue and customer satisfaction by eliminating service suspension.
4. Enthusiastically participated in various customer retention and loyalty teams focused on eliminating account closures and write-offs.
5. Projects utilized proactive customer contact, extended payment arrangements, and alternative service options to increase departmental efficiencies and customer loyalty.
6. Ensured amounts charged are in line with the forecasted amounts.
7. Investigated, resolved, and documented actual to forecast variances prior to passing invoice on to the next level of approval.

Experience

2-5 Years

Level

Junior

Education

BA In Liberal Arts

Description :

1. Coordinated all department functions for a team of 14 employees.
2. Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
3. Verified and logged in deadlines for responding to daily inquiries.
4. Created databases and spreadsheets to improve inventory management and reporting accuracy.
5. Standardized department filing system to increase efficiency.
6. Improved communication efficiency as primary liaison between department, clients, and vendors.
7. Planned and drafted meeting agendas, supplied advance materials and executed follow-up for meetings.

Experience

5-7 Years

Level

Executive

Education

Bachelor Of Arts In Literature

Description :

1. Sorted and filed correspondence.
2. Ensured proof of receipt of services is in supporting documentation prior to passing the invoice on to the next level of approval.
3. Ensured expenses are recorded to the appropriate GL accounts.
4. Ensured the proper amounts are charged back to the appropriate concessioners if applicable.
5. Ensured pre-paid advances are appropriately applied.
6. Maintained a high level of professionalism when communicating with the vendors, shipboard staff, co-workers, and management.
7. Diligently followed up on outstanding invoices and vendor queries.

Experience

7-10 Years

Level

Management

Education

Masters Of Science In Management

Description :

1. Focused on reducing churn and improving the customer experience on both Inbound and Outbound dialing.
2. Participated in churn reduction projects and resolving issues and opportunities identified by the Customer Financial Services organization.
3. Incorporated knowledge of Collections and our products and services to resolve customer issues, work with customers creating payment solutions bringing the customer to a zero balance to increase Customer Loyalty and prevent churn.
4. Handled Inbound and Outbound calls for customers who are requesting to make extended payment arraignments, a fast-paced environment, and make critical decisions regarding risk assessment to help reduce churn and bad debt while increasing revenue for the Company.
5. Self-motivated to exceed customer expectations by demonstrating superior communication and negotiation skills while meeting/exceeding the standards of our Quality Assurance team.
6. Answered a high volume of customer calls, delivering innovative, individualized solutions, satisfying the ever-changing needs of our diverse customer base.
7. Formed a trusted bond, listening attentively, and responded to their inquiries to ensure each interaction delivers a feeling of value.

Experience

5-7 Years

Level

Junior

Education

BS In Business Administration

Description :

1. Responsible for monthly billing and revenue collections for the IL/AL/ME buildings as well as outside Personalized Living Services.
2. Prepared, billed, and mailed statements for the Independent Living, Assisted Living, Memory Enhancement Buildings, and non-residents.
3. Maintained resident accounts related to monthly service fees and ancillary charges as well as maintain daily census tracking and corporate reports related to resident transfers.
4. Assisted residents and/or family members with all account inquiries.
5. Responsible for the weekly reporting of the PSS system to the management team.
6. Prepared bank deposits as well as post-account receivables among many other duties as assigned.
7. Reported directly to company CPA.

Experience

5-7 Years

Level

Junior

Education

MS

Description :

1. Analyzed Medicare and Medicaid Remittance Advices and insurance carriers' explanations of benefits to ensure accurate and prompt processing of claims.
2. Reviewed billings to patients after insurance carriers have paid or denied claims to ensure prompt account balance payments.
3. Routinely worked accounts receivables to recover unpaid account balances.
4. Communicated effectively with patients, insurance companies, hospitals, clients, and others to resolve account balance issues.
5. Maintained detailed records of communications regarding the financial status of patient accounts and collection efforts.
6. Identified accounts to be turned over to collection agencies as needed.
7. Identified and pursued cost savings opportunities for the organization.

Experience

7-10 Years

Level

Management

Education

Masters Of Science In Management

Description :

1. Customer-focused communications company provides wireless, local telephone, long-distance, data services to residential and business customers in 26 states.).
2. Promoted Customer Satisfaction.
3. Provided accurate financial service assistance to customers including but not limited to the following: analyzing and researching customer billing issues, processing adjustments, explaining technical provisioning, technical troubleshooting (system and/or equipment), activating new and additional lines of service.
4. Handled escalated calls by following outlined policies per established company guidelines and ensures a resolution is met between the customer and the company while balancing service level and financial objectives.
5. Provided clear and concise documentation regarding account activity in the billing system as defined by established policies and procedures.
6. Met company's financial and corporate objectives through meeting Customer Service goals.
7. Enhanced customer's wireless experiences through appropriate cross-sales.

Experience

2-5 Years

Level

Junior

Education

Business Administration

Description :

1. Resolved first and second-tier escalated collection calls, making the best decision for the customer and the company to allow revenue, minimizing involuntary churn, as well as bad debt.
2. Worked together with offline treasury teams to locate misapplied or missing payments, preventing interruptions in service and ensuring customer satisfaction, leading to several compliments and high scores from customer feedback.
3. Assisted with overflow collection calls in order to maintain the company's key performance indicator which creates outstanding performance and first call resolution.
4. Maximized shareholder value by reducing the time per call which helps with overall call center cost.
5. Worked closely with the Retention team securing specialty payment arrangements for high-risk customers saving the company money by avoiding write-offs or bad debt/customer defaults.
6. Monitored the development of a new client contact project via text messaging, that helped reach clients and to interact via text messaging, helping the coordinator's team collect more efficiently resulting in the increase of collections that enabled to reach a monthly collection goal.
7. Handled assigned collection responsibilities such as collection and aging reduction, increased revenue, and write-off reduction.

Experience

5-7 Years

Level

Executive

Education

Certification In Completion