account representative resume example with 15 years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Reliable and enthusiastic Account Representative offering 16 years of experience in efficient front desk management. Adept at prioritizing tasks, maintaining organization and optimizing workflow. Accustomed to balancing high-volume inquiries, phone calls for payments and applications. Hardworking and focused Account Representative offering excellent communication, planning and prioritization skills developed over 16 years of related experience. Skilled at Cash handling, deposits, writing reports, business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.

Experienced Account Representative knowledgeable about invoicing, payment processing and account updates. Specializing in pursuing delinquencies and resolving customer issues.

  • Cross-functional communication
  • Appointment scheduling
  • Assessment scheduling
  • Data entry
  • Debt Repayment Negotiation
  • Managing Delinquent Accounts
  • Payment Processing
  • Customer Relationship Management
  • Pleasant Telephone Demeanor
  • Credit and Collections
  • Skip Tracing
  • Payment Solicitation
Lockhart High School Lockhart, TX Expected in 2003 High School Diploma : - GPA :
Work History
Aqua Finance - Account Representative
Houston, TX, 09/2020 - Current
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
  • Contacted customers as issues arose to provide prompt resolutions.
  • Identified customer needs and achieved service levels that met and exceeded expectations.
  • Maximized revenue by servicing accounts and proposing new products and services to established customers.
  • Collected information from clients before securing accounts, verifying payments and special needs.
  • Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
  • Processed client payments and updated accounts.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Advised customers of alternative actions and strategies for debt repayment and attempted to avoid adversarial communications.
Atrium Health - Secretary
Denver, NC, 10/2016 - 09/2020
  • Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
  • Provided clerical support to 9 company employees by copying, faxing and filing documents.
  • Promptly answered multi-line phone system and greeted callers enthusiastically.
  • Developed and maintained current Workbook spreadsheets for tracking and analysis of office data such as payments and time for payroll.
  • Carefully wrote down all phone messages and relayed to appropriate personnel within 5 minutes of each call.
  • Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Spent ample time with each customer, going over and explaining documents to ensure that key information was understood.
  • Developed and maintained long-term relationships with policyholders and small business entities.
  • Responded to customer calls within 1 hours to swiftly resolve issues and answer questions.
Santa Fe, NM, 03/2015 - 10/2016
  • Assisted senior-level credit officers with complex loan applications.
  • Developed and maintained relationships with local real estate agents.
  • Successfully closed average of 30 loans per month.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Developed prospects for new loans by conducting 15 cold calls weekly.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping.
  • Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
Snooze - Assistant Manager
Katy, TX, 10/2005 - 10/2013
  • Supported staff development and goal attainment by focusing on skill development and job satisfaction.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Assessed workloads to meet seasonal fluctuation needs.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Kept work areas clean, organized and safe to promote efficiency and team safety.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.

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Resume Overview

School Attended

  • Lockhart High School

Job Titles Held:

  • Account Representative
  • Secretary
  • Assistant Manager


  • High School Diploma

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