finance servicing specialist resume example with 3+ years of experience

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

Finance Servicing Specialist with sound aptitude and background in accounts payable and receivable, financial management and inventory management. Develops financial best practices and process improvements to drive efficiency. Inputs data into accounting spreadsheets, word processing and database software while maintaining integrity and accuracy. I assist in organization with standard financial processes and performs intermediate accounting duties that require excellent analysis and judgment. Strong knowledge and demonstrated proficiency in financial database management systems. Maintains financial records, completes required tax forms and generates daily reports to measure business performance.

  • Cash Handling
  • Spanish speaking
  • Relationship building and management
  • Complex problem-solving
  • Multi-Line Phone Proficiency
  • Advanced Clerical Knowledge
  • Accounting Familiarity
  • Employee training and development
  • Rapid 10-key data entry
  • Strong Account Analysis Skills
  • Exceptional Customer Service
  • Self-Motivated
  • Multitasking Abilities
  • Planning and Coordination
  • Financial analysis
College of The Canyons Valencia, CA Expected in 05/2022 Associate of Arts : Business Education - GPA :
Sylmar Charter High School Sylmar, CA Expected in 06/2018 High School Diploma : - GPA :
  • Dean's List
  • Awarded
  • Member of Student Body President/Senior Class President
  • Promoted to Lead Teller based on superior performance.
  • Earned Teller of the Year for outstanding customer service.
  • Successfully trained new tellers over month time periods.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Documented and resolved teller shortages which led to not having to let go of some employees.
  • Run multiple department email inbox
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
Work History
First Midwest Bank - Finance Servicing Specialist
Zion, IL, 07/2021 - Current
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Monitored company inventory to keep stock levels and databases updated.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Resolved problems, improved operations and provided exceptional service.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Germain - Bank Teller
Naples, OH, 06/2019 - 07/2021
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Answered 99% customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Counted and packaged currency and coins.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered telephone inquiries on banking products, including checking, savings, loans and lines of credit.
  • Handled various accounting transactions.
Galpin Motors - Car Dealership Billing Administrative Assistant
City, STATE, 12/2018 - 04/2019
  • Participated with management to standardize workflows and improve processes.
  • Identified trends in rejections and payor contract issues and communicated to management.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Conducted thorough research using diverse resources to assist professional staff with routine and special project tasks.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Authored clear and professional business documents.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Transferred and directed phone calls, guests and mail to correct staff members.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
Galpin Motors - Receptionist
City, STATE, 05/2018 - 12/2018
  • Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Oversaw inventory activities, including materials monitoring, ordering or requisition and supply stocking or re-stocking.
  • Drafted professional memos, letters and marketing copy to support business objectives and growth.
  • Scheduled and confirmed appointments and meetings for senior management team.
  • Resolved customer problems and complaints.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

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Resume Overview

School Attended

  • College of The Canyons
  • Sylmar Charter High School

Job Titles Held:

  • Finance Servicing Specialist
  • Bank Teller
  • Car Dealership Billing Administrative Assistant
  • Receptionist


  • Associate of Arts
  • High School Diploma

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