Outbound Processor Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Personable teller brings experience in balancing problematic administrative and financial duties to achieve customer satisfaction. Proficient in OSI and Velocity. Hardworking and reliable teller with strong ability in Maintaining cash drawer and customer satisfaction. Offering empathy, self proficiency, and experience. Highly organized, proactive and punctual with team-oriented mentality.

  • Recordkeeping proficiency
  • Research expertise
  • Document control
  • Data entry
09/2016 to 04/2020 Outbound Processor Esl Federal Credit Union | Victor, NY,
  • Monitored purchased loans tracked pipeline for refinances by creating status reports daily.
  • Assisted members with obtaining payoff information from third parties to refinance.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Generated payment estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
  • Analyzed loan files, including review of borrower's income, assets and credit, verified compliance to specific underwriting criteria and input new loans into designated software.
  • Checked applicant credit, personal references and employment histories.
  • Carried out pre-funding and funding functions for more than 15 loans daily.
  • Examined and verified information in loan application and closing documents.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Prepared and delivered loan documents to title and necessary departments throughout ECU.
  • Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Submitted completed loan applications for underwriting approval or denial.
10/2012 to 09/2016 Teller Methodist Health System | Cedar Hill, TX,
  • Maintained accurate teller drawer using electronic system OSI to handle all customer bank transactions.
  • Counted as much as $25,000 in daily funds with manual and machine-assisted methods.
  • Balanced cash drawer daily by analyzing transactions to recognize and solve minimal outages.
  • Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
  • Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
  • Directed specific questions to appropriate branch personnel.
  • Adhered to regulatory and company security and audit procedures.
  • Opened new customer accounts, including checking, savings and lines of credit.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Adhered to financial services security and audit procedures.
  • Trained employees on cash drawer operation.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Managed opening and closing times for main branch.
  • Examined checks for identification and endorsement.
  • Supplied tellers with coin and currency as needed.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Served approximately 100s customers each shift, remaining composed and professional even in high-stress situations.
11/2011 to 10/2012 Patient Representative Cleveland Clinic | Ashland, OH,
  • Spoke to patients upon arrival to determine if personal data or insurance information had changed.
  • Scheduled appointments and sent out appointment reminders to all patients for upcoming office visits.
  • Promoted patient data confidentiality by following strict rules and regulations endorsed by the facility.
  • Informed patients of delays and approximate wait times upon arrival for appointments.
  • Supervised the flow of patients and made sure each person was checked in and attended to quickly.
  • Supported unit efficiency by maintaining current and accurate clerical paperwork.
  • Promoted patient comfort by quickly responding to calls and handling diverse needs.
  • Balanced nightly deposits and completed credit card processing.
  • Flexibility to support change, with varying schedules as necessary.
  • Maintained high quality expectations with little to no supervision needed.
  • Candidate and selected for management training.
06/2010 to 11/2011 Clerical Assistant Bristol Surgical Associates | City, STATE,
  • Conducted patient interviews to gather health history, vital signs and information about current medical issues.
  • Prepared, reviewed and submitted patient statements to determine factual accuracy.
  • Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
  • Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
  • Completed clinical documentation in accordance with agency guidelines.
  • Measured patient peak flows to improve workflow efficiency.
  • Sterilized instruments and disposed of contaminated supplies in adherence to OSHA regulations.
  • Contributed to efficient office operations by triaging patients by severity of medical complaint.
  • Improved patient care and daily task efficiency resulting in smoother operations.
  • Supported functions for diagnostic and technical treatment procedures, including setting up and operating special medical equipment and apparatuses.
  • Efficiently performed insurance verification and pre-certification and pre-authorization functions.
  • Sterilized medical equipment after each procedure.
  • Escorted patients to examination rooms and documented medical histories.
  • Used electronic software to process patient payments and update accounts.
  • Tracked and managed inventory for exam rooms and maintained vaccine and expiration logs.
  • Assisted with technical treatments and entered information within patient records and charts.
  • Verified appointment times with patients, preparing charts, pre-admission and consent forms.
  • Transmitted physician's orders to patients, counseling on execution and addressing follow-up questions.
  • Performed front desk duties, including answering phones, scheduling appointments, greeting patients and ordering supplies.
Education and Training
Expected in | Business Information The University of Virginia's College At Wise, Wise, VA GPA:
Expected in 05/2006 High School Diploma | Holston High School, Damascus, VA, GPA:

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Resume Strength

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Resume Overview

School Attended
  • The University of Virginia's College At Wise
  • Holston High School
Job Titles Held:
  • Outbound Processor
  • Teller
  • Patient Representative
  • Clerical Assistant
  • Some College (No Degree)
  • High School Diploma

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