Processing Analyst Resume Sample
Amie Altenwerth
6604 Halle Spur,
Boston,
MA
+1 (555) 445 1420
Work Experience
Senior Gift Processing Analyst
06/2015
-
PRESENT
Boston, MA
- Coordinate closings of newly issued fixed income securitization deals such as CLO’s, CMBS, RMBS, ABS and CMO
- Participate in meetings with other LOB’s for initiatives they are working on that impact the department
- Follow proper documented procedures, ensure compliance with applicable policy and regulations
- Lead and maintain a strong internal control environment; and provide audit support
- Continuous improvement of services, processes and achievement of top tier performance metrics- increasing efficiency, effectiveness of processes and performance
- Cross-training of employees to provide adequate coverage and high service levels during occasions of unexpected employee absences
- Exposure to both hedge fund and institutional investment managers/Citi clients
Invoice Processing Analyst
11/2009
-
12/2014
Chicago, IL
- Increased exposure to Senior management
- Consultation skills in a matrixed environment with various stakeholders
- Level of autonomy and business partnership to further develop influence, negotiation and leadership skills
- Product/Oversight and Clients’ to understand existing processes and business requirements and aid the successful implementation of new solution /processes/ clients
- Communicate directly with ICF’s clients regarding status of invoice packages and problem resolution
- Processing transaction settlement process’s in SFS Operations unit for Equities, Bonds and Money Market
- Processing transaction settlement process’s in DCC Operations unit for Equities, Bonds and Money Market
Junior Loans Processing Analyst
07/2006
-
05/2009
Chicago, IL
- Exposure to Senior Operations and Business Managers (internal)
- Opportunity to work with complex, rapidly changing product set
- Implement new processes and technology to support new business initiatives, improve control and increase operating efficiency
- Oversees transaction settlement process’s in SFS Operations unit
- Co-ordinate provision of settlement information provided to customers by SFS Operations team in response to clients’ settlement related query
- Opportunity to broaden understanding of Custody Operations in South Africa
- Opportunity to work closely within a dynamic business in large and varied Operations environment
- Access to key product leaders thereby increasing exposure to the larger organisation
Education
Everest University - Largo Campus
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Excellent organizational and prioritization skills including the ability to orderly maintain historical documentation
- Detail orientated and demonstrates strong analytical skills
- Good organizational skills, ability to work under pressure and prioritise within aggressive deadlines
- Multi-task with strong organizational and management skills
- Strong leadership skills to plan, manage, and direct operational functions with ability to implement change
- Strong communication, interpersonal, and organization skills
- Good problem-solving skills including the ability to perform a root cause analysis
How to write Processing Analyst Resume
Processing Analyst role is responsible for basic, training, research, organization, analytical, leadership, reporting, finance, credit, securities.
To write great resume for processing analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Processing Analyst Resume
The section contact information is important in your processing analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Processing Analyst Resume
The section work experience is an essential part of your processing analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous processing analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular processing analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Processing Analyst resume experience can include:
- Good team players with proven track record of delivering results,
- Demonstrated ability in dispensing exceptional customer service and a strong customer orientation and the ability to maintain and improve customer relations
- Basic PC and MS Office skills required
- Properly and effectively report issues that cannot be resolved real time
- Properly and effectively escalate issues that cannot be resolved real time
- Prior experience of process transition/migration and/or transformation
Education on a Processing Analyst Resume
Make sure to make education a priority on your processing analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your processing analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Processing Analyst Resume
When listing skills on your processing analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical processing analyst skills:
- Strong interpersonal skills. Good /Communication Skills
- Effectively manage and prioritize workload efficiently and accurately while maintaining a positive customer service culture
- Good collaboration and follow up skills. Able to manage some small projects
- Good documentation skills. Able to identify and document simple issues
- Strong organizational and communications (written and verbal) skills and the ability to maintain a risk management approach to responsibilities
- Working effectively within your own team, providing support and guidance to colleagues to create and foster an environment of continuous improvement
List of Typical Experience For a Processing Analyst Resume
1
Experience For Invoice Processing Analyst Resume
- Good knowledge of securities administration and clearing for International Markets
- Ongoing review and monitoring of customer collateral levels and performing required actions to align credit limits with collateral levels
- Resolving clients’ instructions inconsistency before, during and/or after allocation
- Preparing and reporting stock market transactions
- Handling Safekeeping and Management Fees
- Handling Custody Billings
- Support the Morgan Stanley Service Network by answering calls, assisting branch personnel, while adhering to the required service level agreements
2
Experience For Transaction Processing Analyst Resume
- Customer account service coordination including account opening and closing
- Performs research pertaining to loan events and activities. athers and documents relevant information in support of claims filing process
- Provide ongoing support to the Sales team to address questions and concerns regarding quota credit earned and commissions paid
- Hands-on ownership of certain processing tasks including
- Perform street side corrections utilizing DTCC clearing systems
- A comprehensive knowledge of securities and processing across various products and markets
- Performs plant processing allocation of each producer’s liquids. Provides monthly settlement allocation statements to each producer
- Builds complex queries, exports, and reports within Raiser’s Edge related to gift coding
- Performs monthly gathering system allocations and contract updates
3
Experience For Capital Markets & Core Processing Analyst Resume
- Review and scrutinize all supporting documents received by clients for cross-border transfers
- Conduct presentations and training to clients on regulations
- Comprehensive understanding of regulation issued by local FX regulator
- Communicate trade discrepancies to the trading desks
- Proficient in Microsoft products including Excel, Access, Word and Outlook
4
Experience For Deliveries Trade Processing Analyst Resume
- Broad trainings offering,
- Ensures that production is performed and executed within Service Level Agreement (SLA
- Prepares specific claims in accordance with established procedures. Collects, compiles and stages required claims-support documentation. Files claims with appropriate entity. Performs claims follow-up activities, including monitoring, tracking and providing status of active claims
- Prepares and files specific claims and evaluates their accuracy and completeness in accordance with investor guidelines and bank policy
- Completes claim analysis; delivers administrative support throughout the end to end claims process. Performs claims follow up activities, ensuring receipt of claim funds and evaluating the completeness and accuracy of claims funds
5
Experience For Senior Gift Processing Analyst Resume
- Work directly with the brokers, traders and settlements teams ensuring clients’ instructions are accepted on loans and borrows positions
- Ensure Credit Approvals are in compliance and accordance to Citi Global Credit Policies and applicable local regulations
- Collect requirements and work with external vendor to configure new plans
- Review commission plan documents to ensure accuracy in configuration
- Use sample data to test new configurations
- Process domestic and global redemptions and maturities, including final paydowns, for positions held in Citi Private Bank custody on Citi’s internal Openwealth operating system and at Citi’s Securities Funds Services custodian
- Review and validate accuracy of charges for telecommunications invoices and payments applied
- Day to day monitoring and investigation of non-transacting ATMs
- Assist with providing and preparing details required for internal audit
6
Experience For Loans & Trade Processing Analyst Resume
- Process invoices for payment using Tangoe software/platforms
- Look for errors or mistakes in invoices and correct them using standard processes
- Bachelors is Finance of related field
- Review and investigate invoice adjustments
- Work with the various teams and/or vendors to address
- Run regular reports and work with various teams to ensure processes are correctly followed and data integrity is maintained
- Ensure invoices are processed within SLA deadlines and in compliance with SSAE and Tangoe’s commitment and contract agreements with the customer
7
Experience For Securities Processing Analyst Intermediary Resume
- Complete work in compliance with required quality assurance standards
- Provide regular updates to leads and managers as requested
- Complete detailed itemizations as necessary, with a focus on quality
- Process corporate action and dividend items within order management system to maintain synchronization with exchange open order files
- Investigate and respond to branch status requests and price challenges within required service level agreement time frames
- Investigate and make corrections as needed to trade breaks and open order discrepancy reports
- Review, investigate and correct trade breaks within facilitation accounts
- Responds to vendor inquiries
- Escalates production issues to his her team leader as appropriate
8
Experience For Commission Processing Analyst Resume
- Performs monthly plant balance and reconciliation for assigned plant. Communicates with the plant operators to discuss plant operations and plant balances
- Works with the Business Development team to provide historical and current data. Coordinates with Business Development reps regarding new contracts and sets them up in the applicable systems
- Process received invoices for all applicable Divisions for Brazil, ensuring that all corresponding controls are met and that all related local legislation is effectively applied throughout the keying process
- Process received invoices for all applicable markets in the Americas, ensuring that all corresponding controls are met and that all related local legislation is effectively applied throughout the keying process
- Meet internal SLAs, quality standards and daily volume in a satisfactory manner
- Through daily problem resolution, identify and propose process improvement
9
Experience For Plant Processing Analyst Resume
- Ensure compliance with company policies and procedures and supports company mission, values and standards of ethics and integrity
- Perform data entry or other client related tasks in various systems, as required
- Ensure smooth running of day-to-day operation for the group, including management of work assignments. workload distribution, staffing and scheduling to meet required operational deadlines, e.g., overtime, evening and weekend hours
- Provide development opportunities, when available, to members of the team with assistance from supervisor where required
- Perform and/or ensure completion of quality review checks on outgoing work within immediate team to ensure quality, accuracy, and consistency (e.g., proof data entry, correspondence, and other tasks)
- Act as subject matter expert for team members, peers and/or clients as assigned. Anticipate, identify, and assess complex issues/problems. Develop and implement a corresponding plan of action to bring the situation to resolution. Communicate changes to supervisor and assist other team leads with resolutions, as needed
- Identify, document, and review opportunities for team improvement in procedures/processes/standards to gain efficiency; execute implementation of improvements. Required to direct work within clear budget guidelines
10
Experience For Senior Processing Analyst Resume
- Create annual team objectives with supervisor approval. Monitor and coach team to meet objectives
- Prepare and coordinate performance Achievement, and counsel employees on career and performance/disciplinary issues
- Develop and coach team members to meet set objectives
- Invoice Management; including invoice reconciliation to agreed commercial terms and inventory, data entry via FITS (Financial Information Tracking System), variance analysis and reporting, data upload via P2P for authorization and local country payments
- Investigate any variances and where required, dispute with vendor (seek revised invoice or credit as appropriate)
- Deal with all invoice queries from Business, Vendors, Payment Services and Market Data Management
- Deal with all overseas locations to ensure local payment of MDS invoices in correct and timely manner
- Research and evaluate the work case and process the dispute, fraud, chargebacks and/or complaints. Monitor systems and analyze data to detect possible fraudulent behavior related to credit card useage. Make recommendations related to analysis and contact card holders to investigate possible fraudulent behavior
List of Typical Skills For a Processing Analyst Resume
1
Skills For Invoice Processing Analyst Resume
- Have analytical skills to review spreadsheets and analyze data
- Basic to Intermediate PC skills (MS Excel, Word, PowerPoint)
- Experience in analyzing data using excel or other data analysis tools
- Experience improving processes and structuring processes to support downstream information needs
- Experience improving processes and structuring processes to support downstream information need
- Preferably1-2 years of working experience in Operations role within a Bank
- Corporate Actions knowledge and experience of election processing in a broker/dealer environment
- General knowledge of capital markets and accounting and experience on a similar position,
- Regulatory reporting experience (at least one year)
2
Skills For Transaction Processing Analyst Resume
- 1-year of experience in a finance or accounting department of a multinational company desired
- Demonstrated ability to manage ongoing ad hoc requests, queries and complaints/issues appropriately
- Able to apply simple mathematical techniques to validate premium and/or refund calculations
- Demonstrates Citi OandT Culture Values
- Service orientated, professional, proactive & strong client/business focus and accountability
- Strong customer service focus and attention to detail and deadlines
- Experience in a shared services environment with focus on procurement, invoice processing and accounts payables
3
Skills For Capital Markets & Core Processing Analyst Resume
- Experience in a finance or accounting department of a multinational company
- Experience of the banking industry, preferably within a Wealth Management environment
- Updates and maintains (validates) coding structures with a constituent’s gift record
- The ability to multi-task and proven ability to work under pressure in a constantly changing, high volume environment
- Very good knowledge of the capital market
- MS Office (very good knowledge of Excel)
4
Skills For Deliveries Trade Processing Analyst Resume
- Two to three years of customer service experience in financial services industry
- Proven leadership abilities to guide staff in the development of new initiatives and system efficiencies
- Demonstrated ability to manage multiple areas/tasks and individuals in a fast-paced environment
- Proven commitment to educational and professional development
- Brazil Market experience
- Strong PC knowledge, particularly Excel, and Outlook
- Procure to Pay support function experience
- Strong MS Outlook, Power Point and Excel knowledge
- PeopleSoft AP experience an advantage
5
Skills For Senior Gift Processing Analyst Resume
- Working knowledge of both scanning and accounts payable applications
- Understanding of DTC and Loanet systems
- Using judgement to make appropriate decisions and escalate appropriately
- Processing clients’ instructions to the Agents on Dividend Reinvestment and Dividend Opt-Outs in the WHEM markets
- Reconciling clients’ holdings between JPMorgan and the agent for each corporation event
6
Skills For Loans & Trade Processing Analyst Resume
- Monitoring the order entry network, troubleshoot order entry issues, address order rejects and act as a liaison between branches and exchanges
- Provide reporting codes for incoming and outgoing payments as required by Office des changes
- Follow documented standard operating procedures and underwriting guidelines
- Be responsible for delivering quality service and proposing new solutions that exceed Clients’ expectations,
- Proficient in Excel (sorting, formatting vlookups, etc)
- Assists in preparing and maintaining our monthly plant forecast
- Ensure invoices are paid within payment terms, maintaining KPI’s relating to the work-flow
- Problem Solving – Examines ability to creatively resolve or determine appropriate solutions
7
Skills For Securities Processing Analyst Intermediary Resume
- Able to reconcile the total net premiums submitted against the total amount processed considering any adjustments made to customer records
- Able to document or update the steps of a process in a standard operating procedure
- Intermediate knowledge and applied use of Microsoft Office applications including: Excel, Word, Outlook and Access
- Analyze incoming client business via electronic files, US Postal Service, Email and Fax for completeness, accuracy, discrepancies or out of balances
- Prepare and mail outgoing fulfillment packages
8
Skills For Commission Processing Analyst Resume
- The mind-set to see through to conclusion specific tasks ensuring deadlines and quality standards are met
- Evident interpersonal, organizational, administrative and problem solving abilities
- Solve routine problems of limited scope and complexity following established policies and procedures
- Responsible for indexing of invoices before these are processed by the Payables Processors
- Work closely and negotiating with our suppliers/vendors for higher margin retention
- Be responsible for accurate and timely processing Clients’ cash and stock transaction instructions,
9
Skills For Plant Processing Analyst Resume
- Suited to a quick paced, high volume working environment
- Responsible for activities assigned by the Invoice Processing Lead
- Processes pre coded invoices, including those with and without a purchase order
- Conscious of meeting deadlines
- Full knowledge on loan products, agency function and Citi Internal Policies e.g. MPP and accounting rules
10
Skills For Senior Processing Analyst Resume
- Organize own work and manage their working time
- Commitment to detail and attention to detail when performing tasks
- Able to work efficiently under time pressure and flexible in terms of working hours,
- Basic understanding of MS Office and web portals
- Guarantee that all keyed information follows the established guidelines present in the corresponding Work Instructions for each attainable process
- Manage numerous, projects requiring high level capabilities with minimal supervision
- Drive suppliers to electronic invoicing
- Review contracts presented by clients justifying technical assistance payments
- Raise exceptions to clients on supporting documents presented
List of Typical Responsibilities For a Processing Analyst Resume
1
Responsibilities For Invoice Processing Analyst Resume
- Request specific approvals on client’s request to Office des changes (FX regulator)
- Participate to calls with clients to explain any concern on payments or required documents
- Assist with meetings with Office des changes and clients on specific cases
- High level of integrity/sense of responsibility and attention to detail
- Fluent in English and Nihongo
- Highly client-service and quality-oriented mindset
- Analyze, identify and document trade discrepancies in break monitor or on the exception reports
- Communicate with contra brokers to resolve questioned trades
2
Responsibilities For Transaction Processing Analyst Resume
- Utilize various internal applications to adjust trade details
- Perform process assurance and quality control tasks
- Utilize NSCC important notices to maintain the firm's master broker file
- Prepare trade status and volume reports
- Reconciliation and Investigation of open items
3
Responsibilities For Capital Markets & Core Processing Analyst Resume
- Inquiry and problem resolution
- Knowledge of full scope of SAP transactions
- Extended knowledge of MS Excel and SQL/VBA
- Global view and desire to change is essential
- Familiarity with agent bank systems i.e. Euroclear Euclid; CitiDirect; HSBCnet or equivalent platforms
- Proficient with MS office applications (Excel, PowerPoint, Word etc.)
- Practical usage of computer and MS Office (especially advanced excel)
- We welcome language certificates or financial
- NCS knowledge nice to have
4
Responsibilities For Deliveries Trade Processing Analyst Resume
- Proficiency in various database and computer-based applications such as Hyperion, PeopleSoft, Excel, Word, and PowerPoint
- Gain broad perspective of organization-wide financial operation requirements
- In an analytical or operations role
- Business Level fluency (oral and written) in Portuguese
- Business Level fluency (oral and written) in English and/or Portuguese languages
- Team player with a focus on collaboration and goal achievement
- Advanced Microsoft Office Excel (pivot tables, macros, and complex formulas)
5
Responsibilities For Senior Gift Processing Analyst Resume
- VBA (Excel, Access),
- 11am - 8pm shift Job
- Manage relationships, both internal and external
- Friendly and multinational environment,
- The ability to work well as part of a team and with minimal supervision
- Works under general supervision; work is reviewed for accuracy
- Processes transactions of simple to medium complexity
6
Responsibilities For Loans & Trade Processing Analyst Resume
- Creating accounts payable docs in SAP that covers: Recurring Documents, Downpayments Request Process, Online Pay Request, Running Self Billing, journal uploads for invoices
- Correct and/or reprocess invoices if required
- Create and store back-up documents for cancellation, dummy credit and journal upload activities
- Answer supplier queries on invoices & payments
- Keen team player with can do attitude
- Communicate with clients and customers or policy holders to resolve any problems with the file or policy application
- Report problems to internal stakeholders
7
Responsibilities For Securities Processing Analyst Intermediary Resume
- Request interface of the files into Assurant systems
- Perform manual data entry of policy information to Assurant systems
- Enter documents into digital archives
- Knowledge in foreign languages is an advantage (e.g., Japanese, Mandarin, German, etc.)
- College course work in Finance or any business- related course
8
Responsibilities For Commission Processing Analyst Resume
- Able to sort, filter, and/or summarize large volumes of data in excel to find the cause of out of balances
- Knowledge of Assurant systems: DMO, PMS, Kwikwork, CDS, FRS
- Data Entry (10-key)
- Manage RTV process
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