LiveCareer-Resume

new accounts specialist resume example with 7+ years of experience

JC J S S JS J S S JS J S S JS J S S JS J S S JS J S S JS
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Enthusiastic new account specialist, successful at developing training plans and supplementary materials to help our new hires. Works under strict deadlines and makes independent judgments about effectiveness of new accounts and training.

Skills

· Motivated and enthusiastic about developing good relations with coworkers, clients and networks.

· Day to day handling of customers and customer service issues while maintaining integrity and efficiency.

· Excellent verbal and written communication skills in order to provide all customers and internal employees with clear and concise information.

· Ability to prioritize assignments to ensure all deadlines are being met in a timely manner.

· Extensive experience with document collecting and tracking .

· Provide clients with the support and guidance to ensure their needs are being met.

· Excellent follow-up skills, to ensure all tasks are being completed in a timely manner.

· Everyday use and knowledge of excel, word, outlook, and some power point.

· Adaptive to diverse working environments and receptive of daily challenges.

· Flexible in many different working environments to ensure clients’ needs are being met.

· Work flexible hours to help meet service levels.

Work History
01/2018 to Current New Accounts Specialist Axos Bank | San Diego, CA,
  • The main point of contact to our Family Office service team, to better assist Family Office in getting their accounts opened in a timely and efficient manner.
  • Training new hires and contractors, to ensure they they have the knowledge and the tools necessary when their training is complete.
  • Assist with establishing the training program within the new account department.
  • Enhanced training programs to strengthen employee knowledge.
  • Mentored newly hired employees and developed training manuals to utilize for reference purposes.
  • Subject matter expert on over 13 procedures, as well as assist on updates and creation of procedures.
  • Limited CIP subject matter expert, confidential subject matter expert, Employee Branch subject matter expert, Organization subject matter expert.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Maintained compliance with company policies, objectives and communication goals.
01/2017 to 01/2018 New Accounts Processor Cuso Financial Services, L.P. | Spokane, WA,
  • The main point of contact to our Family Office service team, to better assist Family Office in getting their accounts opened in a timely and efficient manner.
  • Review applications and various documents, to ensure they are complete in accordance with regulation needs.
  • Contact investment advisors in order to obtain additional information and documents to ensure accounts are in good order to be processed as per regulation and guidelines.
  • Handled high volume of in-bound calls pertaining to clients needs.
  • Resolved various problems, improved operations and provided exceptional client support.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Maintained compliance with company policies, objectives and communication goals.
01/2015 to 01/2016 Financial Aid Supervisor Kern Comunity College District | Bakersfield, CA,
  • Enhanced training programs to strengthen employee knowledge.
  • Revitalized operational structures and procedures to successfully control waste, enhance output and boost overall quality.
  • Utilized standard operating procedures, effective resource management, communication and procedures specified in company operation manual.
  • Supported the financial aid department to enforce Department of Education regulations, laws and established policies throughout operational stages.
  • Provided coaching and counseling to 5 employees to encourage professional growth as well as meet short- and long-term goals.
  • Measured team performance and reported metrics to leadership team members.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.
  • Mentored newly hired employees and developed training manuals to utilize for reference purposes.
  • Interviewed, hired and trained new employees for financial aid advisors.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Maintained compliance with company policies, objectives and communication goals.
01/2013 to 01/2015 Financial Aid Advisor Hca | West Jordan, UT,
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
  • Authored presentations and documentation for distribution to current and prospective students.
  • Provided financial aid counseling to enrolled and prospective students.
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
  • Processed federal financial aid verifications per the Department of Education guidelines.
  • Communicated with prospective students to illustrate available financial aid opportunities within their specific program.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Helped individuals complete physical and electronic paperwork such as FAFSA.
  • Counseled students and parents about financial aid options and program details.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Education
Expected in 2007 to to AA | Brevard Community College, Melbourne, FL GPA:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Brevard Community College

Job Titles Held:

  • New Accounts Specialist
  • New Accounts Processor
  • Financial Aid Supervisor
  • Financial Aid Advisor

Degrees

  • AA

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: